vestas macht wind ;-)) (Seite 750)

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Vestas erhält den grössten Auftrag der Firmengeschichte und fällt danach wie ein Stein. Ich meine, dass es mit dem Unternehmen selbst nichts zu tun hat, sondern Vestas wie alle anderen Kurse in den Sog der Euroland-Krise gerät:

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Antwort auf Beitrag Nr.: 39.407.113 von lehm70 am 27.04.10 11:31:06

WOW. Jetzt geht es echt Schlag auf Schlag mit den Aufträgen.

Vestas hat dieses Jahr bisher (einschl. April) sage und schreibe 3582 MW an Aufträgen bekommen. Damit haben Sie ihr Jahresziel schon zu 42,1 % nach nur einem Drittel des Jahres erreicht, wobei man noch ergänzen muss, dass es im Herbst und Winter meist mehr Aufträge gibt.

So langsam werde ich doch euphorisch, das Aushalten des mauen Kursverlaufs des letzten Jahres zahlt sich nun massiv aus.

[lehm70]

Vestas receives four orders totalling 198 MW in China
Vestas has received four orders from a major Chinese independent power producer
totalling 198 MW. The orders consist of 116 units of V52-850 kW wind turbines
and 50 units of V90-1.8/2.0 MW wind turbines for the Guangdong and Shandong
provinces, respectively.

The orders include wind turbine delivery, transportation, installation and
commissioning, a VestasOnline® Business SCADA solution as well as a five-year
service and maintenance agreement. Delivery of the turbines is scheduled to
start during the second and third quarters of 2010.

At the customer's request, further details about the orders cannot be disclosed.

“These orders mark an important step for Vestas in growing our long-term
strategic partnership with this customer,” says Jens Tommerup, President of
Vestas China. “We have been working closely with this customer on wind turbine
siting as well as project planning, and we are ready to provide them with full
technical support in the execution phase as well. The fact that we have a strong
technical team, which is capable of providing thorough, comprehensive and expert
assistance to our customers, is a decisive factor for a successful cooperation
with our partners.”

As of 31 December 2009, Vestas had an accumulated installed capacity of more
than 2,000 MW in China, which makes Vestas one of the largest players in the
Chinese wind energy market. Vestas installed its first turbine in China in 1986.

The above orders do not affect Vestas' expectations for 2010, ref. company
announcement No. 3/2010 of 10 February 2010.

[kaktus7]

Wenn der canadische Deal mit Trillium noch klappt....
Das wäre ein mehrfaches!

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Antwort auf Beitrag Nr.: 39.400.650 von lehm70 am 26.04.10 13:35:13

Das sind ja fantastische Neuigkeiten!

Damit haben sie mit einem Schlag Aufträge für ein Vierteljahr. Rechnet man den Auftrag eher konservativ, also die optionalen 600 MW als 300 MW (weil nicht sicher) so ergiebt sich mit diesen 1500 MW + 300 MW = 1800 MW und den bisherigen Aufträgen, dass sie ihr ambitioniertes Jahresziel von 8000-9000 MW schon jetzt, nach erst einem Drittel des Jahres bereits zu 40 % erreicht haben.

Man weiß nie genau was kommt, aber ab jetzt halte ich ein Erreichen des anvisierten Jahresziels für plausibel und ein Überschreiten für möglich.

Besonders freut mich auch, dass Vestas sich in einem harten Wettbewerb gegen andere Anbieter durchgesetzt hat und somit Konkurrenzstärke beweisst!

[gagaga]

Antwort auf Beitrag Nr.: 39.400.833 von aufgepasst am 26.04.10 14:02:43

Passt in ein Bild von vielen kleinen und mittleren Aufträgen in den letzten Wochen. Ziemlich erleichternd für einen langfristigen Vestas Aktionäre wie mich, sie bleiben offenbar doch gut im Geschäft.

Vorteil, auch bei diesem Auftrag könnte sein, dass Vestas von allen Anbietern die breiteste internationale Diversifizierung hat, mit Werken in vielen Ländern.

[aufgepasst]

Antwort auf Beitrag Nr.: 39.400.650 von lehm70 am 26.04.10 13:35:13

Respekt, das ist ein wirklich großer Auftrag ab 2011/2012 das füllt das Auftragsbuch für rund ein Quartal.

Wie ist denn eure Einschätzung - bleibt die Prognose für 2010 bestehen - oder wird sie korrigiert?

[R-BgO]

Groß!

[lehm70]

Bombe!!!!!

Vestas signs order for 1,500 MW with an option for an additional 600 MW
Vestas has won the largest single order ever in Vestas' history for delivery of
up to 2,100 MW. The order placed by EDP Renováveis (EDPR), the world third
largest wind power company, has been awarded to Vestas after a competitive
process launched more than one year ago in Chicago, USA.

Today on 26 April, the official signature of the contract between Vestas and
EDPR will take place in Lisbon, Portugal. EDPR's Chairman, Mr Antonio Mexía,
and Vestas' President and CEO, Mr Ditlev Engel, will comment on the
significance of this agreement for both companies at a press conference to be
held at the Electricity Museum (Museu da Electricidade), Central Tejo, Avenida
Brasília, 300 - 598 Lisbon, Portugal at 12.30 p.m. GMT (1.30 p.m. CET).

The order, which is a Master Supply Agreement (MSA) for delivery of up to 2,100
MW, consists of an order for supply, installation and commissioning of wind
turbines with a total capacity of 1,500 MW to be delivered to North America,
South America and Europe in 2011 and 2012 with the possibility to be extended
by an additional 600 MW exercisable in 2010 and 2011. The agreement also
includes a two-year service and maintenance agreement extendable to five or ten
years, with a subsequent Technical Assistance Agreement for an additional
period.

The MSA, one of the largest global wind turbine orders ever announced
worldwide, clearly supports Vestas' Triple15 targets, i.e. achieving EUR 15bn
revenues and 15 per cent EBIT margin no later than in 2015. In addition, it
sends a positive sign of renewed growth to the entire wind industry.

During a demanding competitive process, Vestas was selected among other major
wind turbine manufacturers around the world as the only best-in-class supplier
of wind technology for the full tender. The differentiating factor has been the
company's ability to provide the best global value to fit EDPR's short and
medium-term strategic business goals.

Ana Maria Fernandes, CEO of EDPR, states: “Through this agreement, EDPR
contracts from Vestas the wind turbine technology that optimises productivity
factors and the total cost of ownership, enabling EDPR to have a competitive
edge within the wind developing industry.”

“It has been a long and highly competitive process which today materialises in
the signing of this agreement, which will further improve EDPR's positioning in
the industry,” Ana Maria Fernandes adds.

Juan Araluce, President of Vestas Mediterranean, says: “We are very pleased to
sign this important agreement with EDPR, who is a global key player in the wind
energy industry, with whom at the end of 2009, Vestas had installed a total
capacity of approximately 2,500 MW worldwide representing around 40 per cent of
EDPR's total global wind capacity.”

He emphasises: “Our continuous focus on top performance and reduction of cost
of energy together with our flexibility in deliveries and our worldwide
footprint allow us to provide business case certainty and long-term visibility
to global customers, such as EDPR, and to our business.”

EDP Renováveis is the renewable energy branch of EDP - Energías de Portugal -
one of Europe's main electricity operators, with a presence in North and South
America and Europe. EDP Renováveis is the third largest generator of wind
power in the world, with a total installed capacity of 6,227 MW and with 30,310
MW prospected or already in the pipeline.

Vestas is a global company with more than 30 years of expertise and know-how in
the field of wind power. With an installed base of more than 40,600 turbines or
38,300 MW around the globe, Vestas is the world's leading and most committed
supplier of wind power solutions.

The webcast of the official signature of the MSA between Vestas and EDPR and
the press conference can be followed live on http://www.edprenovaveis.com and
www.vestas.com/media. For more background information, video and images please
visit www.vestas.com/broadcast.

The above order does not affect Vestas' expectations for 2010, ref. company
announcement No. 3/2010 of 10 February 2010.

[ZenoCyprus]

23.04.2010 15:44
Vestas says wins 26 MW Canadian turbine order

http://www.finanznachrichten.de/nachrichten-2010-04/16710664…