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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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Wind Energy for China 2020
  • Final Call for APWR and China Roller Coaster Riders 1 comment
    Apr 12, 2010 2:10 PM | about stocks: APWR, GE, BWEN, SIE, CREE
    as anyone who reads my blog knows, I have way too big a position into (APWR) and have guessed/predicted the past 4 quarters of revenues within 3% + or -.   With the roller coaster ride from $7 to $21 and now back from $21 to $10, its time to RELOAD and GO LONG if U want a piece of green energy China for the future.   The private placement torpedoed current shareholders but the cash position and potential has never ever looked any better given the price and the potential of the Texas 1.5 billion Wind Farm in Texas and built with 70% USA jobs.

    The 20F is full of potential problems and solutions.   (APWR) is planning on renting a building in USA to being production in USA to take advantage of the need to begin to receive 450 million in USA stimulus money.   W2E has been selected to provide the equipment/wind turbines to APWR and there is a current brooooha over Furhlandher in China so APWR has gone to W2E to cover their bets and the downside of relying on one supplier for Wind Turbines.

    APWR has announced  a Nevada wind turbine plant inside the USA for future expansion.   The GE Gearbox factory will be coming online in late September 2010 so the future is very bright and given the 179 Million CASH position, the future could be quite exciting if U are a betting on cleaner , greaner energy for China and the world with APWR playing a part.

    APWR is NOT for the faint of heart nor next months rent money as demonstrated by the $7 to $21 and now $21 to $10 price of the stock.   But, a P/E of 7 looking forward with a billion in revenues for 2011 is easily achievable.  With higher margin wind turbines coming online, APWR is poised for the long term run back to the $20s' before 2010 is over and done with.

    Author is LONG APWR

    www.Wind4me.com



    Disclosure: Author is LONG APWR
    Themes: clean energy, wind power, Texas China Wind Farm Stocks: APWR, GE, BWEN, SIE, CREE
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  •  
    Note: the CEO, Mr John Lin said in the Mar/31 earning report: "While we are aligning our strategic positions in Japan and US, our goal remains intact by leveraging best-of-breed renewable technologies to benefit the vast end users and maximize our shareholders' long-term value."

    I am very positive on the long-term value of APWR. But just worry about its problem of transparency of management. The January dilution was really NOT a shareholder friendly move, which seriously undermined investors confidence in this company.
    12 Apr 2010, 03:55 PM Reply Like
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