vestas macht wind ;-)) (Seite 116)

[lehm70]

Danish government publishes historically low bid for offshore wind farm
http://efkm.dk/aktuelt/nyheder/nyheder-2016/november/danish-…" target="_blank" rel="nofollow ugc noopener">
http://efkm.dk/aktuelt/nyheder/nyheder-2016/november/danish-…


Würde mich wundern, wenn hier nicht die V164 verwendet wird.

http://www.thewindpower.net/windfarm_en_16844_kriegers-flak.…

[lehm70]

"Trump-Sieg hat keine Bedeutung für Vestas"
http://energiwatch.dk/secure/Energinyt/Renewables/article913…

Runevad im CC:

Hier auch nochmal die Aussagen von Runevad im Conference Call zum US-Markt 2017-2020.
2017 leichter Rückgang, danach sehr, sehr hohe Aktivitäten. Es wird mit einem Gesamtvolumen bis 2020 von 50-60 GW gerechnet:

Yeah, I think it is of course very hard to do or like for like, because of course it's a complete different P2C cycle this year. So I mean it's up to 2020 of course. So it is very whole to do a like for like, because the scenario is completely different. I think what my main point would be that we see U.S. as a very, very strong market up to 2020. We for sure and I actually believe it will be strong be on that as well, but I think it's fair to say that everyone is focusing now on the 100% P2C cycle for us, so up to 2020, so we see a very strong U.S. market.

And as I said, I think we are an external sources believe it's around 50 to 60 gigawatts during this period in time. But I also think it's felt to believe that if you look at the facing on delivery. We will see it build up over time as well so 2017 will be a bit lower and then volumes result to build up. So I think it's such a different scenario from previous P2C cycles that was very late in the year and was yes for one year it's very hard to do year-one-year comparison

http://presenter.qbrick.com/?pguid=f9107cd7-9215-4c09-a717-6…


Also 2017 leicht zurückgehende Aktivität und danach, wenn man das mal hochrechnet, rund 15 GW pro Jahr.
Marktanteil Vestas 2016 um die 50%

[Grid-Party]

Antwort auf Beitrag Nr.: 53.644.311 von soc.an. am 08.11.16 14:21:35

Ich bin Deinem Beispiel gefolgt, konnte das aber nicht auf mir sitzen lassen und habe heute noch einmal nachgelegt. Mal sehen.

[lehm70]

Hab zu 58 Euro auch nochmal nachgelegt, ist immerhin schon mal eine Dividendenrendite von 2,5% bei der anstehenden Ausschüttung Ende März 2017 ;-)

[soc.an.]

Ich konnte es nicht lassen und habe mir eben mal zu unter 64€ ein paar ins Depot gelegt.
Ich verstehe die Marktreaktion nicht, zumindest nicht in dieser Heftigkeit.

Vielleicht bereue ich es morgen wenn Trump gewählt wurde...

[ValueTitel]

Antwort auf Beitrag Nr.: 53.637.357 von lehm70 am 07.11.16 16:47:38

Zitat von lehm70: Ziemlich beeindruckende Zahlen.
Klar ist - der Auftragseingang aus den USA in den letzten Wochen des Jahres wird richtig fett!

Naja , der Auftragseingang lag im Q3 ja auch
"nur" bei 1.769 MW und bisher im Q4 auch
noch nichts nennenswertes . Da darf`s dann
jetzt langsam losgehen mit Jahresendspurt .


( meine persönliche Meinung )

[lehm70]

Die Wahlen in den USA überlagern heute alles.
Sollte Clinton gewinnen, tippe ich morgen auf Kurse >70 €
An einen Trump-Sieg will ich gar nicht denken

[kaktus7]

Wenn der Kurs schon nicht reagiert, könnten Sie ja mehr Dividende zahlen.

[lehm70]

Das läuft auf einen Gewinn je Aktie von fast 5 € raus!
Unglaublich

[Danco]

Compared to the third quarter of 2015, earnings improved significantly, mainly driven by high activity levels in the quarter and to a lesser extent higher average project margins. Free cash flow was at the same level as in the third quarter of 2015. While order intake was satisfactory, the backlog decreased due to the higher activity levels. Outlook for 2016 upgraded.

Aarhus, Denmark, 2016-11-08 08:27 CET (GLOBE NEWSWIRE) --

Summary: In the third quarter of 2016, Vestas generated revenue of EUR 2,903m — an increase of 37 percent compared to the year-earlier period. EBIT before special items increased by EUR 201m to EUR 433m. The EBIT margin before special items was 14.9 percent compared to 10.9 percent in the third quarter of 2015 and the free cash flow amounted to EUR 155m compared to EUR 158m in the third quarter of 2015.

The intake of firm and unconditional wind turbine orders amounted to 1,769 MW in the third quarter of 2016. The value of the wind turbine order backlog amounted to EUR 7.2bn at 30 September 2016. In addition to the wind turbine order backlog, Vestas had service agreements with expected contractual future revenue of EUR 9.9bn at the end of September 2016. Thus, the value of the combined backlog of wind turbine orders and service agreements stood at EUR 17.1bn — an increase of EUR 0.7bn compared to the year-earlier period.

Vestas upgrades the 2016 guidance on revenue from minimum EUR 9.5bn to EUR 10-10.5bn, EBIT margin before special items from minimum 12.5 percent to 13-14 percent, and free cash flow from minimum EUR 800m to minimum EUR 1,000m. The upgrades are based mainly on improved delivery visibility for the remainder of the year. Vestas also adjusts 2016 guidance on total investments from approx EUR 500m to approx EUR 600m.

Group President & CEO Anders Runevad said: "I am very pleased with Vestas' solid third quarter performance. Revenue and earnings are up strongly, as are deliveries across all regions. Order intake is up 17 percent, while combined turbine and service order backlog declined this quarter, largely due to high turbine delivery activity. With better visibility toward the end of the year, we are also upgrading the full-year guidance."



Key highlights

High activity levels
Deliveries up by 44 percent in third quarter of 2016 — driven by all regions.

Strong earnings
EBIT margin before special items of 14.9 percent — up by 4.0 percentage points compared to third quarter of 2015.

Solid free cash flow
Free cash flow amounted to EUR 155m in third quarter of 2016 — on a par with the third quarter of 2015.

Combined order backlog remains high
Combined order backlog at EUR 17.1bn. Wind turbine order backlog impacted by high activity levels in third quarter of 2016.

Outlook 2016
2016 has proven to be an extraordinary year and based mainly on better visibility for the remainder of the year, guidance for 2016 is increased on all parameters.