Aker Horizons - Energi produsent i 2021, energi pris rett opp
Mainstream, som Aker Horizons eier 75% av, bygger opp mange nye onshore vind og sol parker innen grønt nå. Flere av disse skal ferdigstilles i løpet av 2021. Energi prisene går rett opp. Mainstream eier 100% av de nye kraftstasjonene som bygges nå, bortsett fra 1 (der eier de 13%). AKH/Mainstream kan velge om de vil eie og drive disse anleggene selv og få 100% av inntektene. De kan også velge å selge deler av parkene, hvor jeg tar for gitt at de vil få veldig godt betalt med dagens energi priser, som også ser ut til å bli høyere på lang sikt.
Kanskje dette er med på å forklare oppgangen i AKH kursen siste tiden, høyere energi priser vil gi AKH høyere inntekter om kort tid
Dette er svaret jeg fikk av IR i Aker Horizons.
"Vi vil vurdere dette prosjekt for prosjekt. Noen ganger vil vi beholde en relativt høy eierandel, mens vi i andre prosjekter kan selge oss en del ned. Vi har en ambisjon om å øke produksjonen betydelig, så vi må da også beholde en relativt stor andel av det vi utvikler i snitt"
På side 51 i linken under, kan du se eierandeler i prosjektene Mainstream bygger opp nå.
https://static1.squarespace.com/static/5f871df7bb429b52ac77d186/t/60ee6efb588fb5669517789d/1626238726569/Aker+Horizons+2021+Q2+Presentation.pdf
Kanskje dette er med på å forklare oppgangen i AKH kursen siste tiden, høyere energi priser vil gi AKH høyere inntekter om kort tid
Dette er svaret jeg fikk av IR i Aker Horizons.
"Vi vil vurdere dette prosjekt for prosjekt. Noen ganger vil vi beholde en relativt høy eierandel, mens vi i andre prosjekter kan selge oss en del ned. Vi har en ambisjon om å øke produksjonen betydelig, så vi må da også beholde en relativt stor andel av det vi utvikler i snitt"
På side 51 i linken under, kan du se eierandeler i prosjektene Mainstream bygger opp nå.
https://static1.squarespace.com/static/5f871df7bb429b52ac77d186/t/60ee6efb588fb5669517789d/1626238726569/Aker+Horizons+2021+Q2+Presentation.pdf
Frodon
16.09.2021 kl 08:47
3000
CERRO TIGRE WIND
When operational, the Cóndor portfolio will supply 680,000 Chilean homes.
Mainstream was the biggest winner in Chile’s taking 28% of the total allocated capacity and awarded a 20-year index-linked, US dollar denominated contract, to supply 3,366 gigawatt hours of firm power starting in 2021.
Total MW
185
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/cerro-tigre-wind-project/
TCHAMMA WIND
Total MW:
175
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/tchamma-wind-project/
RIO ESCONDIDO SOLAR PV
When operational, the Cóndor portfolio will supply 680,000 Chilean homes.
Total MWs
145
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/escondido-solar-projects/
VALLE ESCONDIDO SOLAR PV
Total MWs
105
Commercial Operation Date:
2021
https://www.mainstreamrp.com/projects/valle-escondido/
ALENA WIND
Total MWs:
86
Commercial operations date:
2021
https://www.mainstreamrp.com/projects/alena-wind-project/
WEST BAKR WIND
Total MWs:
252
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/gulf-de-suez-wind-project/
When operational, the Cóndor portfolio will supply 680,000 Chilean homes.
Mainstream was the biggest winner in Chile’s taking 28% of the total allocated capacity and awarded a 20-year index-linked, US dollar denominated contract, to supply 3,366 gigawatt hours of firm power starting in 2021.
Total MW
185
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/cerro-tigre-wind-project/
TCHAMMA WIND
Total MW:
175
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/tchamma-wind-project/
RIO ESCONDIDO SOLAR PV
When operational, the Cóndor portfolio will supply 680,000 Chilean homes.
Total MWs
145
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/escondido-solar-projects/
VALLE ESCONDIDO SOLAR PV
Total MWs
105
Commercial Operation Date:
2021
https://www.mainstreamrp.com/projects/valle-escondido/
ALENA WIND
Total MWs:
86
Commercial operations date:
2021
https://www.mainstreamrp.com/projects/alena-wind-project/
WEST BAKR WIND
Total MWs:
252
Commercial operation date:
2021
https://www.mainstreamrp.com/projects/gulf-de-suez-wind-project/
Redigert 16.09.2021 kl 09:02
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Frodon
16.09.2021 kl 09:00
2956
Det stopper ikke her, mange nye prosjekt ferdigstilles også neste år
CKANI WIND
Total MWs
109
Commercial Operation Date:
2022
https://www.mainstreamrp.com/projects/ckani/
LLANOS DEL VIENTO WIND
Total MWs
160
Commercial Operation Date:
2022
https://www.mainstreamrp.com/projects/llanos-del-viento/
PUELCHE SUR WIND
Total MWs:
158
Commercial Operation Date:
2022
https://www.mainstreamrp.com/projects/puelche-sur/
CKANI WIND
Total MWs
109
Commercial Operation Date:
2022
https://www.mainstreamrp.com/projects/ckani/
LLANOS DEL VIENTO WIND
Total MWs
160
Commercial Operation Date:
2022
https://www.mainstreamrp.com/projects/llanos-del-viento/
PUELCHE SUR WIND
Total MWs:
158
Commercial Operation Date:
2022
https://www.mainstreamrp.com/projects/puelche-sur/
Redigert 22.09.2021 kl 09:51
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Frodon
17.09.2021 kl 09:26
2759
Mainstream har en del andre prosjekter i utvikling også. Når jeg ser disse listene, lurer jeg på en ting. AOW var priset høyere enn Mainstream i januar 2021. Hvorfor det? Hvor høyt ville AOW vært priset med alle prosjektene Mainstream bygger opp? 😅
PHU CUONG SOC TRANG
«Mainstream and the Phu Cuong Group entered a joint venture agreement in 2017 to develop the 1,400 MW Phu Cuong Soc Trang offshore wind project. It will be developed in two phases - Phase 1 - 400 MW and Phase 2, 1,000 MW. The Phu Cuong project is located in the Soc Trang Province in Vietnam. Once operational, it will power over 995,000 homes and avoid around 1,220,000 tCO2e each year.
Phase 1, 400 MW, is at late-stage development. It is estimated Phase 1 will comprise between 28 and 36 turbines, with the distance of turbines to shore estimated at 4 km. Phase 1 will enter construction in 2021 with commercial operation date in 2023«
Capacity:
1,400 MW
commercial operation date:
2023
https://www.mainstreamrp.com/projects/phu-cuong-wind-project/
PHU CUONG SOC TRANG
«Mainstream and the Phu Cuong Group entered a joint venture agreement in 2017 to develop the 1,400 MW Phu Cuong Soc Trang offshore wind project. It will be developed in two phases - Phase 1 - 400 MW and Phase 2, 1,000 MW. The Phu Cuong project is located in the Soc Trang Province in Vietnam. Once operational, it will power over 995,000 homes and avoid around 1,220,000 tCO2e each year.
Phase 1, 400 MW, is at late-stage development. It is estimated Phase 1 will comprise between 28 and 36 turbines, with the distance of turbines to shore estimated at 4 km. Phase 1 will enter construction in 2021 with commercial operation date in 2023«
Capacity:
1,400 MW
commercial operation date:
2023
https://www.mainstreamrp.com/projects/phu-cuong-wind-project/
Redigert 17.09.2021 kl 09:36
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Frodon
22.09.2021 kl 10:02
2456
Mainstream har også andre prosjekter i Vietnam, som de jobber med uten å ha startet byggingen på.
DAK NONG SOLAR PORTFOLIO
In June 2021, Mainstream signed an agreement to acquire an 80 per cent 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.
BEN TRE 500 MW - OFFSHORE WIND
In November 2020, Mainstream signed a joint venture agreement with Advanced Information Technologies Corporation (AIT) to co-develop a 500MW offshore wind project in Ben Tre province.
The project has received the requisite site survey licence, completed a feasibility study and submitted a Power Development Plan (PDP) application to Vietnam’s Ministry of Industry and Trade with a view to the project being included in the Vietnam Government’s forthcoming national PDP period 2021-2030 with vision to 2045 (PDP 8).
https://www.mainstreamrp.com/vietnam/
DAK NONG SOLAR PORTFOLIO
In June 2021, Mainstream signed an agreement to acquire an 80 per cent 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.
BEN TRE 500 MW - OFFSHORE WIND
In November 2020, Mainstream signed a joint venture agreement with Advanced Information Technologies Corporation (AIT) to co-develop a 500MW offshore wind project in Ben Tre province.
The project has received the requisite site survey licence, completed a feasibility study and submitted a Power Development Plan (PDP) application to Vietnam’s Ministry of Industry and Trade with a view to the project being included in the Vietnam Government’s forthcoming national PDP period 2021-2030 with vision to 2045 (PDP 8).
https://www.mainstreamrp.com/vietnam/
Frodon
22.09.2021 kl 10:21
2410
Mainstream har også flere anlegg pr dags dato som er i drift og tjener penger. Sikkert ikke alle som vet det ;)
SARCO WIND
Total MWs
170
Commercial Operation Date:
Q4, 2019
https://www.mainstreamrp.com/projects/sarco-wind-project/
AURORA WIND
Total MWs:
129
Commercial Operation Date:
Q4, 2019
https://www.mainstreamrp.com/projects/aurora-wind-project/
CUEL
Commercial Operation Date:
Q1, 2014
https://www.mainstreamrp.com/projects/cuel-wind-plant/
KANGNAS WIND
Total MWs:
140
Commercial operations date:
November 2020
https://www.mainstreamrp.com/projects/kangnas-wind-project/
PERDEKRAAL EAST WIND
Total MWs:
110
Commercial operations date:
October 2020
https://www.mainstreamrp.com/projects/perdekraal-east-wind-project/
NOUPOORT WIND
Total MWs:
79
Commercial Operation Date:
Q2, 2016
https://www.mainstreamrp.com/projects/noupoort-wind-plant/
LOERIESFONTEIN 2 WIND
Total MWs:
138
Commercial Operation Date:
Q4, 2017
https://www.mainstreamrp.com/projects/loeriesfontein-2-wind-project/
KHOBAB WIND
Total MWs:
137
Commercial Operation Date:
Quarter 4, 2017
https://www.mainstreamrp.com/projects/khobab-wind-project/
TAIBA N'DIAYE WIND
In December 2020, the remainder, 108 MW reached commercial operation. The wind farm will provide more than 450,000 MWh of electricity per year to more than two million people.
The Taiba project was acquired in June 2016 and is owned by our African joint venture platform, Lekela Power. The project holds a 20-year PPA with Senelec, the national electricity company in Senegal.
https://www.mainstreamrp.com/senegal/
MAINSTREAM ASSET MANAGEMENT SA
The company operates over 600 MW of wind assets on behalf of its joint venture company, Lekela Power.
https://www.mainstreamrp.com/south-africa/
SARCO WIND
Total MWs
170
Commercial Operation Date:
Q4, 2019
https://www.mainstreamrp.com/projects/sarco-wind-project/
AURORA WIND
Total MWs:
129
Commercial Operation Date:
Q4, 2019
https://www.mainstreamrp.com/projects/aurora-wind-project/
CUEL
Commercial Operation Date:
Q1, 2014
https://www.mainstreamrp.com/projects/cuel-wind-plant/
KANGNAS WIND
Total MWs:
140
Commercial operations date:
November 2020
https://www.mainstreamrp.com/projects/kangnas-wind-project/
PERDEKRAAL EAST WIND
Total MWs:
110
Commercial operations date:
October 2020
https://www.mainstreamrp.com/projects/perdekraal-east-wind-project/
NOUPOORT WIND
Total MWs:
79
Commercial Operation Date:
Q2, 2016
https://www.mainstreamrp.com/projects/noupoort-wind-plant/
LOERIESFONTEIN 2 WIND
Total MWs:
138
Commercial Operation Date:
Q4, 2017
https://www.mainstreamrp.com/projects/loeriesfontein-2-wind-project/
KHOBAB WIND
Total MWs:
137
Commercial Operation Date:
Quarter 4, 2017
https://www.mainstreamrp.com/projects/khobab-wind-project/
TAIBA N'DIAYE WIND
In December 2020, the remainder, 108 MW reached commercial operation. The wind farm will provide more than 450,000 MWh of electricity per year to more than two million people.
The Taiba project was acquired in June 2016 and is owned by our African joint venture platform, Lekela Power. The project holds a 20-year PPA with Senelec, the national electricity company in Senegal.
https://www.mainstreamrp.com/senegal/
MAINSTREAM ASSET MANAGEMENT SA
The company operates over 600 MW of wind assets on behalf of its joint venture company, Lekela Power.
https://www.mainstreamrp.com/south-africa/
Yostock
17.12.2021 kl 13:15
1869
Jeg ser prosjektene og de er bra. Ser også at Aow har planlagt 6GW vindkraft i Skotland. Og har teknologien til Priciple power. Begge er AKH som skal jobbe sammen i Japan, mest sannsynlig. Blir bra for begge dette.
Redigert 17.12.2021 kl 13:15
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McCartney
18.12.2021 kl 10:49
1648
Jeg investert mye i AKH og en god del i AOW.
Disse to er mine langsiktige investeringer. Det er gøy å ha mulighet til å bli med i såpass tidlig fase.👍
Disse to er mine langsiktige investeringer. Det er gøy å ha mulighet til å bli med i såpass tidlig fase.👍
Spennende at main også samarbeider med aow i Japan . Offshore. Røkke vil bruke kompetansen til main. Akso. PP mm for det grønne skiftet . Tror nok det kan være lurt og kjøpe grønne røkke nå