$87M Tai biomassi-DPG leping sõlmitud (see on üks osa kauaräägitud suuremast Tai projektist, tundub esmapilgul):
http://finance.yahoo.com/news/APower-and-Thailands-Biomass-prnews-1275008559.html?x=0&.v=69
Aktsia eelturul $20.60 (= päevasisene 52 nädala tipp).
Kui mingit major screw-uppi maailmas, sektoris ega ettevõttes ei ilmne, saab APWR 2010. aasta jooksul minu arvates üheks +50%kuni +100% tšempioniks.
Huvilised uurigu ise, muidu on rahakaotus garanteeritud!
Uudiseid=lepinguid tuleb nagu "Vändrast saelaudu". Mingi 86 mln tundub täna juba nagu tilgake meres...nii ruttu ja palju on asi muutunud. Natuke teeb kõhedaks küll see kas kõige sellega mis pipeline-s on ka ikka toime tullakse ja seda õigeaegselt.
Execution risk on jah peamine. Ennekõike tuulikute osas, kuna DPG-asjades on tegemist vilunud ettevõttega.
Järgmisena peaks tulema uudis Nevadasse ehitatava tuulikute komplekteerimise tehase kohta...
Järgmisena peaks tulema uudis Nevadasse ehitatava tuulikute komplekteerimise tehase kohta...
Tai projektid "to be continued..." :)
http://www.lngkny.org/english/gnly-show.asp?column_cat_id=31&column_id=44570&strArea=
http://www.lngkny.org/english/gnly-show.asp?column_cat_id=31&column_id=44570&strArea=
Kas nüüd hea sisenemiskoht? Eile sulgus APWR 18.28. Uurisin infot, kuid ei leidnud 20.60---18.28 sõidu põhjust. Kas mõni teadjam äkki kommenteeriks?
Teaks selliseid asju, siis selliseid asju ei juhtuks:D
Kuidas sa saad nii retoorilise küsimuse esitada?
Kuidas sa saad nii retoorilise küsimuse esitada?
Ilma uudiseta=investoride lühiajaline meeleolu muutus. Momentum...börsi süda...psüholoogia...kasumite lukkulöömine
Oli abi?
Oli abi?
James Byrne's Highest Conviction Holding: A China-Based Alt Energy Company:
http://seekingalpha.com/article/181832-james-byrne-s-highest-conviction-holding-a-china-based-alt-energy-company?source=nasdaq
Tal pikk positsioon APWRis ja suured lootused.
For a company that is expected to grow top line revenues 65%+ and earnings 40%+, it trades close to 34x. Many of the firms competing in this area are larger and more mature with growth rates closer to 12-15%, so their PE ratios are more closely aligned to the rate of expansion.
http://seekingalpha.com/article/181832-james-byrne-s-highest-conviction-holding-a-china-based-alt-energy-company?source=nasdaq
Tal pikk positsioon APWRis ja suured lootused.
For a company that is expected to grow top line revenues 65%+ and earnings 40%+, it trades close to 34x. Many of the firms competing in this area are larger and more mature with growth rates closer to 12-15%, so their PE ratios are more closely aligned to the rate of expansion.
The company is really undercovered right now, which leaves the opportunity as the company successfully executes its business strategy and delivers on their order backlog, which has been a bit of a stumbling block in the past, so institutional awareness should rise.
Mis nyyd juhtus -17 % ???
The Company issued to institutional investors 5,777,932 Common Shares ("Shares") at a price of $14.37 per share. In addition, the Company issued to the investors warrants to purchase an aggregate of 2,888,966 Shares, 2,099,822 of the warrants are exercisable at $16.90 per Share and the remainder are exercisable at $16.91 per Share. The warrants will be initially exercisable six months after January 21, 2010 and will remain exercisable for a five-year period thereafter.
The Company has agreed to register for resale the Shares, the Warrants and the shares issuable upon the exercise of the Warrants with the Securities and Exchange Commission ("SEC").
The Company has agreed to register for resale the Shares, the Warrants and the shares issuable upon the exercise of the Warrants with the Securities and Exchange Commission ("SEC").
Täpne ajastus nagu alati. Paar päeva tagasi ostsin sisse 16.85'ga. Täna 13.89'ga juurde natukene.
Ja veel...
The Company issued to institutional investors 5,777,932 common shares at a price of $14.37 per share. The net proceeds from the placement will be used to fund a portion of the purchase price of the Company's previously announced EVATECH acquisition and the remainder of the net proceeds have been designated for investment in additional components for the manufacturing of turbines, funding of existing projects and additional working capital.
The Company issued to institutional investors 5,777,932 common shares at a price of $14.37 per share. The net proceeds from the placement will be used to fund a portion of the purchase price of the Company's previously announced EVATECH acquisition and the remainder of the net proceeds have been designated for investment in additional components for the manufacturing of turbines, funding of existing projects and additional working capital.
Kuidas kommenteerite, kas oleks hea aeg siseneda ?
Jah, krt, varem või hiljem pidi see juhtuma, aga sellist discounti diluutimisel ma ei oodanud...
Praegu oleks minu jaoks selge ostukoht, kui suur turg niimoodi ei võbeleks. Kui suur turg päris ära vajub, võib APWR ka tugevalt allapoole inertsi saada.
Ise üritan ilmselt oma täna tubli poolituse saanud juuni $20 callid $15 vastu vahetada ning ilmselt suran lähinädalal täiendavat raha APWRi alla, sõltuvalt suurest turust.
Positiivset näha püüdes - siit võib välja lugeda, et põhiteesid on kõik paigas ning äri kasvatatakse, juppe Texase diili täitmiseks varutakse, EVATECH ostetakse jne. Ehk - pikemas perspektiivis, nagu diluutimise puhul ikka, on oluline see, kas diluutimisega tõstetud raha teenib per vana aktsia rohkem kui diluutimine röövib või mitte. Aga discount on ikka veidi suur, krt!
Praegu oleks minu jaoks selge ostukoht, kui suur turg niimoodi ei võbeleks. Kui suur turg päris ära vajub, võib APWR ka tugevalt allapoole inertsi saada.
Ise üritan ilmselt oma täna tubli poolituse saanud juuni $20 callid $15 vastu vahetada ning ilmselt suran lähinädalal täiendavat raha APWRi alla, sõltuvalt suurest turust.
Positiivset näha püüdes - siit võib välja lugeda, et põhiteesid on kõik paigas ning äri kasvatatakse, juppe Texase diili täitmiseks varutakse, EVATECH ostetakse jne. Ehk - pikemas perspektiivis, nagu diluutimise puhul ikka, on oluline see, kas diluutimisega tõstetud raha teenib per vana aktsia rohkem kui diluutimine röövib või mitte. Aga discount on ikka veidi suur, krt!
nüüd olen veidi targem. esmapilgul tundunud discounti ei ole, 17,8% aktsiaid juures, ca sama palju hind hetkel maas. suuremad ohud hoopis EVATECHi ostmisega (hetkel Jaapani kohtu antud tähtaeg 25.01.), Texase diiliga (28.12. pidi SPG kandma üle oma osaluse ehk $40M, mida pole tehtud - selle peale võivad USA partnerid diili üles öelda, mida nad praeguseks pole teinud), Macau diiliga (hetkel pole Hiina ametkondade vajalikke lubasid ja nende saamine pole kaugeltki kindel), lisaks mingi müra finantsaruannete adekvaatsuse kohta (ja see kõlab halvasti).
kogu inff siit: http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=6705295
praeguseks on mul jun$20 callid müüdud ja jun$15 ja jan11$20 callid asemel.
kogu inff siit: http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=6705295
praeguseks on mul jun$20 callid müüdud ja jun$15 ja jan11$20 callid asemel.
s.t. praegune $83M tõstmine on ilmselt seotud ülalmainit EVATECHi ja Texase diili probleemide lahendamisega, see on see hõbedane pilveserv.
Tänud. Hea ülevaade, ma taustast kahjuks palju ei tea, aga palun räägi täpsemalt Macau projektist, mis probleem sellega on? Ning Texase diilist.
Vt väljavõtet eile esitatud 6-K-st (link täistekstile ülalpool):
Recent Developments
On September 16, 2009, the Company signed a definitive contract to acquire 100% of EVATECH Co., Ltd. (“EVATECH”) of Kyoto, Japan, a 22-year-old designer and manufacturer of industrial equipment for LCDs (liquid crystal displays), PDPs (plasma display panels) and, more recently, amorphous-silicon (a-Si) photovoltaic (PV) panels. The total consideration is US$49.9 million in cash. EVATECH is currently undergoing a rehabilitation process in the courts of Japan related to its corporate and debt restructuring. The Company is to fund 55% of the transaction, and 45% is expected to be funded from foreign-investment grants from various levels of the local government in China. The transaction was expected to be funded by the Company and close prior to December 31, 2009, however, the Company applied to the courts in Japan for an extension of the funding date to January 25, 2010, which was granted by the court. Although the Company expects to fund the acquisition prior to such date, in the event it fails to do so, the Company may apply for a further extension through the courts in Japan, however, no assurance can be given that such extension will be granted and, should the Company require but not receive a further extension, the Company may not be able to complete its acquisition of EVATECH. The Company expects to employ a portion of the proceeds it will receive from its recently announced private placement transaction for this purpose. The remainder of such proceeds, when received, have been designed for investment in additional components for manufacturing of turbines, funding of existing projects and additional working capital.
On July 10, 2009 Shenyang Power Group Company Limited (“SPG”), a 60%-owned subsidiary of the Company, signed a Memorandum of Understanding ("MOU") with Macau Natural Gas Co., Ltd. ("MNG") to construct an offshore liquefied natural gas ("LNG") complex to import, store and re-gasify LNG and to distribute natural gas to Macau and elsewhere. The MOU contemplates establishment of a project company to undertake the construction of the LNG terminals. Although the parties anticipated signing definitive agreements prior to December 31, 2009, certain licenses and approvals from the China National Development and Reform Commission ("NDRC") and the local Macau government required for the project have yet to be obtained, and the parties have postponed completion of definitive agreements. Unless such licenses and approvals are obtained, the Company does not expect that the parties will complete definitive agreements to proceed with this project.
On December 16, 2009, SPG entered into an Amended and Restated Limited Liability Company Agreement (the "LLC Agreement") with United States Renewable Energy Group Wind Partners I, LLC, a Delaware limited liability company ("USREG Wind"). USREG Wind is indirectly jointly owned and controlled by US Renewable Energy Group and Cielo Wind Services, Inc. ("Cielo"). Under the LLC Agreement, SPG and USREG Wind have established a Delaware limited liability company ("Project Company") that will own, design, develop, construct, manage and operate a wind energy power plant to be located in Texas with a total nameplate capacity of 600MW (the "Project"). The Company has been designated to supply turbines to the Project.
The LLC Agreement called for the making of a cash capital contribution from SPG into the Project Company in the amount of US$40 million by December 28, 2009. That capital contribution was not made by such date due to delays in obtaining certain China central government approvals for such funding from the NDRC. Management of the Company believes the reason for this delay is procedural and not substantive. Management fully expects that such approvals will be forthcoming and such funding will be made in the near term. Under the LLC Agreement USREG Wind’s sole and exclusive remedy for the non-occurrence of such contribution by December 28, 2009 is termination of the LLC Agreement. SPG has not received any threat or declaration of termination of the LLC Agreement as of the date hereof.
The Company is in the process of developing and implementing remediation plans to improve its internal control over financial reporting. Management of the Company expects to complete its remediation activities with respect to additional inadequacies in its internal control by the fourth quarter of 2010. Notwithstanding management's remediation activities, the Company expects to receive a qualified report related to its internal controls from its independent auditors in connection with the Company's upcoming annual report filing on Form 20-F for fiscal year ended December 31, 2009.
The Company has appointed Michael Zhang as Vice President in charge of compliance matters. Mr. Zhang will be responsible for working to further develop and improve the Company’s internal financial and disclosure controls and monitoring and maintaining the Company’s compliance with the requirements of the Sarbanes-Oxley Act (SOX) and the rule adopted pursuant to SOX. Mr. Zhang most recently was the Executive Director of Business Risk Services at Ernst & Young (China) Advisory Limited. In this role, he provided internal control consulting for a number of Chinese IPOs including China South Locomotive& Rolling Stock Corporation Limited, BBMG Corporation, Tangshan Ganglu Iron & Steel Co., LTD., and others. Mr. Zhang also provided internal audit consulting services for China South Locomotive& Rolling Stock Corporation Limited and China Mobile. Additionally, his consulting services included financial function, enterprise performance, and M & A services to Chinese clients.
Recent Developments
On September 16, 2009, the Company signed a definitive contract to acquire 100% of EVATECH Co., Ltd. (“EVATECH”) of Kyoto, Japan, a 22-year-old designer and manufacturer of industrial equipment for LCDs (liquid crystal displays), PDPs (plasma display panels) and, more recently, amorphous-silicon (a-Si) photovoltaic (PV) panels. The total consideration is US$49.9 million in cash. EVATECH is currently undergoing a rehabilitation process in the courts of Japan related to its corporate and debt restructuring. The Company is to fund 55% of the transaction, and 45% is expected to be funded from foreign-investment grants from various levels of the local government in China. The transaction was expected to be funded by the Company and close prior to December 31, 2009, however, the Company applied to the courts in Japan for an extension of the funding date to January 25, 2010, which was granted by the court. Although the Company expects to fund the acquisition prior to such date, in the event it fails to do so, the Company may apply for a further extension through the courts in Japan, however, no assurance can be given that such extension will be granted and, should the Company require but not receive a further extension, the Company may not be able to complete its acquisition of EVATECH. The Company expects to employ a portion of the proceeds it will receive from its recently announced private placement transaction for this purpose. The remainder of such proceeds, when received, have been designed for investment in additional components for manufacturing of turbines, funding of existing projects and additional working capital.
On July 10, 2009 Shenyang Power Group Company Limited (“SPG”), a 60%-owned subsidiary of the Company, signed a Memorandum of Understanding ("MOU") with Macau Natural Gas Co., Ltd. ("MNG") to construct an offshore liquefied natural gas ("LNG") complex to import, store and re-gasify LNG and to distribute natural gas to Macau and elsewhere. The MOU contemplates establishment of a project company to undertake the construction of the LNG terminals. Although the parties anticipated signing definitive agreements prior to December 31, 2009, certain licenses and approvals from the China National Development and Reform Commission ("NDRC") and the local Macau government required for the project have yet to be obtained, and the parties have postponed completion of definitive agreements. Unless such licenses and approvals are obtained, the Company does not expect that the parties will complete definitive agreements to proceed with this project.
On December 16, 2009, SPG entered into an Amended and Restated Limited Liability Company Agreement (the "LLC Agreement") with United States Renewable Energy Group Wind Partners I, LLC, a Delaware limited liability company ("USREG Wind"). USREG Wind is indirectly jointly owned and controlled by US Renewable Energy Group and Cielo Wind Services, Inc. ("Cielo"). Under the LLC Agreement, SPG and USREG Wind have established a Delaware limited liability company ("Project Company") that will own, design, develop, construct, manage and operate a wind energy power plant to be located in Texas with a total nameplate capacity of 600MW (the "Project"). The Company has been designated to supply turbines to the Project.
The LLC Agreement called for the making of a cash capital contribution from SPG into the Project Company in the amount of US$40 million by December 28, 2009. That capital contribution was not made by such date due to delays in obtaining certain China central government approvals for such funding from the NDRC. Management of the Company believes the reason for this delay is procedural and not substantive. Management fully expects that such approvals will be forthcoming and such funding will be made in the near term. Under the LLC Agreement USREG Wind’s sole and exclusive remedy for the non-occurrence of such contribution by December 28, 2009 is termination of the LLC Agreement. SPG has not received any threat or declaration of termination of the LLC Agreement as of the date hereof.
The Company is in the process of developing and implementing remediation plans to improve its internal control over financial reporting. Management of the Company expects to complete its remediation activities with respect to additional inadequacies in its internal control by the fourth quarter of 2010. Notwithstanding management's remediation activities, the Company expects to receive a qualified report related to its internal controls from its independent auditors in connection with the Company's upcoming annual report filing on Form 20-F for fiscal year ended December 31, 2009.
The Company has appointed Michael Zhang as Vice President in charge of compliance matters. Mr. Zhang will be responsible for working to further develop and improve the Company’s internal financial and disclosure controls and monitoring and maintaining the Company’s compliance with the requirements of the Sarbanes-Oxley Act (SOX) and the rule adopted pursuant to SOX. Mr. Zhang most recently was the Executive Director of Business Risk Services at Ernst & Young (China) Advisory Limited. In this role, he provided internal control consulting for a number of Chinese IPOs including China South Locomotive& Rolling Stock Corporation Limited, BBMG Corporation, Tangshan Ganglu Iron & Steel Co., LTD., and others. Mr. Zhang also provided internal audit consulting services for China South Locomotive& Rolling Stock Corporation Limited and China Mobile. Additionally, his consulting services included financial function, enterprise performance, and M & A services to Chinese clients.
Tänud!