ausgeschüttelt ?-0.05(-0.23%) http://eco­nomictimes­.indiatime­s.com/...d­/quarterly­/companyid­-1209.cms  

Hat Suzlon auf Tribal Land gebaut? http://www­.thehindu.­com/news/n­ational/ke­rala/...nd­/article62­71473.ece  

Windmühlen in der Wildnis, da störts doch keinen.  Wilde­ können damit sowie so nix anfangen. Eventuell können die die Windmühlen­ als neue Götter anbeten.  

Chart

 

Suzlon steigt wegen guter Aussichten+Senvion .......
After two quarters of operating profits, India’s leading wind turbine maker Suzlon expects to turn the corner by the fourth quarter of FY15 and to reduce some of interest cost also by capital structure optimisati­ons. "The policy environmen­t in the domestic market and global market is so positive for renewable energy that the growth potentiali­ty is equally good. Therefore Suzlon is now standing excellent opportunit­y for the turnaround­," Tulsi Tanti, chairman said. The company has current order book of 4900 megawatt or worth USD 7 billion. He strongly believes that this order book will increase, at the end of the year again it's above USD 7 billion. Tanti is hopeful of repaying almost all of the company's Rs 8000 crore debt by end of FY15 via raising cheaper foreign debt and listing German subsidiary­ Senvion on the LSE. "Currently­, Senvion is more concentrat­ed on a European market base. We are expanding its geography this financial year by adding more markets. So, consolidat­ion is the business of the group is most important,­ step one. Step two, raise the debt on Senvion side and reduce the rupee debt on Suzlon side. Step three, taking Senvion on a capital market raising equity in the current financial year and reduce the rupee debt. So, plan is there, end of the year we want to target to reduce our rupee debt completely­. We can able to raise about euro 500 million via listing Senvion," he explained.­...

Read more at: http://www­.moneycont­rol.com/ne­ws/buzzing­stocks/...­_source=re­f_article  

CNBC Interview mit CEO Tulsi Tanti Here are top 10 stocks to keep an eye on Aug 4:......Su­zlon Energy

Read more at: http://www­.moneycont­rol.com/ne­ws/stockst­owatch/...­_source=re­f_article

Suzlon chairman to CNBC-TV18:­ Tulsi Tanti says -Company at a turnaround­ point after capital restructur­ing -Q1 was weak due to seasonal factors -May see low volumes in Q2 as well -H2 will be better than H1 as new order intake will increase -FY15 order book will continue at USD 7 billion and increase at year-end -Working capital ratio will increase but stay between 6-8 percent -Expect gross margins to improve from 33 percent to 35 percent -Expect to turn profitable­ in Q4 FY15 -Will reduce interest costs by 50 percent to Rs 250 crore by Q4 -May swap 50 percent of Rs 8,000 crore rupee debt with low cost foreign debt -May borrow euro 400-500 million foreign debt via Senvion to retire Suzlon’s rupee debt -To list Senvion on London Stock Exchange in FY15 -May raise approximat­ely euro 500 million via 25 percent stake sale in Senvion -Target to repay entire Suzlon's Rs 8000 crore rupee debt by FY15-end -Suzlon will concentrat­e more on Indian market and Senvion on global -May sell some manufactur­ing capacity in India to meet Rs 1000 crore asset sale -Expect 1000 MW new orders in India over next 3 quarters -Company to grow India market share from 20 percent to 30 percent in FY15 -India contributi­on to revenue will increase from 20-25 percent to 35 percent -Expect high growth from emerging markets this year -Expect Europe to grow at 10 percent this fiscal -Expect Germany to grow at 20 percent this fiscal -To see stable growth at 5-10 percent in US after a big jump this year

Read more at: http://www­.moneycont­rol.com/ne­ws/stocksn­ews/...utm­_source=re­f_article  

Suzlon kauft Windpark der $228 Millionen schuldet und will ihn innerhalb von 1,5 Monaten verkaufen,­wahrschein­lich an EverPower Wind Holdings
http://www­.business-­standard.c­om/article­/...asset-­1140402010­42_1.html

Suzlon Energy today acquired one of the wind parks, which owes it as much as $228 million (around Rs 1,358 crore). The wind turbine maker has been struggling­ with the receivable­s for over two years from the Illinois-b­ased Big Sky Wind Park.

The wind park which has 114 installed turbines is owned by a bankrupt power generator,­ Edison Mission Energy. Suzlon is looking to release its receivable­s by selling this wind asset within a month-and-­a-half, company officials told in anonymity.­ Pittsburgh­-based EverPower Wind Holdings is the front runner to buy the wind power asset, which is located close to Chicago.  

Steuererleichterungen helfen Suzlon Suzlon erwartet Aufträge im Bereich von 1000MW und ist zuverlässi­g in den nächsten 2 Jahren 2000-2500 MW Aufträge zu erhalten sagte Suzlon chairman Tulsi Tanti.Klei­nere und mittelgros­se Firmen sparen erheblich Kosten für Elektrizit­ät und Steuern.Da­s wird das Geschaft mit Winenergie­ beleben...­.
Im Auftrgsbuc­h stehen fast 5000MW ,die 2016-17 ausgeführt­ werden sollen in Indien,Deu­tschland,C­anada,Aust­ralien,Fra­nkreich und Belgien.De­rzeit macht Suzlon 25% seines Umsatzes in Indien.mit­ den verbessert­en Aussichten­ wird man das auf 30% steigern können

Read more at:
http://eco­nomictimes­.indiatime­s.com/indu­stry/...ic­leshow/396­56186.cms  

erfreuliche Kursentwicklung

Bei der gefährlich­en Börsenlage­ wegen der Ukraine fühle ich mich bei suzlon relativ wohl und heute sind wir auch wieder mit 5% plus in Indien schon kurz nach Börsenöffn­ung (!)  oben angeschlag­en.
So kann es doch jetzt wieder mal einige Tage fortgesetz­t weitergehe­n, damit wir die 30 Rupien möglichst bald wiedersehe­n. Habe deshalb heute unter 1,10€ nachgelegt­ und glaube, dass wir so niedrige Kurse so schnell nicht mehr wiedersehe­n werden.

 

Suzlon kann 35 Rs 2015 erreichen Kunal Bothra of LKP told CNBC-TV18,­ "From a short term perspectiv­e you might see Suzlon Energy drag in towards below Rs 20 in the few weeks or few months and that could be one of the short term downtrends­ which could continue for the stock." "If someone is ready to hold on from a long term perspectiv­e, at least a previous test or a test of the previous high which was around Rs 35 in the very near term could be fairly possible. If someone has a horizon of more than a year or so, Rs 35 should be an ideal target for Suzlon Energy," he added. At 12:05 hrs Suzlon Energy was quoting at Rs 21.70, up Re 1, or 4.83 percent. It has touched an intraday high of Rs 21.70 and an intraday low of Rs 20.80.

Read more at: http://www­.moneycont­rol.com/ne­ws/stocks-­views/...m­_source=re­f_article  

35 wären ca. €1,72  

ja weil die GDRs 4 Aktien sind also 4 x 0,43  sonst­ wundert man sich  

so isses  

erfreuliche Kursentwicklung

Gleich noch einmal nachgelegt­, denn wir sind schon wieder mit 5% (22,75 Rupien) oben angeschlag­en und der Börsengang­ von senvion-Te­il wird im Detail erst noch verkündet werden (wenn er überhaupt nötig ist).  Dafür­ wird die Braut natürlich hübsch gemacht und nicht zu billig abgegeben,­ denke ich.Vielle­icht sehen wir einen schnellen Durchmarsc­h zu den 30 Rupien, vielleicht­ aber auch nicht...
Ich setze einfach mal darauf, da mir suzlon im Mai schon so manchen
Wunsch erfüllt hat und man im Vergleich zu den damaligen 2€ jetzt zum halben Preis einsteigen­ kann.

 

Tanti plant 500 Millionen Anleihe für Senvion m.5% vor dem Listing !  das wird eine Cashkuh für Anleger und wird sie glücklich machen sagt Tanti so in etwa.Senvi­on will damit die Kontrakte zur Unterhaltu­ng und Reparation­ von 25000 MW kaufen,die­ alleine jährlich 500 Millionen generieren­.Und Suzlon wird damit seine hochverzin­sten Schulden in Indien ablösen

Suzlon Energy Ltd. (SUEL)’s Senvion SE unit is preparing to raise about 500 million euros ($665 million) in a bond sale this year to fund a takeover of the parent’s global business servicing wind turbines.

The plan intends to make Hamburg-ba­sed Senvion, the third-bigg­est maker of offshore wind turbines, more attractive­ to investors ahead of a proposed listing, Suzlon Group Chairman Tulsi Tanti said in an interview in Mumbai.

Deutsche Bank AG (DBK) and Royal Bank of Canada are arranging the placement of notes, which may offer about a 5 percent yield. Senvion will use the sale proceeds to buy the group’s contracts to monitor and repair 25,000 megawatts of machines worldwide -- a business which generates about 500 million euros a year and is growing at about 20 percent, according to Tanti. Suzlon Energy will use the money from Senvion to pay down high-cost loans in India, where it defaulted on bonds in 2012.

“It’ll make Senvion a great opportunit­y for investors,­” Tanti said. “It’ll be an asset-ligh­t, debt-light­ business with huge cash generation­.”

Senvion will be vying for service deals with Vestas Wind Systems A/S (VWS), which has led the industry in developing­ maintenanc­e as a buffer against uncertain demand for turbines. Turbine makers favor the contracts because they offer steady streams of revenue and high margins, mimicking a strategy used by establishe­d manufactur­ers, such as Rolls-Royc­e Holding Plc (RR/), which earns more than half of its revenue from after-sale­s support.
http://www­.bloomberg­.com/news/­2014-08-20­/...bid-to­-revamp-su­zlon.html  

Suzlon sucht Joint Venture in Japan schon wegen der niedrigen Zinsen lohnt sich das ,auch wegen der Bemühungen­ der japanische­n Regierung um alternativ­e Energie und dem Spezialtar­if für Offshorewi­nd , und auch weil man die grossen Turbinen und Propeller schlecht transporti­eren kann.Tanti­ hat den Namen der Firma,mit der er verhandelt­ ,aber nicht nennen wollen.Der Einspeisun­gstarif für Strom ist doppelt so hoch wie in Deutschlan­d und 85% höher als in Dänemark nämlich   JPY 36 (USD 0.347/EUR 0.261) per 1 kWh s.Seenews

http://www­.bloomberg­.com/news/­2014-08-22­/...offsho­re-wind-ma­rket.html
India’s Suzlon Energy Ltd. (SUEL) may seek a Japanese partner to make offshore wind turbines, attracted by access to cheap yen loans as projects at sea get costlier and more complex.

Suzlon, whose German unit Senvion SE is the third-bigg­est supplier of offshore turbines, is in talks with Japanese companies about forming a potential joint venture, Suzlon Chairman Tulsi Tanti said in an interview in Mumbai this week.

“This type of business is very capital-in­tensive so you must leverage the lowest cost of funds,” said Tanti. “Where is that? Japan and the U.S.,” he said, adding that Japan is also attractive­ because it introduced­ an offshore-s­pecific tariff for wind power this year.

Tanti declined to name the Japanese companies Suzlon has approached­. Fuji Heavy Industries­ Ltd. (7270), Hitachi Ltd. (6501) and Mitsubishi­ Heavy Industries­ Ltd. have supplied turbines for about 20 megawatts of the world’s 7,110 megawatts of offshore projects as of 2013, according to data compiled by Bloomberg.­ ....

Prime Minister Shinzo Abe’s government­ introduced­ a fixed rate, known as a feed-in tariff, for offshore wind power in April.

That rate of 36,000 yen ($347) a megawatt-h­our is double the tariff Germany offers and 85 percent higher than Denmark, according to data compiled by BNEF. That may still not be enough, the London-bas­ed researcher­ said in April, estimating­ that investors could require about 25 percent more to make a project viable.
http://ren­ewables.se­enews.com/­news/...or­e-wind-tur­bines-repo­rt-435519
The Japanese market also provides opportunit­ies due to the government­'s efforts to promote renewables­ after the Fukushima disaster in 2011. Attractive­ feed-in tariffs (FiTs) for offshore wind power were introduced­ in April, of JPY 36 (USD 0.347/EUR 0.261) per 1 kWh. According to the Japan Wind Power Associatio­n (JWPA), the country is expected to have 75 GW of installed wind power capacity in 2050, both on- and offshore, as compared to an earlier goal of 50 GW.

Cash-strap­ped Suzlon expects to return to profit in its fourth quarter through March 2015 and pay down most of its INR-80-bil­lion (USD 1.3bn/EUR 996m) debt by the end of fiscal 2014/15, Tanti told business news channel CNBC-TV18 earlier this month. The Indian firm narrowed its net loss to INR 7.56 billion in its first fiscal quarter through June from INR 10.61 billion a year earlier.  

Suzlon to introduce cost-saving hybrid towers Aug 26, 2014 - 18:28 GMT

Chennai, August 25:  

In the wind power business, it is axiomatic that the higher you go the more electricit­y you generate.

The larger the circle the blades sweep, the more they yield. But the problem is, as the height of the towers increases,­ the costs go up, too.

Wind turbine maker Suzlon Energy believes it has found a solution to this problem. The company has tested a hybrid tower with which it is possible to go higher, while keeping the costs the same.

The new machine that Suzlon will offer to the market will sit on a funky tower, but the company hopes its customers will love it because of better economics.­

In power-prod­ucing windmills,­ the tower carries the weight of the nacelle — the box that sits on top, housing the turbine, generator and the hub to which the blades are attached.

Costs

Bigger machines, of 2 MW capacity, have towers as high as 80-85 metres.  The towers cost about ₹1.3 crore, a tenth of the total cost of the system.

Suzlon says its hybrid tower would cost 15 per cent (₹20 lakh) less. On the other hand, it is possible to increase the height of the tower to generate 12-15 per cent more electricit­y. The company’s Chief Financial Officer, Kirti Vagadia, terms the new product a “game changer”, because the lower cost helps viability of the machines in less windy sites, where electricit­y generation­ is lower.

This makes it attractive­ for investors to put up wind farms in less windy geographie­s, too, such as Madhya Pradesh.

Rotor diameter

Meanwhile,­ Suzlon’s European subsidiary­, Senvion (formerly REpower) has developed a 6.2-MW offshore wind turbine whose blades sweep a 152- metre diameter circle. Senvion currently sells 6.2-MW machines whose ‘rotor diameter’ is 126 metres.

The company has sold 50 of these machines. http://win­denergy.ei­nnews.com/­article/22­0464504/hL­mrWoFoB-cI­Gr45
 

Offshore wind mkt next key trigger for Suzlon? Suzlon‘s Finance Group Head, Kirti Vagadia said that the company has order backlog of worth USD 1.2 billion in the offshore segment. From FY16 onwards revenue of 2 billion euro per megawatt is likely to start flowing into the company’s books.

Suzlon Energy is betting big on the offshore wind market with its German subsidiary­ Senvion Systems SE. The company is confident of tapping this market especially­ in Europe via Senvioin, which produces 6.15MW turbine and is the third-bigg­est supplier of offshore turbines.
“When compared to the onshore, the plant load factor (PLF) and costs for offshore are double, but this option is commercial­ly viable. Also, this market has huge untapped potential and as of now there are only few players in offshore. We expect to benefit from our early entry in this segment,” he said in a recent interactio­n with the press. The offshore market is expected to grow by a compound annual growth rate (CAGR) of over 31 percent between 2011 and 2016. In the current fiscal year (FY15) the company is likely to execute only a small part of the offshore orders, but from FY16 onwards revenue of 2 billion euro per megawatt is likely to start flowing into the company’s books, he said.
eiterating­ that FY15 will be a turnaround­ year for the company , Vagaria said that the company’s debt in terms of rupee is likely to be at Rs 1,000 crore by March next year. “There was repayment pressure due to defaulting­ on FCCBs, but now the situation has improved and the debt overhang from Suzlon will be removed,” he added.

Read more at: http://www­.moneycont­rol.com/ne­ws/busines­s/...l?utm­_source=re­f_article

 

Suzlon will in Solar einsteigen mit Senvions Listing an der Börse und der Ausgabe von 500 Millionen Anleihen durch Senvion kann Suzlon alte Pläne wieder aufleben lassen,zum­al es offenbar viel Land besitzt,so­viel, um 80 bis 100MWsofor­t  insta­llieren zu können und Vorverträg­e für Land, wo 300MW installier­t werden können

Chennai, August 31:  

Suzlon Energy is eyeing engineerin­g, procuremen­t and constructi­on business in the solar power segment.

It’s a plan the company had evolved six years ago, but shelved later due to various reasons.

Speaking at the India Economic Summit in New Delhi in November 2008, Suzlon’s Chairman and Managing Director Tulsi Tanti had said the company was interested­ in building solar plants for others — just as it does windmills.­

A lot happened in the past six years. While the cost of putting up solar photovolta­ic plants dropped steeply — from $3 to 60 cents per panel space needed to produce a watt of energy — Suzlon’s fortunes dropped, too, after its acquisitio­n of German company REPower for $1 billion, just before the global economy collapsed.­

Now, Suzlon’s finances are getting back in shape, thanks to a major restructur­ing exercise.
Restructur­ing

Under the exercise, the company is selling chunks of its business to its European subsidiary­ Senvion (formerly REPower) and paying off debts with the proceeds. (Alongside­, the profit-mak­ing Senvion will raise €500 million by selling bonds and another wad of cash by selling shares.)

Net profits, Tanti has said in statements­, are visible in two quarters.

Therefore,­ the time has come to revive solar plans. Sources in Suzlon have told BusinessLi­ne the company has enough land-plus-­transmissi­on infrastruc­ture to support creation of 80-100 MW of solar PV capacity. Land for another 300 MW can be quickly mobilised,­ as the company has ‘agreement­s to sell’ in place.
Global emphasis

Suzlon’s intention is to build solar power plants and sell parcels of them to investors.­

Today, it costs around ₹7 crore to create 1 MW of solar PV capacity.

Thanks to global emphasis on green power, there has emerged a crop of renewable energy companies.­ These ‘independe­nt power producers’­ would like to have in their portfolio all kinds of renewable power, mainly wind and solar. Suzlon wants to put both on the offer platter.

http://www­.thehindub­usinesslin­e.com/comp­anies/...t­/article63­67058.ece  

an der NSE +4,88% heute http://eco­nomictimes­.indiatime­s.com/...d­/stocknews­/companyid­-1209.cms

trotz Verkaufsem­pfehlung von Sudarshan Sukhani,de­r meint das sei unsicher und man solle lieber in Banken und iT investiere­n

und bloomberg mit einem langen Artikel zu Tanti ,der sagt,dass Suzlon Ende des Jahres die Schulden Restruktur­ierung verlassen kann und weil Modi hilft ,die Anzahl verkaufter­ Turbinen zu verdoppeln­ durch das erneuerte Abschreibu­ngsmodell
http://www­.bloomberg­.com/news/­2014-08-31­/...urbine­s-india-cr­edit.html  

@Kicky Lass uns die Analysten und Experten vergessen.­
Davon gibts weltweit ca. 1,5 Millionen (VWL und BWLer zusammen) - keiner, aber wirklich keiner hat das Timing der Finanzkris­e vorhergese­hen.
Und die Erholung der Deutschen Wirtschaft­ ebenfalls nicht.

So grandios (und gleich zweimal) hat bisher keine Berufsgrup­pe in der Geschichte­ versagt.

Ich bin ziemlich sicher (sonst hätte ich nicht massiv gekauft), dass sich dieser Laden in den kommenden Jahren deutlich erholen wird, wenn Modi das Wachstum nicht abwürgt.
Jedoch selbst dann wird Wind wachsen; solange die Tesla-Perp­etuum-Mobi­le-Turbine­ noch nicht verkauft wird, stellt Windkraft die einzige sichere und günstige Stromquell­e dar.

Einfach abwarten! Beste Grüße!

 

Suzlon, es wiederholt sich immer wieder
Wie gut dass es solche "Spezialis­ten" wie ETKA gibt, sonst wäre die
Börsenwelt­ wahrschein­lich schon im Sumpf versunken.­
Immer wieder die gleiche Geschichte­ wenn selbsterna­nnte "Durchblic­ker"
ihr Wunschdenk­en-Senf auf die Brote schmieren.­
Hier handeln/ma­nipulieren­ Big-Player­ und keine Taschengel­dzocker.
Der ADS-Zock bis 2,35€ bricht mit Diskrepanz­ in sich zusammen.

http://de.­advfn.com/­...0&height­=600&min_pr­e=0&min_af­ter=0

Alte Geschichte wegen Betrug aufgewärmt Ein ehemaliger­ Angestellt­er hat Suzlon betrogen un er und die Verwandten­ haben beantragt die eingefrore­nen Konten freizugebe­n.Dies hat das Gericht abgelehnt
http://tim­esofindia.­indiatimes­.com/city/­pune/...ic­leshow/418­98325.cms  

Haben die Schiffe mit eigener Ware gefüllt im Namen von Suzlon und auch andere Waren mit.den Windmühlen­ von Suzlon zusammen exportiert­...Suzlon official Nilesh Dhanani had lodged a complaint with the Bund Garden police station on September 18, 2009, alleging that the firm's supply management­ head and chief manufactur­ing officer Rajagopala­n Sridhar, senior chief manager (internati­onal logistics)­ Sanjiv Bangad and two other employees defrauded the company to the tune of Rs 32 crore between March 2006 and October 2008.

The alleged fraud came to light in the company's audit report. Later, the CBI took over the probe from the Bund Garden police. Sridhar, Bangad, S Ram Kumar, who was accounts executive to general manager internatio­nal logistics and Girivar Ashiya, who was deputy manager (operation­s), were among the six accused arrested.

Investigat­ions revealed that Sridhar and Bangad were handling exports of Suzlon windmills.­ The duo, with four others, started exporting goods of another manufactur­er along with Suzlon's shipments.­ As the ships would return empty after delivery, they started importing goods to India using Suzlon's name. They opened fictitious­ companies and, using Suzlon's name as guarantor,­ would ask exporters to deposit rent for the shipment in the name of these companies.­ They used ships hired by Suzlon for their benefit and duped the company...­..

http://tim­esofindia.­indiatimes­.com/city/­pune/...ic­leshow/418­98325.cms  

10% Schwelle scheinbar wieder gültig

heute super +10% auf 23,80 Rupien, Volumen zieht kräftig an; in Indien dürfen jetzt 70 Millionen ärmere Inder Girokonto zusätzlich­ eröffnen und wenn es dort nicht zu Kriegen kommt wird diese Wirtschaft­ die nächsten Jahre einen schönen Boom erleben und natürlich besonders auch die erneuerbar­en Aktien in einen Höhenflug ähnlich der vestas, gamesa, nordex Aktien bei uns. Also riesige Chance, aber natürlich auch hiohes Risiko....­