GAMESA Rückenwind in Zahlen und Aufträgen

und 5,9% EBIT,letztes Jahr waren es 33 Millionen Minus.Aufträge betragen im Juni 1574 MW,das Orderbuch ist voll,Schulden wurden um 33% reduziert
sieht nach Turnaround aus
www.gamesacorp.com/en/communication/news/
.....Activity was 950 MWe, in line with 2013 guidance (1,800 MW-2,000 MW). Latin America+Southern Cone is still the main growth driver, accounting for 48% of sales, followed by Europe+Rest of the World (32%) and India (16%). The contribution by the US (4%) and China (1%) declined in 1H 2013.

Order intake rebounded strongly in the second quarter (612 MW), tripling the figure in the first quarter of 2013, driven by Latin America+Southern Cone and India and enabling the group to cover 90% of sales guidance for 2013. The order book amounted to 1,547 MW at the end of June 2013.

Operation & Maintenance (O&M) revenues (16% of the total) expanded by 18% in 1H 2013, to 180 million euro, i.e. far outstripping growth in MW under maintenance (+7%, 19,450 MW at 30 June), as the company is prioritising value over volume.

Sound financial position and growing profitability. Gamesa obtained 66 million euro in EBIT in the first half of 2013, providing an EBIT margin of 5.9% (vs. 0.9% in 1H 2012), i.e. above the guidance range for the year (3%-5%). Despite slower sales, profitability continues to increase based on the sales mix, increased productivity, sound execution of the fixed costs savings plan (-22% vs. 1H 2012) and the strong contribution by the services division (EBIT margin: 12.9%).

This improvement in profitability, together with the strategy to control working capital and capital expenditure (51 million euro, 48% less than in 1H 2012) reinforced the balance sheet and enabled net financial debt to be reduced by 33.9% in 1H 2013, to 620 million euro (2.2x EBITDA). Indebtedness plus non-recourse discounting declined to 706 million euro (vs. 944 million euro at 2012 year-end), after the company generated 109 million euro in net free cash flow in the second quarter of 2013.....

nehmen für 100MW  Dominica-Park.Laut Planungsunterlagen hat Enel Green Power die 2.0 MW von Gamesa gewählt
epn.dk/brancher/energi/alternativ/...rojekt-naermer-sig-malet/

...Die von Iberdrola geplanten Offshore-Projekte in Deutschland umfassen mehr als 2.000 MW. Davon könnten bis 2019 bis zu 1.000 MW in der deutschen Ostsee installiert sein. Allein in die Entwicklung von Wikinger wird Iberdrola bis Ende 2013 über 70 Mio. Euro investiert haben.

www.maritimheute.de/...igt-ihr-engagement-im-offshore-bereich/
www.rechargenews.com/wind/article1289207.ece

Hast du evtl. Infos,welche Offshoreparks von Iberdrola in Deutschland gebaut werden?
Nebenbei....Gamesa wird zunehmend interessanter ;-)

Windpark Wikinger:
www.4coffshore.com/windfarms/wikinger-germany-de47.html

Gamesa und Areva(zu gleichen Teilen 40 Gamesa und 40 Areva?)

Gamesa will deliver 138 MW to Renovalia in Mexico

01 August 2013

The wind farm, equipped with 69 wind turbines with capacity of 2.0 MW each, is located on the Isthmus of Tehuantepec
Gamesa will also perform civil engineering and electrical work and manage the wind farm"s operation and maintenance services for five years
Quelle:www.gamesacorp.com/en/communication/news/...=0&fechaHasta=

Gamesa has already installed 765 megawatts of its wind turbines in Mexico, including 90 megawatts for Renovalia. The Zamudio-based manufacturer also develops and sells wind farms in Mexico, where it’s already commissioned 170-megawatts of parks. It’s building 144 megawatts of new farms there, and has a further 544 megawatts of projects being developed, it said.
For the latest Renovalia project, 10 of its 2-megawatt wind turbines will be delivered this year, with another 59 scheduled for delivery in 2014, Gamesa said.

www.bloomberg.com/news/2013-08-01/...alia-order-in-mexico.html

www.offshore-windenergie.net/windparks/im-genehmigungsverfahren
Wikinger Nord und Süd sowie Strom Nord

Vor allem wird nicht das Forum zugespamt.

Es scheint, als sind deutsche Aktionäre oft nicht fähig über den Tellerrand zu schauen.

Deshalb habe ich mich damals bewusst für  ein Investment in Gamesa entschieden.

Diese hat nicht so hohe Ausschläge wie zum Beispiel Nordex. Das macht nur nervös!

 

Ich schätze die möglichen Aufwärtsfähigkeiten hier für sehr hoch ein. Das Unternehmen arbeitet sehr solide und hat dadurch das es spanisch ist kompletten Zugang zu dem Süd-, Mittelamerikan. Markt. Den ich für vielversprechend halte.

Aber auch der Weg zur Offshoretechnik ist jetzt gerade in einem guten Zeitpunkt gewählt.

 

Aber das ist nur meine Meinung dazu.

Weiterhin viel Erfolg.

Bei der Auktion am 23.August hat die staatliche Elektrobras 60% erhalten können von 1,5GW.Von den 826 MW erhält Chefs 611MW und Fumas 245 MW
Chefs hat bereits bestätigt,dass die Projekte mit General Electric,Gamesa und Wobben abgesprochen sind

Eletrobras consortia land nearly 60% of 1.5GW auction

Thu Aug 29 2013, 17:05 PM Print Email
Consortia including affiliates of Brazil's state utility Eletrobrás landed PPAs totalling at least 826MW in the country's August 23 federal power auction, which was exclusive to wind power and which doled out 20-year PPAs totalling 1.5GW. All 1.5GW is scheduled for commissioning by September 2015.

The 826MW identified are wrapped up in PPAs handed to affiliates Chefs (611MW) and Furnas (245MW).

The final contracts, with the Camara de Comercializacao de Energia Eletrica (CCEE) are yet to be finalised.

Chesf and partners landed PPAs across the states of Bahia and Piaui. The company confirmed to the local press that the projects are already tied up with turbine technology from Gamesa, GE and Wobben.
Chesf is partnered with American capital venture firm, Sequoia (within the technically GPEXPAN consortium) for nine projects totalling 102MW in the Pindai district of Bahia state.
Chefs also landed PPAs for 60MW with Brennand in Bahia's Sento Se district.
With Contour Global and private investment fund Salus, Chesf was granted PPAs for thirteen projects, in the state of Piaui, each at 30MW.


For its part, fellow Eletrobras affiliate, Furnas, is partnered with private investment fund Caixa Milao, holding 49% and 51%, respectively. The joint venture was allocated PPA rights for thirteen projects totalling 245MW across the Rio do Fogo and Pureza districts of Rio Grande do Norte state.
www.windpowerintelligence.com/article/...y_60_of_15gw_auction/

unterzeichnet für neuen Windpark in La Bufa im Bundesstaat Zacatecas

www.deutsche-mexiko-zeitung.com/magazin/...e-energie-umstellen
Mexiko Power Group ist  is headquartered in the State of Baja California; it initiated its wind power development activities in Mexico more than fifteen years ago as a subsidiary of Cannon Power Group, a wind energy company based in San Diego.
www.greencarcongress.com/2013/09/20130906-vwmexico.htmlanon Power Group Canon Power group hat ein Langzeit-Abkommen mit Gamesa über Abnahme von insgesamt 1000 MW
www.lawea.org/Boletines/Boletin67/English.html

VW Mexico signs 20-year agreement for 130MW of wind energy from Mexico Power Group
Mexico Power Group is headquartered in the State of Baja California; it initiated its wind power development activities in Mexico more than fifteen years ago as a subsidiary of Cannon Power Group, a wind energy company based in San Diego.
www.greencarcongress.com/2013/09/20130906-vwmexico.html

He says the August tender has shown more realistic prices, at an average of about R$110 ($42) per MWh. “You can see that when there is a decent level of power demand, the price comes up.”

Along with other industry players, he calculates that turbine prices have increased by 20-25% because of the stricter local-content requirements. ... However, on the positive side, by producing more components locally, the industry is less exposed to exchange-rate fluctuations.

All in all, Corrochano says last month’s reserve auction, where 1.5GW was tendered, and the decision to include wind in the A-5 tender will “bring the market to the 2GW level needed to sustain the industry”, and things “continue to go in the right direction” in terms of energy policy.

www.rechargenews.com/wind/americas/article1337040.ece

Gamesa hat sich in den letzten Tagen wieder sehr gut gemacht.

Aktuell läuft sie den letzten Hochpunkt bei 6,56 € vom 06.08.2013 wieder an. Wenn sie hier drüber geht würde der Weg charttechnisch bis 7,50 € frei sein.

Das letzte Mal als sie bei 6,50€ hing war am 01.06.2011!

Also Daumen drücken!

 

 

mein vorheriger Post bezog sich auf Tagesbasis!

Aus Wochensicht ist Gamesa seit dem 10.02.2013 immer noch in einem schönen Aufwärtstrend. Die untere Begrenzung liegt bei ca. 5,82.

Sieht also so auch im längerfristigen Chart alles noch gut aus! :-)

in USA The deal is for the supply of 20MW of turbines to Heritage Sustainable Energy for the Big Turtle wind farm in north-east Michigan.
The ten turbines are scheduled for delivery in mid-2014, and the facility is set for commissioning towards the end of the same year.

The deal, which includes a 12-year operation and maintenance services agreement, is the second supply agreement between Gamesa and Heritage, with 28MW of turbines already at Heritage's Garden wind farm in Michigan.
www.windpowermonthly.com/article/1212114/...a-low-wind-turbine

Iberdrola Renewables has won the commercial lease bid for its proposed El Cabo wind project in New Mexico, with construction start of a 300MW first phase possible this year, according to the State Land Office....The company still needs to complete permitting at the state and local levels before construction could begin, and has not set a range of dates when this could occur.
www.rechargenews.com/wind/article1338131.ece
Iberdrola ist Hauptaktionär bei Gamesa

John Laing has snapped up Gamesa’s consented 15MW Carscreugh wind farm project in southwest Scotland.

The specialist investor and infrastructure company will stick with 850kW Gamesa G52s for the wind farm, which is expected to go live in 2014.

Turbine deliveries will kick off towards the end of the year. Work on the supporting infrastructure will start immediately.

Laing managing director for renewable energy Ross McArthur said: “We are delighted to have completed the acquisition of Carscreugh wind farm from Gamesa.”

Spanish renewables group Abengoa will build and operate a 70MW wind farm in Uruguay after securing a deal with state power utility UTE.
Abengoa will construct the $165m plant in Palomas, in Uruguay’s Salto Department.

The Spanish group said it will handle EPC for the wind farm and then run the plant under a 20-year agreement with UTE that Abengoa said will generate $500m in revenues over its lifetime.

Abengoa itself expects to contribute $6m in equity to the project, which will deliver power to about 100,000 Uruguayans.

The Palomas development will use 35 2MW wind turbines, said Abengoa. It does not specify a turbine supplier, but has chosen those from Spanish compatriot Gamesa for a previous wind project in Uruguay.

www.rechargenews.com/wind/americas/article1338191.ece

www.windpowermonthly.com/article/1213833/...-117mw-gamesa-plan
he Scottish government has refused consent for Gamesa's proposed 117MW wind farm near Glasgow.
The Spanish manufacturer and developer had planned to install 40 turbines with a tip height of 118 metres on Glenouther Moor, near the town of Neilston on the outskirts of Glasgow.
"The significant adverse impacts of the proposed Glenouther Moor wind farm to the local communities is too great," said Ewing..,...

15 MW: Gamesa liefert neue Windkraftanlagen nach Finnland
Madrid – Der spanische Windturbinen-Hersteller Gamesa hat seinen ersten Auftrag für das neue Modell G128-5.0 MW erhalten. Das Unternehmen wird drei Exemplare für ein Projekt in Finnland liefern.

TuuliWatti Oy, ein Windenergie-Joint-Venture zwischen der finnischen Energieunternehmens St1 Oy und der S-Gruppe, hatte die Bestellung aufgegeben, wie Gamesa mitteilte. Darüber hinaus werden die Spanier Betrieb und Wartung im Rahmen eines auf zehn Jahre angelegten Vertrags übernehmen. Konkret wird Gamesa die Turbinen in einem Windpark von TuuliWatti in Salo in Südfinnland installieren. Sie sollen im Laufe des kommenden Jahres geliefert werden, während Inbetriebnahme der Anlage für Ende 2014 geplant ist.

Dieser Vertrag ist Teil einer Rahmenvereinbarung, die beide Parteien Ende 2012 geschlossen haben, und die die Lieferung von 135 Megawatt (MW) umfasst. Im Rahmen dieses Vertrages hat Gamesa bereits vier Exemplare seines 4,5 MW-Modells zum Simo Windpark geliefert, der derzeit in Betrieb genommen wird. Weitere 54 MW gehen an das Pori-Projekt und 36 MW an die Tornio-Anlage.
Quelle:iwr.de

The Brazilian Development Bank (BNDES) has approved a R$603.9m ($274.5m) long-term loan for the Geribatu wind complex, located in Brazil’s southernmost state of Rio Grande do Sul.

The project is owned by a joint-venture formed by the private equity fund Rio Bravo (51%) and the state-owned company Eletrosul (49%).

The complex has a total capacity of 258MW and is made up of 10 wind farms, which can deliver power to up 500,000 inhabitants.

Geribatu is slated to become operational by the end of next year using turbines supplied by Spanish manufacturer Gamesa.

BNDES' financing will make up 63.7% of the total investment needed for Geribatu, which is set at R$956.5m.

Geribatu will also issue a R$90m debenture tranche. According to the  

By Andrew Lee in London  Wednesday, October 09 2013
Updated: Wednesday, October 09 2013
Spanish turbine manufacturer Gamesa has signed a deal with Iberdrola to equip the 202MW Baffin wind farm in the US state of Texas.
Gamesa will supply its Spanish compatriot with 101 of its G97-2.0 MW for the project in southern Texas.

The plant is due for commissioning towards the end of next year, with the turbines beginning to arrive in mid-2014.

Iberdrola’s final decision to proceed with Baffin is still contingent on approval from the local authorities, said a statement.

The developer is “well-positioned” to use the turbines at other possible US projects if necessary, it added.

Baffin is due to be the last phase of Iberdrola's 606MW  Peñascal complex.

The order is the largest single deal yet for the G97-2.0 MW, Gamesa said.

www.rechargenews.com/wind/americas/article1339898.ece

winning its first contract to supply Gamesa G128-5.0 MW turbines,deren Orototyp zuvor auf den Kanaren getestet wurde

www.gamesacorp.com/en/communication/news/...=0&fechaHasta=  

interessant ist auch,dass Gamesa ,die schon länger einen Partner in Brasilien haben  und dadurch an den billigen Krediten der BNDES teilnehmen können ,63,7% der Gesamtkosten finanziert bekommen.Was Vestas nicht hat bisher
BNDES' financing will make up 63.7% of the total investment needed for Geribatu, which is set at R$956.5m.

aus welchem Material bestehen die Rotoren von Gamesa?