GAMESA Rückenwind in Zahlen und Aufträgen

Positive Stellungnahme des US-Richtung erneuerbare Energien, dürfte Gamesa aktie zwischen 2,50 bis 2,70 euro sein?
Es gibt auch Berichte Spekulationen über den möglichen Kauf der spanischen Gamesa (Windkraft erneuerbare) von der dänischen Vestas

 

 

http://www.gamesacorp.com/en/communication/news/...o=&fechaHasta=

Gamesa provides a preview of its 2012 results*, in line with its 2013-2015 Business Plan



Gamesa this afternoon released a preview of its 2012 results, in line with the guidance the company provided the market on 25 October, illustrating Gamesa’s progress on implementing its 2013-2015 Business Plan.

Recurring activity continue to underscore the soundness of Gamesa's business, with positive EBIT of €7M, meeting the targets previously issued to the market. In addition, sales at the end of 2012 totalled 2,119 MW, surpassing the company's target of 2,000 MW.

Gamesa also announced that it has strengthened its balance sheet in the net amount of 584 million euros. The purpose of this restructuring – previously announced to the market as a cornerstone of the new Business Plan – is to adjust the value of the company’s assets, with a focus on two key areas. First, it aims to bring the balance sheet into line with the Business Plan (to include facility closures, changes in product strategy and staff restructuring). Second, it tailors the corporation to current market conditions (including industry-wide changes in demand, regulation in key markets and the need for provisioning).

“This was a year for prudence and responsibility, for aligning the balance sheet with our new 2013-2015 Business Plan and with the industry's performance," said Gamesa Chairman and CEO Ignacio Martín. “This one-off event is the foundation for recovery in our operating income in 2013."
2013 and beyond

Gamesa on 25 October released its 2013-2015 Business Plan, which is designed to enable it to weather the industry downturn, adapt its corporate structure to the prevailing climate and emerge a stronger company as one of the global leaders in the wind energy industry. Furthermore, the Plan aims to restore and maintain profitability, strengthen the balance sheet (reduce debt), focus on key markets and growth businesses and offer competitive technological solutions (new 2.5 MW and 5.5 MW turbine systems).

Meanwhile, the outlook for 2013 is encouraging and serves as an endorsement of Gamesa’s revamped commercial positioning. Specifically, Gamesa ended 2012 with a portfolio of definitive contracts totalling 1,657 MW, with 571 MW signed in the fourth quarter alone, and has already covered 50% of its budgeted sales volume for 2013.

These figures illustrate the wind power sector's solid future in the medium and long term, which is underpinned by the industry's efficiency -- cost of energy -- and its contribution to solving energy systems' structural problems: energy dependence, price volatility, inefficient use of resources and environmental impact.

*Provisional financial figures, subject to completion of an external audit  

wie ich geschrieben habe unter 1,70

Aber auch meine anderen Invests sind so schlecht nicht gelaufen. Wobei die fast 30% Kursanstieg hätte ich schon gerne mitgenommen :)  

Hier die finalen Zahlen:

http://www.gamesacorp.com/en/communication/news/...o=&fechaHasta=

2012 results, affected by balance sheet adjustment, mark the beginning of profitability defined in the Business Plan 2013-2015  

das hier so wenig über Gamesa geschrieben wird. 

 

http://www.evwind.com/2013/05/16/...lo-con-aerogeneradores-de-gamesa/  

http://vozpopuli.com/buscon/...nos-en-gamesa-controlada-por-iberdrola  

http://www.gamesacorp.com/en/  

http://www.gamesacorp.com/en/communication/news/...=0&fechaHasta=  

http://www.gamesacorp.com/en/communication/news/...0-mw-in-india.html  

Gamesa is taking its first step into the Kenyan market with a deal to supply 13.6MW of turbines for the Ngong 2 wind farm.....

http://renews.biz/42620/gamesa-enters-kenyan-market/  

Gamesa completed assembly of the main parts (tower, nacelle and blades) of Spain’s first prototype offshore wind turbine, which has been installed at the Arinaga Quay in Gran Canary Island.
Installation of the tower, nacelle and the three blades, which were shipped from Bilbao port to the Canaries, began in the middle of April with the tower assembly work. The tower measures 90 metres in total and is made by Windar (a joint venture between Gamesa and Daniel Alonso).
The nacelle, made in Tauste (Zaragoza), measures over 12.5 metres long and is 4 metres tall and wide. It weighs 72 tonnes

http://www.evwind.es/2013/05/28/...d-turbine-installed-in-spain/33093  

of its San Pedro wind development complex in the Chilean province of Chiloé.....

Earlier this year, Alba submitted an application for environmental permits for a 216MW extension to the project, which envisages the installation of 48, 4.5MW turbines. While no turbine agreement has been announced, local sources claim Spain's Gamesa to be the supplier of choice.

http://www.windpowerintelligence.com/article/...mw_san_pedro_project/  

in Spanien 6Jahre verlängert

Wind group Gamesa has tied up a seven-year operations and maintenance deal covering 421MW of turbines in Spain.

The Spanish group signed the deal with plant-owner FCC covering 397 turbines at 14 wind farms across the country.

The deal renews and extends an existing O&M agreement covering 357MW. It encompasses Gamesa’s 850kW, 660kW and 2MW turbine models.http://www.rechargenews.com/wind/europe_africa/article1329323.ece  

und konzentriert sich auf die 5MW-Turbine
Speaking to Windpower Monthly, a Gamesa spokesman confirmed it was no longer working on the platform and was concentrating on the 5MW machine being developed in the Canary Islands.

The intention to build a 5.5MW platform was one of the first announcements by new executive chairman Ignacio Martín. In October last year, he said a 2.5MW platform and the 5.5MW onshore/offshore turbine would come out in Q2 2014 and Q4 2014 respectively as part of the company's new strategic plan.

As recently as EWEA 2013 in February, Gamesa publicised its progress on the 5.5MW platform. It was unable to give a reason for the decision to halt the project.

am 31.Mai hatte Gamesa die 5 MW Offshore-Turbine im Testcenter auf den kanarischen Inseln installiert  http://www.windpowermonthly.com/article/1184555/...w-offshore-turbine

Was macht eigentlich die Planung der Fabrik in Leith,Schottland?  http://www.windpowermonthly.com/article/1123920/...-manufacturing-hub    ich finde keine neueren Nachrichten ausser dass Gamesa das Projekt 15MW Carscreugh wind farm project in southwest Scotland an John Laing abgetreten hat
http://renews.biz/43781/gamesa-offloads-scottish-wind-fare/
http://www.windpowermonthly.com/article/1123920/...-manufacturing-hub  

mit Infigen Energy,einer australischen Energiegesellschaft,die mehrere Windparks in USA betreibt,Es ging um die Garantien von 5 Windparks u.a.Kumeyaay-park in San Diego ,wo 75 Turbinen durch Sturm beschädigt wurden Infigen Energy verklagte Gamesa ,aber die schoben die Schuld auf den amerikanischenProjektentwickler.Dieser hat sich nun bereit erklärt,2,9 Millionen für Reparaturen zu zahlen und Gamesa erhält einen neuen Garantie-und  Servicevertrag für 15 Jahre.
http://energiwatch.dk/Energinyt/Renewables/article5629821.ece
http://www.4-traders.com/INFIGEN-ENERGY-6498318/...reements-17027252/
was daran nun so negativ ist,dass Gamesa heute 8% verlor,kann ich nun wirklich nicht sehen  

http://www.windpowermonthly.com/article/1183220/...uts-394-jobs-spain
Gamesa said the job cuts were part of the 2013-2015 restructuring plans outlined by chief executive Ignacio Martin in October last year.

Martin revealed plans to cut 20% of its global workforce between now and Q1 2013 as part of a global restructuring plan.

He said the cuts would be mainly in China, the US and Europe, totalling around 1,800. Spain is likely to take the brunt of the European job losses with 500 redundancies.

71 Leute in Pamplona .
Protest von ca. 200 Arbeitern gegen die Schließung der Rotorblattfertigung in Albacete/Toledo. Der o.g Standort soll aufgegeben und die Produktion in ein Werk in der Nähe von Valladolid verlagert werden. https://www.wallstreet-online.de/diskussion/...windparks-solarenergie  

und entlässt 342 Leute in Albacete, Coruna und Navarra.Ursprünglich waren 392 geplant.Gleichzeitig werden 102 Leute ausgezahlt,die erhalten dann für jedes Arbeitsjahr bei Gamesa Lohn für 33 Tage

http://epn.dk/brancher/energi/alternativ/...tillinger-pa-vingefabrik/  

Mich verwirrt es ein wenig, dass du Nachrichten über ein spanisches Unternehmen von einer dänischen Webseite bekommst ;-)  

The deal comprises the installation of 23 Gamesa G97 2.0 MW wind turbines

http://www.gamesacorp.com/en/communication/news/?
naja nachdem sie da auch den All-Girls-Fussball sponsern

Gamesa News sind schwer zu finden,weil sie wenig Aufträge hatten,aber die dänische Adresse liefert auch News zur Konkurrenz von Vestas und spanisch spreche ich kaum  

der gamesa Windturbinen in Veronagast Italien

The company will perform maintenance services on 181 Gamesa wind turbines and will install its Algorithm Improvement Program and its continual improvement program GPA.

Gamesa, a global technology leader in the wind power industry, has secured a contract with the IPP Veronagest to provide operation and maintenance (O&M) services on 181 wind turbines with total installed capacity of 234 MW for a period of ten years.

The company will perform maintenance services on 70 Gamesa wind turbines, each with capacity of 2.0 MW, and on 111 Gamesa 850 kW turbines, located in seven Italian wind farms....http://www.evwind.es/2013/07/04/...4-mw-for-veronagest-in-italy/34170  

Jul 11, 2013 - Spanish wind power companies generated a loss of EUR 255 million (USD 334.6m) in the first half of 2013, due to the government's decision to introduce a 7% tax on wind power output, sector association AEE said.
Wind power firms were forced to close nine production plants in Spain in the first six months of 2013, while three other facilities suspended activities, AEE said in a statement yesterday. Some 3,600 employees lost their jobs.
The impact of the reform in the Spanish energy sector is estimated at EUR 6 billion until 2020 and if additional reductions are applied, a lot of wind farms will be closed, AEE warned .http://energy.seenews.com/news/...h1-2013-due-to-energy-reform-365050
hab mich gewundert warum Gamesa ,Iberduero und Repsol alle so stark fallen  

The second transmission auction of the year, to take place on Friday (July 12),will bring together 19 bidders, involving ten consortiums and nine individual companies. Of the consortiums, only one is headed by a state-owned company, according to data released by the Aneel Special Tender Commission

Gamesa hat bereits die günstigeren Kredite durch Joint Venture mit heimischem Produzenten und dürfte eines der Consortiums sein
Brasil Energy über Google  

5,62 EUR	+0,66 EUR	+13,28 %