Aker Horizons - Energi produsent i 2021, energi pris rett opp

Frodon
AKH 16.09.2021 kl 08:39 2908

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
Frodon
16.09.2021 kl 08:47 2859

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/

Redigert 16.09.2021 kl 09:02 Du må logge inn for å svare
Frodon
16.09.2021 kl 09:00 2815

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/
Redigert 22.09.2021 kl 09:51 Du må logge inn for å svare
Frodon
17.09.2021 kl 09:26 2618

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/
Redigert 17.09.2021 kl 09:36 Du må logge inn for å svare
Frodon
22.09.2021 kl 10:02 2315

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/
Frodon
22.09.2021 kl 10:21 2269

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/
Yostock
17.12.2021 kl 13:15 1728

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 Du må logge inn for å svare
McCartney
18.12.2021 kl 10:49 1507

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.👍
retur
18.12.2021 kl 23:28 1268

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