Windmaster Nordex

Seite 30 von 797
neuester Beitrag: 27.10.15 10:00
eröffnet am: 23.11.06 00:20 von: From Holland Anzahl Beiträge: 19909
neuester Beitrag: 27.10.15 10:00 von: Las_es Leser gesamt: 1800817
davon Heute: 55
bewertet mit 80 Sternen

Seite: Zurück 1 | ... | 27 | 28 | 29 |
| 31 | 32 | 33 | ... | 797  Weiter  

20.02.07 21:29

161 Postings, 6536 Tage profiterNordex

ist für mich ein Übernahmekandidat, da bin ich mir sicher. Kursziel mindestens 23,28 Euro  

20.02.07 22:15

2434 Postings, 6696 Tage From HollandÜbernahmeGerüchte geh'n weiter im Wind-world

Gamesa chairman sees Iberdrola international expansion 'a good opportunity'

MADRID (AFX) - Gamesa (Nachrichten) Corporación Tecnológica SA chairman and CEO Guillermo Ulacia said Iberdrola SA (Nachrichten/Aktienkurs) 's international expansion plans represent a good opportunity for the Basque wind turbine manufacturer.

Speaking to journalists at a presentation of full-year 2006 results, Ulacia said the wind turbine manufacturer believes 'the international advance of Iberdrola is obviously a good opportunity for Gamesa.'

Iberdrola is a core shareholder in Gamesa with a 17 pct stake and last November launched a 11.6 bln stg bid for Scottish Power PLC  

20.02.07 22:31
1

19 Postings, 6515 Tage RedBullNordexGoldman-Sachs ist die Zentrale !

Should/would/could Goldman Sachs Draw Gamesa and Nordex Together?

Not to start up the rumor mill (well just a little bit) but perhaps the 600 MW Gamesa-Horizon Energy contract in the US could be something much bigger. See, Horizon Energy is owned by Goldman Sachs.   Goldman owns around 20% of Nordex.  And - this is the new part - a Goldman Sachs fund just bought 5% of Gamesa.  So the links between Nordex and Gamesa are tightening via Goldman.

After a major restructuring program, Nordex is set to break even this year operationally, making it a more stable acquisition target.  Order book-wise, Nordex and Gamesa complement each other especially in the French and Portuguese markets, as well as Germany.  Nordex has also done some far flung projects (Colombia, Estonia) that may fit with Gamesa's expansion strategy. And in terms of product portfolio, Nordex has already made solid headway in the 2 MW + segment, and it has an offshore turbine (albeit small, at 2.5 MW), which Gamesa does not.

Yes, this rumor has been floated before, along with Caterpillar buying Nordex.  Gamesa is also in the process of selling two of its divisions and taking on new shareholders - which may postpone any big deal. What is clear is that there will be more consolidation, and this deal makes more sense than some others.  If I was a Goldman Sachs investment manager looking at the wind market, I would see an opportunity here.  

20.02.07 22:40

19 Postings, 6515 Tage RedBullNordex...

Goldman Sachs Environmental Policy: 2006 Year-End Report
The Goldman Sachs Environmental Policy Framework, established in November 2005, embodies the
philosophy that capital markets are an important source of creative ideas and an important way to help
address today’s environmental challenges. In a little over a year, we have made considerable progress
towards meeting the Framework’s objectives. And, importantly, our people have demonstrated
tremendous enthusiasm and interest in the myriad ways in which our business activities impact the
environment.
The Framework is built around Goldman Sachs’ ability to contribute to a healthy environment through
various areas of our business. A few highlights of our efforts to date include:
· We invested over $1.5 billion in alternative energy/clean technology worldwide.
· The Goldman Sachs Center for Environmental Markets made grants of $2.3 million towards research
focused on finding market-based solutions to climate change challenges.
· Our Global Investment Research division established a rigorous approach to evaluating the
Environmental, Social, and Governance (ESG) risks for industry sectors and individual companies.
· We invested in ASSET4 Ltd, a leading provider of extra-financial ESG data on global corporations, as
part of our commitment to increase ESG research.
· Our Investment Management division launched a new Socially Responsible Large Cap Strategy fund
in December 2006 which, among other things, evaluates environment, community support and
corporate governance aspects of potential investments.
· The firm’s Corporate Services and Real Estate team completed a worldwide training program on
green building standards for all new Goldman Sachs construction worldwide.
From investments and market making, to research and corporate services, Goldman Sachs is finding
effective, market-based opportunities to positively impact the environment through our businesses. This
effort is consistent with our central business objective of creating long-term value for our shareholders
and serving the best interests of our clients.


INVESTMENTS AND MARKET MAKING
Investments
As part of our Framework, the firm committed to make available up to $1 billion for investments in
alternative energy. By the end of 2006, the firm had surpassed this goal and has over $1.5 billion
invested in alternative energy projects in the US, Europe, and Asia. Goldman Sachs will continue to
pursue viable investment opportunities in alternative energy/clean technology. Some of the sectors that
we have invested in include:
· Cellulosic Ethanol: Iogen built and operates the world's only functioning demonstration-scale plant to
convert biomass to cellulose ethanol using enzyme technology.
· Wind: Horizon Wind Energy is one of the largest wind farm developers/owners in the United States.
Horizon expects to own 1,324MW of generating capacity by the end of 2007.
· Solar PV Integration: SunEdison is one of the largest solar photovoltaic installer/integrators in the
United States
· Solar PV Manufacturing: First Solar manufactures “thin film” PV panels and has created a proprietary
Cadmium Telluride (CdTe) PV module technology.
· Wind Turbine Manufacturing: Nordex is a leader in multi-MW turbine technology, the fastest growing
segment in wind generation.
Market Making
We continue to act as a market marker in carbon emissions trading. Goldman Sachs has been engaged
in the carbon emissions market since January 2005. The carbon emissions business has focused on the
European market since the EU European Trading System (ETS) was established as part of the Kyoto
Protocol. We have senior traders dedicated to making markets and taking principal risk positions in
emission credits. They are supported by global sales and strategy teams in London, New York, Tokyo
and Singapore.
Goldman Sachs is involved in a variety of activities in the carbon emissions market including: originating
projects, purchasing forward credit streams, and marketing credits to our diversified client base. In
addition to OTC spot and forwards, electronic futures and cash settled swaps, we trade options and
market unique hybrid baskets. Emission price risk has become integrated into the liability hedging
concerns of our corporate client base. The hedging of emission credit price risk has become an important
part of our commodities hedging business
In September 2006, Goldman Sachs made a minority equity investment in Climate Exchange PLC, which
owns the US and European trading platforms, Chicago Climate Exchange (CCX) and European Climate
Exchange (ECX). We remain focused on identifying other market-based opportunities and continue to
monitor policy and regulatory developments in carbon markets, both in the U.S. and internationally.  

20.02.07 22:59

120 Postings, 6513 Tage windfuernordexnordex...ein spielball fuer banken?


scheint, dass manche banken die kurse von nordex beliebig auf und ab bewegen.....
ist es da nicht besser aktien von den betreffenden banken zu kaufen...?
joking

naja....windenergie hat zukunft....ohne zweifel

ob dies von banken wahrgenommen wird....oder nicht

 

21.02.07 09:16

2434 Postings, 6696 Tage From HollandStimmrechtsmitteilung

Angaben zum Mitteilungspflichtigen:
-----------------------------------
Name: Deutsche Bank Aktiengesellschaft
Adresse: Taunusanlage 12, 60325 Frankfurt
Sitz: Frankfurt am Main
Staat: Deutschland
Angaben zum Emittenten:
-----------------------
Name: Nordex AG
Adresse: Bornbarch 2, 22848 Norderstedt
Sitz: Norderstedt
Staat: Deutschland

20.02.2007

Hiermit machen wir gemäß § 26 Abs. 1 Satz 1 WpHG bekannt, daß uns die
Deutsche Bank Aktiengesellschaft in Frankfurt am Main entsprechend           §
21 Abs. 1; 24 WpHG i.V.m. § 32 Abs. 2 InvG mitgeteilt hat, daß der
Stimmrechtsanteil ihrer Tochtergesellschaft, der DWS Investment GmbH
in Frankfurt am Main, an der Nordex Aktiengesellschaft am 15.2.2007
die Schwelle von 3% unterschritten hat und sodann 2,81%, entsprechend
1.810.000 Stimmrechten, betrug  

21.02.07 09:20

54 Postings, 6828 Tage 320d??

was heißt das jetzt für den Kleinaktionär? gut oder schlecht?  

21.02.07 09:22

2187 Postings, 8698 Tage olejensenschau einfach auf den Kurs....

und dann entscheide selbst.

g-oj  
Angehängte Grafik:
456.gif
456.gif

21.02.07 09:28

48 Postings, 7236 Tage Wittenberchhmmm

würde mich aber auch mal interessieren ... als kleinaktionär!
bitte mal um meinungen der experten hier.
danke im vorraus
mo  

21.02.07 09:33

80400 Postings, 7529 Tage Anti Lemming# 731 bedeutet

dass die Deutsche Bank (zbw. deren DWS Investmentfond) ihre Nordex-Aktien zu Höchstkursen an euphorischer Kleinanleger weitergereicht hat. Nennt sich auch "Distribution" und ist ein recht verlässlicher Hinweis auf ein mittelfristiges Top.
 

21.02.07 09:35

7790 Postings, 6824 Tage charly2Der Kurs hat sich verdoppelt!

und damit der Wert der Beteiligung. Es können auch
interne Richtlinien betreffend die Höhe einer Beteiligung
sein oder einfach nur Gewinn-Mitnahmen. Hat nicht´s zu bedeuten.
Auch die wissen nicht, wohin der Kurs gehen wird!  

21.02.07 09:38
1

80400 Postings, 7529 Tage Anti LemmingCharly - Ungleichung

Wer glaubt, dass Kurs und Wert einander entsprechen, wird noch einiges Lehrgeld an der Börse bezahlen müssen. Fakt ist: Kurs und Wert stimmen fast NIE überein. Fast immer gibt es eine Unter- oder Überbewertung. Das ist so wie die sprichwörtliche stehengebliebene Uhr, die zweimal am Tag zufällig genau die richtige Zeit anzeigt.
 

21.02.07 09:39

48 Postings, 7236 Tage WittenberchDanke sehr!

danke euch für die zwei kurzen aber überaus deutlichen erläuterungen!!!
wieder was gelernt.
gruß mo  

21.02.07 09:52

7790 Postings, 6824 Tage charly2@antilemming

Der Wert meiner Beteiligung entspricht immer dem  Betrag, den ich bei einem
sofortigen Verkauf bekomme! Ob zu diesem Zeitpunkt eine Über- oder Unterbewertung
der AG besteht spielt in diesem Moment keine Rolle und ist wohl auch für kaum jemand korrekt nachvollziehbar!  

21.02.07 10:01

67 Postings, 6509 Tage Jock1Wittenberch

solltest deine Anlageentscheidung auf jeden Fall nicht nach dem Verhalten von irgendwelchen Fondsmanagern richten,die liegen oft genug falsch.DWS verkauft schon seit längerer Zeit seine Anteile,sind einfach Gewinnmitnahmen.Das der Kurs trotz diesen Verkaufsordern steigt,spricht für die momentane Stärke der Aktie.Bedenklich wird es,wenn das Managment anfängt,zu verkaufen..  

21.02.07 10:09

80400 Postings, 7529 Tage Anti LemmingCharly2

Was du bekommst, ist der Erlös entsprechend dem KURS zum Verkaufszeitpunkt. Der Kurs (Euphoriker-gepeppt) schwankt weit stärker als der Unternehmenswert (fundamental ermittelt).  

21.02.07 10:12

80400 Postings, 7529 Tage Anti LemmingJock1

Jeder Fond will maximalen Gewinn und dabei möglichst besser als die Indizes abschneiden, weil Fond-Performance am Index als "Benchmark" gemessen wird.

Wenn ein Fond verkauft, rechnet er damit, dass sich der verkaufte Wert schlechter entwickelt als der Index und das Geld woanders besser angelegt werden kann. Klar machen Fonds dabei auch viele Fehler, aber Verkäufe sind immer ein Warnsignal.  

21.02.07 10:24

7790 Postings, 6824 Tage charly2Die Verkäufe waren lt. Meldung am 15. Feber

Der Tag begann mit 22,40 und endete bei 21,05 - die Meldung
erklärt den damaligen Rücksetzer mehr auch nicht!  

21.02.07 11:00
1

67 Postings, 6509 Tage Jock1Anti Lemming

was ich damit meinte,ist,das der Fondsmanager nicht unbedingt mehr wissen muß als wir und einfach aus charttechnischen Gründen verkauft hat.Gerade weil die Fonds an der Entwicklung des Index gemessen werden,sind sie schneller bereit,Gewinne mitzunehmen.Das die Aktie zur Zeit spekulativ getrieben wird,müsste jedem klar sein.Aber wo es hingeht,weiß auch der Fondsmanager nicht- müsste sonst nicht mehr Morgens zur Arbeit fahren  

21.02.07 11:55

7513 Postings, 6545 Tage Päfke Müllergenauso sehe ich das auch!

die wissen nicht mehr als wir..die kommen zwar schneller an Nachrichten, aber es sind halt Spekulanten..ich sage mir immer, dass die, wenn sie vorhersehen könnten, auf den Bahamas sitzen würden und bestimmt nicht jeden Tag arbeiten gehen würden..  

21.02.07 12:08

54 Postings, 6828 Tage 320d..naja

ich würde auch auf den Bahamas weiter arbeiten :-) weils Spaß macht *gg* so könnte mann wenigstens viel Geld scheffeln und an bedürftige verteilen etc...
Robin Hood oh man das würde wirklich fun machen!

:-)  

21.02.07 12:19

7513 Postings, 6545 Tage Päfke Müllermacht aber nur Spass, wenn man Gewinn macht o. T.

21.02.07 12:23

2434 Postings, 6696 Tage From HollandWind power: fastest growing power source

Man has been harnessing the power of air in motion for more than 5,000 years. Early sailboats, simple windmills, wind farms, and today?s sophisticated wind turbines, all rely on basic wind energy. Wind energy is a clean and renewable source that can be used to generate electricity for urban utilities and homes in remote villages.

Following the OPEC oil embargo of 1973, interest in wind energy surged in response to climbing energy prices and doubts about the availability of conventional fuels. Federal and state tax incentives and aggressive government research programs triggered the development and use of many new wind turbine designs.

Since 1990, use of wind power has grown by 150 per cent, representing an annual growth rate of 20 per cent. In many parts of the world, wind power is now cost-competitive with fossil fuel-fired power plants. As wind turbines are further improved, wind power is likely to become even more competitive. Although it now generates less than 1 per cent of the world's electricity, the steady technological advance of wind power suggests that it could become an important energy source for many nations within the next decade.

Electricity generated by wind turbines does not emit pollutants like other energy sources. This means less smog, less acid rain and fewer greenhouse gas emissions. Every 10,000 MW of wind installed can reduce CO2 emissions by approximately 33 MMT annually if it replaces coal-fired generating capacity, or 21 MMT if it replaces generation from average fuel mix.

The major challenge to using wind as a source of power is that it is intermittent and does not always blow when or where electricity is needed. Wind cannot be stored (although wind-generated electricity can be stored in batteries), and it cannot always be harnessed to meet the timing of electricity demands. Furthermore, good wind sites are often located in remote places far from areas of electric power demand. Other drawbacks to wind power include noise pollution, visual impact, and potential danger to wildlife.

In addition, wind resource development may compete with other uses for land, and those alternative uses may be more highly valued than electricity generation. Large experimental models, with blade diameters of up to 300 feet, are eschewed as visual blights by some planners and developers. However, wind turbines can be co-located on land that is used for grazing or farming.

This report on the Global Wind Power Market describes and compares various designs and types of wind turbines ranging from large machines capable of supplying electricity for 700 homes to small-scale models suitable for home, farm and remote uses. It explains the technology and physics of how wind turbines function and assesses the markets and future potential for wind power in Europe, North America, and the Asia-Pacific region. The report also includes sections on the role of government, the economics of wind power, and key players in the industry.

Currently, developing countries have little incentive to use wind energy technologies to reduce pollution despite the fact that the most rapid growth in CO2 emissions is in the developing world. Two initiatives could give both developed and developing countries incentives to develop wind projects. The first is joint implementation, a program under which firms from developed countries can earn carbon offsets by building clean energy projects in the developing world. The second is the World Bank's Global Environmental Facility (GEF), which can cover the incremental cost of developing environmentally benign or beneficial projects in the developing world. This incentive is particularly important for countries such as China and India, which have tremendous power needs and must build energy capacity quickly at the lowest possible cost.
 

21.02.07 12:29

7513 Postings, 6545 Tage Päfke Müllergibt es beim XETRA eigentlich Mittags eine..

Handelsunterbrechung?? weiss das  jemand?  

21.02.07 12:29

67 Postings, 6509 Tage Jock1tja,

ne´Menge Bedürftige gibt es,weil einige ne`Menge Geld scheffeln wollen.Wäre doch auch langweilig,deinen Bedürftigen ständig das Geld abzunehmen,um es ihnen wieder schenken zu können,oder..:)  

Seite: Zurück 1 | ... | 27 | 28 | 29 |
| 31 | 32 | 33 | ... | 797  Weiter  
   Antwort einfügen - nach oben