Jeg tror denne regjeringen vil få opp farten når det gjelder havvindslik de lover.Den forrige hadde lite interesse og Bru tenkte bare olje og gass på kort sikt.

Det politiske skiftet i Norge vil nok være positivt for havvind, ja. Og neste uke starter FNs klimakonferanse i Skottland, https://ukcop26.org/
Blir bra, dette!

280 mill igje i kassen.
Hvor stor blir emisjonen, og hvor langt ned må kursen ?

Først vil kontrakter komme. Så vil antagelig emisjon komme, men til høyere kurs den dagen emien blir varslet. Det blir nok rettet emi til de største investorene.
Konklusjon: kursen vil doble seg og vel så det i forhold til dagens beskjedne kurs.

NÅ ser det ut som om noen vet at kontrakt er på vei.

Mey synsing her. Glasgow er viktig - mye viktigere enn all slags prat i kommentarfeltene.
IEA sier at med dagens kurs kan vi nå 2,1 grader - og det er en veldig forbedring fra uhemmede utslipp og 4-5 grader.
Kina ved president Xi har sagt at Co2-peak oppnås i 2025. Det viktig er at de holder fast på akkurat det.
Australia der skjer mye bra fordi de har grønne.provinsregjeringen som i Sør-Australia. Indonesia har 41% target i 2030. Absolutt bra. 0-utslipp i 2060.

Nordea med kjøpsanbefaling på AOW i dag. Kursmål 8.

Hvor finner jeg den analyse?

De senker kursmålet med en krone altså.. står det noe om hvorfor?

Uansett er disse siste jeg hører på.

Nordeas kursmål på 8 kr. i første omgang er ok for meg, men jeg går ut ifra at nye kontrakter ikke er tatt med i denne beregningen.

Veldig generell begrunnelse.

«The floating wind industry is still in its early days, with new value chains being developed, and potential bottlenecks could leave downside risk to growth. In
addition, we highlight significant political and technological risk, as the market is dependent on subsidies and needs to reduce costs significantly to reach parity.
Finally, with high debt levels in its projects, AOW is sensitive to higher interest rates and access to funding.»

Under klimatoppmøtet i Paris var det over 20 land, blant dem Norge, som lovet å bruke dobbelt så mye penger på slik forskning innen 2020. Dessverre har Norge og de fleste andre land ikke overholdt dette løftet.

Det grønne kommer


https://e24.no/det-groenne-skiftet/i/0G3q9A/klimaministeren-om-energikrisen-vi-kommer-oss-ikke-unna-uten-mer-vind

Nå er håpet at artikkel 6-forhandlingene skal kunne landes på klimatoppmøtet COP26, som arrangeres i den skotske byen Glasgow fra 31. oktober til 12. november.

Eide tror det kan bli lange netter på møtet.

Sammen med Singapore har Norge nemlig fått i oppdrag å lede forhandlingene om artikkel 6.

– Nesten alle store internasjonale forhandlinger jeg har vært borti, har vært organisert slik at det skjer lite de første dagene. Så blir det mer og mer dynamisk, sier klima- og miljøministeren.

– Og til slutt sitter man på overtid. Da er det ofte på natta.

Hvad tænker i om at folketrygfondet er ude af top 20 listen ? Til gengæld er MORGAN STANLEY & CO. INTERNATIONAL kommet ind med 0,54%

Nordea med kjøpsanbefaling på AOW Kursmål 8.
Håper det er resultatet etter klimatoppmøtet fra 31 oktober . Kanskje vel optimistisk men det vil gå i den retningen.

Kursmålet var ikke noe drivkraft, faller hardt tilbake. Hadde trodd på en liten vending her nå som tildelinger nærmer seg.

De to flytende «LiDARene» i Korea var begge suksessfulle i å ha samlet data i et år nå, som jeg tror er et krav for å bygge ut havvind. Aker Horizons delte Korea Floating Wind sitt innlegg og gratulerte AOW med «great news».
Her skjer det saker!
https://www.linkedin.com/posts/aker-horizons_oceanwinds-akeroffshorewind-ow-activity-6858347759553060864-09ma

Aksjen brøt nylig over 50 dagers glidende som ligger på 5 kroner, på stort volum.
Aksjen er i ferd med å snu opp og ut av fra en lengre fallende trend,

Første motstands nivå 6,3 kroner = 200 dagers glidende.

Skal en være med i Akers vind satsning er kjøps tidspunktet nå, vil bare bli dyrere fremover

Følg med på bruddet på 5 nå, like før den spretter

Brudd her vil ta oss over 6. Så 8 ganske kjapt

Mente ikke du at borr skulle over 40 å

Kursmål 10, altså 100% oppside fra Kepler.
https://finansavisen.no/nyheter/energi/2021/10/27/7760813/kepler-cheuvreux-jekker-ned-aker-offshore-wind

Hvorfor utnytter ikke Røkke. akso og P. P sin kompetanse på plattform til havvind mer. Tydelig at de er etterspurte.? Her bør Røkke gå for pakkeløsninger.

De gjør det i aller høyeste grad :)

Fornøyde med meldingen fra selskapet?

Bestemt (;

Ja, definitivt. Selv om de ikke får noen pris for å fatte seg hverken i enkelhet eller korthet 😄

Lang, men verdt å legge ut.

Manifesto unveiled for Scotland's green industrial revolution with more than 5,000 new jobs

A manifesto has been unveiled to deliver a green industrial revolution in
Scotland with more than 5,000 new jobs, a major fabrication yard, and the
equivalent of up to £15 billion investment in floating offshore wind.

As partners, Ocean Winds and Aker Offshore Wind have launched a ten-point
plan to create a skilled workforce and manufacturing opportunities through the
supply chain for generations to come.

At the heart of the plan is the establishment of a major manufacturing plant in
Scotland for the fabrication and assembly of giant steel floating structures,
which would then be installed in the deep waters of the North Sea.

It would be the largest industrial innovation in Scotland since the dawn of the
oil and gas sector, positioning Scotland as a global leader in clean energy.

Aker Offshore Wind and Ocean Winds are the majority owners of Principle Power
Inc (PPI), which has developed the steel-based floating platforms called
'WindFloat' - the world's most proven floater technology - to harness this
energy.

The WindFloat technology is currently deployed in two operational projects, with
a total capacity of 75MW, and which utilise the largest wind turbines seen to
date on floating platforms.

The proven design means the consortium is uniquely ready to deploy commercial
-scale windfarms off Scotland's coasts, driving down the cost of energy and
unlocking the resources of deeper waters.

The two partners are working with the National Manufacturing Institute of
Scotland and the University of Strathclyde to develop a 3D immersive
visualisation of the fabrication yard where the Windfloat platforms and turbines
would be built, which would become an industrial powerhouse of international
significance.

The design is set to be promoted across the world early enough to identify
manufacturers and select the final location in Scotland for the yard, and
fabricators interested in setting up in Scotland are also being invited into
early discussions.

This is well ahead of the offshore wind project phase and will ensure that
Scotland's fabricators would then be ready for the implementation of the
'Scotwind' leasing programme.

The joint ScotWind bids from Ocean Winds and Aker Offshore Wind could generate
investment of the equivalent of up to £15 billion if the partnership is awarded
up to three sites generating 6GW of wind energy in total.

Through direct work and supply chain opportunities, each proposal is estimated
to generate more than 5,000 jobs and 200 apprenticeships in Scotland across all
project stages, helping to deliver Scotland's 'just transition' from fossil
fuels, as well as mobilising the oil and gas and engineering supply chain by
providing major new opportunities.

There would also be extensive investment in Scotland's existing ports and
harbours, as well as innovative new subsea technology, to deliver the companies'
ambitions for up to 6GW of energy production through floating offshore wind in
the Outer Moray Firth.

More than 30 Memorandums of Understanding (MoUs) are now in place across the
supply chain in support of the bids and the early action needed.

There is a commitment to 60 percent local supply chain content from the UK, of
which 40 percent minimum content will come from Scotland, with early enabling
investment of tens of millions of pounds in building supply chain capability
within the first four years of winning a site.

The new manifesto on how to deliver Scotland's green industrial revolution,
forms the basis of the Ocean Winds and Aker Offshore Wind bids through the
ScotWind leasing programme.

The combined 6GW bids across several sites would be by far the UK's biggest wind
energy development and power millions of homes with renewable energy.

Floating offshore wind is the latest advent in renewable energy technology.

Around 80 percent of the world's wind resources are in waters deeper than 60
metres and are unsuitable for fixed foundations.

"Ocean Winds and Aker Offshore Wind are committed to delivering a green
industrial revolution in Scotland with the jobs, manufacturing and supply chain
to support generations to come," said Sian Lloyd-Rees, Managing Director of Aker
Offshore Wind UK.

"With Scotland's long history in hydro, experience in onshore wind, and advances
in marine renewables, our next frontier is the development of floating offshore
wind, moving out to deeper waters and stronger, more consistent winds.

"It is time for innovation in the North Sea to lead the world once again - this
time to a net zero future. In our new manifesto, we have set out our vision on
the conditions to make the green industrial revolution a reality, and have
outlined how our expertise, leadership and investment commitment can achieve
this in Scotland."

"A decade ago, we had a vision for the Moray Firth - the competitive, large
-scale deployment of offshore wind generation at 50m water depths, by
commercialising the jacket technology used in the two-turbine Beatrice
Demonstrator project," said Dan Finch, Managing Director of Ocean Winds UK.

"We have successfully delivered that vision in Moray East - cutting the cost of
offshore wind generation by more than 50 per cent. Now we have a new goal. We
want to take our turbines out into the deep waters of the North Sea,
commercialising the WindFloat technology proven in demonstrator projects.

"We will create the opportunity for Scotland to lead in that next step of the
renewables revolution - the fabrication and assembly of steel floating
foundations and the manifesto we have published today explains how, with early
supply chain investment and intervention, we will turn that opportunity into a
new Scottish industry with global potential."

ScotWind is the process currently being undertaken by Crown Estate Scotland, at
the direction of the Scottish Government, to grant property rights for the
seabed in Scottish waters for new commercial scale offshore wind projects.

Edinburgh-based Ocean Winds UK is the developer behind Scotland's largest
windfarm, the 950MW Moray East windfarm, taking it from concept in 2009 to a
power-producing reality in 2021, and globally it is the world's fourth largest
wind energy company.

The Aker group of companies have had an extensive presence in Scotland since the
1980s and have been a driver of maritime and industrial development - building
ships and designing, constructing and servicing offshore installations from
Glasgow to Aberdeen, on Scottish isles, in ports and in the ocean.

In 2020, Aker established Aker Offshore Wind so its maritime and offshore
experience and expertise could be fully applied to the transition to low-carbon
energy.

Det jobbes med å holde denne nede i dag, mitt inntrykk.
Kan fort blåse opp en 10 øre, eller mer i et jafs

Hadde vært flott om Røkke slo til med en kontrakt nå under klima møte dagene.
Ser ikke bort i fra det, men det er vel ønsketenkning. Vi får være fornøyd med 10øringer enn så lenge.

Det er vel Japan som er nærmest avgjørelse. Ifølge q3 presentasjon forventes avklaring nå i q4.

https://finansavisen.no/nyheter/finans/2021/11/01/7764243/rokke-kan-bli-14-milliarder-rikere

Noen som kan bidra med hva linken inneholdt?

Det er mye AOW vil, men hva får de faktisk til?

Aker

Nærmer seg 2022 nå :) Spennende gjeng på klimatoppmøte.

https://bellona.org/news/climate-change/2021-11-norways-prime-minister-opens-bellonas-pavilion-at-cop26-in-glasgow

Anbefaler å lese deg opp på selskapet og markedet. At vekstselskaper vil mye, er vel bare positivt. Du kan jo også lese litt om Aker-systemet og Røkke, og hva de har bygget av industri de siste 150+ årene, så blir caset sikkert litt tydeligere for deg.