wind4me

Opportunities in the Wind Energy Value Chain

so, CIELO with 4000MW's of wind background is ''cautious'' on APWR ????

so, GE having built 10,000 wind turbines is ''''Cautious'' on APWR since GE PARTNERED with APWR for the largest Asia gear box factory?????

sorry, I will let GE help me WHO to invest in......want to explain the MACAU LNG plant for 1.5 bilion ??? U stay cautious, I will just buy more!

On Nov 12 02:44 PM Alpha 10 wrote:

> As a wind industry analyst for over three decades, I would suggest
> extreme caution regarding A-Power. Though the company didn't exist
> 2 years ago (predecessors did) they are now also a manufacturer of
> a sophisticated turbine. History of the industry shows that virtually
> all new turbines are brought to market too quickly, without adequate
> testing and redesign. This includes the majors like GE and Vestas,
> as well as second tier companies like Suzlon, Gamesa, and even formerly
> well-capitalized companies like Clipper.
>
> Analysis of performance of the Chinese industry, even including the
> global majors, shows that power production lags far behind european
> industry standards, and it will take some years before we begin to
> see necessary results.
>
> This comment does not suffice for a detailed analysis, but it is
> highly unlikely that A-Power will be able to produce a turbine anywhere
> near existing state-of-the-art. (Not because of the design, from
> German shop W2E, which is reputable.)
>
> In fact, the first two turbines came off the line only recently,
> and the manufacturing line is already fixed without any test data.
> Even in Europe there are only a few turbines with a year's data,
> not nearly enough.
>
> To compare, GE spent extra years developing their new 2.5MW turbine,
> and only after hundreds of turbines had several years of experience
> are they confident enough to begin to slowly market the turbine in
> the US next year.
>
> In fact, A-Power licensed a 2.5MW design from Germany, but before
> they even built one, "upgraded" the license to a 2.7MW nameplate
> rating, even though there is no test data for the upgrade.
>
> Caution, and serious due diligence are in order here.

Opportunities in the Wind Energy Value Chain

maybe we should all just curl up in the fetal position and forget that China must build 300,000 wind turbines in the next 20 years and NEVER invest anything in anything and then we would NOT lose a dime would we ???
Why not explain the DPG model of how APWR builds 19 Clean Power projects and NOT one is wind ??? lets be real, U have NOT a clue of APWR and their background!
so, give ME ''''YOUR ''' quarterly numbers for APWR since U are a 20 year analysts in wind power ??

On Nov 12 03:04 PM Alpha 10 wrote:

> Postscript: Be very wary of the incredible bubble that is windpower
> in China. Their method of establishing an internal industry (which
> may be valid) is to allow explosive growth. The current performance
> stats show the the state of the industry is poor, and even the majors
> have had serious problems, much related to QC and lack of operations
> infrastructure.
>
> In fact, high officials have stated privately that up to 90% of the
> companies might fail, but that is their method of jump-starting their
> industry.
>
> There is little question in my mind that China will experience the
> fastest to maturity of any global market, but not in the short term.
> And the background story to A-Power is questionable.
>
> (Of course, that doesn't mean there isn't much money to be made betting
> in the casino.)

Opportunities in the Wind Energy Value Chain

maybe U could explain """WHY"" GE decided to PARTNER with APWR in China to build Asia's biggest gear box factory????
APWR is a DPG company first and has an added kicker of wind power as an extra. APWR has never ever booked a dime of wind revenues so your '''caution'' is quite overblown imho


On Nov 12 02:44 PM Alpha 10 wrote:

> As a wind industry analyst for over three decades, I would suggest
> extreme caution regarding A-Power. Though the company didn't exist
> 2 years ago (predecessors did) they are now also a manufacturer of
> a sophisticated turbine. History of the industry shows that virtually
> all new turbines are brought to market too quickly, without adequate
> testing and redesign. This includes the majors like GE and Vestas,
> as well as second tier companies like Suzlon, Gamesa, and even formerly
> well-capitalized companies like Clipper.
>
> Analysis of performance of the Chinese industry, even including the
> global majors, shows that power production lags far behind european
> industry standards, and it will take some years before we begin to
> see necessary results.
>
> This comment does not suffice for a detailed analysis, but it is
> highly unlikely that A-Power will be able to produce a turbine anywhere
> near existing state-of-the-art. (Not because of the design, from
> German shop W2E, which is reputable.)
>
> In fact, the first two turbines came off the line only recently,
> and the manufacturing line is already fixed without any test data.
> Even in Europe there are only a few turbines with a year's data,
> not nearly enough.
>
> To compare, GE spent extra years developing their new 2.5MW turbine,
> and only after hundreds of turbines had several years of experience
> are they confident enough to begin to slowly market the turbine in
> the US next year.
>
> In fact, A-Power licensed a 2.5MW design from Germany, but before
> they even built one, "upgraded" the license to a 2.7MW nameplate
> rating, even though there is no test data for the upgrade.
>
> Caution, and serious due diligence are in order here.

Opportunities in the Wind Energy Value Chain

$AMSC down 3%, APWR down 3%, Vestas down 3%........and OIL down $2 per barrel, great buying OPPS for all


On Nov 12 10:37 AM The Green Investor wrote:

> User 327942: Thank you for catching the error, it is now fixed.<br/>

Opportunities in the Wind Energy Value Chain

Two other component companies I would have added would be Woodward Governor (WGOV) and Keydon (KDN),both USA companies that sell components to the Wind industry.

of course U know my largest holding is (APWR) and I look for APWR to make news with the Obama China trip in 3 days! Vestas is building four new wind turbine plants here in Colorado making the USA the next Vestas growth market!

Megatrend Companies Summary

Author has APWR as building 1.5mw and 750KW wind turbines, the BREAD and BUTTER of APWR wind is a 2.7mw large size Wind Turbine

Megatrend Companies Summary

agreed, APWR is a distributed power plant builder who happens to have the largest new wind turbine factory in China


On Sep 11 10:02 AM User 423012 wrote:

> I agree with the above poster whole heartedly. I've gone against,
> however, my principle investing model on this one exceeding a 10%
> allocation..
> I am grateful to the author doe compounding this valuable list to
> start one's DD on.
>
> But I do take exception to his categorizing APWR as a wind turbne
> company. It is not. Wind power is a fraction. It's core business,
> and I mean very core is distributive power infrastructure build out
> where it is a very key player in China and the soon, India and Viet
> Nam.

Megatrend Companies Summary

APWR up 13% today on a Wind contract worth 90 million

more to come


On Sep 10 06:29 PM wind4me wrote:

> I own APWR and its a LONG TERM investing stock which prints PROFITS
> and will be a future revenue growth monster with clean energy China!

Megatrend Companies Summary

I own APWR and its a LONG TERM investing stock which prints PROFITS and will be a future revenue growth monster with clean energy China!