1Anno
The construction of a WTG is currently not profitable (e.g. discontinuation of EEG). The top OEM's would be Siemens Gamesa (catastrophic currently), Vestas & GE.
•
11
•
1Anno
@Shiba Good info! Not currently, but that would mean that we could currently buy cheap, right?
••
1Anno
@lasse_ndf Difficult to give an exact outlook. I was in the industry for years and also know the major OEM's. Personal opinion, the margins are decreasing more and more and are equal to the classic construction industry (very little) or already have. In addition, the following is becoming more critical/costly -> The general development of WTGs. At that time it was said "oh we can't do 140m", in the report it goes up to more than 160m (by the way, we arrived there a long time ago, I tend to 180m), the turbines/rotors have more and more rated power, but the costs are immense (production, logisitics/transport and finally the installation -> You won't get the number of turbines with the height mentioned there installed in your life, because the technical availability is not there at all). But in total, my personal opinion 🤷‍♂️
••
1Anno
••
1Anno
@dibinvest this one: $SGRE
••