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wind4me
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Skier, ex nuclear engineer, green energy advocate moving towards lithium ion battery future
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Wind4me
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Wind Energy for China 2020
  • APWR hits 52 Week High==Get Used to it all 2010 6 comments
    Nov 24, 2009 11:29 AM | about stocks: HOGS, APWR, SEED, FEED.OB
    Today, (APWR) hit a new 52 week high......get used to it, the future of APWR is so bright with 3.5 BILLION in potential deals closing in next month for 2010 and beyond.  With 3.5 billion potential deals, do the balance sheets and figure out the math of 10% margins on 3.5 billion over the next two years time frame as APWR prepares for the rocket ride that only an UBER WIND Follower could envision.

    (GE) is builind a wind gear box plant in China with APWR to provide APWR and GE with gearboxes for all of Asia. 

    Macau Island is going to build a 1.5 billion LNG plant to fuel the expansion of Macau area and gambling.  After the LNG plant is won, a 2400MW one billion Nat Gas plant will be built on Macau by APWR and Shenyang Power Alliance.

    The West Texas China Wind Farm is a done deal in  my book.   As APWR lands these billion dollar deals, look for another (SEED) in the making.  As $SEED and (FEED) prove, some of the little China Piggies grow up to be big phat $HOGS of the future. (HOGS)

    Author is VERY LONG (APWR) and has owned (SEED) and (FEED) in the past and sold too early!
    Themes: (HOGS) (APWR) (SEED) (FEED) Stocks: HOGS, APWR, SEED, FEED.OB
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  •  
    today, Dubai Fear is going to grip markets as China announces 45% more emmissions cuts which translates to 454 Billion more in green spending
    27 Nov 2009, 09:01 AM Reply Like
  •  
    APWR is a definite Buy and Hold, and Buy on dips. Would buy more on dips. I can easily see a 100% gain in 2010 as it gains analysts. The Move above $10 was quite beneficial on that front.

    I was interested in it from the Start but had other fish to fry. Lets see what the Next week or so brings. I think APWR may be subject to some profit taking.
    27 Nov 2009, 09:12 AM Reply Like
  •  
    Today may be a real buying opportunity, I will be watching my list to see if any attractive companies "sink to my level".

    Catfish whiskers at full alert...

    Some stocks I have been looking at recently:

    THRX @ $9 - CVM @ $.90 - WHX @ $12.50

    Ulp, sorry, just noticed I am somewhat off-topic, let me see what I have on my list that meshes with the alt-power theme, my apologies...

    ANRGF @ $1.50 - STP @ $11
    27 Nov 2009, 09:22 AM Reply Like
  •  
    Wind4me - Like your work and love the compay – APWR.

    I think this comment was posted to your website as well.

    APWR is effectively, at least as it stands now, a Construction Company. Thats at least how the market sees it. Although it is a Cotruction company in one of the highest growth sectors in the economy – global economy.

    To that end anyway, it needs to keep wnning new contracts to repalce old ones as they are completed, ie. it needs to prove recurring income. This would appear to be the case – that it will – given the structure it has in place – alliances and partners, and proven winning of larger contracts.

    But will the market apply an expanded PE to the higher level earnings – when they materialise – probably not, at least not for some time – probably requiring proof of recurring levels of income – revenue.

    If earnings appear one-off, a net asset value would be applied to the income rather than a PE.

    My belief is as yours, The Group is going to be big as is wind, and APWR is all Renewable Energies anyway, and now more than China or Asia. And its presently only $600M market cap.

    The market was spooked by failure to meet earnings expectations on a quarterly basis and last years earnings warning. Guidance for this year has remained in place meaning Q4, if not Q3 will be large. Logically this would be the case given the number of new contracts as you point out. And then, also as you point out 2010 and 2011 will be bigger. What then are estimates for 2012 and 2013?

    Like your work and Love the Stock. Love the stock so much I bought some within a day of first seeing it - at $5.00. It promptly fell to $3.00.
    29 Nov 2009, 05:02 AM Reply Like
  •  
    APWR also has some of its contracts through JV's and alliances. That is the margin on the full contact value will diminish depending how it reports revenue? Or the margin will hold but against its share of the contracts - revenue.
    29 Nov 2009, 05:11 AM Reply Like
  •  
    margins are different for each sector of (APWR) and the Wind side is lower but the Solar side is going to be very high.........averages around 10% but with revenues Up to 670 Million for 2010, this could get very interesting!

    in 2014, APWR could easily do 4 billion in REVENUES.......this will be a HUGE ramp coming

    www.Wind4me.com


    On Nov 29 05:11 AM adt wrote:

    > APWR also has some of its contracts through JV's and alliances. That
    > is the margin on the full contact value will diminish depending how
    > it reports revenue? Or the margin will hold but against its share
    > of the contracts - revenue.
    28 Dec 2009, 10:25 PM Reply Like
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