GREEN FOREST, Ark., Oct. 24, 2025 (GLOBE NEWSWIRE) -- Scout Clean Energy (“Scout”), a leading North American renewable energy developer-owner-operator, held a blade signing event yesterday at the Nimbus Wind Farm (“Nimbus”) in Green Forest, Arkansas, joining project stakeholders to celebrate the project’s successful progress as construction continues. Joining Scout staff at the event were construction and financing partners, community members and officials, as well as many of the 50+ landowners participatin ...

Core Insights - The Group has signed a EUR 318 million project financing agreement for the Kelmė wind farm, the largest in the Baltics, with a total investment of EUR 550 million [1][3] Financing Details - The Loan is provided by a consortium of lenders including the European Investment Bank, Swedbank AB, European Bank for Reconstruction and Development, and Nordic Investment Bank, with a term of 15 years [2] Project Specifications - The Kelmė wind farm has a combined installed capacity of 314 MW and is capable of supplying electricity to 250,000 Lithuanian households [3] Strategic Goals - The Group aims to increase its Green Capacities from 1.4 GW in 2024 to 4–5 GW by 2030, currently having installed Green Capacities of 2.1 GW [4]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" to maximize returns in a shorter time frame [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify promising stocks [3] Group 2: Vestas Wind Systems AS (VWDRY) Analysis - VWDRY has shown a four-week price change of 6.5%, indicating strong investor interest and recent price momentum [4] - The stock has gained 4.5% over the past 12 weeks, with a beta of 1.24, suggesting it moves 24% more than the market in either direction [5] - VWDRY has a Momentum Score of A, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to VWDRY earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - VWDRY is trading at a Price-to-Sales ratio of 0.98, suggesting it is undervalued at present, as investors pay only 98 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - VWDRY is part of a broader category of stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, indicating potential for further investment opportunities [8] - There are over 45 Zacks Premium Screens available for investors to identify winning stock picks based on their personal investing styles [9]

Core Insights - SSE has successfully installed the final turbine at its 17.3 MW onshore wind farm project in Puglia, Southern Italy, marking a significant milestone in its first construction project in Italy [1][4] Project Details - The turbine installation at the Castel Favorito and Masseria la Cattiva sites commenced in summer 2025 and was completed on schedule, involving five Siemens Gamesa 132-3.4 MW onshore wind turbines [2] - The project has supported around 70 construction roles at peak delivery, contributing positively to the local economy and supply chain in the Puglia region [3] Next Steps - With the final turbine installed, the next phase will involve commissioning and testing of the turbines, which is expected to continue until the site becomes fully operational, targeted for commercial operations in 2026 [3][4]

Summary of Key Points from the Conference Call Industry Overview - The focus is on China's wind supply chain, which includes wind turbines and cables, showing a positive outlook despite a recent 24% rally in major stocks [1][2][3]. Core Insights and Arguments 1. **Earnings Recovery**: Earnings are recovering from a low base due to resilient wind installation demand, recovering turbine prices, and an increasing share of high-margin segments such as high-voltage cables and offshore wind [1][2]. 2. **Wind Project Bidding Volume**: In the first nine months of 2025, total wind project winning bid volume reached approximately 130GW, a 6% year-over-year increase, with domestic volume at 108GW [2]. 3. **Offshore Wind Growth**: The overseas bidding volume surged by 166% year-over-year, accounting for over 17% of total volume, indicating strong momentum in international markets [2]. 4. **Price Trends**: Onshore wind turbine bidding prices rose by 14% year-over-year in Q3 2025, reflecting firm pricing in the market [2][26]. 5. **Policy Support**: The upcoming 15th Five-Year Plan is expected to provide further support for wind and solar capacity targets, aiming for 3,600 GW by 2035 [3]. Company-Specific Insights Cables 1. **Preference for Cables**: The analysis favors cable companies (Zhongtian and Ningbo Orient) over turbine manufacturers due to more attractive valuations, with Zhongtian expected to see better growth prospects in its optical cable business [4][41]. 2. **Earnings Adjustments**: Earnings for Zhongtian and Ningbo Orient have been lifted by an average of 9% for 2026-27, reflecting higher subsea cable margins [4][34]. Turbines 1. **Earnings Growth**: Goldwind and Mingyang's earnings for 2026-27 have been increased by 8% and 13% respectively, driven by better overseas and offshore wind growth [5]. 2. **Market Position**: Goldwind leads the domestic onshore wind turbine bidding with a 19% market share, while Envision leads overseas with a 37% market share [12][14]. Financial Metrics and Valuations 1. **Valuation Comparisons**: Cable providers are trading at 12-26x 2026E PE, with Ningbo Orient trading at a premium but still below its historical average [33][41]. 2. **Earnings Estimates**: New earnings estimates for Zhongtian Tech for 2025-27E are RMB 3,121 million, RMB 4,073 million, and RMB 5,070 million respectively, reflecting a 9% average increase [34][35]. Additional Important Insights 1. **High-Margin Segments**: The growing share of high-margin businesses, particularly in offshore wind projects, is a significant driver for future earnings [3][4]. 2. **Future Projects**: A total of 38.5GW of offshore projects are expected to be connected in 2025-26, indicating robust future growth in the sector [31]. This summary encapsulates the key points from the conference call, highlighting the positive outlook for the wind supply chain in China, the recovery in earnings, and the strategic positioning of key companies within the industry.

Financial Data and Key Metrics Changes - Total sales for Q1 FY 2026 were $54.6 million, an increase from $53.7 million in Q1 FY 2025, representing a 1.6% year-over-year growth [2][7] - Excluding healthcare, net sales increased by 6.8% [7] - Consolidated gross margin improved to 31.0% from 30.6% year-over-year [8] - Operating income for Q1 FY 2026 was $1.0 million, compared to $0.3 million in the prior year [9] - Net income rose to $1.9 million from $0.6 million year-over-year, with diluted earnings per share increasing to $0.13 from $0.04 [9] Business Line Data and Key Metrics Changes - PMT sales increased by 2.8%, and excluding healthcare, PMT sales were up 10.5% due to higher demand from semiconductor wafer fab customers [7][12] - Canvys sales increased by 8.3%, reflecting improved market conditions in Europe [8] - GES sales decreased by 10.2% year-over-year, primarily due to the non-recurrence of a large EV locomotive order from the previous year [8][13] - The wind segment within GES saw significant growth, increasing by 86.1% year-over-year [14] Market Data and Key Metrics Changes - The company reported strong demand in the RF and microwave components business, particularly in military applications and semiconductor wafer fab manufacturing [16][68] - GES is focusing on expanding its market share internationally, with new orders from customers in Australia, India, France, and Italy [14][39] Company Strategy and Development Direction - The company is prioritizing engineered solutions and has made investments in infrastructure and design capabilities to support growth [15][17] - Strategic initiatives include the Energy Storage System (ESS) program and global expansion of green energy products [16][18] - The company is adapting to a changing regulatory environment and is focusing on repowering existing wind turbines rather than new installations [59] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential in the project-based business, despite the challenges in forecasting [19] - The company is navigating uncertainties related to tariffs and market conditions but is leveraging its global capabilities to mitigate risks [18] - Management anticipates continued growth in both PMT and GES for FY 2026, driven by strong demand in semiconductor and RF applications [20] Other Important Information - The company generated positive operating cash flow for six consecutive quarters, with a cash position of $35.7 million [5][10] - Capital expenditures for Q1 FY 2026 were $1.0 million, primarily related to manufacturing improvements [11] - The company declared a quarterly cash dividend of $0.06 per common share [11] Q&A Session Summary Question: Status of ULTRA3000s on GE's approved vendor list - The engineering team has signed off, and final signatures from GE's legal team are expected soon, with testing to follow [31][33] Question: Year-over-year growth expectations for semi-fab sales - Q1 of last year was a trough for semi-fab sales, and strong growth is expected in Q3 and Q4 of FY 2026 based on forecasts [34][35] Question: Sales performance outside the U.S. - Sales outside the U.S. are growing, with successful product launches in Australia, India, France, and Italy [38][39] Question: Expected CapEx for the year - Estimated CapEx is in the $4 million-$5 million range, slightly higher than last year [40][42] Question: Details on non-recurring gain in operating income - The non-recurring gain of $0.9 million was from a confidential contractual settlement [51][52] Question: Insights on repower initiatives and operating leverage - The repowering trend supports aftermarket business, and operating expenses are expected to remain controlled with minimal increases [58][63]

Core Viewpoint - Wind farm developer Orsted plans to cut approximately 2,000 jobs by the end of 2027, which represents a quarter of its workforce [1] Company Summary - Orsted, a Danish company, is undergoing significant workforce reductions as part of its restructuring efforts [1]

Orsted's cash raise could mark a turning point, not just for the Danish wind giant, but for the broader industry, writes @MathisWilliam https://t.co/oRvlUAHVr6 ...

Core Insights - Nordex Group has secured orders for 21 turbines from wpd, totaling 125.7MW, which includes a 15-year premium service contract for maintenance [1][3] - The turbines will be installed across six projects in various German states, with delivery and installation scheduled for 2026 and 2027 [2][4] - The partnership between wpd and Nordex has been ongoing for many years, highlighting a successful collaboration in advancing wind energy projects in Europe [2][3] Company Overview - wpd, founded in 1996, operates in 33 countries and focuses on planning, financing, building, and operating wind and solar farms [3] - Nordex Group has installed approximately 57GW of wind power capacity globally and reported consolidated sales of about €7.3 billion ($8.51 billion) for 2024 [3] - The company employs over 10,400 people and has manufacturing facilities in Germany, Spain, Brazil, India, and the US [4] Recent Developments - Nordex Group recently announced its entry into Ecuador with an order to supply 19 N149/5.X turbines for a wind farm, totaling 112MW capacity [4]

Core Insights - Global investments in renewable energy are accelerating, driven by rising electricity consumption from data centers, benefiting companies like GE Vernova and Siemens Energy [1] - Government decarbonization targets and demand for efficient storage technologies are enhancing the positioning of these companies as key players in clean energy [1] Company Overview - GE Vernova focuses on grid modernization, renewable power generation, and decarbonization technologies, while Siemens Energy has a diversified portfolio including gas turbines and a majority stake in Siemens Gamesa [2] - Both companies are well-positioned to meet increasing global power demand while advancing decarbonization efforts [3] Financial Strength & Growth Catalysts - As of June 30, 2025, GE Vernova had cash and cash equivalents of $7.89 billion with no debt, allowing for a commitment of $9 billion in R&D and capital expenditures through 2028 [4] - Siemens Energy ended June 2025 with cash and cash equivalents of $9.64 billion, current debt of $1.72 million, and long-term debt of $2.48 billion, supporting its expansion plans [6] - Both companies are expected to benefit from rising demand in the wind industry as renewables become more cost-competitive compared to fossil fuels [7] Recent Developments - GE Vernova received orders for wind turbines from Enertrag and Prokon Regenerative Energien eG in September 2025 [8] - Siemens Energy delivered its 2000th SF6-free GIS to the Hornsea 3 wind farm, indicating strong demand for its products [9] Earnings Projections - Analysts project GE Vernova's EPS to rise by 36.6% in 2025, while Siemens Energy's earnings may grow by 25.3% [10] - Zacks Consensus Estimates indicate a 6.6% improvement in GE Vernova's sales and a 21.2% improvement for Siemens Energy in fiscal 2025 [14][15] Stock Performance & Valuation - Over the past year, GE Vernova's shares surged by 137.3%, while Siemens Energy's shares increased by 212.8% [18] - Siemens Energy has a more attractive forward earnings multiple of 30.17 compared to GE Vernova's 51.90 [19] - Siemens Energy also demonstrates a superior Return on Invested Capital (ROIC) compared to GE Vernova [21] Conclusion - While GE Vernova has a strong focus on grid modernization and a debt-free balance sheet, Siemens Energy is currently viewed as the stronger contender in the clean energy sector due to its financial advantages and stock performance [22][23] - For investors seeking capital efficiency and favorable valuation, Siemens Energy is recommended as the better choice in the clean energy space [24]