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No. of Recommendations: 3
Since Blade Dynamics is not a public company and was founded in 2007, its Web site isn't as robust as The Switch's. But, it does shed light on why AMSC was interested enough to acquire 25%:

Blade Dynamics manufactures the next generation wind turbine rotors, blade components and surface coatings. The technologies are a paradigm shift in performance and reliability from existing technology, developed and manufactured by a very experienced team.

The Blade Dynamics rotor is lighter, more powerful and more cost effective than existing technology. Turbines using this technology produce more power, more reliably, over a longer service life. The rotor increases annual energy production (AEP) by as much as 10% and significantly improves the profitability of equipped wind farms. The Dynamic 49 blade is the lightest blade of its size available and is easily transportable in multiple pieces.

Bladeskyn surface coating is available for coating blades of all technologies and protects the surface for 20 years. The low surface friction allows little ice formation or dirt pickup and significantly increases power output.


http://www.bladedynamics.com/

Being able to separate a blade into multiple pieces certainly trumps existing technology. There are pictures I have seen showing the careful process required to move a long blade from plan to installation. What interested me most was this:

Bladeskyn® is a revolutionary wind turbine blade surface material that delivers new levels of protective coating performance using advanced fluoropolymer technology in an innovative film application format.

20 year performance
Assured quality
Lowest lifetime cost

Bladeskyn® application resolves the costly processing and quality issues associated with alternatives. Trained operatives can apply Bladeskyn® quickly, easily and with little equipment. There are no sprays, solvents or mixing processes involved and therefore the quality of the surface is not at risk from human error and the working environment is far safer.

Assured surface properties
Repeatable process
Simple, clean application


This is the best of all qualities when it comes to blade surface. Look at the cost table at this link and you can see that there is a lot of promise here:

http://www.bladedynamics.com/bladeskyn.html

AMSC has a winner here. The executive behind the company has already grown another company, SP Systems, for 30 years. Here is what was said by the CEO when it was sold to its management and a private equity company in 2000:

Paul Rudling, SP Systems’ CEO, added, “Zoltek’s low-cost carbon fiber strategy continues to be a tremendous fit with our core business strategy. Our new relationship with Zoltek will enable SP Systems to pursue our engineered composite and resin business with greater flexibility, and with more incentive to our top people as independent entrepreneurs.”

The CEO has credibility. Now he has a new product to manufacture and sell in Louisiana.

W.D.
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