Aikamoisen gapin sai ao. ilmoitus avaukseen aikaiseksi - itselläkin oli vähän aikaa pasmat sekaisin, että oliko tänään osaripäivä vai mikä 
5 tykkäystä
Tuossa esityksessä oli linkki live kameraan. Ilmeisesti päivittyy silloin tällöin.
Siitä voi katsoa miltä semettitehdas näyttää.
En löytänyt vielä kohtaa, mihin ACC laitteisto tulee.
https://kunde.byggekamera.no/?u=brevik-ccs&camera=BK0397&width=fullsize
4 tykkäystä
Aker Carbon Capture ja Aker Offshore Wind molemmat uudelle listalle
https://finance.yahoo.com/news/otc-markets-group-welcomes-aker-110000429.html?.tsrc=applewf
https://finance.yahoo.com/news/otc-markets-group-welcomes-aker-110000309.html?.tsrc=applewf
Lisätään vielä hintataulukko, hyvin näkyy kirivän jatkuvasti…
8 tykkäystä
Edit: joku live meneillään.
Hydrogen – another hype or is it different this time? hashtag#Carboncapture is key to accelerate hashtag#cleanhydrogen deployment. Join us in this live broadcast where Yassir Ghiyati, Senior Product Line Director from Haldor Topsoe A/S, Jim Stian Olsen, our Chief Technology Officer, and Jon Christopher Knudsen, our Chief Commercial Officer, shares insights on market and hydrogen production hashtag#technologies in combination with carbon capture. Hanne Rolén, our Sustainability Manager, moderates the session.
ACC: CITIGROUP STARTER DEKNING MED KJØPSANBEFALING, KURSMÅL 24
Oslo (TDN Direkt): Citigroup starter dekning av Aker Carbon Capture med en anbefaling om kjøp og kursmål satt til 24 kroner aksjen.
Det skriver Reuters mandag morgen.
Lars Henrik Bjerke Lars.Henrik.Bjerke@tdndirekt.com Infront TDN Direkt
7 tykkäystä
Laitellan tänne. Eli 12.7 ACC Q2 ja saadaan myös webcast
4 tykkäystä
Yhtiön q2-tulos
https://newsweb.oslobors.no/message/537918
Revenue for the quarter was NOK 69 million and EBITDA (Earnings before interest,
tax, depreciation and amortisation) was negative NOK 47 million. The cash
balance at the end of the quarter was NOK 552 million.
Aker Carbon Capture aims to take a leading position in the global CCS industry,
and the company last year launched a long-term goal of ‘10 by 25’, which states
that the company will have secured firm contracts for carbon capture plants for
a total of 10 million tonnes per year by the end of 2025.
The company today also published its first-half report, which is attached and
available on akercarboncapture.com.
Tiedote yhtiön tulevasta liiketoimintamallista eli CCAASista:
https://newsweb.oslobors.no/message/537916
Aker Carbon Capture today launches Carbon Capture as a Service; Carbon capture
made easyT,
an integrated offering that covers everything a customer needs to reduce
emissions by CCS.
“Now is the time to bring the full value chain together to enable source-to
-storage decarbonization. With our offering, customers will simply pay per tonne
captured CO2. We will handle the CO2 throughout the full value chain - from
point of emission to permanent storage,” said Valborg Lundegaard, Chief
Executive Officer of Aker Carbon Capture.
As part of the service, Aker Carbon Capture will deliver and operate the carbon
capture facilities. Transport and storage will be embedded in the service
through strategic partnerships.
E. Summa summarum omat mietteet: projektit etenevät suunnitelmien mukaisesti ja tuo CCAAS kuulostaa hyvältä. Varmasti hyvä asiakkaille ja Akerille koko ketju haltuun.
7 tykkäystä
Mitä mieltä olette yhtiön arvostuksesta? Liikevaihto vielä pientä ja toiminta tappiollista. Käteistä reilu 500 miljoonaa NOK ja market cap 11 miljardia NOK. Tämä on sellainen lappu mitä kyllä haluan omistaa, mutta nykyarvostus tuntuu kovin kalliilta.
4 tykkäystä
Päätin laittaa omani laitaan, kun kurssi kirinyt positiivisten uutisten myötä yli 20 kruunuun. Ajattelin ostaa taas takaisin 15-17 kruunun välillä. Meinaa aika nopeita tuppaa olemaan liikkeet tämän osakkeen kohdalla. Nykyarvostus on mielestäni liian korkea tämän vaiheen yritykselle. Osakkeen kurssi oli kuitenkin 9. syyskuuta 2020 4,3 kruunua, joten arvostusksen viisinkertaistuminen tässä ajassa on aikamoista.
2 tykkäystä
Myin pois. Odottavan aika on pitkä, jos Brevikin sementtilaitoksen CC alkaa noin 2024. Seuraan kyllä tilannetta.
4 tykkäystä
“The European Commission has found a €14.3 million Dutch investment aid to Twence Holding BV to build a carbon capture and use facility to be in line with EU State aid rules”
Tämä siis Elokuun alusta
4 tykkäystä
https://newsweb.oslobors.no/message/539554
“…raising gross proceeds of approximately NOK 700 million (the “Private Placement”). The subscription price per New Share in the Private Placement (the “Subscription Price”) will be set by the Company’s board of directors (the “Board”) on the basis of an accelerated book-building process conducted by the Managers.”
“Aker Horizons Holding AS (the Company’s largest shareholder with an ownership of 51.0%) has pre-subscribed for and will be allocated Offer Shares for an amount of NOK 200 million at the Subscription Price.”
The net proceeds from the Private Placement will be used for:
• Realization and commercialization of the Carbon Capture as a Service business model – to accelerate the CCS
market and becoming the first mover in offering a full value chain CCS service
• Strengthening investments in technology and product development to be on the technological forefront to
take advantage of the strong growth in prioritized markets
• Realization of investment programs e.g. product modularization and digitalization to drive down costs
• Continue to develop the organization and internationalize the Company
• Strengthening the balance sheet to ensure financial capacity and flexibility to pursue growth opportunities
• Working capital as well as for general corporate purposes
2 tykkäystä
Eli mitä tämä meinaa? Tarvitaan lisää pääomia? Mikä vaikutus kurssiin?
1 tykkäys
https://newsweb.oslobors.no/message/539576
Disclosure of Large Shareholding
Reference is made to the private placement of new shares in Aker Carbon Capture ASA (“ACC”) as announced by ACC on 12 August 2021 (the “Private Placement”). Aker Horizons Holding AS, a subsidiary of Aker Horizons ASA, has been allocated 9,090,909 shares in the Private Placement, each at a price of NOK 22 per share. Following the allocation of the new shares in the Private Placement, Aker Horizons Holding AS’ ownership interest in ACC will be reduced to approximately 49.28% through its holding of 297,773,848 shares in ACC. The foregoing calculations are based on 604,242,218 outstanding shares in ACC after the issuance of the new shares in the Private Placement. This information is subject to the disclosure requirements set out in section 4-2 of the Norwegian Securities Trading Act.
5 tykkäystä
https://newsweb.oslobors.no/message/539582
"Aker Carbon Capture has completed a capital increase of NOK 840 million to support the further growth of its market-leading carbon capture offering.
The company issued 38,181,818 new shares in a private placement, priced at NOK 22 per share. The placement was multiple times over-subscribed amidst strong demand, particularly from international investors"
" Carbon capture and storage is key for the race to net zero, and Aker Carbon Capture is pioneering solutions that will make carbon capture accessible to a broader range of emitters,” said Kristian Røkke, Chief Executive Officer of Aker Horizons. “We couldn’t be more pleased with the company’s progress and the great interest demonstrated by the investor community.”
11 tykkäystä
Oslo (Infront TDN Direkt): Berenberg øker kursmålet på Aker Carbon Capture til 27 kroner aksjen, fra tidligere 23, og fastholder dermed kjøpsanbefalingen.
Det fremgår av analyse fra meglerhuset.
Berenberg skriver at de ser det som vanskelig å differensiere Aker Carbon Captures tilbud angående fangstrate og energieffektivitet. Meglerhuset etterspør også mer detaljer for hvorfor Aker Carbon Captures tilbud er sektorledende. Gjennomlesning av nylige annonserte kontrakter peker også mot høyere enhetskostnad enn de tidligere hadde estimert. Dette gir videre en økt LCOE, men øker også samtidig omsetningsmuligheten.
“Nettoeffekten er en 40 prosent økning i vårt 2030-estimat på omsetning til 2,4 milliarder euro (fra 1,7 milliarder)”, understreker meglerhuset.
Ellers påpeker Berenberg at deres Utilities-team nylig har økt meglerhusets langsiktige (2030) EU karbonpris til 100 euro tonnet, fra tidligere 75 euro, hvilket Berenberg mener burde være støttende for karbonfangst og -lagring.
Berenberg nostaa Aker Carbon Capture -hintatavoitteen 27 Norjan kruunuun osakkeelta edellisestä 23: sta ja säilyttää siten ostossuosituksen.
9 tykkäystä