AMSC has already made its huge move and those that invested six months ago are now up 200% in six months. APWR is about to make the same , similar move as AMSC and APWR is well diversified with Solar, Wind, Geothermal, Biomass, and other DPG Green power plant models……..with my buddy Frankie’s help, this is the reason to own APWR and lock it away for a future four banger in growth……….

Catalysts for APWR will be, and in no particular order:

A. The Gearbox JV with GE. APWR’s take will be a nice huge 25%, more than I expected to be honest. Considering that part of the world’s infrastructure and the huge wind business to be transacted their the JV Gearbox endeavor will be a huge money making machine for GE and Apwr.

B. Their DPG business will florish domestically and internationally. This business has not even gotten its stride back, but we are getting very close.

C. Their wind business will be huge and a perfect compliment to this will be their JV Gearbox business with GE.

D. The Evatech purchase with the government paying 22 million and APWR paying the balance 27 million is a steal. This division will make tons of money as a stand alone and more importantly as a huge revenue generator in the APWR Alliance with some very very huge companies.

E. The JV with Jiangsu Miracle to sell wind components only after smartly taking care of APWR’S wind component needs first. This will be a fair money maker too.

F. They will be the one stop company for DPG and Wind projects in that APWR can handle everything from logistics to installation expertise when signing these huge coontracts.

Take your pick in what will be a huge money maker… I would say there will be three huge money makers, DPG, Wind and GE Gearbox JV as that part of the world attains critical mass in regards to huge wind turbines.

But their thin film solar products to be sold from Evatech division will be a huge surprise in my opinion. Curtain glass walls will be a huge huge money maker for them.

Perhaps APWR’S Wind and solar construction arms will present blueprints for potential customers combining Wind turbines and solar sites in area’s where the wind is robust and the sun light is abundant. This energy farm will be by far the most economical, maximizing every foot of the energy farm’s real estate.

Apwr will also find its way into making money in the wind turbines next step connection to the grid.

Note, all new and other energy platforms will be adopted and than sold through Apwr because they are a vertical energy providing company.

Note, in a few years their energy offerings will all be sold as direct contracts of course but their will be dramatic increse in indirect sales through the Aliiance.

AMSC demonstrated today how China wind can and will help an investors pocket book as AMSC landed a new 100 million contract with Sinovel for China wind power. AMSC has Sinovel as its main and majority customer and Sinovel is knocking the ball out of the park in China wind and will continue to add capacity. However, there are other players coming online in China wind power and my main focus is APWR for the future of China wind manufacturers one can invest in with NASDAQ ability to invest.

APWR is bringing a new plant online that will produce 1200MW’ of wind when fully booked out. My spreadsheet gives APWR a 33% factor for 2010 to book 400 million in revenues for 2010 from zero today. Growth is coming in China wind as the government of China has committed to spending over 440 BILLION (yes, with a B) for next five years in their green spending stimulus money for the greening of China over time.

China has committed to producing 15% renewable energy by 2020 from basically .4 today. Asia and Africa and most 3rd world countries need alot of power going forward and Copenhagan meeting Dec 15th is going to bring the green power building abilities of APWR to the forefront as investors worldwide search China players in wind power and green energy.

AMSC is soaring today, and APWR will be soaring in the coming future. Finding this blog about WIND POWER could pay off handsomely for those with patience and a vision for the future.

CEO Nordex China: “The feed-in rate is an impetus for growth and a key driver for meeting national targets”

Beijing, 6 August 2009. Nordex China welcomes the new NDRC directive, according to which electricity fed into the grid from wind farms is to be paid for on the basis of a fixed rate in the future. “Thanks to this transparent and secure long-term rate structure many wind projects that in the past could often not be economically realized using tender procedures are now commercially feasible. This creates an incentive to invest in new clean power plants and is thus a major driver for meeting national targets”, says Jens Olsen, CEO of Nordex China.

The planned feed-in remuneration lies between RMB 0.51 and RMB 0.61 per kilowatt hour and depends on the region where a project goes on grid. The NDRC has defined a total of four wind zones on which the national feed-in rates are to be based. It is also planning a fixed remuneration structure for offshore projects.

Sinovel is cranking in China and will become the fifth largest Wind Player in world by end of 2009……….

DEVENS, Mass.–(BUSINESS WIRE)–American Superconductor Corporation (NASDAQ: AMSC – News), a global energy technologies company, today announced that it and Beijing-based Sinovel Wind Corporation Limited (Sinovel) have signed a new contract worth more than $100 million (excluding value added tax) for core electrical components to be utilized in Sinovel’s 3 megawatt (MW) wind turbines, known as the SL3000. AMSC expects to begin shipping sets of core components under the new contract in March 2010 and to complete all shipments by the end of calendar year 2011. Sinovel is China’s largest wind turbine manufacturer and expects to be the world’s fifth largest wind turbine manufacturer by the end of 2009

APWR has built a very nice building in Shenyang, China with over 330,000 square feet of construction space. Now, the capacity is 1200 MW’s of Wind Turbines per year capacity which would be approximately 450 Units per year.

APWR has had past problems with getting the new wind turbine plant humming and my guesses are only 33% capacity factor for 2010 which still translates into over 400 million new wind revenues for 2010. Added with the current 320 million DPG run rate for green power plants that APWR builds in China (with huge orders from Thailand and Macau as potential maybe’s for 2010), the model of trying to figure out revenues becomes very convoluted going forward.

Adding more interesting variables to the spreadsheets is the potential from JV GE Gear Box venture, the Eva_Tech Solar aquisition, the Shenyang Power Alliance, the JV Wind component business and other unnamed new business APWR comes up with into 2010.

My spreadsheets have a big goose EGG ZERO for all the above new businesses cause untill you actually read the new wins, how can one model going forward??

With my current CONSERVATIVE estimate of 720 million in revenues for 2010 vs the 2009 estimates of 320 million , one can IMAGINE the future going forward when and IF APWR ever delivers as their management promises into the future.

The current P/E of 8 and the PEG of .4 is so low looking forward, no wonder APWR is up 4% today. One new contract win and APWR is sure to rocket north and never look back at this todays cheap pricing.

somebody besides ME thinks APWR going UP in the future……….

After spending most of the past year at nothing better than a four-star rank, enough top-performing CAPS members have turned bullish on China-based A-Power Energy Generation Systems (Nasdaq: APWR) recently to upgrade it to the highest rating possible – five stars. A total of 660 members have given their opinions on the renewable energy company, with many of them offering analysis and commentary explaining the recent optimism.

China is on the verge of overtaking the U.S. as the largest energy consumer, and many CAPS members expect A-Power to play a role in the rapid growth as the country adds a massive amount of electricity-generating capacity. While U.S. growth in wind energy could be a boost for companies such as Zoltek (Nasdaq: ZOLT) and Xcel Energy (NYSE: XEL), China has big wind plans of its own that could benefit A-Power. The young company has begun securing customers for its wind turbines and expects its joint venture with General Electric’s (NYSE: GE) GE Drivetrain Technologies to begin trial production by the second half of next year.

Investors got revved up recently over a $90.5 million contract for a wind farm in Mongolia, and the company plans to begin work next year on a $1.5 billion offshore liquefied natural gas project for Macau Natural Gas. And like Chinese solar players such as LDK Solar (NYSE: LDK), Suntech Power (NYSE: STP), and ReneSola (NYSE: SOL), A-Power looks to capitalize on China’s solar subsidies. The company recently agreed to buy Japan thin-film solar company Evatech, which is expected to start adding revenue by late next year.

mid west farmers are starting to cash in for the rent on their land for every wind turbine, they are receiving about $12,000 per wind turbine per year regardless of rain or crop yields and the school districts building new schools with wind tax money………

Jerry O’Sadnick couldn’t be happier with his latest crop since it pays brings in a paycheck every three months regardless of drought or downpours.
O’Sadnick’s family farm north of Mendota is just one of many in the area with wind turbines generating electricity 365 days a year. In return for the one-half acre of land under each turbine, O’Sadnick’s family collects $6,000 every quarter under a 25-year lease agreement.
“As time went on, we got smarter,” O’Sadnick said about the leases. “Farmers are getting better organized and we’re making more than Paw Paw.”
O’Sadnick said the first wind farm in the area near Paw Paw was smaller than the ones currently under construction, or being proposed, in La Salle, Bureau, Putnam, Lee and DeKalb counties.
Steve Sengel, spokesman for NextEra Energy, declined to name current lease values for the 145-turbine project under con-struction north of Paw Paw citing confidentiality. He did say the project, hotly contested in DeKalb County earlier this year, is now on schedule for completion later this year.
“We have 22 of the 145 turbines complete,” he said. “Yes, there was some opposition but there was and still is a lot of sup-port. All of the things that people may be concerned about, once the turbines are up and operational, they may have a different view.”
O’Sadnick said there were some concerns during the initial construction phase since many roads were torn up from the heavy equipment.
“Any damage, they have fixed it,” he said. “They never argued. I can’t say they were a detriment.”
O’Sadnick also works as a Realtor and he dismissed concerns about reduced property values. He said recent farmland as-sessments are holding steady or even slightly higher on farms with leased ground despite the current economy.

I cannot get it out of my head how SMART the ceo of APWR was for using the PRC to aquire the bankrupt Eva_Tech out of Japan and into China for thin film wall panels of solar and using Yulanda as the guaranteed customer, ie the LARGEST CHINESE CONSTRUCTION company in the world………..BRILLIANT!

CNET) — General Electric plans to give its solar business a charge in two years with the introduction of panels with the same solar cell material used by industry cost leader First Solar.

General Energy is developing a solar energy product aimed at utility and commercial customers.

In 2011, the energy giant expects to produce solar panels made with cadmium telluride, a thin-film solar cell material, said Michael Idelchik, vice president of advanced technologies at GE Global Research at the EmTech conference here on Wednesday.

The company now sells solar panels that use silicon solar cells, but its long-term bet is on thin-film and specifically cadmium telluride because it offers the cheapest cost per watt, he said.

Last year, GE’s energy division took a majority stake in Golden, Colorado-based PrimeStar Solar, for its cadmium telluride cell technology. GE is now developing a product around that aimed at utility and commercial customers.

Solar at GE is a relatively small part of its sprawling energy portfolio, which covers everything from nuclear power plants to natural gas turbines. But GE expects that solar has the potential to grow rapidly, as its multi-billion dollar wind business has done over the past five years.

“Solar is definitely the next wind for us. It’s not there yet but it’s moving very rapidly,” said Idelchik. Solar is more expensive than wind right now, but GE expects that renewable energy mandates will help drive growth and bring costs down, he said.

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Thin-film solar cells offer lower production costs than the incumbent silicon because thin-film cells use far less material.

Over the past five years, several solar companies have formed to make thin-film cells from a combination copper, indium, gallium, and selenide (CIGS), which are still not in the market in high volumes. GE’s cells will be made from a compound of cadmium and tellurium.

APWR’s wind factory in Shenyang is 330,000 square feet and can accomodate 300 2.7mw’s and 420 smaller wind turbines, ie 750kw’s or 1.5mw’s.

Will APWR expand their first contract for a wind farm for the PRC of China???

“For the first phase of this project, the installation capacity will be 20 units of 2.5MW/2.7MW wind turbines [that's the announced 49.5MW...]. In future it may expand to a total installation capacity of 400?500MW. Liaoning Hi-tech Energy Group has organized a complete set of professional teams covering wind farm construction, engineering, installation, commissioning, and etc. for execution of this project.”

What will wind revenues be for 2010 considering the total revenues for APWR for 2009 are scheduled to be 320 million for the total year????

one 2.7MW wind turbine is 4 million installed which equates to 1.6 billion for a 1000mw wind farm, this is alot cheaper than SOLAR or NUCLEAR!

China has committed to 20% non carbon renewables by 2020 and this is a monstrous first step in cleaning up the global world climate crisis. China right now does .4 percent renewable energy, yes, that was .4 and going to 15% by 2020 in non carbon renewables. This is why APWR is a must long term buy and hold for cleaner China green power. APWR will become the next First Solar (FSLR) for China.

23-09-09

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Chinese president Hu Jintao and US president Barack Obama meet in New York
Chinese president Hu Jintao has announced targets to source 15% of China’s energy from renewable and nuclear sources by 2020, in a surprise move at the UN climate change summit yesterday (22 September).

Leaders from around 100 UN countries attended the conference held in New York in a lead up to the Copenhagen summit in December, where a new treaty to tackle climate change is set to be approved to replace the Kyoto Protocol agreement.

Speaking at the conference, president Hu said: “We will vigorously develop renewable energy and nuclear energy. We will endeavor to increase the share of non-fossil fuels in primary energy consumption to around 15% by 2020.”

“Global climate change has a profound impact on the existence and development of mankind and is a major challenge facing all countries. Developed countries should fulfill the task of emission reduction set in the Kyoto Protocol… and support developing countries in countering climate change,” he added.

Hu also plans for China to cut carbon emissions per unit of gross domestic product by a “notable margin” by 2020 from the 2005 level, as well as improving green economy and climate-friendly technologies.

Kyoto Protocol
China signed up to the Kyoto deal in 1998 – which set an international energy policy target of sourcing 20% of energy from renewable sources by 2020 – but did not have any responsibility to meet the target as it was not a main contributor to greenhouse gas emissions in the pre-treaty period.

Yesterday marked the first time China made a measurable commitment to curbing carbon emissions and sourcing renewable energy, representing an encouraging move in the lead up to Copenhagen.

Concluding his speech, president Hu said: “Out of a sense of responsibility to the world … China has taken and will continue to take determined and practical steps to tackle this challenge.”

USA