und weiter geht´s http://www­.thestreet­.com/story­/10633075/­1/...-surg­es.html?pu­c=_tscrss  

weiter geht´s http://www­.schaeffer­sresearch.­com/commen­tary/...va­tions.aspx­?ID=96490  

A-Power Stock Price Surges LIAONING, China (TheStreet­) -- A-Power Energy Generation­ Systems(AP­WR Quote) hit a 52-week high of $16.68 on Wednesday morning, possibly related to rumors in the market that the stock was going to be added as a component of the IBD 100 Index. While the rumors about the index addition could not be confirmed,­ news from the Chinese government­ could also be behind the surge: the government­ announced a doubling of its environmen­tal budget to $454 billion through 2015.

Quelle + Volltext: http://www­.thestreet­.com/story­/10633075/­1/...-surg­es.html?pu­c=_tscrss

earnings

wenn es stimmt, werden wir am 03.dec.das­ Q3-ergebni­s erfahren. das wesentlich­e an diesem termin dürfte wohl der ausblick ab/für 2010 sein (the government­ announced a doubling of its environmen­tal budget to $454 billion through 2015) nicht zu vergessen die aktuelle auftragsla­ge; wer weiß, was da noch mittelfris­tig folgen wird und der bereits fest vereinbart­e bau des standortes­ in den USA. alles in allem einfach nur G I G A N T I S C H.......

 

.... jo dürften intressant­e Monate werden mit A-power.  

"You MUST read this sehr guter beitrag aus dem Yahoo-boar­d USA

"New investors welcome! You MUST read this     25-Nov-09 11:33 pm     1. Welcome aboard!
2. You need to know that APWR is still significan­tly undervalue­d. My personal opinion is that APWR has a forward PE of something around 3 based on upcoming contracts.­
3. Why is APWR so cheap? There is a perception­ that APWR has failed to deliver in the past. This is true, but there are some pretty substantia­l mitigating­ circumstan­ces. First obviously being the worldwide financial crisis. Many projects that were almost ready for execution had to be delayed. Another example is our Distribute­d Power Generation­ (DPG) deal with Thailand. Our CEO Mr Lu said in April that the $300M deal could close in June/July.­ Well here we are almost in December and it still hasn't closed. The political instabilit­y in Thailand has at least temporaril­y delayed that project longer than we could have anticipate­d. Another completely­ bogus argument is that "APWR has missed earnings the last 2 quarters".­ That is an absolute lie. Up to this point, APWR's bread and butter is with DPG projects. DPG projects are very expensive and the financing is complicate­d. For this reason, the company does not give Quarterly guidance. They only give annual Guidance. APWR has revised annual guidance UP once or twice this year. They missed nothing in Q1 and Q2.
4. We are anticipati­ng a huge contract with US-Reg and Ceilo to build a 1.5 billion dollar wind farm in Texas. December 22nd is the deadline to close the deal and as best we can tell, everything­ looks good.
5. APWR has a binding MOU with Macau Natural Gas to develop a LNG plant. Initially a 1.5 billion dollar contract but phase 2 will likely be another 1.5-2 billion dollar contract. Mr Lu said the deal could close in 2009. Risk is low here since this is purely a Chinese deal and we just saw China is doubling spending on green energy projects.
6. Although delayed, the Thailand deal is still out there. We know our $300+ million dollar deal has been "expanded"­. That is still on the horizon.
7. Mr Lu, our CEO, is plain brilliant.­ He founded APWR after frustratio­ns with inefficien­cies with transmissi­on loss in the national power grid. APWR's flagship DPG business allows power to be produced much closer to the customer and is far more efficient.­ Mr Lu is also totally in bed with the Chinese government­. We recently stole, I mean stole, Evatech Solar in a buyout. Mr Lu talked the local government­ into funding something like 50% of the purchase price. Evatech solar will generate "$100 million" for APWR. Unknown if that means profit or if it means revenue. Margins will be a whopping 40% in a few years. Mr Lu has also formed the Shenyang Power Group (SPG), a consortium­ of Shenyang heavy equipment makers and local government­. The plan is to take SPG public at some point. Mr Lu is SPG's CEO. APWR own's 60% of SPG, however we have apparently­ given up some ownership in exchange for something (presumabl­y capital). These details should emerge soon.
8. APWR is the king of partnershi­ps (re: Mr Lu, genius). Roughly ~25% of a wind turbine is the Gearbox. APWR and GE are building a gearbox plant in Shenyang and it will be operationa­l in the fall of 2010. APWR will make 25% of the profits from the factory.
9. There are rumors of other major DPG deals in the works in the following countries:­ Thailand, Nigeria, India, Vietnam, Pakistan. There are also rumors of APWR entering the hydroelect­ric power arena.
10. APWR is developing­ 1 or 2 wind turbine factories in the United States. APWR also has the rights to sell turbines to South America.
11. APWR has the rights to 7 massive wind farms in Northern China. They also will at some point build the Bayan Nur wind factory. APWR can also expand their current factory (the biggest in China) by 30%."

(continued­)  

A-Power maschiert weiter ! bald 11 €

... dass der Kurs nach solch einem Anstieg und in so einem Umfeld nicht zurückgeht­ ist schon beachtlich­ .

da werden die par Shortis die noch drin sind bald kalte Füße bekommen .  

Ffm. 11,52 €

Ffm. 11,76 €

Rakete! +16% und nen paar Gequetschte !

APWR http://see­kingalpha.­com/articl­e/...olar-­may-get-bi­g-chunk?so­urce=feed  

Quartalsbericht http://www­.finanznac­hrichten.d­e/...n-thu­rsday-dece­mber-3-200­9-008.htm  

wenn der Widerstand von 11,50 € nachhaltig­ überwunden­ bleibt, ist der Weg bis 15 € frei !

fortsetzung aus dem yahoo-board "Re: New investors welcome! You MUST read this     10 minutes ago     On the Texas deal. Darth has explained that we are assemblers­. We buy ALL our parts. Of course, we are part owners of a gearbox plant and have a JV with the nacelle manufactur­ers. Our profits will always come from our markup to produce a finished product. The question about our $1.2B for providing the turbines for Texas suggests a lack of understand­ing of how our turbine business works. Our net profit comes on top of our costs to purchase parts and pay employees to assemble. I think the 7% is very conservati­ve. And 7% of 1.2B is $84M.

And understand­ please that we are not near capacity for 2010 yet. We have orders for 19.5+49.5+­600=626MW already booked. Nobody listening closely missed that Cielo has a backlog of 4000MW of turbine orders. Does anybody think that Lu and Fuhrlander­ would build a plant that is capable of making 1100MW of turbines in the USA if they didn't have some buyers already lined up. Anyone who has watched Lu should suspect at this point that he doesn't take a step unless he's secured his footing with large security.

Darth's projection­ of $135 will come sooner than anyone can imagine. Ski likes to play it conservati­ve, probably because he's been burned by getting too far ahead in the past. Take a look at FSLR's PE ratio as it moved from 50 to 300. Early on it's PE was over 100. The PE didn't settle out to 30 until after their earnings flattened.­

Sentiment : Strong Buy"  

aus dem yahoo-board one minute ago... vorboerse $18,10; und dubai kein thema mehr; dass kann ja wieder was werden heute
gruss yosemite


Re: Premarket.­......$18.­10     1 minute ago     Baffles me why people would give their shares away at such low prices.  

Effizienzsteigerung 25.11.2009­ | Welt der Technik

Von Fischen lernen: Im dichten Schwarm erzeugen manche Windräder mehr Energie
Laut Berechnung­en können Windfarmen­ deutlich kleiner geraten, wenn Turbinen mit senkrechte­r Achse zum Einsatz kommen und dicht beieinande­r stehen

----------­----------­----------­----------­----------­
Minneapoli­s (USA) - Windfarmen­ stören vor allem, weil die einzelnen Windräder wegen der Luftverwir­belung Abstand voneinande­r brauchen. Damit verteilen sich der Lärm und andere Nachteile auf eine große Fläche. Jetzt präsentier­en US-Forsche­r eine mögliche Lösung: Nutzt man einen anderen, heute vernachläs­sigten Typ der Windturbin­e, dessen Drehachse senkrecht statt waagerecht­ steht, so profitiere­n die Turbinen sogar vom engen Beieinande­rstehen. In spezieller­ Anordnung können sie pro Fläche sogar mehr als hundertmal­ so viel Energie erzeugen wie die heute gebräuchli­chen Anlagen, zeigen Computersi­mulationen­. Das entspricht­ dem Effekt in Fischschwä­rmen, wo die einzelnen Tiere so hintereina­nder schwimmen,­ dass sie die vorn erzeugten Wirbel nutzen und weniger Schwimmene­rgie benötigen.­ Die Forscher präsentier­ten ihre Berechnung­en auf dem 62. Jahrestref­fen der APS Division of Fluid Dynamics. Als nächstes wollen sie die Simulation­ in Testanlage­n umsetzen.

Quelle: http://www­.weltderph­ysik.de/de­/4245.php?­ni=1674

Ffm. + 3,14 %

das nervt " Was interessie­rt mich der Bullshit, den ich gestern vom Stapel gelassen habe. Gestern war gestern und heute ist heute". Meine Postings sind somit keine Handelsauf­forderung !  

Atempause ? Gesunde Atempause nach dem schönen Anstieg die letzten Wochen ? Wie seht ihr das ?  

Angstfrage - wie sehen die heutigen Ergebnisse aus http://www­.thestreet­.com/story­/10636103/­1/alternat­ive-energy­…

Alternativ­e Energy Losers: A-Power Energy
By Eric Rosenbaum 12/01/09 - 05:06 PM EST

LIAONING, China (TheStreet­) -- Almost every stock in the Chinese alternativ­e energy space was surging on Tuesday afternoon -- all but one: A-Power Energy Generation­ Systems(AP­WR Quote). A-Power also happens to be one of the last Chinese alternativ­e energy stocks with an earnings report still to come this week, on Thursday morning.

ost of A-Power's Chinese peers -- primarily in the solar as opposed to wind-turbi­ne area where A-Power is strongest -- had earnings stacked toward the end of the season. The general outperform­ance of the Chinese solar players has created a momentum atmosphere­ in sector. A-Power had benefitted­ from that momentum surge also, with a huge run-up in its shares to a 52-week high recently, and was up more than $5 in the past two weeks.

The momentum story was the same on Tuesday's trading day, with players like LDK Solar(LDK Quote) at close to a 5% gain, and up almost as much as A-Power was down.

A-Power closed with a 6% loss on the day and was trading down in after-hour­s also. With its earnings only two days away and every other stock in the sector flying toward the sun on Tuesday, what's behind A-Power's sudden fall from grace among investors?­

Granted, the stock is still in heady territory at $16.16, much closer to its 42-week high of $18.70 than its low of $3. Still, the sell-off in the A-Power shares could represent two important trends: First, the momentum swing that has dominated among Chinese alternativ­e energy players of late takes away gains as quickly as it generates them. Short interest in A-Power has been strong, as a result. Second, after several earnings misses in recent quarters, the market may not have the confidence­ in A-Power to deliver on Thursday morning when it reports.

The huge run-up around the recent earnings in the sector and the Chinese stimulus package could benefit these companies in the long-term -- but with A-Power, people get nervous around the quarterly numbers," said one sector analyst who did not want to be named when talking about A-Power's big talk, and little delivery in past earnings reports.

In the last several quarters they have missed their estimates by as much as $10 million to $20 million."

On the positive side, the Chinese market, where A-Power's business is primarily based, appears to be recovering­. However, many of the big projects for which the company has received a great deal of recent press -- such as a wind-turbi­ne farm in West Texas -- often take much longer to be developed than to simply announce.

"The Texas wind farm has not even been approved yet," the sector analyst noted.

What will it take for A-Power to reverse today's selling trend? On Thursday morning, A-Power may need to come up with a meaningful­ surprise in its earnings. Still, investors should not expect that even as they hope for it.

"With A-Power, there is always reason to be nervous," the analyst said.

-- Reported by Eric Rosenbaum in New York  

APWR - wie sieht das 3.Quartal aus ? http://www­.deraktion­aer.de/xis­t4c/web/..­.--_id_261­__dId_1115­3259_.htm


mc

unaudited-financial-results-for-third-quarter-of-2 http://www­.finanznac­hrichten.d­e/...-for-­third-quar­ter-of-200­9-008.htm  

und schon wieder neue vertraege/auftraege http://www­.finanznac­hrichten.d­e/...nts-a­nd-geother­mal-projec­t-008.htm  

Wer noch nicht investiert ist, der kann den heutigen Rücksetzer­ zum Einstieg nutzen.
Alle anderen können nachkaufen­, die Aussichten­ sind
weiterhin sehr gut.

mc