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  • Is There a "Best Way" to Invest in Wind Power? [View article]
    There are many smaller wind stocks in the USA, they can be potentially rewarding (as has been procen with many last months) but also risky.

    The easiest way is to play for ex. number 1 turbine manufacturer vestas, wich btw has been up quite a bit YTD despite the crisis. Solid stable company, strong financial situation, constantly in a state of expansion with great growth prospects still despite their solid size, sold out for years. Low risk company with very good return.
    Jul 09 12:00 pm |Rating: 0 0 |Link to Comment
  • Eight Wind Energy Related Stocks [View article]
    As another poster mentioned here, the best and most surewin investment in wind energy is in the established wind turbine manufacturers. vestas, Gamesa, Nordex and add to that repower. I have stocks in al of them, the majority of my position, and they are absolutly great investments, not just in the alternative energy space alone. The turbine company's have years of strong growth ahead of them and their is virtually no risk atached. The outperform the current crisis ridden economy by a mile to. Just go check Vestas at mothley fools caps, it's about the only stock on that site that has a few thousand pitches on outperform and truly 0 pitches on underperform, everyone beliefs i this company, with good reason, i think it's easily the most easy stock pick to make on the whole world stock market, and the return is very good.

    Clipper, as mentioned by the contributer, however is a company with far greater problems financially. I do not understand the contributer for mentioning the European turbine manufacturer that is Clipper but not mentioning Vestas.

    I follow CPTC as a lion observing his prey though, if it starts moving bigtime ill be jumping in for sure.
    Jun 06 05:04 am |Rating: 0 0 |Link to Comment
  • Buying Broadwind on GE, Gamesa Wind Energy Deals [View article]
    That said Clippers market cap, lack of large revenue and large net loss does look quite scary.
    Apr 22 15:05 pm |Rating: 0 0 |Link to Comment
  • Buying Broadwind on GE, Gamesa Wind Energy Deals [View article]
    @nickgogerty: Wow, i know clipper but i didn't know they are launching a 7MW turbine. Great news. Can you post more info on that? Clipper as stock has been fairly beaten recently, but if they can make their 7MW turbine work then the stock could fly. The market does value the turbine manufacturer with the largest turbine higher than others usually.
    Apr 22 14:56 pm |Rating: 0 0 |Link to Comment
  • Buying Broadwind on GE, Gamesa Wind Energy Deals [View article]
    I'm a very active European wind energy investor. Having shares in many turbine company's since 2006 and profiting well from it. Also quite interrested in wind farms.

    Repower is currently hot in Europe, it's a wind turbine manufacturer, and it currently produces the largest capacity turbine, 5MW, while their competitors like Gamesa and Vestas make turbines between 2 to 4 MW. Repower is flying atm, but i guess this is less of interrest for US investors.

    My current position in wind energy in the USA is in NCEN.ob , a stock mentioned by a commenter here already. It's a very interresting company IMO, a development wind farmer, it is planning to get 80 MW installed by 2010 wich is for a wind farmer a very ambitious outook, and they are on track. Their stock has done great so far, going from 1$ in januari and now trading near 3$. It has a small market cap (60 million $) and to my calculations they only need to turn a few million $ profit a year to make this valuation right at a fair P/E for a fairly good growth company, wel devide 60 million by 15 (a low PE by all means) and you need a anual 4 million$ profit only, wich is small, and PE 15 is way to low for strong growth company's that are wind farmers.

    Aother thing to consider is the ease for wind farmers to find customers, basicly just conect to the grid and sell, and if they get good wind they get profitable very easily.

    Also to concider is takeovers. Due to high demand in turbine's in Europe recently there have been quite a few small wind farmers takeovers at hefty premiums.

    To all Americans: Don't underestimate wind power. USA is big on solar, with good reason, but wind power is actually even closer to grid parity for the best wind spots, and the USA is very busy trying to close the gap with Europe. There is a lot of money to be made in this market, and valuations are far lower than that of solars atm. I think there is a golden opportunity in such stocks as NCEN.ob .

    Apr 21 13:40 pm |Rating: 0 0 |Link to Comment
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