vestas macht wind ;-)) (Seite 790)

[ZenoCyprus]

Die Jyske Bank kennt nur eine Richtung für Vestas Wind, nämlich "sell". Was steckt dahinter?


Das Unternehmen werde am 15. August die Zahlen für das zweite Quartal vorlegen. Das zweite Quartal gehöre traditionell zu den schwächeren, sodass das Management nicht über ausreichend Transparenz verfügen dürfte, um bereits Änderungen an den Zielvorgaben für 2008 vorzunehmen.

Bei der Jyske Bank gehe man davon aus, dass Vestas Wind Systems im ersten Halbjahr 31,1% des angestrebten Jahresumsatzes erreicht habe. Für das zweite Quartal erwarte man einen Umsatz von 1,059 Mrd. EUR, dies entspreche einem Rückgang von 1% im Vorjahresvergleich. Die Bruttomarge dürfte sich allerdings gegenüber dem Vorjahr von 17,6% auf 18,9% verbessert haben. Das EBIT sehe man bei 91 Mio. EUR und damit 2% über dem Vorjahresniveau, während der Nettogewinn um 35% auf 69 Mio. EUR zugelegt haben dürfte.

Silkeborg (aktiencheck.de AG) - Christian Nagstrup, Analyst der Jyske Bank, stuft die Aktie des dänischen Unternehmens Vestas Wind Systems (ISIN DK0010268606/ WKN 913769) unverändert mit "sell" ein.
Das Unternehmen werde am 15. August die Zahlen für das zweite Quartal vorlegen. Das zweite Quartal gehöre traditionell zu den schwächeren, sodass das Management nicht über ausreichend Transparenz verfügen dürfte, um bereits Änderungen an den Zielvorgaben für 2008 vorzunehmen. Bei der Jyske Bank gehe man davon aus, dass Vestas Wind Systems im ersten Halbjahr 31,1% des angestrebten Jahresumsatzes erreicht habe. Für das zweite Quartal erwarte man einen Umsatz von 1,059 Mrd. EUR, dies entspreche einem Rückgang von 1% im Vorjahresvergleich. Die Bruttomarge dürfte sich allerdings gegenüber dem Vorjahr von 17,6% auf 18,9% verbessert haben. Das EBIT sehe man bei 91 Mio. EUR und damit 2% über dem Vorjahresniveau, während der Nettogewinn um 35% auf 69 Mio. EUR zugelegt haben dürfte.

Bei dem Conference Call des Unternehmens werde vermutlich die Liefersituation für Komponenten, die Lage auf dem US-Markt und der Einfluss der hohen Stahlpreise im Zentrum des Interesses stehen. Bei der Jyske Bank sehe man das Kursziel der Vestas Wind Systems-Aktie bei 595,00 Dänischen Kronen. Auf Basis der EPS-Schätzungen für 2008 und 2009 lasse sich ein KGV von 32,9 bzw. 26,4 ermitteln.

Die Analysten der Jyske Bank bewerten den Anteilschein von Vestas Wind Systems weiterhin mit "sell". (Analyse vom 12.08.08) (12.08.2008/ac/a/a)

Offenlegung von möglichen Interessenskonflikten: Mögliche Interessenskonflikte können Sie auf der Site des Erstellers/ der Quelle der Analyse einsehen.

[SLGramann]

Passable Zahlen zum Q2/2008:

Vestas generated second-quarter revenue of EUR 1,094m against EUR 1,067m in the second quarter of 2007, which was in line with expectations. EBIT rose from EUR 90m to EUR 92m, corresponding to an EBIT margin of 8.4 per cent, consistent with expectations.

http://www.vestas.com/files//Filer/EN/Investor/Company_annou…

Insbesondere die Cash-Flow-Entwicklung war sehr stark.

Ein netter Ausblick auf die Zukunft:

by 2010 Vestas aims, together with its sub-suppliers, to be able to manufacture, ship and install 10,000 MW.

Da ich bis 2010 von steigenden Preisen ausgehe, dürfte das einem Umsatzziel von 11 bis 12 Mrd. Euro entsprechen. Aus meiner Sicht ist das Potential der Aktie bewertungstechnisch in den nächsten 12 Monaten aber auf ca. 20% begrenzt. Ich bleibe (trotzdem) investiert.

[yakima]

Randers, 7 August 2008
Company announcement No. 38/2008 Page 1 of 1
Major shareholder announcement – Fidelity International
Vestas has today received information from Fidelity International that FMR LLC, c/o Fidelity Investments, 82 Devonshire Street Boston, Massachusetts 02109, USA as per 6 August 2008 has increased their holdings of Vestas shares from 9,131,255 (cf. company announcement No. 35/2008 of 1 July 2008) to 9,280,855 shares (5.01 per cent).
Any questions may be addressed to Peter Wenzel Kruse, Senior Vice President of Group Communications at Vestas Wind Systems A/S, telephone [phone].
Yours sincerely
Vestas Wind Systems A/S
Ditlev Engel
President and CEO

[yakima]

9. Juli 2008, 07:20 Uhr Von Martin Dowideit
Neuer Windkraft-Fan
US-Ölmilliardär predigt die Abkehr vom Öl
http://www.welt.de/welt_print/article2193329/US-Oelmilliarda…
"Die Vereinigten Staaten sind das Saudi-Arabien der Windenergie", sagt er. Die Präriestaaten von North Dakota bis Texas verfügten über stetige Brisen, um mindestens 20 Prozent des Strombedarfs des Landes zu decken - wenn der politische Wille bestünde, dieses Potenzial zu nutzen

[sleupendriewer]

Antwort auf Beitrag Nr.: 34.663.966 von ZenoCyprus am 06.08.08 20:43:19

na, ob der auftrag wohl mehr als 50 mio wert ist ?

[ZenoCyprus]

Vestas Receives Order for 100 Wind Turbines From China
By: iStockAnalyst Thursday, July 24, 2008 9:51 AM


Denmark-based Vestas has received an order from the China Guangdong Nuclear Wind Power Company for 100 units of its V52-850kW wind turbine for installation at the Chuandao project in China.
The project is located on the Chuandao Island in the southern Chinese province of Guangdong. The contract includes supply of turbines, the VestasOnline Business supervisory control and data acquisition system and a two-year service and maintenance agreement.

The first delivery phase of the turbines is scheduled to begin in November 2008. The entire project is planned for completion at the end of 2009.

Lars Andersen, managing director of Vestas China, said: "Vestas is one of the largest suppliers of turbines to Guangdong Nuclear and we are proud that they once again have decided to use Vestas turbines, it is a clear sign of the trust and professional working relations that have been building up between our two companies."

[ZenoCyprus]

Vestas to Supply Nine Wind Turbines for
Installation in Czech Republic

By: iStockAnalyst Wednesday, August 06, 2008 7:51 AM


Vestas Central Europe has received an order from Austrian Wind Power, a subsidiary of the Bewag Group, for delivery of nine units of its V90-2MW wind turbines for installation in the Czech Republic.
The contract includes delivery, installation and commissioning of the V90-2MW wind turbines. The wind farm will be located on the Horni Lodenice plateau in the eastern part of the Czech Republic.

Hans Lukits, CEO of the Bewag Group, said: "I am happy that, after a period of developing projects in eastern Europe, we are now coming to the point of realising wind power plants in the area. The new markets, yet to be developed, show great potential, and the know-how acquired in Burgenland-Austria can also be put into good use. With Vestas we feel that we have a strong partner for our project in Horni Lodenice."

[ZenoCyprus]

Vestas Receives Order for 100 Wind Turbines From China
By: iStockAnalyst Thursday, July 24, 2008 9:51 AM


Denmark-based Vestas has received an order from the China Guangdong Nuclear Wind Power Company for 100 units of its V52-850kW wind turbine for installation at the Chuandao project in China.
The project is located on the Chuandao Island in the southern Chinese province of Guangdong. The contract includes supply of turbines, the VestasOnline Business supervisory control and data acquisition system and a two-year service and maintenance agreement.

The first delivery phase of the turbines is scheduled to begin in November 2008. The entire project is planned for completion at the end of 2009.

Lars Andersen, managing director of Vestas China, said: "Vestas is one of the largest suppliers of turbines to Guangdong Nuclear and we are proud that they once again have decided to use Vestas turbines, it is a clear sign of the trust and professional working relations that have been building up between our two companies."

[ZenoCyprus]

Vestas eyeing acreage in Brighton
Wind energy firm might add 650 jobs in expansion
Rocky Mountain News - Thursday, July 24, 2008

Danish wind energy company Vestas has tentatively agreed to buy more than 100 acres in Brighton in an expansion that could mean 650 new jobs and possibly hundreds more, officials said.

"One, these would be high-paying jobs," Brighton City Councilman Rob Farina said Thursday. "Two, these would be green jobs, and that's what Colorado is all about. That's the governor's big push."

Gov. Bill Ritter has said he hopes to make Colorado a renewable-energy hub and has hailed Vestas as a key newcomer. The company recently opened its first U.S. wind-blade manufacturing plant in Windsor. That facility is expected to employ 650 people.

In Brighton, Vestas has indicated an interest in paying roughly $3 million to purchase the property two miles north of the city's downtown, according to Ken Parks, spokesman for the Brighton Economic Development Council. The Brighton City Council this week adopted a resolution supporting the sale.

But Parks stressed that a deal is not definite. "There's an agreement in place to sell the land, if Vestas wants to buy it," he said.

Several calls and e-mails to Vestas were not returned Thursday afternoon.

The Daily Post in Brighton on Wednesday quoted city officials as saying groundbreaking would start by Sept. 1, and the deal could add as many as 1,500 jobs.

RTD also was approached by a "potential buyer" offering to buy 65 acres in the area, and its board authorized General Manager Cal Marsella to negotiate a sale, said RTD spokesman Scott Reed.

He said RTD has yet to close a deal and refused to name the company.

Vestas was expected to expand further in Windsor, but those plans changed when the company and the owner of the land failed to reach an agreement.

Alex Yeros, of the Great Western Industrial Park and Great Western Railroad in Windsor, said Vestas wouldn't guarantee it would use the rail line. Instead, Vestas plans to use large trucks to haul the blades, which Yeros said would cause traffic problems in the surrounding communities.

[ZenoCyprus]

How Denmark Sees the World in 2012

Monday, Aug. 04, 2008 By BRYAN WALSH/COPENHAGEN An offshore windmill farm located in the Oeresund, three km from Copenhagen harbour.

Next winter, Copenhagen will become the center of the climate change world. In December 2009, the capital of Denmark will host the 15th meeting of the Conference of Parties to the Kyoto Protocol, better known as the UN climate change summit. It happens every year — the most recent one was held last December on the Indonesian island of Bali — but Copenhagen will be special.

The Kyoto Protocol, which now commits nearly every developed nation except the U.S. to specific cutbacks in greenhouse gas emissions, expires in 2012. Given the lag time in such mind-bendingly complex international negotiations, we need to have a plan in place by the start of 2010 to ensure that there isn't a fatal gap between the expiration of Kyoto and whatever comes next. (If a year or two should pass without a clear international cap on CO2 emissions, both government and industry might lose the incentive to invest in greener technology.) All of which puts a lot of pressure on little Copenhagen.

The good news is that there may be no country in the world better prepared than Denmark to play host to a climate summit that could — just maybe — decide the fate of the world. As you leave Copenhagen's airport, you see soaring wind turbines along the side of the road, spinning in the nearly always present breeze. Get used to the sight —

Denmark is a world leader in wind energy, and produces more than 10% of its power from turbines. That's meant cleaner air and greener jobs. The homegrown wind company Vestas is a world leader earning $8 billion a year, an impressive figure in a country that has barely half the population of Hong Kong. The taxi ride into the city won't take long either — some one-third of urban transport within Copenhagen is done by bicycle, and two-wheelers cruise the bike-only lanes throughout the city. (And they have right of way, which is a good thing to keep in mind unless you want to be run down by a pedal-pushing Danish grandmother while stepping off the sidewalk.)

More important than its uber-European urban livability, Denmark is taking its responsibility as the host of the 2009 climate summit seriously. Last year the government split its Environment Ministry in two. The original, now smaller, Ministry of the Environment was tasked with covering local pollution and wildlife issues, while the new Ministry of Climate and Energy was formed to focus specifically on global warming and alternative energy, with an eye toward preparing the way for Denmark's leadership on climate change — at the UN summit and at home, by further reducing its own carbon footprint. "We know we have a responsibility for Copenhagen," says Connie Hedegaard, the Danish Minister for Climate and Energy. "We'll live up to it."

Of course, if Denmark really were running international climate negotiations, the world would be in much better — and cooler — shape. But ultimately, the road to a new climate deal runs through one city: Washington. "The U.S. has to be a part of any new climate agreement," says Rajendra Pachauri, the chairman of the UN's Nobel Prize–winning Intergovernmental Panel on Climate Change. "In the absence of that, you won't have a response from the large number of countries needed for a collective response."

If Washington leads, the big developing countries like India and China will be forced to follow, or stand alone against an emerging international consensus. Will that happen? We will have a new Administration by 2009, and both John McCain and Barack Obama are considerably greener than the current White House occupant. But with Americans obsessed over the price of gas — but not rising global temperatures — it'll take real political leadership to from Washington to make Copenhagen a success.


http://www.time.com/time/health/article/0,8599,1828874,00.ht…