Aker Horizons - Mainstream Renewable Power (del 2)

Frodon
AKH 20.05.2021 kl 15:20 9242

Mainstream Renewable Power (MRP) Aker Horizons eier 75% - Guidet børs notering i 2023 (14,6 GW asset portfolio)

Mainstream has a material portfolio of renewable energy projects, with a total of 1.4 GW net capacity in operation or under construction, as well as a material pipeline of development projects of approximately 11 GW. Mainstream is the largest developer and constructor of renewable energy in Chile, and the second largest in South Africa. Also, Mainstream participates in a Vietnamese joint venture developing the up to 1.4 GW Phu Cuong Soc Trang offshore wind farm in Vietnam,of which Mainstream owns 70% which is one of the largest offshore wind projects in Southeast Asia. In addition to this, Mainstream is developing with its local partner in the Philippines a 71 MW onshore wind farm. Mainstream is focusing on development of offshore projects in the United States and has received full qualification to apply for a lease in California. Mainstream was also, inter alia, the developer of the UK’s 5.4 GW Hornsea Zone which is the largest offshore wind project in the world4(sold to Ørsted A/S in 2015) and the offshore wind farm Neart na Gaoithe in Scotland (sold to EDF Group in 2018).

12.8.2021 Aker Offshore Wind and Mainstream Renewable Power Selected as Preferred Bidder to Partner Together in Floating Offshore Wind Project in Japan

https://newsweb.oslobors.no/message/539387

30.7.2021 MAINSTREAM AND SIEMENS REVIVE SUPPLY CHAIN LED PARTNERSHIP FOR SCOTWIND
https://www.mainstreamrp.com/insights/mainstream-and-siemens-revive-supply-chain-led-partnership-for-scotwind/

02.08.2021, 08:30:00 Mainstream and Siemens Revive Supply Chain-Led Partnership for ScotWind
https://newsweb.oslobors.no/message/538826

Mainstream’s current key projects comprise of the following:

- Chile - Andes Renovables, Aela and Chile 3 (se side 37 i linken nederst)

20.07.2021 08:30:00: Mainstream Renewable Power announces Nazca Renovables - a new, hybrid 1 GW renewable energy platform in Chile
https://newsweb.oslobors.no/message/538382

Andes Renovables, Aela and Chile 3 are Mainstream’s three main platforms in Chile, and consist of both onshore wind farms
and solar photovoltaic (“PV”) projects.

- 1.7 GW gross across 13 projects in operation / construction / near term FC
- 570 MW Condor in construction, on track for COD Q3 2021
- 630 MW Huemul in construction, on track for COD Q2 2022
- 150 MW Copihue on track to reach to FC in Q2 2021 with targeted COD in 2023
- Further 1.3 GW solar and 1.6 GW onshore wind under development

- Africa - Lekela (se side 37 i linken nederst)

Together with Actis and a consortium of investors, Mainstream has an indirect ca. 13.52% ownership interest in the Lekela portfolio which consists of eight projects with a total combined capacity of ca. 1,200 MW, of which six are in operation, one is in construction and one is under development.

- Upcoming tender Round 5 bid date announced Q3 2021 (de sa i august under presentasjonen 4.5.2021)
- The Lekela platform has over 1GW (gross) under construction or operational (når skal dette være ferdig?)

Mainstream furthermore has a material portfolio of development projects that are being readied for possible bids in upcoming rounds in South Africa. In total, Mainstream has a portfolio of +40 development projects with ~3.1 GW of wind and 2.5 GW of solar PV capacity that are ready to bid in South Africa’s upcoming Round 5 and Round 6 Renewable Energy Independent Power Procurement Programme (“REIPPP”) auctions

- Vietnam - Phu Cuong Soc Trang (se side 37 i linken nederst) - We have been present in Vietnam since 2016 and play a key role in enabling its energy transition - with over 2.3GW of solar and offshore wind projects now in the pipeline

Mainstream is the indirect co-owner, alongside Phu Cuong Group Corporation (“PCG”), of the up to 1.4 GW Phu Cuong Soc Trang offshore wind farm in Vietnam, of which Mainstream owns 70% of the joint venture whilst PCG owns the remaining. 30%. Once the wind farm is completed it will be the largest wind farm in South East Asia. On 7 October 2020 Mainstream signed a Joint Development Agreement with Vietnamese company Advanced Information Technologies Corporation, a
specialist in providing EPC services to power projects and a strong local developer of renewable energy projects, to codevelop a 500 MW offshore wind project in Ben Tre province, Vietnam

- Phase 1a (200 MW) included in the National Power Development Plan VII – FC expected in 2021
- Agreed partnership with Advanced Information Technologies Corporation (AIT) to jointly develop the 500 MW Ben Tre offshore wind project (tidspunkt?)

Vietnam - Technology and Development Joint Stock Company Limited (D&T)

28.6.2021 Mainstream Renewable Power (MRP) har signert en avtale for kjøp av 80 prosent av aksjene i Technology and Development Joint Stock Company Limited (D&T).
D&T utvikler en portefølje på 405 megawatt (MW) med solkraftprosjekter i Dak Nong-provinsen i sentral-Vietnam. Porteføljen på 3 prosjekter har vært i utvikling siden 2019, og er forventet å nå finansiell sluttføring i 2022, fremgår det.
- Vi er glade for å ha signert denne avtalen med D&T om å bringe 405 MW solkrafteiendeler til finansiell gjennomføring neste år. Denne avtalen styrker ytterligere vår posisjon i Vietnam, som er internasjonalt anerkjent som et av landene som leder an innen utplassering av solenergi i denne regionen. Vi har vært til stede i Vietnam siden 2016 og spiller en nøkkelrolle for å muliggjøre energiovergangen - med over 2,3 GW sol- og havvindprosjekter nå i pipeline, sier Asia-sjef Cameron Smith i Mainstream Renewable Power.

https://newsweb.oslobors.no/message/537004

*Offshore wind:
- Actively targeting future opportunities across Europe, USA, LatAm and APAC

Link til prospektet når AKH flyttes til hovedindeksen 21.5.2021:
https://static1.squarespace.com/static/5f871df7bb429b52ac77d186/t/60a632df064ee75be0ce520d/1621504756046/Aker+Horizons+Prospectus.pdf

Link til Aker Horizons - Mainstream Renewable Power (del 1)
https://finansavisen.no/forum/thread/131006/view
Redigert 12.08.2021 kl 09:16 Du må logge inn for å svare
Frodon
28.06.2021 kl 14:31 8832

Enda en ny kontrakt til Mainstream idag. Det har kommet flere kontrakter etter Aker Horizons kjøpte selskapet ;)

28.06.2021 12:36:11: Mainstream Renewable Power Grows Footprint in Vietnam with Acquisition of 80% of portfolio of Solar Projects

Mainstream Renewable Power, the global wind and solar company, has signed an
agreement to acquire an 80 percent shareholding in Technology and Development
Joint Stock Company Limited ("D&T") which is developing a 405 MW portfolio of
solar projects in the Dak Nong province of central Vietnam. The portfolio of
three projects, which is included in the Vietnam Government's Power Development
Plan 7 (PDP 7) has been in development since 2019 and is expected to reach
financial close in 2022.

This deal marks the latest indication of Mainstream's continued role as an
enabler of renewable electrification in Vietnam. It follows the 2020 agreement
with Vietnamese partner AIT to develop a 500MW offshore wind project in Ben Tre,
and the agreement with Phu Cuong Group to develop the 1,400MW Phu Cuong Soc
Trang offshore wind project in 2017. Beyond collaborating with local partners to
develop renewable assets, Mainstream has also signed an agreement with the
Vietnamese Government to share offshore wind development knowledge for the
purposes of capacity building.

Speaking on the agreement, Mainstream's General Manager for the APAC region,
Cameron Smith, said:
"We are delighted to have signed this agreement with D&T to bring 405MW of solar
assets to financial close next year. This deal further bolsters our position in
Vietnam, which is internationally recognised as one of the countries leading the
way in solar energy deployment in this region. We have been present in Vietnam
since 2016 and play a key role in enabling its energy transition - with over
2.3GW of solar and offshore wind projects now in the pipeline."

Commenting on the agreement, Mr Thanh, Vice Chairman and CEO of D&T said:
"It is a pleasure for us to collaborate with a very trusted partner like
Mainstream, a company which is globally well-known in the area of renewable
energy. The collaboration is not only good for both parties but also fruitful
for the Dak Nong province as the scale of this portfolio will help to
significantly boost the renewable energy industry as well as the development of
the province"

Aker Horizons owns 75 percent of Mainstream Renewable Power.

https://newsweb.oslobors.no/message/537004

https://finansavisen.no/nyheter/bors/2021/06/28/7696568/aker-horizons-portefoljeselskap-kjoper-solportefolje?internal_source=sistenytt
Redigert 28.06.2021 kl 14:33 Du må logge inn for å svare
manman01
28.06.2021 kl 14:57 8762

Tak for at dele Frodon, fantastisk arbejde! :)
Frodon
28.06.2021 kl 17:36 8607

Takk for det ;) Da er åpningsinnlegget oppdatert med ny info
retur
01.07.2021 kl 21:51 8233

Ser Main er i siget iflg hjemme siden deres. Er Main verd 30 kr alene?
McCartney
01.07.2021 kl 22:40 8131

Takk for mye bra informasjon.
Har hørt mye om Mainstream men aldri tatt meg tid til å se på hjemmesiden dems, til nå.
Det er i hvertfall et mye større selskap enn hva jeg trodde, og de har jo mange prosjekter gående og mange har de også cashet inn.
AKH har nok skutt en gullfuglen her. Når fler får opp øynene, vil vi se kursen rykke oppover.
retur
01.07.2021 kl 22:44 8112

Akh 28.5.nå. Emi 35. Akh har fått til mye på 4 mnd. Ser vi 30 i morra.
Atticus
02.07.2021 kl 02:39 7917

https://www.mainstreamrp.com/insights/mainstream-completes-final-phase-of-us-1-8bn-platform-financing-in-chile/

«The project, which will commence operations in 2022, initially had an installed capacity of 100 MW but has since increased to 148.5 MW following the signing of an additional long-term, bilateral Power Purchase Agreement (PPA) with a strategic partner.»
Norwege
02.07.2021 kl 08:05 7751

https://finansavisen.no/nyheter/energi/2021/07/02/7699518/aker-horizons-fullforer-kjempedeal-i-chile

Så nå at nyheten var lagt ut allerede her
Redigert 02.07.2021 kl 08:06 Du må logge inn for å svare
Frodon
02.07.2021 kl 09:26 7582

At AKH ikke stiger på dette, er for meg et bevis på at markedet ikke har fått med seg Mainstream enda og at selskapet ikke er priset inn i AKH kursen. Neste år renner pengene inn i selskapet 💪

07.2021 07:00:00: Mainstream Renewable Power Successfully Completes the Final Phase of US$1.8 billion Wind and Solar Financing Deal in Chile

Mainstream Renewable Power has achieved financial close for the third and final
phase of its "Andes Renovables" wind and solar platform in Chile. The c. US$182
million in debt raised will be used to build the "Copihue" phase which consists
of one wind farm, named Camán, located in central Chile.

The project, which will commence operations in 2022, initially had an installed
capacity of 100 MW but has since increased to 148.5 MW following the signing of
an additional long-term, bilateral Power Purchase Agreement (PPA) with a
strategic partner.

The senior debt financing comes from KfW IPEX-Bank, DNB, CaixaBank and the VAT
financing comes from Scotiabank Chile.

With the financial close announced today, Mainstream completes an investment of
more than US$1.8 billion to build its entire Andes Renovables platform, which is
expected to be fully operational by 2022 and will provide around 20 percent of
power for regulated customers in Chile using renewable energy. Aker Horizons
owns 75 percent of Mainstream Renewable Power.

Sacyr will be the Balance of Plant contractor for the Camán wind farm and they
will carry out the electrical connection works. The main transformer will be
supplied by ABB.

"Net zero commitments across the world require systemic decarbonisation of power
- our presence and work with partners in both mature and emerging markets
demonstrates the scalability and success of our project development model to
support this transition," said Mary Quaney, Mainstream's Group Chief Executive
Officer. "Andes Renovables is one of the largest renewable energy platforms in
Latin America which will have an installed capacity of 1.35 GW of clean energy,
generating around 3,100 jobs during its construction."

"It showcases our industry-leading expertise in structuring hybrid projects with
the combination of ten wind and solar generation profiles in order to meet our
commitments to deliver firm power at scale over a twenty-year period. It
reflects our commitment to, and experience in Chile, which is one of the world's
most progressive renewable energy markets, and further solidifies our leadership
position in-country, where we will soon be supplying the equivalent of one in
five Chilean homes with power from our facilities."


Manuel Tagle, Mainstream's General Manager for Latin America said: "Andes
Renovables will power the equivalent of more than 1.7 million Chilean homes and
avoid the emission of more than 1.6 million tonnes of CO2 per annum, the same as
that produced by approximately 350,000 cars each year.

"We are pleased to have increased the Copihue portfolio size by 50 percent by
adding a bilateral PPA in addition to the existing regulated PPA, which
demonstrates our standing in the market. And it doesn't stop there. We are using
our platform in renewables and experience as a market leader to pioneer new
developments in emerging technologies to complement existing capacity and ensure
we are on the cutting edge of cleantech. In parallel to the Andes Renovables
platform we are also investing in a new large-scale renewable platform, Nazca
Renovables, and in the last few months we have signed four new energy supply
contracts with private customers. We look forward to sharing more updates on
both portfolios as they progress through development."

https://newsweb.oslobors.no/message/537411
Redigert 02.07.2021 kl 09:27 Du må logge inn for å svare
Frodon
02.07.2021 kl 09:35 7550

Siden Mainstream blir sammenlignet med Scatec, ser vi at feltet Scatec tar i bruk idag i Ukraina, er like stort som feltet til Mainstream i Chile fra dagens børs melding.

Ja, Scatec har mye annet også. Bare gøy å se Scatec er priset til kr 37 milliarder, Aker Horizons er priset til kr 16 milliarder (ink Mainstream)

«Scatec starts commercial operation of its 148 MW solar plant in Ukraine

Scatec has grid connected and will from 2 July start commercial operations of its largest solar power plant in Ukraine, the 148 MW Progressovka plant in the Mykolayiv region»
Frodon
02.07.2021 kl 09:41 7525

Det er ikke så mange som har fått med seg Mainstream. Jeg måtte til og med informere media som skrev om AKH, de trodde eierandelen var verdt lite siden markedsverdien på AKH ikke gjenspeiler noe særlig verdi på Mainstream

Dagens kurs i Aker Horizons (AKH) er kr 28,40, som inkluderer eierandelene til AKH i ACH, ACC, AOW, REC, SuperNode, Rainpower Holding og Mainstream

Mainstream har ca kr 5 milliarder i cash (euro 500 mill) og de har hatt inntekt på ca kr 7 milliarder på 3 år (euro 721 mill)

MRP har en stor kontantbeholdning og porteføljen av eksisterende prosjekter er finansiert. Vi vil jobbe videre med selskapet for å sikre finansiering av kommende prosjekter, sier Kristian Røkke»

https://e24.no/olje-og-energi/i/2dPPWl/vil-ikke-kaste-kortene-i-nbt-ennaa-slik-satser-aker-milliarder-paa-mange-fornybar-hester

Sparebank 1 Markets priser Mainstream Renewable Power til 23,1 pr AKH aksje, dvs nesten dagens kurs i AKH (Our Mainstream valuation is based on a SOTP of the company’s portfolio, where we calculate the DCF for each project and risk-weight them according to development stage)

Dnb markets priser Mainstream til kr 25,7 til kr 41 pr AKH aksje - we arrive at a fair value of Mainstream Renewable Power of NOK19.9bn, with Aker Horizons’ share valued at NOK25.7 per share in Aker Horizons. Using the pricing of its closest peer, Scatec, we calculate a fair value of NOK27bn–32bn on a 100% basis, equivalent to up to NOK41 per share in Aker Horizons.
Frodon
14.07.2021 kl 11:33 7152

AKH: MRP FORBEREDER SEG AKTIVT FOR KOMMENDE HAVVIND-AUSKJONER

Oslo (TDN Direkt): Mainstream Renewable Power forbereder seg aktivt for å delta i de kommende havvind-auksjonene i Skottland og USA.

Det sier administrerende direktør Mary Quaney i Mainstream Renewable Power (MRP) under Aker Horizons kvartalspresentasjon onsdag formiddag.

I Skottland er det ScotWind-auksjonen som MRP-sjefen refererer til, og hun presiserer at søknadsfristen er rett rundt hjørnet, satt til 16. juli. Quaney legger også til at MRP er fullt kvalifisert for deltagelse i den kommende New York Bright-leaseauksjonen i USA.

I kvartalspresentasjonsmaterialet fremgår det at Aker Horizons vind- og solkraftportefølje totalt utgjør 13,4 gigawatt (GW). Av dette er 9 prosent, tilsvarende 1,2 GW, kraft fra havvind, mens solkraft utgjør 47 prosent (6,3 GW) og landbasert vindkraft 44 prosent (5,9 GW).

Quaney understreker under presentasjonen at MRP har en sterk track record innen havvindutvikling, og trekker frem at storskala-prosjekter i Vietnam og Irland har utviklet seg i løpet av andre kvartal.

I Irland forteller hun at MRP har levert 3 søknader for "foreshore"-lisenser, mens selskapet venter finansiell gjennomføring av de første 200 MW for prosjekter i Vietnam med bruttokapasitet på 1,9 GW i første halvår av 2022.
Frodon
14.07.2021 kl 13:31 7053

Dette er noe av aktiviteten til Mainstream det neste året

H2 2021

Submission of Scotwind bid

REIPP Round 5 bid date

Launch of 255 MW Humboldt Platform

200 MW Soc Trang Provincial Investment Decision

Ireland offshore:Foreshore submissions to proceed to public consultation

252 MW West Bakr project to reach commercial operation

New York Bight auction

200 MW Soc Trang PPA and Grid connection agreements

574 MW Condor on track for COD

H1 2022

200 MW Soc Trang to reach FC

630 MW Huemul on track for COD

405 MW Dak Nong to reach FC
Frodon
20.07.2021 kl 07:49 6767

Spent på hva Mainstream får til her

«Ifølge Equinor vil rundt halvparten av området som er lagt ut handle om flytende havvind, der «skotske myndigheter tilbyr en god mulighet til å utvikle store flytende havvindprosjekter». Den andre halvparten knytter seg til bunnfast havvind»

https://e24.no/det-groenne-skiftet/i/O3l59k/norske-selskaper-kjemper-om-skotske-vindlisenser-det-boer-vaere-nok-til-alle
Slettet bruker
20.07.2021 kl 08:42 6658

Mainstream Renewable Power announces Nazca Renovables - a new, hybrid 1 GW renewable energy platform in Chile
In a major expansion of its presence in Chile, Mainstream Renewable Power today announces plans for Nazca Renovables - a new, hybrid renewable energy platform in Chile with over 1 Gigawatt (GW) of capacity. The clean energy generated by the platform will avoid the emission of more than 1.1 million tonnes of CO2 – around the equivalent of every one of Chile’s 18 million people planting a tree.

The platform consists of six projects – three wind farms, and three solar PV generation assets and is divided into three portfolios. Humboldt, the first of these, will provide 255 MW of clean energy via the Tata Inti solar farm and the Entre Ríos wind farm, with construction expected to begin in mid-2022.

Aker Horizons owns 75 percent of Mainstream.

Today’s announcement is a major expansion of Mainstream’s presence in Chile – the new Nazca Renovables platform builds on the strengths of the 1.35GW Andes Renovables platform, which recently saw its first portfolio, Condor, begin supplying electricity to the grid. Already, by 2022, Mainstream expects to provide 20 percent of electricity required by Chilean consumers as the Andes Renovables portfolio comes online in its entirety. This new platform will grow Mainstream’s importance as a provider of renewable energy in the country by powering over 1.2 million homes when it is fully operational.

Manuel Tagle, Mainstream’s General Manager for Latin America said:

“The Nazca Renovables platform and its three portfolios make Mainstream an even more influential enabler of Chile’s decarbonisation. The six new projects will help bring investment and employment across the country, consolidating Mainstream’s leadership in one of Latin America’s most advanced markets for renewable energy. We’re very excited by the pace of our developments in Chile and will draw on our significant experience with the Andes Renovables platform to ensure Nazca is a similar success.”

Mainstream is also exploring incorporating hybrid solutions as part of the platform, such as storage systems with large-scale batteries located at the various assets. This will allow them to generate power for more hours in a day, providing additional flexibility to better serve customers’ needs and providing additional support to the grid. This would build on Mainstream’s history of realising and commercialising emerging technologies, which includes the recent agreement to explore the development of green hydrogen and low-cost ammonia production in Chile.

The Humboldt portfolio will supply a recently-signed long-term bilateral private Power Purchase Agreement (PPA) with a strategic partner. This is the second such deal within a month for Mainstream in Chile, following the signing of a PPA to supply power from the Copihue phase of the Andes Renovables platform.

Mary Quaney, Mainstream’s Chief Executive Officer, said:

“Not only is this platform a significant expansion for Mainstream globally, but it is a prime example of the new possibilities the company is developing through renewable energy agreements with private clients. Flexibility and reliability are key for such clients – and our exploration of integrating storage and batteries shows how we are adapting to the needs of our customers and the energy transition.”
Slettet bruker
20.07.2021 kl 08:45 6631

https://newsweb.oslobors.no/message/538382

Mainstream Renewable Power announces Nazca Renovables - a new, hybrid 1 GW renewable energy platform in Chile
In a major expansion of its presence in Chile, Mainstream Renewable Power today announces plans for Nazca Renovables - a new, hybrid renewable energy platform in Chile with over 1 Gigawatt (GW) of capacity. The clean energy generated by the platform will avoid the emission of more than 1.1 million tonnes of CO2 – around the equivalent of every one of Chile’s 18 million people planting a tree.

The platform consists of six projects – three wind farms, and three solar PV generation assets and is divided into three portfolios. Humboldt, the first of these, will provide 255 MW of clean energy via the Tata Inti solar farm and the Entre Ríos wind farm, with construction expected to begin in mid-2022.

Aker Horizons owns 75 percent of Mainstream.

Today’s announcement is a major expansion of Mainstream’s presence in Chile – the new Nazca Renovables platform builds on the strengths of the 1.35GW Andes Renovables platform, which recently saw its first portfolio, Condor, begin supplying electricity to the grid. Already, by 2022, Mainstream expects to provide 20 percent of electricity required by Chilean consumers as the Andes Renovables portfolio comes online in its entirety. This new platform will grow Mainstream’s importance as a provider of renewable energy in the country by powering over 1.2 million homes when it is fully operational.

Manuel Tagle, Mainstream’s General Manager for Latin America said:

“The Nazca Renovables platform and its three portfolios make Mainstream an even more influential enabler of Chile’s decarbonisation. The six new projects will help bring investment and employment across the country, consolidating Mainstream’s leadership in one of Latin America’s most advanced markets for renewable energy. We’re very excited by the pace of our developments in Chile and will draw on our significant experience with the Andes Renovables platform to ensure Nazca is a similar success.”

Mainstream is also exploring incorporating hybrid solutions as part of the platform, such as storage systems with large-scale batteries located at the various assets. This will allow them to generate power for more hours in a day, providing additional flexibility to better serve customers’ needs and providing additional support to the grid. This would build on Mainstream’s history of realising and commercialising emerging technologies, which includes the recent agreement to explore the development of green hydrogen and low-cost ammonia production in Chile.

The Humboldt portfolio will supply a recently-signed long-term bilateral private Power Purchase Agreement (PPA) with a strategic partner. This is the second such deal within a month for Mainstream in Chile, following the signing of a PPA to supply power from the Copihue phase of the Andes Renovables platform.

Mary Quaney, Mainstream’s Chief Executive Officer, said:

“Not only is this platform a significant expansion for Mainstream globally, but it is a prime example of the new possibilities the company is developing through renewable energy agreements with private clients. Flexibility and reliability are key for such clients – and our exploration of integrating storage and batteries shows how we are adapting to the needs of our customers and the energy transition.”
Frodon
20.07.2021 kl 09:07 6532

AKH: MRP LANSERT NY FORNYBAR ENERGI-PLATTFORM I CHILE, KAP. OVER 1 GW

Oslo (TDN Direkt): Mainstream Renewable Power (MRP) annonserer i dag sine ekspansjonsplaner i Chile, hvor de lanserer en ny hybrid fornybar energi-plattform med kapasitet på over 1 gigawatt (GW) kalt "Nazca Renovables".

Det skriver Aker Horizons i en melding tirsdag morgen.

Plattformen består av seks prosjekter, hvorav tre er vindparker og tre er solkraftanlegg, og disse er videre delt inn i tre porteføljer: Humboldt, som er den første av disse, vil gi 255 MW ren energi via solkraftverket Tata Inti og vindparken Entre Rios, og konstruksjon er ventet å starte i midten av 2022.

Aker Horizons eierandel i MRP er 75 prosent.

Nazca Renovables-plattformen bygger ifølge meldingen på styrken til Andes Renovables-plattformen, en plattform med 1,35 GW kapasitet og som nylig så sin første portefølje, Condor, begynne leveringen av elektrisitet til nettet. Denne nye plattformen vil, når ferdigstilt, gi strøm til over 1,2 millioner husholdninger.

Videre kommer det frem at MRP vil utforske muligheten for å integrere hybridløsninger som en del av plattformen, slik som lagringssystemer med storskala batterier lokalisert ved diverse eiendeler.

"Dette ville bygge på Mainstreams historie om realisere og kommersialisere nye teknologier, som inkluderer den nylige avtalen om å utforske utviklingen av grønt hydrogen og lavkostnads ammoniakkproduksjon i Chile", heter det.

Humboldt-porteføljen vil levere til en nylig signert langsiktig bilateral privat Power Purchase Agreement (PPA) med en strategisk partner, skriver Aker Horizons, og legger til at dette er den andre slike avtalen innen en måned for MRP i Chile.
Redigert 20.07.2021 kl 09:08 Du må logge inn for å svare
Meatskull
20.07.2021 kl 09:30 6470

Lurer på om jeg er helt idiot. Men kjøpte 750 stykk aksjer til på 24.80 nå!
Meatskull
20.07.2021 kl 09:38 6437

Kanskje ikke dagens beste kurs men alikevell det billigste kjøpet mitt til nå i akh. Får prøve og lukke øyna en stund fremover nå og glemme at jeg har 8750 aksjer i akh til skyhøyt snitt på 36.5 ned fra 37.4 før dagens kjøp... :)
Slettet bruker
20.07.2021 kl 10:37 6326

Overbevist om at du ikke skal være så veldig bekymret over snittet ditt, om du er tålmodig. Det bygges sten for sten i AKH porteføljen! Aldri gøy med knallrøde tall, men så lenge intenting fundamentalt har forandret seg, og det kommer heller ikke til å gjøre slik jeg ser det. Så er jeg trygg på denne invisteringen. Det grønne skiftet er kommet for bli, punktum.
Frodon
20.07.2021 kl 10:52 6283

Jeg kan jo spørre her også, spurt om det samme på Scatec ticker. Er det noen som kan hjelpe meg å sammenligne Scatec med Mainstream Renewable Power (MRP), som Aker Horizons (AKH) eier 75% av. Hva er de største forskjellene dere kan se, som gjør at prisingen er så totalt forskjellig?

Scatec har en markedsverdi på kr 36 milliarder
Mainstream blir priset til ca kr 7 milliarder via AKH

Scatec har et kapasitetsmål på 4,5 GW for 2021 og mål for 2025 på 15 GW kapasitet. I dag har Scatec en kapasitet på 3,3 GW.

Mainstream Renewable Power (MRP) - Guidet børs notering i 2023 og har 15,6 GW asset portfolio (de meldte 1GW til idag i Chile)

Mainstream has a material portfolio of renewable energy projects, with a total of 1.4 GW net capacity in operation or under construction, as well as a material pipeline of development projects of approximately 12 GW. Mainstream is the largest developer and constructor of renewable energy in Chile, and the second largest in South Africa. Also, Mainstream participates in a Vietnamese joint venture developing the up to 1.4 GW Phu Cuong Soc Trang offshore wind farm in Vietnam,of which Mainstream owns 70% which is one of the largest offshore wind projects in Southeast Asia. In addition to this, Mainstream is developing with its local partner in the Philippines a 71 MW onshore wind farm.

https://www.mainstreamrp.com/
SL
20.07.2021 kl 13:36 6134

Har noen tilgang til rapportene til MRP ?, kunne vært greit og sammenligne.
wielkikrol
20.07.2021 kl 14:23 6037

Smått utrolig at den snart er tilbake fra start.
Frodon
20.07.2021 kl 15:45 5923

«Mainstream Renewable Power, datterselskap av Aker Horizons, annonserte tirsdag planer om et nytt fornybaranlegg på 1 gigawatt»

https://finansavisen.no/nyheter/energi/2021/07/20/7708019/aker-horizons-datter-avslorer-planer-om-nytt-gront-anlegg?internal_source=sistenytt
Redigert 20.07.2021 kl 15:47 Du må logge inn for å svare
retur
20.07.2021 kl 16:10 5883

Dette er som sagt lenge shorter aksjer. At noen tør. Venter på den store skvisen.
SL
20.07.2021 kl 16:56 5817

Nok en dag der børsen er kjempegrønn vi får gode nygheter å ender likevell i 0.
Frodon
30.07.2021 kl 15:59 5167

30.7.2021 MAINSTREAM AND SIEMENS REVIVE SUPPLY CHAIN LED PARTNERSHIP FOR SCOTWIND

Partnership behind the UK’s biggest offshore wind supply chain success story in Hull and the Humber seeks to repeat success in Scotland
Day-one agreements with world-leading equipment suppliers Siemens Gamesa and Siemens Energy will support the development of a competitive, indigenous supply chain from the outset
Mainstream Renewable Power and Siemens Financial Services (SFS), via Siemens Project Ventures, today announced that their partnership has bid in the ScotWind offshore leasing round.

As part of the wider development consortium, world-leading technology suppliers Siemens Gamesa Renewable Energy and Siemens Energy will work with Mainstream and SFS from the very outset of the partnership as Tier One suppliers.

https://www.mainstreamrp.com/insights/mainstream-and-siemens-revive-supply-chain-led-partnership-for-scotwind/
Redigert 30.07.2021 kl 15:59 Du må logge inn for å svare
Frodon
02.08.2021 kl 08:58 4849

02.08.2021, 08:30:00

Mainstream and Siemens Revive Supply Chain-Led Partnership for ScotWind

https://newsweb.oslobors.no/message/538826
Fholm
02.08.2021 kl 10:14 4678

Kan ligge under grensa, kan og være mange som gjør det for alt vi vet. Uansett, rart med nedgang igjen
Frodon
02.08.2021 kl 10:40 4600

For at noen skal være short, må de låne aksjer fra noen som eier aksjer i selskapet. Hvis noen skal ha mye short i selskapet, må de enten låne masse aksjer fra en stor aksjonær eller låne noen aksjer av veldig mange aksjonærer. Det mest vanlige er å låne masse aksjer av en stor aksjonær. Hvis dere følger med på aksjene eks topp 20 eller topp 50 aksjonærlisten, kan dere se om noen har solgt mange aksjer eller lånt aksjer til short. Av det jeg har sett, har det vært lite aksjer lånt ut til short i AKH.
optimist68
02.08.2021 kl 11:10 4530

Noen som har tilgang til Pareto sitt nye kursmål nå kl 11:04 ?
Frodon
02.08.2021 kl 15:05 4340

«Pareto Securities-analytiker Tom Erik Kristiansen kutter kursmålet i Røkke-aksje, men opererer likevel med et kursmål langt over dagens kurs, og roper dermed kjøp»

https://finansavisen.no/nyheter/aksjeanalyse/2021/08/02/7712981/pareto-nedjusterer-rokke-aksje-ser-likevel-stor-oppside
optimist68
02.08.2021 kl 15:06 4332

Har du detaljer ?
retur
02.08.2021 kl 15:09 4320

Gavepakke til shorterne
Slettet bruker
02.08.2021 kl 22:39 4068

Pareto kom ikke med nytt kursmål i AKH i dag. Dei kom med nytt kursmål i Aker aksjen, om det var artikkelen i FA du tenkte på.

"Kjell Inge Røkkes industrikonsern Aker har steget over 80 prosent på børsen det seneste året, og mandag ved lunsjtider står aksjekursen i 667 kroner. Pareto-analytiker Tom Erik Kristiansen venter videre kursoppgang i aksjen, men nedjusterer likevel kursmålet fra 920 kroner til 830 kroner. Samtlige meglerhus som dekker Aker anbefaler kjøp av aksjen."

(Mener bestemt det lønner seg å ha abonnement på næringslivsaviser i lengden. En ser fort at nærvøse småsparere hiver ut aksjer basert på en overskrift uten at det nødvendigvis omtaler deres aksje engang.) ikke at det var tilfelle i dag i AKH, men har sett det flere ganger i RECSI spesielt.
Frodon
12.08.2021 kl 08:17 3433

Aker Offshore Wind og Mainstream Renewable Power er sammen valgt som foretrukken budgiver for å kjøpe en initiell 50 prosent andel i det 800 MW flytende havvindprosjektet Progression Energy i Japan, ifølge en melding torsdag.

De to selskapene vil ifølge meldingen gå i eksklusive forhandlinger med Progression Energy de neste ukene for å etablere et såkalt spesialforetak (SPV) med sikte på sammen å videreutvikle prosjektet.

Kjell Inge Røkkes Aker Horizons eier like over halvparten av aksjene i Aker Offshore Wind og 75% av aksjene i Mainstream

https://e24.no/boers-og-finans/i/5G3Wjb/aker-offshore-wind-favoritt-til-havvindprosjekt-i-japan

https://newsweb.oslobors.no/message/539387

https://www.mainstreamrp.com/insights/mainstream-and-aker-offshore-wind-preferred-bidders-for-japan-project-stake/
Redigert 12.08.2021 kl 10:35 Du må logge inn for å svare
Frodon
16.08.2021 kl 20:28 2962

Det er noe penger å tjene der ute for Mainstream ;)

"The global wind energy market was valued at $62.1 billion in 2019, and is projected to reach $127.2 billion by 2027, growing at a CAGR of 9.3% from 2020 to 2027 according to Researchand Market.
.
The global solar energy market is expected to grow at a compound annual growth rate of 5.12% over the forecast period to reach a market size of US$267.747 billion in 2026 from US$68.579 billion in 2019 according to Research and Market"

https://greenstat.no/assets/Investor/EmisjonAugust2021/eos-vekstprospekt-registreringsdokument.pdf