Vestas Wind Systems

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Re: Vestas Wind Systems

Berichtdoor panamapapers » 06 Mar 2018 21:17

Press release from Vestas Wind Systems A/S, Aarhus, Denmark, 2018-03-06 12:11 CET (GLOBE NEWSWIRE) --

Vestas is improving energy production for its 2 MW platform in low- and ultra-low wind conditions by installing a prototype V120-2.0 MW turbine with the ability to run in 2.2 MW Power Optimised Mode. At the same time, Vestas is introducing an upgraded 2.2 MW nominal rating turbine that expands the 2 MW platform into medium to low wind conditions with high turbulence.

Having announced the V120-2.0 MW turbine in the spring of 2017, the upgraded V120-2.2 MW includes a stronger gearbox and reinforced blades that strengthen performance in higher wind conditions. The V120-2.2 MW is globally applicable and designed for medium to low wind with higher turbulence conditions, which make the turbine a great fit for North America.

The V120-2.0 MW prototype is operating at the Lem Kjær wind park in Western Jutland, Denmark, and has produced its first kilowatt hour of electricity. The prototype will undergo an extensive test and verification programme to ensure reliability before full-scale production commences prior to the first deliveries. The turbine at Lem Kjær will be converted into a V120-2.2 MW prototype in the fourth quarter of 2018 where blades and gearbox will be changed.

"With the successful V120-2.0 MW prototype installation and introduction of the upgraded V120-2.2 MW turbine, Vestas once again demonstrates its ability to meet customer requirements by lowering cost of energy and reducing time to market for new products", says Anders Vedel, Executive Vice President & CTO.

The 2 MW platform was launched in 2000 and leverages years of experience in supply chain, transport, and installation optimisation. With more than 20.000 turbines installed in 45 countries since its debut, Vestas' 2 MW platform the most widely installed platform in the industry with 40 GW of accumulated installed capacity.


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Re: Vestas Wind Systems

Berichtdoor panamapapers » 13 Mar 2018 08:50

Verkoop in dit kwartaal loopt niet zo vlot als de vorige jaren heb ik de indruk.
Gisteren hebben ze nog een order binnen gehaald in Zweden. Maar gaat altijd maar over 'kleine' installaties van <100 MW.

https://www.vestas.com/en/investor/comp ... orders2018

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Re: Vestas Wind Systems

Berichtdoor jens_dev » 28 Mar 2018 19:44

Subsidy-free renewable projects on ‘cusp of breakthrough’
https://www.ft.com/content/1960c6fe-2de ... 3e61754ec6

Tumbling Costs for Wind, Solar, Batteries Are Squeezing Fossil Fuels
https://about.bnef.com/blog/tumbling-co ... sil-fuels/

En dan nog dit:
Nordex krijgt wind van voren
De Duitse fabrikant van windturbines Nordex is vandaag een van de grote verliezers in Europa. Dinsdag gaf het bedrijf ontgoochelende vooruitzichten voor 2018, met een verder dalende omzet en winst. Te midden het positieve marktsentiment bleef het verlies toen beperkt tot 0,4 procent.

Intussen hebben analisten de jaarcijfers en vooruitzichten van nabij bekeken en dat resulteerde in een koersdoelverlaging bij Independent Research (van 8,30 tot 7,50 euro; het verkoopadvies blijft overeind). En dus ook in een felle afstraffing op de beurs van Frankfurt.

http://www.nordex-online.com/index.php?id=53&L=2&tx_ttnews[tt_news]=2979&tx_ttnews[backPid]=45&cHash=9b4cebe62e
In 2017 a new auction system was established in Germany which temporarily caused considerably lower order intake. Against this background, Nordex expects 2018 to be challenging and projects consolidated sales of EUR 2.4 - 2.6 billion and an EBITDA margin of 4-5 percent.

Kwaliteitsverschil met Vestas is enorm. Nordex heeft te weinig schaalgrootte.
Never waste a good crisis


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Re: Vestas Wind Systems

Berichtdoor Umi » 31 Mar 2018 13:37


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Re: Vestas Wind Systems

Berichtdoor panamapapers » 01 Apr 2018 12:29

We zijn inderdaad terug op koers! Gisteren weer een paar orders aangekondigd, waardoor we over 1000 MW zitten voor het eerste kwartaal. Daarnaast ook een gigantisch service order (1150 MW) voor onderhoud binnengehaald voor turbines in de US. https://www.vestas.com/~/media/vestas/m ... ame_ii.pdf

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Re: Vestas Wind Systems

Berichtdoor jens_dev » 04 Apr 2018 09:47

Gisteren vond de algemene vergadering plaats. De voorzitter zei dat de intense concurrentie in de markt aanhoudt en dat sommige spelers enorme risico's nemen door in veilingen zeer lage prijzen te quoten, waaraan ze niets zullen verdienen. Koers zakt nu met een kleine 4%. 2 procentpunt daarvan kan verklaard worden doordat ook het dividend vandaag werd geknipt (9,23 DKK).
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Re: Vestas Wind Systems

Berichtdoor panamapapers » 04 Apr 2018 10:59

https://www.di.se/nyheter/vestas-vinste ... att-stiga/

In het artikel hierboven wordt vermeld dat Bert Nordberg zei dat hij bereid is een deel van de marge op te offeren om Vestas positie als marktleider te behouden. Verder haalt hij ook de gestegen kosten (door stijgende staalprijzen) aan, stijgende concurrentie, dalende prijzen voor windenergie en grote wisselkoersbewegingen die een tezamen een impact zullen hebben op de resultaten.
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Re: Vestas Wind Systems

Berichtdoor panamapapers » 04 Apr 2018 16:20

Vestas taps car battery know-how for wind power storage

COPENHAGEN (Reuters) - The world’s largest wind turbine maker Vestas (VWS.CO) is tapping into experience from the car battery industry to try to address the challenge of using erratic wind and solar energy to meet a growing share of power demand.

Energy storage is becoming increasingly important as production of renewable energy rises, because the wind might not blow or the sun shine during the peak hours when most consumers turns on their lights and appliances.

In order to bring down cost of renewable energy and help grid operators balance intermittent output, Vestas last year said it would work to combine wind, solar and battery storage technology.

As part of this, it invested 10 million euros ($12 million) in battery manufacturer Northvolt, which aims to build Europe’s biggest battery cell plant with the backing of investors such as Volkswagen-owned (VOWG_p.DE) truckmaker Scania.

“We can piggyback on all the research they do with batteries for cars and get an excellent industry battery at the same time,” Vestas chairman Bert Nordberg told Reuters.

Vestas is partnering with Sweden’s Northvolt, headed by former Tesla executive Peter Carlsson, to develop a lithium-ion battery for power plants of the future.

Battery costs have traditionally been high, but the technology is becoming increasingly viable as automakers such as BMW (BMWG.DE), Daimler (DAIGn.DE), Volkswagen and Volvo Car Group (0175.HK) ramp up electric car production.

Nordberg said the investment into Northvolt meant Vestas could demand development and research into the kind of battery storage it is interested in, and would also be able to place people there.

Vestas is also working with bigger players such as U.S. electric carmaker Tesla (TSLA.O), whose batteries it plans to use in the world’s first utility-scale project for this technology to store power from both wind and solar sources.

“The output from solar and wind is very intermittent and we need to even that out,” Nordberg said.

Nordberg is part of a Swedish trio, which also includes CEO Anders Runevad and finance chief Marika Frederiksson, that has turned Vestas around and, helped by cost cutting, lifted the company’s operating margin to industry leading levels.

Vestas will continue to make acquisitions within storage and hybrid energy solutions, he said, but declined to say how much it might spend or which targets it was considering.

“The idea is that we should be a technology company, we are not trying to move into buying and selling wind parks,” he said.


Bron: https://www.reuters.com/article/us-vest ... SKCN1HB13N

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Re: Vestas Wind Systems

Berichtdoor reteiP » 06 Apr 2018 08:44

Dividend ontvangen :!: