ENER1 So fährt die Zukunft!
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Eröffnet am: | 02.12.10 10:40 | von: Viktoriaa | Anzahl Beiträge: | 39 |
Neuester Beitrag: | 12.12.11 16:39 | von: thomasd22 | Leser gesamt: | 9.153 |
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Hat jemand ENER1 - Aktien?
Zeitpunkt: 12.12.11 16:53
Aktion: Forumswechsel
Kommentar: Falsches Forum
Ener1: Es geht erst los
Mit einem Wachstum von 57.900 Prozent in vier Jahren schießt Ener1 den Vogel ab. Und die starken Zahlen des Batteriespezialisten der Jahre 2005 bis 2009 waren kein Strohfeuer. Auch im jüngsten Quartal legten die Umsätze im Jahresvergleich um 113 Prozent auf 17,3 Millionen Dollar zu.
Hintergrund dieser Dynamik ist das starke Know-how im Bereich Lithium-Ionen-Batterien. Diese besonders leistungsfähigen Akkus werden etwa bereits im skandinavischen Elektroauto Th!nk eingesetzt. Da die NewYorker zudem seit Jahren Entwicklungs-Partnerschaften mit Giganten wie Ford oder GM unterhalten und diese immer mehr auf den umweltfreundlichen Antrieb ihrer Autos umstellen, dürften die Bestellungen auch künftig nicht abreißen. Mitte dieses Jahres hat Ener1 daher die erste US-Massenproduktion von Lithium-Ionen-Batterien gestartet.
Auch der Einsatz der Akkus zur Energiespeicherung bereitet Fantasie. So wurde im November ein 40-Millionen-Dollar-Auftrag mit dem russischen Versorger Federal Grid unterzeichnet.
Joint Venture Deal mit China die Nummer eins Automobilzulieferer Wanxiang Unternehmen, verdienen $ 10B Jahresumsatz. HEV baut Zellen und Lithium-Ionen-Akkus für Elektroautos und Hybrid-Elektro-und Elektro-Busse.
When Ener1 (HEV) chairman and CEO Charles Gassenheimer appeared on CNBC in November to discuss how his company will benefit from Democrat and Republican cooperation on energy policy, the stock got a nice 4% pop on the day.
Last week, HEV announced a major joint venture deal with China’s number one automotive components company Wanxiang, earning $10B in annual revenue. HEV will build cells and lithium ion battery packs for electric vehicles and hybrid electric and electric buses. The stock opened up about 7%.
But the real fireworks began once Gassenheimer made his (now obligatory?) appearance on the CNBC set to discuss the deal. By the time Mark Haines made the intro, he announced the stock was up 13% on the news. In a flash (20 minutes or so), the stock went from $3.90 to $5.90 for a 60% gain from the previous day’s close. I sold my HEV holdings at $4.77 into this rush, only to regret selling. By the close of trading I was relieved, as HEV settled all the way back down to $4.20.
A week later, HEV has continued to drift downward. At one point Tuesday, the stock had completed a roundtrip to last week’s post-deal open. I decided to get back on board HEV at these prices. Since HEV did not make new 52-week highs with last week’s move, I am willing to discount the possibility that the tremendous surge upward, followed by the equally vicious fade, represents a blow-off top. Note well that the surge last week was so large, plenty of headroom exists for future rallies anyway. Moreover, the strong fundamental nature of this news makes me optimistic that positive momentum will resume in due time.
I think this deal is extremely important for HEV, involving a long-term partnership and commitment to success:
The Chinese government, anticipating the environmental and oil demand impact of potentially hundreds of millions of new vehicle purchases by a burgeoning middle class, has set an annual production goal of 500,000 hybrid or all-electric cars and buses by 2012.
The new venture – Zhejiang Wanxiang Ener1 Power System Co., Ltd – will use Wanxiang Electric Vehicle’s existing 553,000-square-foot facility in Hangzhou. The joint enterprise is expected to achieve annual cell manufacturing capacity of 300 million Ampere hours (approximately 40,000 electric vehicle battery packs) annually by 2014…
…Wanxiang Electric Vehicle will have a 60-percent equity stake in the joint venture. The company will contribute property, plant, equipment, and customer relationships, including State Grid, SAIC Motor, Dongfeng Motor, Guangzhou Auto and Yutong. As part of its 40-percent stake, Ener1 will provide intellectual property, engineering, manufacturing and technical expertise.
HEV did not release financial details or new guidance as a part of this announcement, but I believe the company has gained access to a tremendous source of additional revenues that make the company worth much more than its current price.
Umsatzschätzung | Laufendes Quartal Dez 2010 | Nächstes Quart. Mär 2011 | Aktuelles Jahr Dez 2010 | Nächstes Jahr Dez 2011 |
---|---|---|---|---|
Durchschn. Schätzung | 24,51Mio. | 40,88Mio. | 68,36Mio. | 206,22Mio. |
Anzahl Analysten | 8 | 7 | 9 | 9 |
Niedrigste Schätzung | 18,70Mio. | 28,82Mio. | 62,99Mio. | 149,24Mio. |
Schätzung (hoch) | 31,77Mio. | 54,50Mio. | 76,06Mio. | 225,00Mio. |
Verkäufe vor einem Jahr | 11,00Mio. | 10,98Mio. | 34,80Mio. | 68,36Mio. |
Umsatzwachstum (Jahr/gesch.) | 122,80% | 272,50% | 96,40% | 201,70% |
russian grid storage!!! eine frage der zeit bis es auf die solarhersteller rüberschnappt!!
http://translate.google.com/...bih%3D585%26tbs%3Dqdr:h%26prmd%3Divnsl