vestas macht wind ;-)) (Seite 21)

[lehm70]

Und gleich der nächste Riesenauftrag in den USA:

Vestas secures 459 MW order from PacifiCorp

http://www.globenewswire.com/news-release/2019/05/10/1821635…

[lehm70]

Vestas secures order for 420 MW of V120-2.2 MW turbines in USA

https://www.vestas.com/en/media/company-news?n=1904620#!News…


Für mich sind das mit Blick auf 2020/21 klare Kaufkurse - habe den schwachen Tag genutzt und bei 75 nachgelegt.

[lehm70]

Vestas - Interim financial report, first quarter 2019

Vestas Wind Systems A/S, Aarhus, 8 May 2019
Company announcement No. 09/2019

Summary: Revenue on par with last year’s first quarter while earnings and free cash flow decreased. Solid order intake and combined order backlog at all-time high level. Guidance for 2019 maintained.

In the first quarter of 2019, Vestas generated revenue of EUR 1,730m – an increase of 2 percent compared to the year-earlier period. EBIT before special items decreased by EUR 83m to EUR 43m. The EBIT margin was 2.5 percent compared to 7.4 percent in the first quarter of 2018 and free cash flow* amounted to EUR (876)m compared to EUR (587)m in the first quarter of 2018.

The intake of firm and unconditional wind turbine orders amounted to 3,004 MW in the first quarter of 2019.

The value of the wind turbine order backlog amounted to EUR 13.3bn as at 31 March 2019. In addition to the wind turbine order backlog, Vestas had service agreements with expected contractual future revenue of EUR 15.0bn at the end of March 2019. Thus, the value of the combined backlog of wind turbine orders and service agreements stood at EUR 28.3bn – an increase of EUR 6.7bn compared to the year-earlier period.

Vestas maintains its 2019 guidance on revenue of EUR 10.75bn-12.25bn, EBIT margin before special items of 8-10 percent, and total investments* of approx. EUR 700m.

Group President & CEO Anders Runevad said: “The strong global demand for wind energy continued in the first quarter of 2019 with Vestas growing its order intake with 84 percent to 3 GW and reaching an all-time high order backlog of EUR 28 bn. While underlying prices remain fairly stable and our Service business continues to grow in both revenue and profit, our results were as expected negatively impacted by orders received during the price decline in 2017. Furthermore, external factors such as tariffs and raw material prices increased cost as projected in the quarter. With activity levels planned to be significantly higher in the second half of 2019, we leverage our market-leading position to ramp up for executing an extraordinarily busy 2019, while introducing new solutions that accelerate the energy transition.”

https://www.vestas.com/en/media/company%20news?n=1903644#!Ne…


Auf den ersten Blick durchwachsen.
Für mich entscheidend:

Auftragsbestand deutlich angewachsen auf insg. >28 Mrd Euro
Auftragseingang besser als erwartet und durchschnittlicher Turbinenverkaufspreis in Q1 mit 0,80 Mio € / MW überraschend hoch.

[lehm70]

CEO Runevad hört im Sommer auf:

Vestas - Anders Runevad to step down as Vestas CEO with Henrik Andersen, currently Group CEO Hempel A/S and member of Vestas’ Board, to succeed

https://www.vestas.com/en/media/company%20news


Bin gespannt, wie der Markt darauf reagiert.
Ich hätte ihn gerne weiter an der Spitze von Vestas gesehen.

[lehm70]

Der andauernede Streik beim Blattliefernaten TPI in Mexiko könnte bzw. wird wohl Auswirkungen auf die Jahresumsätze von Vestas haben.
TPI Mexiko beliefert Vestas auf dem US-Markt.

Der Artikel ist allerdings nur mit Abo zu lesen:
https://energywatch.eu/secure/EnergyNews/Renewables/article1…

Hier die Aussagen von TPI zum Streik und den Auswirkungen:

TPI also discussed during its fourth quarter 2018 earnings call that many of its unionized workers in Matamoros, Mexico went on strike in mid-February 2019. Although TPI ultimately resolved the matter, this disruption, along with the loss of nearly 50% of the workforce because of actions taken during the strike, and a slower than planned start up in 2018, had a significant impact on production during the first quarter. The pace of hiring new associates was slower than anticipated after the strike but has recently accelerated to be in line with expectations. Nevertheless, a material amount of production was lost during the first quarter and will likely carry on into the second and third quarters as the new associates are trained and additional lines are ramping up. Given the heavy demand for blades in the U.S. market in 2019, TPI’s liquidated damages provisions with its customers are quite stringent. As a result, in addition to the impact of the lost production, TPI will be taking a charge to reduce the total consideration expected to be received under a customer contract for the liquidated damages incurred in the first quarter. TPI believes these production delays will also impact the second and third quarters’ volumes and may result in significant liquidated damages charges during the balance of 2019. These additional projected charges have been included in our revised guidance for 2019. All in, the estimated impact of the lost volume, liquidated damages and compensation costs related to the settlement of the strike is expected to be approximately $25 million for the full year.

https://www.euroinvestor.dk/nyheder/2019/05/01/tpi-composite…


Bei TPI rechnet man also damit, dass es auch im zweiten und dritten Quartal zu Verzögerungen kommen wird.
Bin gespannt wie sich Vestas am Mittwoch dazu äußert.

[markleb79]

Antwort auf Beitrag Nr.: 60.485.315 von Danco am 04.05.19 09:49:10

Ist echt ein gigantisches Projekt. Wird sich aber wohl über einen längeren Zeitraum erstrecken.

https://www.offshorewind.biz/2018/12/11/giant-wind-farm-prop…

The wind farm will be developed in 600MW phases, Enterprize Energy said. It will feature MHI Vestas wind turbines installed some 20 kilometres offshore Ke Ga cape on a site covering around 2,000 square kilometres.

The first phase of the project is expected to be operational by 2022. Current Feed-in-Tariff (FiT) for projects that enter commercial operation by November 2021 is USD 9.8 cents per kWh.

[Danco]

Hier nochmals der link zu obigem post und der Nachsatz:
Meanwhile, Mitsubishi Vestas Offshore Wind, a joint venture of Vetas Wind System A/S and Mitsubishi Heavy Industries Ltd., will supply wind turbines for the 3400 MW projekt.

https://en.vietnamplus.vn/french-bank-named-financial-advise…

[Danco]

French bank named financial adviser for Ke Ga wind power project. The Ke Ga offshore wind power project is expected to have total capacity of 3,400MW, making it the world’s biggest project of its kind at present

[lehm70]

71 MW Finnland für die V150 + 25 Jahre AOM5000


Und es kommt vermutlich noch einiges hinterher:

Jean-Yves Grandidier, Founder and President of VALOREM said: “We are very pleased to initiate the construction of our first Finnish wind farms. These two projects mark the beginning of a successful platform for VALOREM in the Nordics with a portfolio of more than 700 MW of assets under development with developer Megatuuli. We are happy to have found in our partnership with Vestas the right technology, especially through anti-icing, to get the most of the assets.”

https://www.vestas.com/en/media/company-news?n=1902423#!News…

[lehm70]

Vestas möchte mit den neuen Turbinen in den USA, Japan, Taiwan und Südkorea Marktanteile von mindestens 50% erreichen.

https://energiwatch.dk/secure/Energinyt/Renewables/article11…