Study Group: Automated Metering Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

European Utilities taking advantage of recession through M&A to catch up in wind energy

March 24, 2009

Analysis by:Gunter Schoech, Owner,

Analysis of:EDF wind arm sees M&A bonanza in crisis | www.reuters.com

What is being described about EDF in France is equally true for the 4 large German Utilities E.ON, RWE, Vattenfall and EnBW. Banks have increased the equity criterion to 30%, up from 15% historically, and demand additional insurances. The ensuing fiancing problems of smaller developers now allows the utilities to catch up in the alternative energies, which they had neglected previously. They can acquire locations, equipment and know how at low prices, while relying on their strong cash flow from operations.

Diversity to strengthen Siemens leadership – catching up or taking the lead?

March 17, 2009

Analysis by:Gunter Schoech, Owner,

Analysis of:Siemens to systematically increase the diversity of its management globally | finchannel.com

Siemens intends to become "a pioneer in diversity". While this is very important, Siemens to this day remains a very German and very centralized company. Competitors such as ABB are many years ahead in this respect as can be seen in various dimensions such as board structure, regional management or repartition of headquarter functions.

CCS Limitations and Challenges

March 12, 2009

Analysis by:Anthony Brough, President,

Analysis of:StatoilHydro's Sleipner CO2 injection successful | www.ogj.com

While Carbon Capture and Storage (CCS) is technically feasible, many logistic and budgetary challenges remain.  Overall plant efficiency, transportation, and storage all pose significant challenges and pose large increases in energy costs to consumers.

Why industrial conglomerate Siemens suddenly discoverd it's "green" mission

March 2, 2009

Analysis by:Gunter Schoech, Owner,

Analysis of:Siemens expects to boost cleantech revenues | cleantech.com

Since the Siemens Media Summit 2008 in London, Siemens tries to market it's green portfolio. While other companies like GE or Philips have embarked on this strategy since several years, Siemens is now suddenly claiming to be the global No. 1. But how do they measure their portfolio? And why do they act only now? And most importantly: Will they be successful with this new marketing theme?

An Investment Opening?

December 12, 2008

Analysis by:Anthony Brough, President,

Analysis of:Alternative energy ideas power down | www.delawareonline.com

- Current economic conditions have pressured fragile, developing alternative energy product and service providers - Long term demand will remain robust due to regulatory and legislative mandates in this segment - Business leaders in the alternative energy segment have learned to be resilient through starts and stops as the enabling technologies development - A slowdown in the segment may present a unique opportunity for traditional energy companies, sitting on the sidelines the past five years, to acquire or partner with promising alternative energy product and service providers who now find themselves with depressed stock prices

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