Some good background in this article

http://otrans.3cdn.net/caefe156381a73cb81_50m6i20zc.pdf

Page 8 gives you a list of wind blade manufacturers

I've got a small amount of CPTC shares in the sector yet.

Thanks for the update

WINDSOR — Aerospace products maker Hexcel Corp. plans to open a plant in Windsor next year.
The company supplies Vestas Wind Systems with composite materials that are used to make wind turbines. Hexcel will open its plant near Vestas' blade-making plant in Windsor, about 50 miles north of Denver.
Construction of Hexcel's plant is expected to begin this month and the plant should open late next year.
Hexcel chairman and CEO Dave Berges says demand for wind turbines is expected to grow now that 30 states have pushed utilities to use more renewable energy.
The Stamford-Conn.-based company hasn't announced any details about how many new jobs the plant will bring.

Global Wind Industry Milestone:

GE Energy Ships its 10,000th 1.5-Megawatt Wind Turbine

Nov 17, 2008 13:00:01 (ET)


ORLANDO, Fla., Nov 17, 2008 (BUSINESS WIRE) -- GE Energy today announced the shipment of its 10,000th 1.5-megawatt wind turbine, a global wind industry milestone. Over the past decade, GE's 1.5-megawatt machines have been installed in 19 countries and have accumulated more than 130 million operating hours, producing more than 78,000 gigawatt-hours of cleaner, wind-generated electricity.

The 10,000th unit was shipped to FPL Energy, the largest U.S. generator of wind power, for the Ashtabula Wind Energy Center located in North Dakota. The milestone shipment was announced during a press conference today in Orlando.

GE's fleet of 10,000 1.5-megawatt machines can power more than five million homes and produce more than 50 million megawatt-hours annually. Compared to other power generation sources, this represents a savings of more than 27 million tons of CO2 emissions each year, the equivalent of removing more than five million U.S. cars from the road.

"We're very pleased to share this milestone celebration with FPL Energy," said Victor Abate, vice president-renewables for GE Energy. "Like GE, FPL Energy is firmly committed to increasing the supply and quality of wind power as a vital step on the road to energy security and energy independence for our country."

"GE Energy is an industry leader and a valued partner," said Mike O'Sullivan, senior vice president of FPL Energy. "Having a reliable supply of wind turbines to meet our customers' growing demand for clean and renewable wind energy has been an important ingredient in the growth and success of our wind business."

Offering proven performance and reliability, GE's 1.5-megawatt wind turbine is the most widely used megawatt-class wind turbine in the world and is recognized as the industry workhorse. This machine has been proven in nearly every wind regime, terrain and climate worldwide. GE continues to invest in technology improvements that will build upon the vast experience gained from a 10,000+ unit installed base. These investments continue to drive even higher levels of wind turbine reliability and efficiency.

Since entering the wind business in 2002, GE has continued to advance the performance and reliability of the 1.5-megawatt wind turbine through GE-designed technology including pitch systems, blades and gearboxes; improved component robustness; and better diagnostic capabilities and controls. The result is continuous improvement in overall fleet availability to a level over 98% for units commissioned since 2007.

GE's 1.5-megawatt wind turbine platform continues to evolve and benefits from GE's core power generation expertise. The XLE model of the 1.5-megawatt class turbine offers a 15% increase in swept area, resulting in greater energy output.

Delivering worldwide services technology and fast parts fulfillment is critical to maintaining reliable performance of the 1.5-megawatt fleet. GE's customer support and remote monitoring centers in Schenectady, N.Y. and Salzbergen, Germany provide continuous monitoring and diagnostic services seven days a week. The mission of these centers is to increase equipment availability and reduce downtime and operational costs. In addition, GE has opened a parts operation center near Memphis, Tenn. with fleet-wide critical parts for overnight delivery, when needed.

As the penetration of wind-generated electricity grows, it is increasingly important that wind farms have the capability to contribute to power system stability. GE has developed several products for the 1.5-megawatt wind turbine that address this requirement, including Wind RIDE-THRU, which allows uninterrupted wind turbine operation through many types of grid disturbances.

"Since 2002, we have invested more than $800 million to drive reliable and efficient wind turbine technology," said Abate. "Continuing this investment is part of our overall commitment to wind power, which will be an integral part of the world energy mix throughout the 21st century."

About GE Energy

GE Energy ( www.ge.com/energy ) is one of the world's leading suppliers of power generation and energy delivery technologies, with 2007 revenue of $22 billion. Based in Atlanta, Georgia, GE Energy works in all areas of the energy industry including coal, oil, natural gas and nuclear energy; renewable resources such as water, wind, solar and biogas; and other alternative fuels. Numerous GE Energy products are certified under ecomagination, GE's corporate-wide initiative to aggressively bring to market new technologies that will help customers meet pressing environmental challenges.

About GE

GE is a diversified global infrastructure, finance and media company that is built to meet essential world needs. From energy, water, transportation and health to access to money and information, GE serves customers in more than 100 countries and employs more than 300,000 people worldwide. For more information, visit the company's Web site at http://www.ge.com.GE is Imagination at Work.

SOURCE: GE Energy


GE Energy
Kristin Schwarz
+1 518 385 7343
kristin.schwarz@ge.com
or
Masto Public Relations
Ken Darling or Howard Masto
+1 518 786 6488
kenneth.darling@ge.com
howard.masto@ge.com

AAERF - today...

on TSX: close = $0.19, volume = 369,800

Picked up more at $.16

I agree...

Damn that sucks!

Look at this link, you may be able to get more information...


http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33282583

They are gone on all my boards, links are no longer working... I'm hoping they fix that, it will really suck if I have to put them all back up myself...

I see that the charts from stockchart.com are gone from the Ibox...Can this be corrected?

aaerf trading at .26 on the TSX...

today and is holding up quite well in this brutal frickin market. I still hold shares and am actually up from where I bought them - which is contrary to 95% of the other stocks I hold. Watching it close - and although too much of a wimp to buy more if it drops anytime soon - maybe by X-mas I'll be more of a man and buy some if it hasn't shot up yet. If they announce start of production and delivery of first turbine - as well as additional contracts - it should be a huge winner in 2009 and beyond.

AAERF volume on...

TSX has been above 1 million last several days - can track here: http://www.aaer.ca/page.asp?intNodeID=33722

nice pictures of their new turbine plant on their website:

yes, financing has taken...

center stage for almost all companies. AAERF recently stated:

"Completed $7.5 million bought deal equity financing to implement production plan for 2008"

Huge News! My only concern is the financing question but I'll put her on a closer watch for sure!

The final pricing and other terms and conditions will be set at the signature of the TSA. The overall sale price is currently estimated at approximately $142 million. The conditions to be met by AAER and Mont Louis Wind L.P. before the execution of a definitive TSA include evidence of the required financing by both parties, agreement on a definitive delivery and payment schedule and technical due diligence to be performed by a third party for financing purposes. AAER and Mont Louis Wind L.P. expect to execute the TSA and the WMSA within 120 days of the signature of the reservation agreement.

AAERF - big news that in normal...

times would have shot the stock up:

AAER Signs Reservation Agreement with Mont Louis Wind L.P. for 61 A-1650 Wind Turbines

Tuesday , October 07, 2008 07:30ET

MONTREAL, Oct. 7, 2008 (Canada NewsWire via COMTEX) -- AAER Inc. (TSX-V: AAE) ("AAER" or the "Company"), Canada's only original equipment manufacturer of wind turbines of 1 megawatt ("MW") and more, announced today that it has signed a Reservation Agreement (the "Agreement") for 61 1.65MW wind turbines to be delivered to Mont Louis Wind L.P., represented by NPI Wind Power GP II Inc. and Northland Power Wind GP II Inc., for its 100MW wind farm project in Saint-Maxime-du-Mont-Louis, Québec, Canada (the "Mont Louis Project"). The 61 A-1650s are scheduled for delivery during the third quarter of 2010.

"This agreement is a milestone for AAER as it represents the lead order for our new 1.65MW A-1650 wind turbine and provides important validation of our turbine technology and production capacity. It also strengthens our order backlog and provides excellent visibility on our long-term supply chain, as we start ramping up production in Q4 2008 toward our production goals for 2009 and 2010," said Dave Gagnon, President and CEO of AAER. "We are pleased to be working with a proven developer like Northland Power and look forward to delivering wind turbines in our home market in the near future."

The reservation agreement enables Mont Louis Wind L.P. to secure a manufacturing and delivery schedule for the 61 A-1650 wind turbines while a Turbine Supply Agreement ("TSA") and Warranty, Maintenance & Service Agreement ("WMSA") are being agreed upon by Mont Louis Wind L.P. and AAER. Mont Louis Wind L.P. and AAER have agreed on a "cost plus" structure for the supply of the wind turbines. The final pricing and other terms and conditions will be set at the signature of the TSA. The overall sale price is currently estimated at approximately $142 million. The conditions to be met by AAER and Mont Louis Wind L.P. before the execution of a definitive TSA include evidence of the required financing by both parties, agreement on a definitive delivery and payment schedule and technical due diligence to be performed by a third party for financing purposes. AAER and Mont Louis Wind L.P. expect to execute the TSA and the WMSA within 120 days of the signature of the reservation agreement.

The A-1650 is an optimized version of AAER's existing Germanischer Lloyd-certified 1.5MW A-1500 wind turbine and its addition to the Company's product portfolio enables AAER to offer a high degree of customization for each potential project, as well as competitive pricing for a range of different project configurations. AAER's A-1650 is a 1.65MW wind turbine licensed from AMSC Windtec(TM), a subsidiary of American Superconductor Corporation (NASDAQ: AMSC).

<<
About AAER Inc.
---------------
>>


AAER is a wind turbine manufacturer located in Bromont, Quebec that manufactures and maintains high capacity 1 Megawatt or more wind turbines principally for the North American market. Its strategy is to progressively build its product's components to provide a high level of reliability and competitive pricing to its customers. AAER uses a portfolio of proven European technologies to ensure the performance of its turbines in various wind conditions and terrains. Its stock is listed on the TSX Venture Exchange (TSX-V: AAE). Additional information is available on the Company's website at www.aaer.ca.

AAERF up 47% on huge volume...

on TSE - will take that big time in this market: http://cxa.marketwatch.com/tsx/en/market/quote.aspx?symbol=aae&x=11&y=7

Believe that wind turbine production has started at their plant - may get announcement soon.

Brutal market for almost everyone and this really doesn't ease the pain much for me - but, still hold AAERF and will take anything I can get.

Ahead of the Bell: Alternative energy tax credit
Wednesday September 24, 8:01 am ET
By Dirk Lammers, AP Business Writer
Solar, wind stocks could see boost from Senate's extension of alternative energy tax credits


SIOUX FALLS, S.D. (AP) -- Wind and solar companies could be poised for a big day on Wall Street Wednesday after the Senate passed a bill that provides more than $17 billion in renewable energy tax incentives.
ADVERTISEMENT


The energy legislation extends for eight years, through 2016, investment tax credits for the solar power industry.

Jefferies & Co. analyst Paul Clegg said the long-term commitment could help the U.S. become a significant solar photovoltaic market force.

Clegg said in a client note that SunPower Corp., Evergreen Solar Inc. and Energy Conversion Devices Inc. should benefit from the passage, and a stronger U.S. photovoltaic market should have a favorable impact on global solar market conditions.

The incentives could also absorb an expected abundant supply of modules in coming years, although probably not quickly enough to forestall 2009 price declines, he said.

"However, in 2010 and beyond, we could see the U.S. develop into a key market force, as the impact of higher energy costs, a more developed PV infrastructure and stronger utility participation take hold," Clegg wrote.

Also in the bill, the Senate for the first time gave utilities access to the solar investment tax credit.

"The inclusion of utilities for the commercial credit should spur additional large-scale installations, further driving demand for low-cost thin film and high efficiency solar PV," Piper Jaffray analyst Jesse Pichel wrote in a client note.

Wind credits received just a 12-month extension, but Jefferies analyst Michael McNamara said that should be viewed as a positive because it could generate breathing space for a more attractive multiyear extension.

McNamara said the multiyear extension "remains as the key prize."

He suggested investors look at Gamesa, Vestas Wind Systems and Clipper Windpower Inc.

With oil heading back up, I'd say it's a safe bet...

do I feel that there is going to be an uptrend in here?

volume for AAERF on friday was...

119,490 on Toronto exchange -------- can track here: http://www.tsx.com/HttpController?GetPage=QuotesLookupPage&DetailedView=DetailedPrices&Market=T&ref=quickquotehome&Language=en&QuoteSymbol_1=aae&x=17&y=20

AAERF chart...

stock plummetted from around 2 when company lost bid on large wind turbine contract and has yet to recover. Now they are set to start production at the end of this month and have several irons in the fire:



From recent filing --- potential to sign contract for 20 wind turbines - would be huge for them:

On April 23, 2008, AAER announced the execution of a reservation agreement with Windland Inc. for two 1.5MW wind turbines. As of August 22, 2008, the Company has met all of the conditions required by the reservation agreement, including a technical due diligence and the issuance of the appropriate financial guaranties, and the parties have executed the Turbine Supply Agreement and the Warranty, Maintenance and Service Agreement representing a total contract value of approximately $4,425,000. The Turbine Supply Agreement also provides Windland Inc. with an option to buy an additional 20 1.5MW wind turbines for deliveries between 2010 and 2013. The delivery of the two A1500 turbines is scheduled for the 4th quarter of 2008, as provided for in the original reservation agreement.

Plus - and this is perhaps the most interesting part - News from Windland's website:

August 18, 2006
COTTEREL PROJECT IN IDAHO GETS ENVIRONMENTAL OKAY FROM BLM

The U.S. Bureau of Land Management (BLM) completed an environmental review of what it called the largest wind energy project on federal land in the last 25 years — Windland, Inc.’s 200-MW Cotterel Wind Power Project, which is located on 4,500 acres of BLM-managed public land.

Approval of the “record of decision” and right-of-way grant clears the way for installation of up to 98 turbines on a ridge in south-central Idaho, five miles east of Albion in Cassia County. “Cotterel Mountain is an exceptional wind resource, and its topography lends itself well for a wind energy project,” Windland President Roald Doskeland told Wind Energy Weekly. “Completing this thorough four-year NEPA [National Environmental Policy Act] review is a major step toward bringing its energy online.”

Summary: Company that has already signed contract for 2 wind turbines has an option to buy 20 more - and previously received federal clearance to put another 98 turbines on federal land --- so AAERF could not only get the additional 20 turbines - but much more maybe even 98. But - even 20 turbines at around $3 mil a turbine would be a contract for $60 mil - that would shoot this stock above $2 IMO - and even a contract for $10 mil would send it above $1 IMO.

Welwind Announces Joint Venture Partnership Signed with Ningxia Electric Power for PPA Approved Wind Farm:

http://www.globenewswire.com/newsroom/?symbol=WWEI

On watch MKBY!

AAERF - here's the interesting part...

---potential to sign contract for 20 wind turbines - would be huge for them:

On April 23, 2008, AAER announced the execution of a reservation agreement with Windland Inc. for two 1.5MW wind turbines. As of August 22, 2008, the Company has met all of the conditions required by the reservation agreement, including a technical due diligence and the issuance of the appropriate financial guaranties, and the parties have executed the Turbine Supply Agreement and the Warranty, Maintenance and Service Agreement representing a total contract value of approximately $4,425,000. The Turbine Supply Agreement also provides Windland Inc. with an option to buy an additional 20 1.5MW wind turbines for deliveries between 2010 and 2013. The delivery of the two A1500 turbines is scheduled for the 4th quarter of 2008, as provided for in the original reservation agreement.

Put the above together with this News from Windland's website:
August 18, 2006

__________________________________________
COTTEREL PROJECT IN IDAHO GETS ENVIRONMENTAL OKAY FROM BLM
__________________________________________

The U.S. Bureau of Land Management (BLM) completed an environmental review of what it called the largest wind energy project on federal land in the last 25 years—Windland, Inc.’s 200-MW Cotterel Wind Power Project, which is located on 4,500 acres of BLM-managed public land.

Approval of the “record of decision” and right-of-way grant clears the way for installation of up to 98 turbines on a ridge in south-central Idaho, five miles east of Albion in Cassia County. “Cotterel Mountain is an exceptional wind resource, and its topography lends itself well for a wind energy project,” Windland President Roald Doskeland told Wind Energy Weekly. “Completing this thorough four-year NEPA [National Environmental Policy Act] review is a major step toward bringing its energy online.”

JUHL might be the start of something...

NCEN Chart on fire...

AAERF: "...start of production...

scheduled for the end of September 2008."

AAERF had News - turbine production starts...

in September.

AAER releases 2008 second quarter results
Mon Aug 25, 8:02 AM
Email Story IM Story Printable View
MONTREAL, Aug. 25 /CNW/ - AAER Inc. (TSX-V: AAE.V), ("AAER" or the "Company"), Canada's only original equipment manufacturer of wind turbines of 1 megawatt ("MW") and more, released today its financial results for the second quarter ended June 30, 2008. The Company's unaudited interim consolidated financial statements, Management Discussion and Analysis and Annual Information Form are available on the Company's Website at www.aaer.ca and on www.sedar.com.



Q2 2008 Highlights:

- Completed $7.5 million bought deal equity financing to implement
production plan for 2008

- Secured global insurance policy with Boiler Inspection and Insurance
Company of Canada to provide financial backing for turbine
manufacturer warranty program

- Established permanent representation office in the United States to
target small- to medium-size wind farms

- Concluded $3 million turbine supply agreement with the town of
Portsmouth, Rhode Island for the delivery of AAER's first 1.5 MW wind
turbine

- Concluded reservation agreement for the delivery of two 1.5 MW wind
turbines to Windland, a small wind farm project developer in
California

- Signed agreement for the delivery of one 1.5 MW wind turbine to the
U.S. Marine Corps Logistics Base in Barstow, California


"During the second quarter of 2008 we began to execute on our strategy of selling wind turbines to small-to-medium sized wind projects in the one to 50 megawatt range," said Dave Gagnon, President and Chief Executive Officer of AAER. "We believe this niche market is currently underserved by the large OEM's and represents a major growth opportunity for AAER."

"With five turbines sold during the first half of 2008, we have now completed sales on both coasts of the United States as well as in Europe. These agreements will increase our geographic presence and provide us with important visibility in the markets in which we are licensed to operate," continued Mr. Gagnon. "We are currently in the process of commissioning our 300,000 square foot facility in Bromont, Quebec in order to start of production scheduled for the end of September 2008."


Financial Results


The Company is currently concentrating all of its efforts on implementing its development strategy, and has not generated any revenue as of June 30, 2008. The results given below are based on material information, and reflect the results for the three and six-month periods ended June 30, 2008.

For the quarter ended June 30, 2008, net loss totaled $3,372,026 or $0.04 per share (basic and diluted), compared to $815,315 or $0.02 per share (basic and diluted) for the corresponding period ended June 30, 2007. The increased net loss during the second quarter of 2008 is largely attributable operating expenses, which increased by $2,556,711 to $3,372,026 when compared to $815,315 during the second quarter on 2007.

AAER's operating expenses for the second quarter of 2008 stood at $3,372,026 compared to $815,315 for the second quarter of 2007. The increase in these expenses is mainly driven by the increase in salary and benefits resulting from increased personnel in preparation for the beginning of commercial production in the fourth quarter of 2008 ($1,319,933 for Q2-2008 compared to $103,977 for Q2-2007); in rent and occupancy charges for the Bromont facility due to increased square footage utilization ($698,096 for Q2-2008 compared to $152,633 for Q2-2007); and in marketing expenses for ongoing commercialization efforts ($465,240 for Q2-2008 compared to $213,075 for Q2-2007).

For the six-month period ended June 30, 2008, AAER's net loss was $5,324,089 or $0.06 per share (basic and diluted) compared to $1,393,087 or $0.03 per share (basic and diluted) for the comparable period the prior year.

As at June 30, 2008, the Company had 102,937,818 common shares issued and outstanding, and $3,583,029 in cash and cash equivalents. As of December 31, 2007, the Company had 82,667,101 shares issued and outstanding and cash and cash equivalents totaling $5,928,246. The $2,345,217 decrease in cash and cash equivalents is mainly due to inventory purchases, investment in capital assets and support of operating activities in preparation for the start of commercial production. This decrease was partially offset by the proceeds of the $7,500,000 equity financing the Company completed on May 20, 2008.


Status update


On August 7, 2007, AAER announced the execution of a memorandum of understanding with Positive Power Co-op for the sale of two 1.5MW wind turbines. As of August 22, 2008, Positive Power Co-op is awaiting the necessary upgrades on the local transfer station owned by Hydro One to allow the connection of different wind projects, including theirs, to the Ontario electricity grid. AAER and Positive Power have signed amendments to the memorandum so it can remain in force in the meantime.

On April 23, 2008, AAER announced the execution of a reservation agreement with Windland Inc. for two 1.5MW wind turbines. As of August 22, 2008, the Company has met all of the conditions required by the reservation agreement, including a technical due diligence and the issuance of the appropriate financial guaranties, and the parties have executed the Turbine Supply Agreement and the Warranty, Maintenance and Service Agreement representing a total contract value of approximately $4,425,000. The Turbine Supply Agreement also provides Windland Inc. with an option to buy an additional 20 1.5MW wind turbines for deliveries between 2010 and 2013. The delivery of the two A1500 turbines is scheduled for the 4th quarter of 2008, as provided for in the original reservation agreement.


About AAER Inc., (TSX-V: AAE.V)

-----------------------------

AAER is a wind turbine manufacturer located in Bromont, Quebec that manufactures and maintains high capacity 1 Megawatt or more wind turbines principally for the North American market. Its strategy is to progressively build its product's components to provide a high level of reliability and a competitive pricing to its customers. AAER uses proven European technologies to ensure the performance of its turbines in various wind conditions and terrains. Its stock is listed on the TSX Venture Exchange (AAE). Additional information is available on the Company's Website at www.aaer.ca.

Nice find Joe on that MKBY news!

Ishpeming Windstor Progress

Updates regarding the WindStor project in Ishpeming Michigan

August 22, 2008

McKENZIE BAY SETTLES MTI LAWSUIT
ISHPEMING WINDSTOR PROJECT TO BE COMPLETED


McKenzie Bay International Ltd "MKBY:PK" and MTI Lighting Specialists Inc. have entered into an agreement to settle the lawsuit brought forth by MTI regarding their WindStor� license agreement, issuance of McKenzie Bay Common Shares, and completion of the Ishpeming, Michigan WindStor installation.

Settlement terms of the lawsuit include an exclusive license to MTI for the manufacture and marketing of WindStor. MTI will issue a 5.0% membership interest in its affiliated power sales company, Clean Green Energy LLC, to WindStor Power Company. At closing, the MTI lawsuit will be dismissed and the completion of the WindStor project at the Ishpeming Housing Commission facility will move forward.

In addition, a $6-million investment by qualified new investors at the greater of $0.10/share or five day market average has been authorized to retire outstanding McKenzie Bay indebtedness, including Yorkville Advisors debenture and fund operations, until revenues support expenses. MTI will return all Common Shares received last year for re-issuance, less three million shares.

Finally, all McKenzie Bay Directors and Officers will resign at closing immediately after appointing a slate of New Directors put forth by new investors.


Certain statements made in this press release constitute forward-looking statements and do not guarantee future performance. Actual results or developments may differ materially from the projections in the forward-looking statements. Forward-looking statements are based solely on the estimates and opinions of management at the time the statements are made.




August 22, 2008

YORKVILLE ADVISORS DEBENTURE TO BE RETIRED

In tandem with the MTI settlement, McKenzie Bay and Yorkville Advisors, LLC (formerly Cornell Capital Partners, L.P.) have entered into an agreement to retire Yorkville's debentures totaling $5.9 million including penalties and interest.

Agreement terms include a cash payment of $2.2 million and distribution of 10 million pledge shares held in escrow to Yorkville. Yorkville will return of all remaining pledge shares, 15 million minimum, to McKenzie Bay. Additionally, 6.5 million McKenzie Bay Common Share Warrants will be canceled and 3.5 million McKenzie Bay Common Share Warrants will be re-priced at $0.01/share, expiring on September 15, 2015.

The MTI and Yorkville agreements are to close simultaneously, not later than September 15, 2008. The extension of the lawsuit court date provides a necessary transition period to execute all required settlement documentation for both agreements.

AAERF - May drop was...

largely due not getting contract on large wind turbine project on which they had bid - hope is that lost that one but another will soon follow. From news release:

AAER PROVIDES UPDATE FOLLOWING HYDRO-QUEBEC’S MAY 5, 2008 ANNOUNCEMENT
MONTREAL (Quebec), May 5, 2008 – AAER Inc. (TSX-V : AAE) (“AAER” or the “Company”), Canada’s only original equipment manufacturer of wind turbines of 1 megawatt (“MW”) and more, announced today that Hydro-Quebec has not selected projects for which AAER wind turbines were proposed within the context of Hydro-Quebec Distribution’s 2000 MW request for proposals initiated on October 31, 2005.

Later in same release:
The Company’s business strategy and commercial success is not dependent on the outcome of any specific request for proposals. The corporation is currently involved in other requests for proposals of various sizes and at various stages of development as well as direct sales in the United States and Canada.

Have been waiting for it to drop down to what consider super low level - then jumped on.
good to see you also.

Added the chart to the ibox, do you know the reason for the big drop in May?

Good to see you Pro and thanks for the DD!

AAERF has good...

website with lots of info: http://www.aaer.ca/page.asp?intNodeID=33724

my understanding is that they were not chosen for a large contract with Canadian government that they bid on - and price has steadily dropped since. They have stated that they weren't relying on that contract and continue to move forward on getting production started. They have sold a few turbines but haven't announced any large production contracts. That is what the stock really needs to take off and not look back, IMO. So you've hit the nail on the head - they need a good sized production contract to kick start it - my bet is that one is coming. Wind turbines are in short supply and the demand exceeds the supply with back orders building. Once production starts this fall, they should be able to sell as many as they can make - but no guarantees without the contract.

so does AAER have any production contracts as of yet or just the the facility?

"AAER Inc. (AAERF) occupies more than 340,000 square feet of manufacturing floor space, another 36,700 square feet of office space and 284,000 square feet of outdoor storage space. The plant’s production capacity is estimated at over 400 wind turbines per year. "

APWR (selling at $21) says "As part of our entrée into the wind business, we have commenced the construction of a wind turbine production facility in Shenyang, China and are in the process of finalizing agreements which will give us exclusive rights to some of the most advanced wind turbine technology in the world. The first phase of the plant will be 180,000 square feet and is expected to be completed in mid-2008."

AAERF just needs to get a good size contract for some turbines and its off to the races IMO.

AAERF - wind turbine manufacturer...

now trading around .17, which is down from around $2 not too long ago. Should start production this fall and has already sold a few. Seems like a fairly good bet down here given that everything appears to be on schedule and revenue should start to roll in by end of year.

Plant capacity is 400 wind turbines per year. APWR says the following on it's turbines - "2.5 MW wind turbine is expected to be RMB 20 to 24 million ($2.7 to $3.2 million) with approximately 8% to 12% operating margins"

If AAERF can get similar numbers - this stock has a bright future.

i have my moments. seriously though, the article brought up a good point. the top 4 or 5 turbine manufacturers are overseas and overloaded. they probably won't be able to keep up with demand. can you imagine what could happen to a depressed city like flint, michagan if someone would go in and re-tool some shuttered car factories. wow.

Wind Turbines: The New Renewable Bull Market
By Nick Hodge | Tuesday, August 5th, 2008
Blackstone, one of the largest U.S. private equity firms, recently announced it's lobbing over $1.5 billion at a German offshore wind farm.

And they're not doing it because they feel all warm and fuzzy inside. They're doing it to turn a profit. And you should be heeding their advice.

But the wind farm, which would supply power to more that half a million homes, will need to overcome supply and labor bottlenecks in order to be a success.

You see, renewable energy is in such high demand that it is sometimes difficult to procure labor and materials. And if you've been following oil prices, you know exactly what happens when demand is high and supply is low: prices rise.

That's precisely what's happening in the wind industry. Materials like turbines and gears are in short supply, requiring long lead times, but the offshore wind industry is forecast to grow at 50% annually for at least the next five years.

And the onshore wind industry is forecast to grow just as quickly. Europe has a goal of attaining 12-14% of its power from wind by 2020. On this side of the pond, the DoE has said that getting 20% of our power from wind by 2030 is also within reach - but it will take trillions of investment dollars, considering we currently get less than one percent of our electricity from wind.

Backlogs are growing quickly, while the orders keep pouring in. It's shaping up to be giant bull market for wind turbine stocks.

The Largest Wind Turbine Companies

First, let me clarify that the turbines used for offshore wind are of different quality and cost than those used onshore. Right now, General Electric (NYSE: GE) and Siemens AG (NYSE: SI) are the two most viable candidates in the offshore business. But a few analysts have claimed that Siemens is the only company currently capable of accepting large new orders for offshore turbines - another indication of a looming, if not present, wind turbine supply crunch.

Nonetheless, each of those companies is a leader in the overarching wind turbine business. And there are other companies worth paying attention to. So let's dissect the wind turbine business, one company at a time.

The race to become the world's largest manufacturer of wind turbines is highly contentious, with a handful of companies vying for the top spot.

By nearly all estimates, Danish wind company Vestas (CPH: VWS) (Pink: VWDRY) holds the largest market share with about 23%. In fact, the company produced enough turbines in 2007 to power about 4.5 million homes, and has already made deliveries of wind turbines capable of producing 4.5 GW of power to 28 countries.

Spain's Gamesa (MCE: GAM) (Pink: GCTAF) is next in line, with a 16% global market share. Gamesa also perfectly illustrates the current backlog of wind turbines worldwide. In 2007, for example, the company sold enough contracts to to max out its production capacity. . . for the next two and a half years!

The wind turbine business is so hot that Gamesa - once a diversified renewable energy company - recently sold off its solar segment to devote more time and energy to its wind business.

Just in the past 18 months, Gamesa has built four wind turbine production facilities in the U.S., three in China, and two in Spain. So you can see how manufacturers are racing just to keep pace with demand.

The third largest wind turbine manufacturer is India's Suzlon Energy Limited (Bombay: 532667), with a 14% global market share, depending on the source.

Suzlon has been highly successful since 2005, with its revenues and profits growing by an average 100% each year. Interesting to note is that the percentage increase in profits has been greater than the increase in revenues, illustrating the company's ability to lower costs and increase margins.

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General Electric comes in fourth on the list of wind turbine companies by market share, with about 15.5%. In the first quarter of 2008, GE sold $1.8 billion worth of wind turbines, which is 40% higher than the previous quarter.

What's more, the company's backlog of wind turbines has grown to $12 billion, up from $11 billion in the fourth quarter of 2007, and more than double the backlog in the first quarter of 2007.

If you're still counting, Siemens comes in fifth, with an 8-9% market share.

But enough about companies, what we're really interested in is. . .

The Wind Turbine Stocks To Invest In


Without diverging all the secrets of Green Chip International and the Alternative Energy Speculator, the two no-brainer wind turbine investments right now are Vestas and Gamesa.

Vestas has been able to boost its earnings at a terrific pace, rising from 201 million euros in 2006 to 443 million euros in 2007 - a 120% increase!

And in its fiscal year 2007 earnings announcement, the group said it anticipates international wind power capacity to increase by 20% to 25% each year for the next decade.

To be honest, the company reported lower than expected first quarter 2008 results, and the share price has reflected that of late.

Vestas's second quarter earnings come out on August 12, 2008. Estimates are claiming the company will report 1.1 billion euro in revenue and .42 eurocents per share profit.

While I'm certainly bullish on this company, I (and Piper Jaffray) think they'll miss the estimates slightly to the downside. Best advise: wait for the earnings to come out. If they miss, and I think they will, you'll be able to pick up shares on the cheap after it takes a hit.

The third and fourth quarter numbers will be stellar.

Gamesa, for its part, is an utterly undervalued stock play. The company recently announced first half (H1) earnings of nearly 1.9 billion euros, about 9% higher than analyst estimates.

As a result, many analysts have upped their estimates for for full year revenue and earnings. Most agree that the second half will much more impressive than the first - as is the case with Vestas.

Plus, the fact that Gamesa has an orderbook that extends through 2011 means that investors have clear earnings visibility. And the company recently secured its first order in China since 2006.

I think this wind turbine stock could reveal a 25% upside by the end of the year.

Green Chip International

Much of the information in the latter half of this article is the type of information we normally reserve for our paid subscribers.

But this is an unusual time.

You see, we're about to officially launch our newest service, Green Chip International. In fact, it officially opens tomorrow.

As avid readers of the Green Chip Review, I wanted to give you a first-hand account of the level of analysis provided in Green Chip International.

Basically, we've looked at the best renewable energy companies in the world, and whittled them down into a blockbuster portfolio - the true 'Green Chips' of the international renewable community.

We think it's going to be so successful that we're guaranteeing six double digit gains during your first 12 months, or it's free. It's that simple.

So if you liked the analysis of the wind turbine companies above, or if you want a piece of the $114 billion international renewable energy market, then Green Chip International is just for you.

Nice!

profiting from the Pickens Plan happens to be on the short side, in Fuel Systems Solutions (FSYS). This is a company that provides the necessary components for a car to run on natural gas, so if Pickens Plan proliferates, FSYS stands to benefit in a big way. Ah, but there is a problem. Not in the company itself. This is a company that has seen a huge surge in revenue and profit as overseas customers convert their vehicles to the cheaper natural gas fuel. If that trend catches on in the US, expect FSYS to continue to profit big. However, this is a stock that has quadrupled in just a few months and from a technical standpoint, this is a mighty bearish looking double top (full disclosure: yes I am short on this). It's a short right here with a stop above 42.50. If it fills the gap around 20, I'm a believer on the long side in this Pickens Plan play.

http://selfinvestors.com/tradingstocks/stocks/
pickens-plan-profits-global-wind-etf-fan-clean-fuels-clne-fuel-systems-fsys

ETF - FAN focused entirely on wind energy

chart for the ibox...


It is the first exchange-traded fund (ETF) to be focused entirely on wind energy.

FAN is designed to track the performance of the ISE Global Wind Energy Index. The Index provides a benchmark for investors interested in tracking public companies throughout the world that are active in the wind energy industry.

"It is exciting for First Trust to be first to market with our global wind energy ETF," said Robert Carey, CFA, and Chief Investment Officer of First Trust Advisors L.P., the investment advisor of the ETF. "FAN allows investors to participate in the growth and development of global wind power generation through an index of international companies that are producing equipment and services for this important growth industry."

PWND :http://www.invescopowershares.com/products/holdings.aspx?ticker=PWND

For those looking to diversify their wind power portfolio... might want to take a look at this ETF which gives one access to the global wind power producers (PWND). It is only a few weeks old.

Good Stuff Rig! Thanks!

An analyst on CNBC today said that oil prices will have a much greater effect on alternative energy than politics. Intuitive, but what was interesting is that he said at $150/barrel we would see a big run.

But I wouldn't be surprised if we see a run on alternative energy when Barack gets elected. Particularly when he names Gore the Czar of Energy.

interesting- 4 turbines to provide electric for a town of 1300 people.

With only 100mil turbines, we could probably take care of most of America <vbg>.

Wind Power...

http://news.aol.com/story/_a/first-us-town-powered-solely-by-wind/20080715164609990001



First US Town Powered Solely by Wind
By Andrea Thompson,LiveScience.com
Posted: 2008-07-16 08:11:51
Filed Under: Nation News

(July 15) - Rock Port, Mo., has an unusual crop: wind turbines.

The four turbines that supply electricity to the small town of 1,300 residents make it the first community in the United States to operate solely on wind power.

Steve Morse, MU Cooperative Media Group / LiveScience.com
Missouri's turbines will provide electric service for at least 20 years, the expected lifetime of the wind-to-power devices.

"That's something to be very proud of, especially in a rural area like this — that we're doing our part for the environment," said Jim Crawford, a natural resource engineer at the University of Missouri Extension in Columbia.

A map published by the U.S. Department of Energy indicates that northwest Missouri has the state's highest concentrations of wind resources and contains a number of locations that are potentially suitable for utility-scale wind development. The four turbines that power Rock Port are part of a larger set of 75 turbines across three counties that are used to harvest the power of wind.

"We're farming the wind, which is something that we have up here," Crawford said. "The payback on a per-acre basis is generally quite good when compared to a lot of other crops, and it's as simple as getting a cup of coffee and watching the blades spin."

And the turbines have another benefit besides produces clean energy: MU Extension specialists said that the Missouri wind farms will bring in more than $1.1 million annually in county real estate taxes, to be paid by Wind Capital Group, a wind energy developer based in St. Louis.

Landowners can also benefit by leasing part of their property for wind turbines.

The turbines will also provide savings to rural electric companies and will provide electric service for at least 20 years, the anticipated lifetime of the turbines.

"Anybody who is currently using Rock Port utilities can expect no increase in rates for the next 15 to 20 years," Crawford said.

Baker added that the turbines could also attract tourists to the area.

(c) 1999-2007 Imaginova Corp. ALL RIGHTS RESERVED.


~Rig

Thanks Tycoon!

I tried looking it up too, and don't believe it is traded. But, they do get their turbines from GE...

T Boones' co. is MESA POWER. I haven't found a ticker for it yet. Maybe not a publicly traded co.

Lotsa good charts on the IBOX though...I bet a few of them run when he announces his wind power plan.

Not in any yet...few $$$ available. I REEEEEAAALLY wish I could load up though.

Not sure if that is falling under one of his public companies or not... Good Question!