Vestas Wind Systems due diligence

Geographical split of revenues (Source: Marketscreener.com and Investing.com)
Updated: 01–04–2021.
Updated: 01–04–2021.
  1. It may reduce the local bird population — birds get killed by flying into spinning turbine blades.
  2. The wind speed may be inconsistent.
  3. Some concerns exists over the noise produced by the turbine blades and visual impacts to the landscape.
  4. After the lifespan of wind turbine’s, the majority of turbine blades are a big challenge. While 99% of turbine’s part can be sold or recycled, turbine blades end up just being buried in a giant ‘graveyard of blades’ landfill.
  • Fidelity Management & Research Co. LLC
  • BlackRock Advisors ltd.
  • The Vanguard Group, Inc.
  • Thornburg Investment Management.
  • Increased prices of materials and components lead to higher costs for wind turbine manufacturing and could lead to higher energy costs, affecting Vesta’s profitability.
  • Vestas’ dependence on its commercial, technical, and operational IT infrastructure is significant. Any cyber attack might hurt their business operations.
  • Commitments made in certain contracts with customers could end up affecting cash flow or balance sheet provisions.
  • A change in interest rates could impact Vesta’s valuation or future cashflow.
  • Siemens Gamesa. (SGRE)
  • Goldwind. (2208)
  • Nordex. (NDX1)
  • Henrik Ansersen: CEO.
  • Marika Fredriksson: CFO.
  • Anders Nielsen: CTO.
  • Tommy Rahbek Nielsen: COO.

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