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Camco - 500 Beiträge pro Seite


ISIN: GB00B11FB960 | WKN: A0JL3X | Symbol: J4Q
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25.07.19
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ZeitTitel
02.08.19

08.12.13


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Begriffe und/oder Benutzer

 

The Company received notification on 12 March 2009 from Generation Investment Management LLP that Generation IM Climate Solutions Fund, L.P. (the "Shareholder") increased their shareholding and now holds 32,035,000 ordinary shares of €0.01 each in the Company, representing approximately 18.94% of the Company's issued ordinary share capital.


David Blood, managing partner, Generation, said, 'Generation believes that sustainable development that addresses the climate crisis will be a significant driver of industrial and economic development over the coming decades. However, there is clearly a significant gap between the capital needed and the capital currently deployed to create enduring solutions to the climate crisis. As a result, investing in scalable solutions now is critical and our Climate Solutions Fund intends to do just that.'

Generation is chaired by former US Vice President and climate change campaigner Al Gore.
http://www.altassets.com/news/arc/2008/nz13257.php
Antwort auf Beitrag Nr.: 36.768.020 von hary07 am 14.03.09 19:01:54
Hallo Hary,

Ich war überrascht jetzt hier die Treaderöffnung zu Camco zu sehen -ich wollte das Unternehmen wahrscheinlich in absehbarer Zeit woanders vorstellen. Da GMI jetzt aber gute 32Mio Aktien zu je 0,01E hält -kannst Du mir sagen, zu welchem Preis sie aufgestockt haben?? Macht natürlich einen fragwürdigen Eindruck.


Halte das Unternehmen aber für alles andere als unseriös, wie oben ja schon erwähnt, GMI wird ja von Al Gore geführt, er hat zumindest seine Finger mit im Spiel. Ansonsten, das Jahresergebnis für 2008 sollte ja kürzlich bekanntgegeben werden, wurde aber verschoben("Further to discussions with our auditors regarding the Company's revenue recognition policy the Board has decided to delay the announcement of the preliminary results. This will not impact the Company's cash balance disclosed in the trading update January 5th 2009 of €26.5 million as at 26th December 2008. "). Die Erwartungen waren wohl im Vorfeld sehr positiv -ich würde eher von einem schlechten Ergebnis ausgehen.


Ich denke aber, trotzdem, Camco könnte ein superinteressantes Langfristinvestment darstellen. Wenn ich das ausgearbeitet haben sollte, stell ich´s mal hier rein.


Gruß,
Popeye
Antwort auf Beitrag Nr.: 36.768.680 von Popeye82 am 15.03.09 02:50:01Die noch junge Branche ist vollkommen am Boden und es gilt die Frage zu beantworten, welche der jungen Pflänzchen noch mal zurückkommen, denn es wird Blut fließen in diesem Segment. Schlecht für die Branche ist neben dem Verfall der Zertifikatepreise auch die große Unsicherheit, wie es mit den Kyoto-Programmen weitergehen wird, was sich wohl in 2009 nicht mehr entscheiden wird. JI-Programme lohnen sich schon jetzt nicht mehr, weil sie nur noch bis einschl. 2012 vergütet werden und wie die CDM Programme und vor allem, in welchen Ländern, weitergeführt werden ist derzeit unsicher. Die Hoffnung der Branche ruht also auf den USA, nur mal ehrlich, was soll denn dort in Richtung Ratifizierung passieren? Die Schwerindustrie und andere Co2 Verursacher werden sich kaum durch obligatorisches Cap and Trade Programm binden lassen und bei den zahlreichen Pillepalle freiwilligen Programmen (VER) wird die Nachfrage nach Zertifikaten auch nicht gerade steigen. Das Problem ist doch, dass die Projektentwickler für die Zertifikate Optionsscheine schreiben, um die Projekte zu finanzieren, da ohnehin kein Kapital mehr in diesen Bereich fließt und bei der Unsicherheit im Markt ist das schwierig. Einige Projektentwickler diversifizieren bereits in solche Länder, die mit Sicherheit auch in der Nach-Kyoto-Ära sichere CDM Kandidaten bleiben, wie Vietnam, Thailand oder teils Afrika, was bei den Finanzierungen aber auch die Risiko-Spreads erhöht. Wer in Werte wie TEP, CAO oder ECO investieren will, sollte sich dieser erheblichen Risiken bewußt sein. Investments sind letztlich eine Wette auf eine signifikante Erholung der Weltwirtschaft sowie eine weitgehend uneingeschränkte Verlängerung der CDM und JI Programme sowie eine verstärkte Anlehnung der USA an Kyoto oder das Nachfolge-Regime.
Antwort auf Beitrag Nr.: 36.768.806 von Bodenwerder am 15.03.09 08:59:52
"Die Schwerindustrie und andere Co2 Verursacher werden sich kaum durch obligatorisches Cap and Trade Programm binden lassen ..."


Hallo Bodenwerder,

Doch, werden sie -meiner Ansicht nach. Auch wenn das ein sehr, sehr harter "Kampf" wird. Derzeit klaffen in meinen Augen vor allem die Möglichkeiten vs. (herbe)Realität weit, weit auseinander. Das scheint mir momentan das Hauptthema der Branche zu sein. Trotzdem sehe ich die Möglichkeitzen ganz klar.


Ich versuche mal noch auf die anderen Punkte etwas einzugehen, das dauert aber einen Augenblick. Finde ich aber super, bin überrascht, zu sehen, daß hier wer eine etwas ausführlichere Meinung zum Thema hat.

Ich hab mir über die letzten Monate eine etwas größere WL zum Thema Emissionshandel aufgebaut, auch generell zu "Cleantech". Neben Camco finde ich auf jeden Fall noch ECO &LCA interessant. Aber Deren Zeit dürfte noch, lange, nicht gekommen sein, sofern das mal der Fall sein wird. ECO hat ja gerade zuletzt große Verluste gemeldet(aber einen massiven Sprung bei den Revenues -etwa Faktor10!).


Wen meinst Du mit TEP?, hab da nichts gefunden. Hast Du vielleicht auch noch einen Link, wo man sich die Preisentwicklung der CER´s angucken kann? Interessiert Dich der Bereich "Cleantech" auch generell? Dann hätte ich eventl. noch 2, 3 Sachen zum mal anngucken.


Gruß,
Popeye
Antwort auf Beitrag Nr.: 36.770.686 von Popeye82 am 15.03.09 20:13:07Hallo Popeye82,

CER und dazugehörige Futures werden z.B. auf der Seite von EEX dargestellt. Der 2009 Future ist hier zu finden



Mit TEP meine ich Trading Emissions, einen der größeren Developer im Markt.

Ich sehe die USA deutlich kritischer in Bezug auf CO2 Emissionshandel. Es gibt sicherlich einige vielversprechende freiwillige Programme, die aber sehr wenig Teilnehmer haben und deshalb zu erheblichen Kursschwankungen bei den Emissionsrechten führen. Diese Schwankungen lassen wenig Spielraum für vernünftige Projektfinanzierungen in diesem Segment und die Amis sind tendenziell sehr mißtrauisch gegenüber solchen als Strafzoll empfundenen Maßnahmen. Andere Kritiker gehen sogar noch weiter und sehen in den Kyoto-Instrumenten eine neue Art des Neo-Kolonialismus, aber das nur mal am Rande.

Derzeit bin ich sehr pessimistisch für diesen Sektor. Schau Dir mal Eco-Securities an. Die haben ja zahlreiche CER-Calls zu 11-15 Euro mit Laufzeit bis 2012 geschrieben, was auf eine mittelfristig sehr pessimistische Markteinschätzung hindeutet. Zu diesen Preisen bekommt Eco-Securities jedoch die Kosten nicht gedeckt und wird weiter Cash verbrennen. Man sieht auch an den aktuellen Zahlen, dass die durchschnittliche Projektgröße abnimmt, was sich zusätzlich negativ auf die Kostenstruktur auswirken wird. Bei den anderen Projektentwicklern sieht es nicht viel besser aus. Dazu kommt, dass viele Projekttypen viel langsamer und weniger als erwartet CER generieren. Da sind viele DOE etwas zu optimistisch rangegangen und die temporäre von DNV, dem größten DOE, war wohl kein Zufall.
Danke für die Postings. Habe CAMCO schon mit früheren Thread vorgestellt, war da leider Alleinunterhalter.
Ich halte die Aktie schon länger, bin da natürlich ordentlich den Berg runter mitgefahren. Trotzdem bleibe ich dabei, allein schon deswegen weil mir die Idee dahinter gefällt. Freue mich das ich jetzt nicht ganz alleine mit dem Interesse an der Aktie bin.
Alter Thread:
http://www.wallstreet-online.de/diskussion/1057008-1-10/camc…
EPA Proposes First Greenhouse Gas Reporting Requirements - GreenBiz, WASHINGTON - March 10, 2009
www.greenbiz.com/news/2009/03/10/ep.....as-reporting-require…

"WASHINGTON, D.C. -- Thousands of carbon-intensive facilities across the U.S. may have to report their greenhouse gas emissions for the first time beginning in 2011.

The U.S. Environmental Protection Agency on Tuesday, using its authority under the Clean Air Act, proposed a national greenhouse gas reporting framework that it says will impact roughly 13,000 facilities and cover up to 90 percent of the country's emissions. The first report in 2011 would cover emissions from 2010.

The EPA estimates it will cost reporting companies about $160 million in the first year, and about $127 million in subsequent years.

The reporting rules will apply to facilities generating more than 25,000 metric tons of emissions annually, such as power generators, car manufacturers, industrial chemical suppliers and cement, iron and steel producers, among others.

Livestock operations with manure management systems that emit more than 25,000 metric tons of CO2e would also be subject to the reporting requirements, but most emissions from the agricultural sector won't be covered by the rule, according to the EPA. The agency estimates fewer than 50 large livestock operations meet the reporting threshold.

To cover transportation-related emissions, new vehicle and engine manufacturers will report CO2 to the EPA on a gram-per-mile basis, similar to its existing requirements. The agency is also proposing seeking comment on establishing reporting requirements for fleets, as well the reporting of additional travel activity data from state and local governments.

"Through this new reporting, we will have comprehensive and accurate data about the production of greenhouse gases," EPA Administrator Lisa Jackson said in a statement. "This is a critical step toward helping us better protect our health and environment -- all without placing an onerous burden on our nation's small businesses."

Emissions monitoring and reporting is a critical step for future climate policy in the U.S., according to Pankaj Bhatia, the director of the GHG Protocol Initiative at the World Resources Institute.

"In order to be effective, climate policies require accurate and reliable emissions data," Bhatia said in a statement.

There will be a 60-day comment period once the proposed rule is published in the Federal Register. "
wir können ja auch ab- &zu mal generell Nachrichten zur Branche einstellen, ist ja auch nicht verkehrt sich so ein bisschen zu informieren. Hab die Beiden schon woanders eingestellt:

eBay, Gap and Symantec Help Climate Coalition Flex Its Muscle - GreenBiz, WASHINGTON - March 13, 2009
www.greenbiz.com/news/2009/03/13/eb.....coalition-flex-its-m…

"WASHINGTON, D.C. -- The advocacy group Business for Innovative Climate and Energy Policy -- also known as BICEP -- flexed its muscle Thursday with a new crop of members to help push for aggressive climate change policies.

Gap Inc., eBay and Symantec joined the four-month-old coalition whose founding members include corporate heavyweights Levi Strauss & Co., Nike, Sun Microsystems, Starbucks and The Timberland Co. The group, organized by nonprofit Ceres, subscribes to a set of climate change principles that are, in some ways, more progressive than those of President Barack Obama.

For instance, BICEP wants the U.S. to reduce greenhouse gas emissions 25 percent below 1990 levels by 2020; President Obama has said he wants to reduce emissions to 1990 levels by 2020 -- a reduction of nearly 17 percent and in line with California's goals. BICEP also wants to auction all carbon allowances in a future cap-and-trade, a position President Obama shares, although some reports suggest he may be reconsidering.

BICEP members represent consumer-facing and less carbon-intensive companies, unlike those participating in the U.S. Climate Action Partnership, which tend to be heavier emitters and more likely to face direct regulation under a mandatory greenhouse gas cap-and-trade system.

BICEP's newest members said participating in the coalition offers several benefits.

"Though we have worked for many years to address various social and environmental issues in our supply chain, like water quality at denim laundries, for example -- we're just beginning to understand our overall environmental footprint," Gap Spokeswoman Melissa Swanson said via email. "By joining BICEP, we hope to learn from our peers and inspire more businesses to join this call for action."

A constructive multi-stakeholder dialogue will allow the group to take the resulting insight to policy makers in Washington, D.C. "It's critical for a coalition such as BICEP to help influence U.S. legislation," Tiffany Jones, Symantec's director of public policy and government relations, said in a statement.

Libby Reder, eBay's head of environmental initiatives, agreed.

"We're going to have a chance to shape the face of legislation that is going to impact the way we all do business," Reder told ClimateBiz.com Thursday.

eBay will work to align BICEP's key principles with its own environmental efforts, such as exploring green building and tapping its workforce to create a companywide green team. Though it appears as though heavy emitting industries will likely face direct regulation, the company is also hedging against a probable rise in energy prices by investing in energy efficiency and green power.

"The sooner we can get clarity on the legislation, the sooner we can plan for our business in the future," Reder said.

Joining the group raises the possibility of working together to create shared value. "In our work to address human and labor rights issues over the past 13-plus years, we've realized we can't make real, sustainable change alone," Swanson said. "It takes multi-stakeholder efforts like BICEP, with the private sector, NGOs, governments and other experts coming together to really make a difference." "
Democrats Introduce Energy And Climate Bill - CleanTech Brief - April 3, 2009
http://cleantechbrief.com/node/372

"House Democrats on Tuesday introduced The American Clean Energy and Security Act of 2009 (ACES), saying the time had come for Congress “to pass comprehensive energy and climate legislation.”

The bill addresses clean energy, energy efficiency, global warming and green jobs. It includes a cap and trade program and ensures “a continuing place for coal in our nation’s energy future.”

Supporters on the Energy and Commerce Committee said the bill would create jobs, reduce U.S. dependence on foreign oil and battle global warming.

Hearings on the bill will begin the week of April 20.

The legislation requires electricity suppliers to generate a certain percentage of their load from renewable resources (wind, biomass, solar geothermal). It also provides for investment in “new clean technologies,” including those that reduce greenhouse gas emissions by capturing carbon dioxide (CO2) and storing it underground.

In addition, the bill establishes a low-carbon transportation fuel standard to promote biofuels and other clean transport fuels and authorizes federal agencies to enter long-term contracts to purchase renewable energy.

In terms of combating global warming, the bill echoes the recommendations of the U.S. Climate Action Partnership (USCAP), a coalition of electric utilities, oil companies, automobile manufacturers, other industries and environmental activists.

The bill requires polluters to buy tradable emissions allowances and allows companies exceeding set pollution limits to buy “offsets” from other companies. It lowers the number of allowances issued each year to ensure emissions are reduced, while excluding entities emitting less than 25,000 tons of CO2 per year from the cap-and-trade program.

The bill also instructs the EPA to enter into agreements to prevent “international deforestation” as an additional measure against global warming. "
Hallo Bodenwerder,

Sagt Dir HTC was?:
www.htcenergy.com/brochure/htcbrochure_eng.pdf


Die haben auf jeden Fall einen netten Strauss an Technologien und vom wissenschaftlichen Background her scheinen die ein A vom X unterscheiden zu können :laugh: (würde, von meinem Eindruck, doch vielleicht sogar so weit gehen, daß da mit die "Elite" auf Ihrem Gebiet vertreten ist -lass mich da gerne korrigieren).

Ist aber ein Start-Up -noch kaum Umsätze, geschweige denn Gewinne.


Vielleicht ´ne Meinung?

Grüße,
Popeye
Carbon 2009: Emission trading coming home - PointCarbon - Mar 23, 2009

- Carbon 2009 is Point Carbon's fourth annual report on the global carbon market, presented on 17 March at our Carbon Market Insights conference in Copenhagen. We provide a comprehensive overview of all mandatory GHG emission trading schemes, whether current or upcoming. The main data source for the report is our annual Carbon Market Survey, but we also draw on Point Carbon’s in-depth analyses of global carbon markets and international climate policy in our publication series. -
www.pointcarbon.com/polopoly_fs/1.1083376!Carbon%202009-Emis…
www.pointcarbon.com/polopoly_fs/1.1083378!Graphs%20and%20tab…
www.pointcarbon.com/polopoly_fs/1.1083537!Presentation%20of%…
halli hallo....

ist denn hier niemand an dieser aktie interessiert..???

ich denke wenn der klimagipfel positiv endet, wird es hier richtig rund gehen...!!!

beste Grüße
Antwort auf Beitrag Nr.: 38.545.933 von georgi_elias am 10.12.09 18:22:27Und wie kommst Du darauf? Börsenbrief gelesen?
BUY OR SELL-Is carbon offsetter Camco a takeover target?
Thu, Feb 11 2010


By Michael Szabo

LONDON, Feb 11 (Reuters) - British-based carbon offset aggregator Camco International Ltd <CAMIN.L> could be the last public listed company of its kind if a takeover bid for Swedish peer Tricorona <TRIC.ST> succeeds. Energy and environmental technology group Opcon AB <OPCO.ST> on Wednesday offered to buy Tricorona in an all-share deal valuing the clean energy project developer at just over 1 billion Swedish crowns ($137 million).

If the deal completes, Camco will be the lone survivor of consolidation in the sector that started last year and include investment bank JP Morgan's <JPM.N> purchase of EcoSecurities <ECO.L> and a proposed merger between Trading Emissions <TREM.L> and Leaf Clean Energy <LEAF.L>.

Under the Kyoto Protocol's Clean Development Mechanism, worth $6.5 billion in 2008, companies like Camco can develop clean energy projects in emerging countries like China and India, and in return receive offset credits called Certified Emissions Reductions (CERs) which they can sell for profit.

A disappointing outcome at UN climate talks in Copenhagen in December and a stalled U.S. climate bill has created uncertainty for the CDM once Kyoto expires in 2012, and Camco last month trimmed the number of pre-2012 CERs it expects to get.

Camco shares traded at 15.20 pence on Thursday, near a 10 month low and far from an all-time high of 97 pence in May 2007 as analysts weighed in over where the price might go from here.

BUY OR SELL?

* Andrew Shepherd-Barron, KBC Peel Hunt - Rating: BUY, Price Target: 34p

"We have fair value at double the current share price and we think there is good value. They are a quality carbon developer and they have a good portfolio. Equity investors will come to appreciate it but they don't at the moment. I'd like to think Camco have a pretty robust business, a strong balance sheet and good management, so they don't need to be taken over."

* Gus Hochschild, Mirabaud Securities - Rating: BUY, Price Target: 42p

"Because they religiously follow every single diktat from the CDM's Executive Board, every project that Camco has submitted has been registered. At 15.20 pence, Camco's trading just above its cash level of 13.5 pence per share, giving the registered CERs a per share value of 1.7 pence, so I'd say there's better value to be had as its CERs are undervalued."

* Ken Rumph, Nomura Code - Rating: None, Price Target: None

"The stock is barely trading above its cash position. Camco's consulting business, which lost money last year, is an issue for a pure CER buyer. It could potentially develop demand for CERs and, after the cost cutting they've done and with a better order situation, it could break even this year, meaning it's not a poison pill. It has a value greater than nothing and is not a drag on the business. Camco is very much a target."

WHO MIGHT TAKE IT OVER?

"It could be the same cast that went for EcoSecurities -- a utility or oil major with a big carbon position and is active in trading, or it could be a bank that has shaken off its credit crisis worries and are back in the market. Or there could be a private equity play ... they might think this market has a future post-2012."

"(Generation IM Climate Solutions Fund, chaired by former U.S. Vice-President Al Gore) has around 20 percent and Camco management has a bit, but the company's not invulnerable," - Nomura Code's Rumph

"We don't have any clarity on what the (post-2012 CDM) market is going to look like, so it would take a brave person ... Camco's got some fairly aggressive and well-funded shareholders, but that's not to say someone won't see this as a propitious time to buy the company." - Mirabaud's Hochschild

COULD GENERATION TRY TO BUY ALL OF CAMCO?

"That would be the sensible thing to do one would have thought ... in some circumstances they might think there is more value to be had or greater benefits in taking the company private." - Mirabaud's Hochschild

"In the context of Generation, 20 percent of what Camco's worth at the moment isn't an awful lot ... I've never persuaded myself that they were going to actively take Camco private, nor do I regard them as unconditionally on the side of the management come what may." - Nomura Code's Rumph

(Reporting by Michael Szabo; Editing by John Stonestreet)

Quelle: http://www.reuters.com/assets/print?aid=USLDE6192K020100211
Monday, February 22, 2010
Camco full-year results beat KBC Peel Hunt’s expectations, broker targets 110%

London-based stockbroker KBC Peel Hunt said Camco's (AIM: CAO) full-year results have exceeded its expectations, with the carbon trader and climate-change consultant reporting pre-tax profit of €1.1m for 2009, ahead of the broker’s expectations of a €5m loss. KBC maintained its ‘buy’ for the group, targeting 34p per share, reflecting 110% upside from the current price.

The stockbroker also noted that Camco’s reduced costs and forward sales contributed significantly to the positive performance. Furthermore the results represent a second consecutive annual profit, distinguishing Camco from its peer group, KBC said.

According to KBC, Camco has successfully proved it can achieve good prices in volatile carbon trading markets, noting two recent transactions, where Camco sold its carbon substantially above market price, whilst simultaneously passing on delivery risk.

Additionally the broker noted that Camco is actively pursuing opportunities beyond the Clean Development Mechanism of the Kyoto Protocol, with particular emphasis on establishing itself in US markets.

KBC recently revised its pricing and valuation models for Camco, as such the broker said it saw no reason to change these at this time. The broker maintained its carbon price assumption of €13, despite a recent weakening in the carbon price, down to €11.1 for 2010- 12.

Quelle: http://www.proactiveinvestors.co.uk/companies/news/13603/cam…
Antwort auf Beitrag Nr.: 39.027.608 von ShareExtrem am 28.02.10 11:33:53reporting pre-tax profit of €1.1m for 2009

....aber Goodwill - Abschreibungen in Höhe von 11,9 Mio. Cash liegt bei ca 28 Mio.
hier etwas das indirekt mit Camco International zu tun hat, aber deutlich den Markt zeigt in dem Camco sich befindet...:)

ASTON Abschluss eines Projekts zur Millerowo KWK im Wert von $ 10 Millionen zu schaffen

JSC "ASTON" ist ein Projekt, um ein Millerowo (Rostov reg erstellen abgeschlossen.) Wärmekraftwerke, die auf nachwachsende Rohstoffe. Инвестиции составили около 10 млн, сообщила пресс-служба компании. Die Investitionen beliefen sich auf etwa 10 Millionen, der Pressedienst des Unternehmens.

Nach der KWK ist derzeit in vollem Umfang zur Verwendung als Kraftstoff pflanzlichen Rohstoffen (Sonnenblumen-Schalen und Stroh) übersetzt. Davor, CHP, die im Dezember letzten Jahres ins Leben gerufen wurde, angetrieben von Erdgas.

Power CHP, im Rahmen des Projekts für den Wiederaufbau gegründet Millerov Pflanzenöle (Millerov Tochtergesellschaft) ist 50 Tonnen Prozessdampf und 6,5 MW Strom pro Stunde, in dieser Meldung präzisiert.

In diesem Frühjahr wird eine ähnliche Konstruktion in KWK-Anlage Morozovska Pflanzenöl (Morozovskij Tochtergesellschaft) abgeschlossen werden.

Es wird berichtet, dass das Unternehmen bei der Errichtung zweier Elektrizitätswerke Projekte von rund 20 Millionen Dollar investiert hat, und die geplante Amortisationsdauer von Investitionen - 4 Jahre.

Der Bericht stellt fest, dass die Errichtung von KWK-Anlagen, die sich mit den Rohstoffen pflanzlichen Ursprungs - ein Projekt, das Unternehmen führt, mit den Mechanismen des Kyoto-Protokolls. Energie-Technologien werden die Emissionen von Treibhausgasen in der Atmosphäre zu reduzieren, um 200 Tausend Tonnen pro Jahr.

Recall, im Juni 2008, Camco International und Aston "einen Vertrag über die Zusammenarbeit zwischen den Unternehmen im Rahmen des Projekts zur Verringerung der Treibhausgasemissionen durch die Unternehmen der Gesellschaft zu verringern.
Das Projekt umfasst die Beseitigung von Abfällen maslopererabatyvayuschego Produktion mit KWK-Anlagen, die auf Bio-Rohstoffe.
Auch im Jahr 2008 auf der VII. Internationalen Investment Forum "Sotschi-2008" stellvertretenden Gouverneur der Region Rostow Sergej Nazarov und CEO von Vadim Vikulov unterzeichneten ein Memorandum über die Zusammenarbeit für die Durchführung von Investitionsprojekten in der Region, in Höhe von rund 150 Millionen Dollar in die Projekte in dem Memorandum identifiziert - Wiederaufbau Millerov Meza, einschließlich der Errichtung von thermischen Kraftwerks, die auf einem fossilen Brennstoff, und den Bau von ähnlichen thermischen Kraftwerk am Morozov Mühle.


JSC "Aston" - Hersteller von Lebensmitteln (HM - "Das Wagnis", "Magic Land", "Svetlitsa"), Lebensmittelzutaten und Komponenten für die Erzeugung von Futterpflanzen, einer der führenden Exporteure von landwirtschaftlichen Erzeugnissen und pflanzlichen Ölen.
Die Unternehmensgruppe umfasst Gesellschaften für die Produktion von Pflanzenölen in Millerowo und Morosowsk (Rostov reg.) Fähig zur Verarbeitung von bis zu 800 Tausend Tonnen Sonnenblumenkerne, Raps und Sojabohnen im Jahr. Kraftwerk Morozovska Flaschen können bis zu 1 Million Liter Öl pro Tag.
Auch die Gruppe gehörende Anlagen für die Herstellung von Mehl und Reiskörner in der Kunst.
Lift-Systeme in der Region Rostow und Krasnodar Gebiet mit einer Gesamtkapazität von 660 Tausend Tonnen, ein Hafen-Terminal auf dem Fluss Don Kapazität von 6 Millionen Tonnen Getreide pro Jahr, Shipbuilding Plant JSC "Seaman," dry cargo "Fluss-See-Tanker und für den Transport von pflanzlichen Ölen, Fuhrpark (mehr als 200 Einheiten), landwirtschaftliche Betriebe (mit 40 Tausend Hektar Land in der Region Rostow) behandelt wurden.

Quelle: http://ug.rbc.ru/fnews/04/03/2010/376922.shtml
Camco May Accelerate Carbon-Credit Production in 2010, CEO Says
March 25, 2010, 6:46 AM EDT
More From Businessweek

* EU Carbon Slides Along With German Power After Permit Auctions
* U.K. Will Add Nitric Acid to EU Carbon Trading Plan (Update1)
* Sindicatum Carbon Capital Looks to Raise $100 Million (Update1)
* JSW Steel Wins Additional Carbon Credits for Cutting Emissions
* Senators Outline U.S. Utility Carbon Market for Climate Bill

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By Ben Sills

March 25 (Bloomberg) -- Camco International Ltd., the U.K. investor whose biggest shareholder is headed by Al Gore, expects its carbon-offset projects to generate at least 18 percent more credits this year.

That was Camco’s growth rate in 2009, when it earned United Nations-certified credits for 3.3 million metric tons of avoided carbon emissions, compared with 2.8 million tons in 2008.

“We’d expect a similar increase, if not higher for this year,” Chief Executive Officer Scott McGregor said yesterday in a telephone interview.

The UN panel that grants the securities, called Certified Emission Reduction credits, is aiming to assess projects more quickly after issuance fell for the first time last year and prompted complaints from investors.

Shafqat Kakakhel, a member of the executive board of the UN’s Clean Development Mechanism, this month forecast credit issuance will rise by about a fifth to about 150 million tons.

Camco has 50 projects waiting for approval from the UN with the potential to generate credits that represent as much as 30 million tons of avoided emissions through 2012, UN data on Bloomberg show.

The St. Helier, Jersey-based company earns CERs for reducing greenhouse gases in projects such as capturing waste gas from Chinese coal mines and blast furnaces for use in power generation.

The price of carbon credits ebbed this year as global leaders failed to agree on emissions curbs beyond 2012 when Kyoto Protocol targets expire.

Credit Price Drop

UN credits for December 2012 delivery fell 3.4 percent on the European Climate Exchange this year through yesterday, when they closed at 11.09 euros a metric ton, an 11-month low.

Camco last month reported a loss of 10.3 million euros ($14 million), or 6.4 cents a share, for 2009 after writing down the value of advisory business ESD Partners Ltd. The company’s shares declined 23 percent this year through yesterday.

Gore, the climate campaigner and former U.S. vice president, is chairman of Generation Investment Management LLP, Camco’s biggest shareholder with a 20 percent stake, according to Camco’s Web site.

--Editors: Todd White, Randall Hackley

To contact the reporter on this story: Ben Sills in Madrid at bsills@bloomberg.net

To contact the editor responsible for this story: Reed Landberg at landberg@bloomberg.net

Quelle: http://www.businessweek.com/news/2010-03-25/camco-may-accelerate-carbon-credit-production-in-2010-ceo-says.html
There aren't many companies left at a discount to cash, but here's one.
Profitable companies whose valuations are more than covered by cash and/or other assets are much harder to find than they were a year ago. There are still a few, but it's usually a lot easier to spot exactly why such a seemingly attractive discount exists.
Such is the case with climate change and sustainable development company Camco (LSE: CAO). Amongst other activities, Camco is involved in the dark art of dealing in carbon credits, which seems to be something of a deterrent to investors who, understandably, find it difficult to get a handle on what this involves exactly.
Do what!?
Camco describes itself as a company, offering a "full range of emission reduction services to public and private organisations worldwide". What this means in practice is that it identifies greenhouse gas (GHG) emission reduction projects, and commercialises the resulting carbon credits. This allows the market to drive industrial processes towards lower emissions.
Since GHG mitigation projects generate credits, these can be used to finance carbon reduction schemes between trading partners and around the world -- with companies like Camco at the centre.
Camco also invests in green business ventures such as Good Energy, the UK's first retail provider of green electricity from renewable sources -- and acts as a consultant to industry, advising companies taking steps towards lower carbon emissions. It has 250 staff around the world.
Asset rich and profitable
Whatever the reason for the lack of interest, the shares have been in freefall. They were over 90p just three years ago, since when it's been a fairly unrelenting slide as carbon credits lost their in-vogue status, to the current mid price of 12.75p.
This may have created a contrarian buying opportunity as the market capitalisation currently sits below Camco's cash level and well below its net tangible asset value (NTAV), despite the fact that the company is profitable.
In fact, the house broker expects to see earnings per share of during the current calendar year of 2.5p, which would place the shares on a price-to-earnings ratio of just five.
Whether or not this will come to pass is almost a side issue though, given the asset backing. Any kind of sustainable profitability makes the shares look overly cheap when you take into account the cash balance with the final results for 2009 announced last month of €28.3m. This equates to £25m at the current exchange rate, whilst Camco's overall valuation is just £22.5m.
The company's NTAV, meanwhile, was close to €47m (£41.5m), and it had net working capital of €44.6m (£39.4m) though most of this is accounted for by pre-payments. But this still seems to make little sense for a company expected to deliver a profit.
Overall, the picture last year was one of a pick-up in the second half. Adjusted profit after tax (excluding a non-cash impairment relating to the write down of goodwill from an acquisition) was €1.1m, with positive operating cash-flow of €2.9m on revenues of €28.5m.
Expansion under new man
From what we're being told, there seems no reason to presume the improved trading won't continue. In October, the previous finance boss was made CEO. He plans to expand the business in the US at a faster rate this year, due to the range of incentives on offer such as tax credits and state grants. At the moment, most of Camco's business is done in China.
Everything depends on climate change remaining at the top of the political agenda. Favourable regulation in carbon reduction commitments as well as investment tax credits, grants, tariffs and other incentives, particularly in China and the US are the main drivers for Camco's business model.
This doesn't look likely to change for the foreseeable, and for those of us who like to protect the downside before daring to look up, Camco seems to present a very interesting proposition at 12.75p.

Quelle: http://www.fool.co.uk/news/investing/company-comment/2010/04/14/an-inexplicably-cheap-cash-rich-small-cap.aspx
Camco continues to expand its investment and project development operations in North America.



Camco has teamed up with a US investor group to finance an initial portfolio of agricultural methane to energy projects worth $54 million.



Camco has also recently formed a consortium AgPower Group LLC to build and operate renewable energy project in the agricultural sector. AgPower Group has extensive experience in building anaerobic digesters that convert manure and other agricultural waste products into renewable energy.



These types of projects have diversified revenue streams which include energy, byproducts, RECS and carbon offsets.



Camco provides dairy farms with the full suite of capabilities required to design, build, finance and operate biomass-to-renewable energy project. In addition to improving the greenhouse gas emissions footprint of the farms, these projects also generate renewable energy, improve upon current manure management practices, and enhance odor control.



Jim Wiest, MD Camco North America: "This demonstrates our strong belief and commitment to the growing Agricultural market in the US."

Quelle: http://www.investegate.co.uk/Article.aspx?id=201004190700153…
April 28 2010



Camco's Advisory Business project wins



In the first quarter of 2010 Camco's Advisory Business won new contracts amounting to £2.4 million in fees. The main service areas have been energy management, carbon management and sustainable energy solutions. The bulk of the work comes from the private sector mainly the industrial, manufacturing and property sectors.



Camco is pleased to report that the first quarter of 2010 was the most profitable first quarter in the history of Camco's Advisory Unit. The Advisory Business has been consistently improving its profitability, reflecting strong management, ongoing restructuring efforts and the improvement of market conditions in the UK.



Camco Advisory specialises in energy management and sustainable energy solutions with operations in the UK, Africa, China and the US. With over two decades of operations the Advisory business unit has a unique combination of skills and experience translating into successful low carbon energy and sustainable solutions.



Scott McGregor CEO "I am happy to report that the advisory unit has exceeded its targets for the quarter. The unit has turned profitable and has won sizeable contracts reflecting the quality of our work worldwide."

Quelle: CAMCO
Barclays Bids for Tricorona, Seeking Emission Credits (Update3)
June 02, 2010, 1:20 PM EDT


(Updates with Camco in 14th paragraph, closes shares.)

By Mathew Carr

June 2 (Bloomberg) -- Barclays Plc offered about 1.1 billion kronor ($141 million) in cash for Tricorona AB to gain access to projects that produce greenhouse-gas emission credits in developing nations.

The bank said the offer of 8 kronor a share, recommended by the board of the Stockholm-based developer of credits, was a 40 percent premium over yesterday’s close. Tricorona rose 41 percent to close at 8.05 kronor in the Swedish capital, its highest since Nov. 5.

Barclays, based in London, is making its bid as the European Union completes rules for its carbon program, the world’s biggest such market, for the eight years through 2020 and as the U.S. Senate debates climate laws that include trading in offsets. JPMorgan Chase & Co. last year bought carbon business EcoSecurities for about $198 million.

“The benefit of coming in at this stage is that we get a diversified portfolio of registered and issuing projects,” said Louis Redshaw, head of environmental markets at Barclays Capital, in a telephone interview. The bank has traded more than 4 billion metric tons of carbon allowances and credits, he said.

That would be worth 55 billion euros ($67 billion) based on an average price since January 2004 for EU allowances of about 13.76 euros a ton, according to data from Spectron Group Ltd. The bid values Tricorona’s portfolio of UN Certified Emission Reduction Credits at 15 euros to 16 euros a metric ton, or 25 percent above the market, Gus Hochschild, an analyst at Mirabaud Securities LLP, said in an e-mailed note today. UN CERs for December rose 10 cents to 12.54 euros a ton today on the European Climate Exchange in London.

Adding Earnings

The purchase would add to Barclays earnings within a year of completion, which is expected in the third quarter of this year, according to a statement today. Tricorona’s profit fell to 28 million kronor in the first quarter from 61 million kronor a year earlier, according to a company filing. Sales fell to 192 million kronor from 265 million kronor.

The Swedish company is listed as a buyer in projects that have been issued 9.4 million metric tons of credits, making it the eighth-largest of 352 project participants, according to UN data published by Bloomberg.

Tricorona was in February a target of a takeover offer from Opcon AB, which the board recommended shareholders reject.

There is some doubt about the shape of future carbon trading, including the United Nations’ Clean Development Mechanism, under which credits are created from emission- reduction projects in developing nations, Redshaw said.

‘Role to Play’

“There’s a lot of uncertainty about the CDM,” he said. “We think there is going to be global carbon trading and project-based reductions have a role to play.”

Barclays and Tricorona will be able to offer risk- management to factories and power stations in future years, potentially through 2020, Redshaw said. “You need to be able to look that far out.”

Tricorona managers will keep about 14 percent of the company after the takeover, Redshaw said. They will invest in the company after the proposed takeover, Tricorona Chief Executive Officer Niels von Zweigbergk said in a telephone interview today.

The managers will hold about 14 percent after their investment at an unspecified price, compared with about 3 percent now, he said. “We have an owner that’s committed to this market,” he said of Barclays.

Camco International Ltd., another carbon credit developer, jumped 12 percent today to close at 16.5 pence in London. Camco has “scarcity value” after Barclays’ bid for Tricorona, said Andrew Shepherd-Barron, an analyst in London for broker KBC Peel Hunt. He values Jersey, U.K.-based Camco at 34 pence and has a “buy” recommendation, according to a research note.

--Editors: Rob Verdonck, Will Kennedy

To contact the reporter on this story: Mathew Carr in London at m.carr@bloomberg.net

To contact the editor responsible for this story: Steve Voss at sev@bloomberg.net

Quelle: http://www.businessweek.com/news/2010-06-02/barclays-bids-fo…
Press Release: Project approval in first Russian joint implementation tender process - Jul 29, 2010
www.camco-international.com/en/1280933131925.html
27 September 2010

Camco International Limited

Camco forms Joint Venture with Khazanah Nasional expanding its Operations in South East Asia

Camco International Limited ("Camco", AIM:CAO), a global developer of emission reductions and clean energy projects, today announces the formation of a joint venture agreement with Khazanah Nasional ('Khazanah'), the investment holding arm of the Government of Malaysia.

As a partnership between Khazanah, a leading regional investor with investments in over 50 major companies mainly in South East Asia, and Camco, a leading global company with a 20 year track record in project delivery and commercial excellence, the joint venture is strongly positioned to become the leading player in the emissions to energy market in the region.

The joint venture will be capitalised with up to US$46.05 million to invest in the emissions to energy market in South East Asia, as well as carbon development and advisory services.

On inception, the joint venture will be capitalised at $30 million, made up of $14.7 million from Khazanah as equity, $10.15 million as a convertible bond and $5.15 million from Camco as equity investment. In addition Khazanah has committed to contribute, on an earn-out basis, a maximum additional consideration of $16.05 million (up to 2013) into the joint venture subject to the performance of transferred existing carbon contracts and future carbon contracts to be undertaken by the joint venture. Camco will also hold a warrant to subscribe for additional equity in the joint venture of $3.7 million. On inception, Camco will have a 60.1% share holding in the joint venture and on a fully diluted basis (following the exercise/conversion of all outstanding warrants and convertible bonds) a 51% interest.

Camco will contribute its nominal existing carbon projects in South East Asia (not including its China portfolio) and pipeline, its emission reduction project development and investment business pipeline for South East Asia, an employee platform for South East Asia, access to its global operations including advisory professional services, commercial carbon sales and qualification of carbon projects through specific service agreements, use of the Camco brand in South East Asia, and carbon development costs capitalised at $0.8 million and an investment of $5.15 million.

As part of the transaction, Khazanah will invest £1.86 million into Camco through the subscription of 9,280,913 ordinary shares at a price of 20p per share. Application has been made for the 9,280,913 ordinary shares to be admitted to trading on AIM. The admission is expected on 30 September 2010.

Scott McGregor, Chief Executive Officer of Camco, commented:

"Khazanah is the optimal long term investor for Camco in the SEA region. The joint venture will leverage Khazanah's unrivalled local expertise, which will open a whole new vista for our operations in the region. We look forward to creating a market-leading business together, with the people, know-how and funding to deliver."

Khazanah's Managing Director, Tan Sri Dato' Azman Hj Mokhtar, said:

"We are very pleased to have formed a JV partnership with Camco to establish a SEA emission reduction company, which will be at the forefront of shaping the emission reduction / carbon abatement sector in the entire SEA region and most importantly in Malaysia. Furthermore, this entity will also serve as Khazanah's vehicle to grow the sustainable development sector as part of Malaysia's New Economic Model."
U.N. carbon credit investors see prospects after 2012

By Nina Chestney

LONDON | Thu Oct 28, 2010 9:26am EDT


(Reuters) - Investors in the United Nations' Clean Development Mechanism (CDM) now have more confidence in the carbon offset market after 2012 after the number of post-2012 carbon credit deals rose in recent weeks. The CDM is part of a U.N. treaty to fight climate change, the Kyoto Protocol, whose first commitment period (2008-2012) sets emissions targets for rich nations that drive demand for carbon credits called certified emissions reductions (CERs).

Investors earn CERs for developing clean energy projects in poorer nations. However, the Kyoto Protocol expires in 2012 and talks on a successor have so far failed to make much progress.

Earlier this year, many investors were not very confident that CERs would have a market value after 2012, as concerns grew over the shape or even existence of the CDM after that time.

On Thursday, UK-based project developer Camco International reported for the first time that it had secured options in CERs due to be issued after 2012 because of more interest from buyers and more market transactions taking place.

"The market has evolved. There is a tangible value for post-2012 credits," Yariv Cohen, Camco's chief carbon officer, told Reuters.

In a project development update, Camco said it has contracts for a risked 28.1 million tonnes and holds contractual rights of up to a further risked 27.6 million tonnes.

MORE DEALS, CLARITY

This week alone saw three post-2012 deals announced.

A consortium agreed to buy 2 million pre-2012 and post-2012 CERs from a Moroccan wind farm project, while Vitol SA bought 8.5 million CERs from carbon asset manager KYOTOenergy Pte, of which 92 percent are expected to be issued after 2012.

German chemical company Lanxess invested 7 million euros ($9.67 million) in an Indian biomass project to earn post-2012 CERs, Point Carbon reported.

In September, French carbon investor CDC Climat set up a subsidiary to manage 60 million euros of investment in carbon assets, including post-2012 credits.

"Demand been up for a quite a while. People are making sure they are positioned properly for 2012," said Simon Glossop, partner at CF Partners.

Over the past few months, there has also been more clarity about what will and will not be eligible for use in the EU's Emissions Trading Scheme (EU ETS) from 2013, investors said.

The European Union will propose how to restrict the use of some CERs from industrial gas projects in the third phase of its carbon market (2013-2020) before U.N. climate change talks in Cancun, Mexico, which start on November 26.

The CDM's Executive Board is probing projects to destroy the greenhouse gas hydrofluorocarbon-23 after environmental group CDM Watch accused them of gaming the system. The group has also called for credits from projects which destroy the pollutant nitrous oxide to be banned from the EU ETS. [ID:nLDE69I23R]

Potentially, the impact of banning the two project types could be huge, as they make up nearly three quarters of all CERs issued so far. But many companies have welcomed more clarity, particularly those who do not invest in such project types.

"Not all CERs will be eligible to 2020. This is old news. But now we are approaching 2012, companies are starting to look at their strategy beyond 2012," said Sascha Lafeld, executive board member at carbon asset manager First Climate.

(Editing by Anthony Barker)

Quelle: http://www.reuters.com/article/idUSTRE69R29920101028
Leider habe ich mich von der Aussicht auf eine verdreifachung wie vom Aktionär prognostiziert blenden lassen und einige Tausend gekauft.
Und dafür auch noch bezahlt. Warum tun diese Leute anderen Menschen so etwas an?
Antwort auf Beitrag Nr.: 41.139.688 von degukuk am 03.03.11 12:24:49na hast wieder nicht warten können und alles verkauft??:laugh::laugh::laugh:

ich bleib dabei, BL:cool:
ist der CO2-Zertifikate Handel ein Thema für die Zukunft?

Wer vedient daran und wenn jemand dran verdient, kann man als Aktionär mitverdienen oder ist alles heiße Luft??
hallo, ich bin nun auch bei camco drin, habe das unternehmen in afrika kennen gelernt. nun meine frage..wenn naechstes jahr in suedafrika entschieden wird das teile asiens nicht mehr zu den entwicklungslaendern gehoert, hat camco ein problem, oder? sie machen ihr meistes geld in asien in africa werden die naechsten jahre rosig aber ob sie die verluste in asien ausgleichen koenen ist fraglich. bin auch eure meinung gespannt. gruss aus nairobi
Habe mir die Aktie mal angeschaut, weil 2010 von einem Börsenbrief bei 0.25 empfohlen. Allerdings mit der Beurteilung, daß sowohl Verzehnfachung als auch Totalverlust möglich sei, je nach Marktentwicklung. Charttechnisch befindet sich die Aktie in einem intakten Abwärtstrend. Ein Ausbruch aus dem Trendkanal ist erst ab einem Kurs von 0.10 gegeben, wobei der nächste Widerstand bei 0.15 liegt. Für mich ergiebt sich aus diesem Szenario kein Einstiegszwang.
War auch einer der Doofen, die im Januar 2012 dem Börsenbrief gefolgt sind (zu 0.18; zum Glück nur mit geringem Geld). Habe nach dem Einstieg von Großinvestoren im Mai zu 0.019 nachgekauft (noch mal mit geringem Geld). In den letzten Wochen war der Kurs dann schon unter (für die Aktie) hohen Umsätzen nach oben gestiegen. Heute dann die Meldung über den Einstieg in den CO2-Zertifikatemarkt Kaliforniens - und ein Sprung um über 100% auf 0,11 Cent.
Gibt es noch Leute, die hier investiert sind? Gibt es Meinungen zu dem Kaliforniendeal? Ich habe in der Sache noch nicht recherchiert, traue dem nach der Vorgeschichte der Aktie nicht so recht.
vg
Hallo gameplay ich bin auch noch dabei und kann aber leider auch nirgendwo was finden bzgl des Californiendeals.
Wir werden abwarten müssen....
Grüße, BL:cool:
Na sowas, da haben wir die letzten Wochen mehr als einen Verdoppler
gehabt und keinen interessiert das.

:eek::eek::eek: ist da jemand??:eek::eek::eek:


BL
Grund für die zweite Kurs"explosion" ist der Gewinn von Fördergeldern für ein Energiespeichersysten einer britischen Tochter, von der Camco 48% (ca. erinnere das nicht ganz genau) gehört.
Wenn an diesem System etwas dran ist, sehen wir hier noch ganz andere Kurse. Aber das ist ferne Zukunft und dauert Jahre, wenn es überhaupt klappt. Es lohnt sich aber, die News dazu eng zu verfolgen.

Mehr als Spielgeld (für eine erste Position) sollte man meiner Meinung nach aber nicht einsetzen.


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