ALSTOM bitte um Einschätzung
Was ist eigentlich mit Ariva los? Seit geraumer Zeit werden die neuen Postings nicht mehr angezeigt, oder gehts nur mir so?
11 February 2005 - Chlor-alkali producer Ineos Chlor Ltd has awarded Alstom a ten-year Operation and Maintenance (O&M) contract for a new steam and water treatment plant to replace the existing Weston Point power plant.
Alstom will supply steam and demineralised water to the chemical production facility in Runcorn, UK and will utilize hydrogen gas as the primary fuel source for the boilers. The contract follows an engineering and procurement contract (EPC), secured by Alstom in February 2004, to build a new steam raising and water treatment plant at Ineos Chlor's site in Runcorn.
The installation of the new plant is now under way and the O&M phase is to commence in December 2005. The O&M team will be supported by Alstom's service support units throughout the duration of the contract.
Also mir würde da schon ein neuer Lieferant für General Electrics einfallen ;-)
Ist natürlich alles reine Spekulation ohne irgendeinen Hinweis auf Erfüllung, aber davon lebt ja die Börse!
Im Hydrobereich müssen sie ein 50/50 Joint Venture eingehen, da werden sie wahrscheinlich leichter einen Kandidaten finden, da sie Weltmarktführer sind!
GE und Alstom hatten bereits in der Vergangenheit zusammengearbeitet. Alstom baute Gasturbinen nach GE-Lisenz bevor man die unglückseligen ABB-Turbinen kaufte und dann für die Qualitätsmängel der ABB 4,3 Milliarden bluten mußte. GE und Alsom sind in Belfort, dem größten französischen Alstom-Standort immer noch Nachbarn. Dort sitzt das Europa-Center der GE. Man kennt sich also.
Die hier geäußerte Einschätzung das GE nun auf die Übernahme der VA Tech durch Siemens reagiert halte ich für plausibel.
Spekuliert wurde hier in der Vergangenhiet schon öfters. Denkbar istim Energiebereich:
1.) GE+Alstom
2.) Alstom + Siemens
3.) Alstom + ein Japaner ( Mitsubishi oder Hitachi )
4.) Alstom + ein Chinese ( rechnet keiner damit)
5.) Getrennte Partnerschaften im Energie- und Bahnbereich.
6.) Eine der obigen Varinaten unter Einbeziehung der AREVA im Energiebereich.
Im Bahnbereich sind GE oder Siemens oder Bombardier möglich. Bombardier hat viele eigene Probleme, daher eher unwahrscheinlich.
Irgendwas wird passieren, das ist sicher. Nur was und wann ?
(Text ist jetzt erstmal kopiert, mal sehen ob´s klappt)
Business | Investment
Published: 6/2/2005, 07:15 (UAE)
Dubal acquires new Alstom steam turbine
Staff Report
Dubai: Dubal has taken delivery of a new state-of-the-art 125 megawatt Alstom steam turbine, representing an important acquisition, officials said.
“In many ways, this new acquisition is indeed a major milestone for Dubal. The new Alstom turbine, which was commissioned by us during the summer of 2004, comprises two GE Frame 9 gas turbines and two CMI heat recovery steam generators.
“Keeping in mind our commitment to guaranteeing a cleaner and healthier environment, the gas turbines have specially built-in combustion equipment, which limits atmospheric pollutants to well below accepted international standards,” said Mossa Ismael, general manager of power and desalination.
This spring will witness the culmination of Dubal’s $16 million (Dh58.7 million) programme to retrofit its existing technology and implement upgrades on its existing gas turbines, officials said.
This combustion technology will guarantee that Dubal will reduce the oxides produced during its smelting operations while improving turbine output by as much as 6 per cent, officials said.
Dubal has also initiated other major developments in the last few months, officials said.
Potline 9, the newest of Dubal’s potlines, reached maximum production during the summer of 2004, officials said. Dubal’s site load now stands at 1,250 megawatts.
Also, since the training and development of national employees has always been a crucial aspect of Dubal’s fast-paced development, as things now stand, 60 per cent of its operating staff are national employees, officials said.
More so than ever before, national employees are an important factor in the development of the company, officials said.
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Wenn Alstom diesen Auftrag erhält, könnte die Aktie wohl die 0,75 erklimmen. Wenigstens sollte es eine gewisse Fantasie in den nächsten Wochen geben, und dann ist es auch nicht mehr so lang bis Mai ;-)
In welchem Konsortium ist Alstom denn?? Denke mal wenn dann mit Bombardier!?
Dubai Sunday, January 23, 2005
Dubai will have the world's best and most advanced urban rail system, said officials of two pre-qualified consortia bidding for the project.
Officials are working overtime to meet the deadline.
"This is one of the largest infrastructure projects in the world at this time," said Norbert Hoffmann, chairman of Dubai Star consortium.
"It is very important for us and we are working to offer the best solution for Dubai's urban transport needs."
The Dubai Star consortium consists of a number of international and local contractors including German Belfinger Berger acting as the consortium leader.
It includes Japanese contractors Taisei, local Al Habtoor Engineering and Besix as civil engineers, while the rail system is to be provided by French transportation and construction giant alstom.
"In many ways this is a challenging project for all of us. What is required for the success of the project is to have state-of-the-art technology for future transportation needs which is environmentally friendly," he said.
About 14 per cent of the total civil engineering work is to be done underground - the most difficult work.
"There will be four underground stations under Phase I construction, while six underground stations will be constructed as part of the Phase II package."
"At the moment, this is the single largest project of its kind in the world. alstom will supply all the 100 trains, each comprising four cars.
"Each train will have a car each for families and VIPs, with the rest to be used by the general public. Each car train will be fully automated and driverless."
The consortium has set up an office in Dubai to prepare for the bids, employing more than 200 professionals. The first proposal for the rail system, called Rolling Stock, has already been submitted, as has one of two technical bids.
The third technical bid, which deals with the elevated section of the project, will be submitted on January 31, and the final commercial bid on February 28.
The Metro One consortium, which include Brazilian Odebrecht, Parsons, local Arabtec and Canadian Bombardier, is also preparing to offer the best possible solution for Dubai's light rail system.
"We would present Dubai something that will become a reference for similar future projects," David Powell, consortium director and representative of Metro One, told Gulf News.
Metro One has also set up an office in Dubai engaging more than 100 professionals to work for the bidding process.
Bombardier, the consortium leader, has installed 25 rail systems in different cities across the world, Powell said.
"We have the highest number of installations across the globe. We also implemented the largest mass transit system in Vancouver."
"However, Dubai will have among the largest urban rail systems in the world."
Alstom : la pression de Bruxelles devrait se desserrer
15/02/2005 - 07h42
La pression de Bruxelles aura fait effet puisque le gouvernement français va se mettre en règle avec les engagements pris en contrepartie de l'aval de la Commission au plan de sauvetage d'Alstom. Hervé Gaymard doit en effet rencontrer aujourd'hui la Commissaire Européenne à la Concurrence Neelie Kroes. Selon les informations du quotidien 'Les Echos', le Ministre de l'Economie devrait proposer 2 mesures, d'une part la transposition rapide de la directive sur les marchés publics, ainsi que la création d'un "service de compétence nationale" qui attribuera des autorisations aux sociétés désireuses de concurrencer la SNCF.
Même si les menaces de la Commission en début d'année concernaient la France et non Alstom, qui n'a rien à se reprocher dans ce dossier, l'annonce avait pesé sur le titre toujours très spéculatif en bourse.
La confirmation des mesures envisagées par Bercy pour répondre aux injonctions bruxelloises devrait apaiser donc le dossier. Notons que selon l'agenda du Ministre, la rencontre aura lieu cet après-midi.
By Barrie Clement
15 February 2005
The French manufacturer of Sir Richard Branson's Pendolino trains - launched by the Prime Minister last September - will be carpeted today by ministers angry over their reliability.
The Government wants to know why the trains, made by the engineering company Alstom, are between 14 and 20 times more likely to break down than similar rolling stock on the Continent. While the performance of the "tilting'' trains on the flagship west coast main line is improving, they are breaking down on one in every six trips between London and Glasgow.
Virgin Trains has so far taken all the flak over delays and cancellations, but today the focus will shift to the manufacturers.
Ministers will say that while "teething troubles'' can be expected with a new service, Pendolinos had been in operation in Italy for a number of years.
In a keynote speech to industry leaders recently Alistair Darling, the Secretary of State for Transport, said: "Passengers don't care about process. They see the investment that has gone ... but frankly they will only care if they see the benefits - delays being reduced and the trains running on time.''
Ministers are anxious that in the approach to the general election the important north-south link is running efficiently.
The French group is part of a consortium that manufactured a new intercity express in Germany which has encountered problems. The high-speed trains have suffered frequent breakdowns. The Pendolinos have suffered similar problems.
A spokesman for Alstom said the Pendolinos were getting better. Virgin Trains refused to comment on any meeting.
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