Windmaster Nordex
MADRID (AFX) - Gamesa (Nachrichten) Corporación Tecnológica SA chairman and CEO Guillermo Ulacia said Iberdrola SA (Nachrichten/Aktienkurs) 's international expansion plans represent a good opportunity for the Basque wind turbine manufacturer.
Speaking to journalists at a presentation of full-year 2006 results, Ulacia said the wind turbine manufacturer believes 'the international advance of Iberdrola is obviously a good opportunity for Gamesa.'
Iberdrola is a core shareholder in Gamesa with a 17 pct stake and last November launched a 11.6 bln stg bid for Scottish Power PLC
Not to start up the rumor mill (well just a little bit) but perhaps the 600 MW Gamesa-Horizon Energy contract in the US could be something much bigger. See, Horizon Energy is owned by Goldman Sachs. Goldman owns around 20% of Nordex. And - this is the new part - a Goldman Sachs fund just bought 5% of Gamesa. So the links between Nordex and Gamesa are tightening via Goldman.
After a major restructuring program, Nordex is set to break even this year operationally, making it a more stable acquisition target. Order book-wise, Nordex and Gamesa complement each other especially in the French and Portuguese markets, as well as Germany. Nordex has also done some far flung projects (Colombia, Estonia) that may fit with Gamesa's expansion strategy. And in terms of product portfolio, Nordex has already made solid headway in the 2 MW + segment, and it has an offshore turbine (albeit small, at 2.5 MW), which Gamesa does not.
Yes, this rumor has been floated before, along with Caterpillar buying Nordex. Gamesa is also in the process of selling two of its divisions and taking on new shareholders - which may postpone any big deal. What is clear is that there will be more consolidation, and this deal makes more sense than some others. If I was a Goldman Sachs investment manager looking at the wind market, I would see an opportunity here.
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Investments
As part of our Framework, the firm committed to make available up to $1 billion for investments in
alternative energy. By the end of 2006, the firm had surpassed this goal and has over $1.5 billion
invested in alternative energy projects in the US, Europe, and Asia. Goldman Sachs will continue to
pursue viable investment opportunities in alternative energy/clean technology. Some of the sectors that
we have invested in include:
· Cellulosic Ethanol: Iogen built and operates the world's only functioning demonstration-scale plant to
convert biomass to cellulose ethanol using enzyme technology.
· Wind: Horizon Wind Energy is one of the largest wind farm developers/owners in the United States.
Horizon expects to own 1,324MW of generating capacity by the end of 2007.
· Solar PV Integration: SunEdison is one of the largest solar photovoltaic installer/integrators in the
United States
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Cadmium Telluride (CdTe) PV module technology.
· Wind Turbine Manufacturing: Nordex is a leader in multi-MW turbine technology, the fastest growing
segment in wind generation.
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scheint, dass manche banken die kurse von nordex beliebig auf und ab bewegen.....
ist es da nicht besser aktien von den betreffenden banken zu kaufen...?
joking
naja....windenergie hat zukunft....ohne zweifel
ob dies von banken wahrgenommen wird....oder nicht
-----------------------------------
Name: Deutsche Bank Aktiengesellschaft
Adresse: Taunusanlage 12, 60325 Frankfurt
Sitz: Frankfurt am Main
Staat: Deutschland
Angaben zum Emittenten:
-----------------------
Name: Nordex AG
Adresse: Bornbarch 2, 22848 Norderstedt
Sitz: Norderstedt
Staat: Deutschland
20.02.2007
Hiermit machen wir gemäß § 26 Abs. 1 Satz 1 WpHG bekannt, daß uns die
Deutsche Bank Aktiengesellschaft in Frankfurt am Main entsprechend §
21 Abs. 1; 24 WpHG i.V.m. § 32 Abs. 2 InvG mitgeteilt hat, daß der
Stimmrechtsanteil ihrer Tochtergesellschaft, der DWS Investment GmbH
in Frankfurt am Main, an der Nordex Aktiengesellschaft am 15.2.2007
die Schwelle von 3% unterschritten hat und sodann 2,81%, entsprechend
1.810.000 Stimmrechten, betrug
bitte mal um meinungen der experten hier.
danke im vorraus
mo
interne Richtlinien betreffend die Höhe einer Beteiligung
sein oder einfach nur Gewinn-Mitnahmen. Hat nicht´s zu bedeuten.
Auch die wissen nicht, wohin der Kurs gehen wird!
sofortigen Verkauf bekomme! Ob zu diesem Zeitpunkt eine Über- oder Unterbewertung
der AG besteht spielt in diesem Moment keine Rolle und ist wohl auch für kaum jemand korrekt nachvollziehbar!
Wenn ein Fond verkauft, rechnet er damit, dass sich der verkaufte Wert schlechter entwickelt als der Index und das Geld woanders besser angelegt werden kann. Klar machen Fonds dabei auch viele Fehler, aber Verkäufe sind immer ein Warnsignal.
erklärt den damaligen Rücksetzer mehr auch nicht!
Robin Hood oh man das würde wirklich fun machen!
:-)
Following the OPEC oil embargo of 1973, interest in wind energy surged in response to climbing energy prices and doubts about the availability of conventional fuels. Federal and state tax incentives and aggressive government research programs triggered the development and use of many new wind turbine designs.
Since 1990, use of wind power has grown by 150 per cent, representing an annual growth rate of 20 per cent. In many parts of the world, wind power is now cost-competitive with fossil fuel-fired power plants. As wind turbines are further improved, wind power is likely to become even more competitive. Although it now generates less than 1 per cent of the world's electricity, the steady technological advance of wind power suggests that it could become an important energy source for many nations within the next decade.
Electricity generated by wind turbines does not emit pollutants like other energy sources. This means less smog, less acid rain and fewer greenhouse gas emissions. Every 10,000 MW of wind installed can reduce CO2 emissions by approximately 33 MMT annually if it replaces coal-fired generating capacity, or 21 MMT if it replaces generation from average fuel mix.
The major challenge to using wind as a source of power is that it is intermittent and does not always blow when or where electricity is needed. Wind cannot be stored (although wind-generated electricity can be stored in batteries), and it cannot always be harnessed to meet the timing of electricity demands. Furthermore, good wind sites are often located in remote places far from areas of electric power demand. Other drawbacks to wind power include noise pollution, visual impact, and potential danger to wildlife.
In addition, wind resource development may compete with other uses for land, and those alternative uses may be more highly valued than electricity generation. Large experimental models, with blade diameters of up to 300 feet, are eschewed as visual blights by some planners and developers. However, wind turbines can be co-located on land that is used for grazing or farming.
This report on the Global Wind Power Market describes and compares various designs and types of wind turbines ranging from large machines capable of supplying electricity for 700 homes to small-scale models suitable for home, farm and remote uses. It explains the technology and physics of how wind turbines function and assesses the markets and future potential for wind power in Europe, North America, and the Asia-Pacific region. The report also includes sections on the role of government, the economics of wind power, and key players in the industry.
Currently, developing countries have little incentive to use wind energy technologies to reduce pollution despite the fact that the most rapid growth in CO2 emissions is in the developing world. Two initiatives could give both developed and developing countries incentives to develop wind projects. The first is joint implementation, a program under which firms from developed countries can earn carbon offsets by building clean energy projects in the developing world. The second is the World Bank's Global Environmental Facility (GEF), which can cover the incremental cost of developing environmentally benign or beneficial projects in the developing world. This incentive is particularly important for countries such as China and India, which have tremendous power needs and must build energy capacity quickly at the lowest possible cost.