Vestas Wind Systems (NASDAQOTH:VWSYF.PK)

CAPS Rating: 4 out of 5

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5
Player Avatar btukwh (31.02) Submitted: 1/12/2009 3:39:47 PM : Outperform Start Price: $44.60 VWSYF.PK Score: -147.93

I have a long theory about utilities, wind power, peak electricity demand and the shift to electric cars. The short version, wind power increases at night which currently (sic) isn't desirable. I'm not sure everyone understands that their largest energy use is their vehicle. When politics shifts the combustion automotive engine to electric it may be enough to shift the peak demand periods. As consumers increasingly use electric cars they'll charge up overnight. Which will shift peak electric demand to the overnight hours. It'll make wind power more opportunistic. Besides all the favorable emissions stuff. Not much carbon, sulfur, nox or mercury in the wind, just dead birds. Also incredibly bullish for the utilities with limited or no coal exposure (FPL particularly).

Meh, I'm wrong more than I'm right.

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Member Avatar FailTuringTest (21.64) Submitted: 3/25/2009 4:27:57 PM
Recs: 0

You don't even really have to worry about the dead birds. There's not too many of them (housecats kill more) and here in the UK, the Royal Society for the Protection of Birds has declared that we should be building more wind turbines. They figure that wind farms are not as harmful to birds as coal-burning power plants. Go Vestas!

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