Capstone, wer hat news - 500 Beiträge pro Seite

[Wasserstoffel]

habe heute infos aus dem handelsblatt entdeckt. war sehr interessant zu lesen.
weiß jemand mehr zu diesem wert???

[mannik]

!

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[gewinnwarner]

Capstone Turbine shares fall on worry over orders
NEW YORK, June 4 (Reuters) -- Shares of Capstone Turbine Corp. (NasdaqNM:CPST - news) on Monday fell as much as 11 percent because of concern that orders for the company`s off-the-grid power microturbines have not materialized as quickly as investors had hoped.

With some saying product sales are being hurt by competition and, ironically, by California`s power crisis, Capstone Turbine`s shares fell $2.78, or 8.2 percent, to $31.25 on volume of 2.7 million shares on the Nasdaq Stock Market. Earlier, the shares fell as low as $30.41.

Merrill Lynch analyst Sam Brothwell on Monday cut his estimates for the number of microturbines Capstone will deliver in 2001 to 2,100 from 2,800, and in 2002 to 4,100 from 7,900. Capstone`s refrigerator-sized microturbines provide electricity for small businesses and homes on-site, as opposed to through the electric power grid, using natural gas and other fuels. They are also used in electric buses.

``The near-term adoption for the product is generating orders in the 10s and low 100s, and to meet the sales ramp in our model, we needed orders closer to 1000,`` Brothwell said. ``We think those orders will be coming (but) it`s taking a little longer than we had thought.``

In a note to clients, Brothwell said that Chatsworth, California-based Capstone, which began commercial shipping of its microturbines in December, 1998, faces ``stiff`` competition from more established companies such as Caterpillar Inc.

(NYSE:CAT - news), which also makes electric power generators. Caterpillar is the world`s No. 1 producer of construction and mining equipment.

The power crisis in California ``is both a blessing and a curse for Capstone,`` Brothwell wrote. The crisis has created demand for power generation products yet caused customers to panic, making it more difficult to sell new and unproven products, he wrote.

Capstone`s principal product is a microturbine that generates 30 kilowatts of electricity -- enough to power a small business, according to Capstone`s Web site. The company introduced a 60-kilowatt microturbine in September.

``There`s probably an assumption that there will eventually be a lot of orders and a lot of production by Capstone, but the difficulty is valuing (the shares) now,`` said David Schoenwald, the co-manager of the Melville, New York-based New Alternatives Fund, which has about $58 million in equities under management, including ``a little of Capstone.``

You ``have to be patient with these stocks,`` he said.

Schoenwald said he ``would add (Capstone) if it went considerably lower (but) I`m not sure what the value should be.``

Capstone shares have traded on an intra-day basis between $98.50 and $17.75 in the last 52 weeks. The high was reached on Aug. 31 and the low on Nov. 30.

Shares of Capstone, which became a publicly traded company last June, ``have been and likely will continue to be dogged by ongoing insider sales,`` Brothwell wrote in his note to clients. Early-stage investors such as venture capitalists, many of whom have a cost basis in Capstone shares in the $1 to $2 range, are registering to sell their shares ahead of summer, he wrote.

Such insider sales, by increasing the supply of shares available to the public, can help depress the price of the shares.

[fishhawk]

Ich bin mit meiner trading position gestern ausgestoppt worden.

Für den den Neueinstieg warte ich erst mal ab, denn beim letzten Mal war es auch klug, erst die insider-sales durch den Markt laufen zu lassen.

Bisher bin ich immer deutlich unter 30$ wieder reingekommen.

Für meine long-postion bin ich immer noch positiv gestimmt. Die 60 KW-Turbine sollte sich ganz gut verkaufen lassen und die Zusammenarbeit mit Cummins sollte auch Früchte tragen.

Die Volatiltät der Aktie wird aber m.E. noch einige Monate anhalten.

[fishhawk]

Wie aussieht teile ich die Meinung von Chris Edmonds, jtzt heißt es das richtige Abstauberlimit zu wählen.

http://www.thestreet.com/_yahoo/comment/christopheredmonds/1…

Christopher Edmonds chatted on AOL`s MarketTalk, produced by Sage Online, Tuesday, June 5 at 10:30 a.m. EDT.

Question: Your opinion on CPST long term please?

CSEonTSC: Good question -- clearly Capstone`s small turbine product is a very important part of the energy solution, longer term. So many of these new energy plays are way ahead of themselves in price, but that is the market discounting the future.

Capstone is a survivor and, while I wouldn`t chase at high prices, I would be inclined to be an investor in Capstone and other new energy technology companies over the long term.