Quantafuel ASA | Quantafuel enters Italy with Corepla and SAIPEM
Mikähän Quantafuelia painattaa alas? Hintalappu kohta 50 % tammikuun huipusta.
Uusimmissa uutisissa muutama linkkaus Tanskan tehdasta koskeviin uutisiin.
https://www.quantafuel.com/news
Ei mitään erityistä uutisoitavaakaan siis.
Oletko huomannut mitä on tapahtunut yleisesti koko vihreän sektorin pörssikursseille?
Nousu on silti +433% vuoden takaiseen.
Toisena ajurina, yhtiöt missä arvo perustuu lähes pelkästään tulevaisuuden kassavirtoihin, kärsivät eniten korkojen noususta.(riskitön korko dcf:ssä).
Tuore presis - Quantafuel ASA
Fearnley Securities’ Chemical Recycling Webinar
https://newsweb.oslobors.no/obsvc/attachment.obsvc?messageId=530211&attachmentId=215216&obsvc.item=1
Edit: ei omaan silmään sattunut mitään uutta?
https://newsweb.oslobors.no/message/530695
BASF, Quantafuel and REMONDIS have signed a Memorandum of Understanding (MoU) to jointly evaluate a cooperation in chemical recycling including a joint investment into a pyrolysis plant for plastic waste. It is intended that REMONDIS, one of the world’s leading waste and water management companies, supplies suitable plastic waste to the plant, and chemical company BASF uses the resulting pyrolysis oil as feedstock in its production Verbund as part of its ChemCyclingTM project. Quantafuel intends to provide the technology and to operate the plant. The company is a specialist for the pyrolysis of mixed plastic waste and the purification of the resulting pyrolysis oil; the technology is jointly developed and being held with BASF. The location of the pyrolysis plant will be evaluated together.
Liputtakaa, jos off-topic, mutta onko joku löytänyt uutista/muuta syytä tämän päivän vapaapudotukselle? Itse en ainakaan löytänyt mitään.
Edit. Tänään ollut suurin volyymi tämän vuoden osalta. Voisiko olla joku isompi myyjä?
QFUEL: NONE OF OUR PARTNERS WHO HAVE SOLD SHARES -BØHN Oslo (TDN Direkt): A record of 7.2 million shares of Quantafuel has been sold through Goldman Sachs. This is confirmed by CEO Kjetil Bøhn in Quantafuel to TDN Direkt on Tuesday morning. - We do not know who sold, but none of our partners, Bøhn.
Tämä on ainoa, minkä aamupäivällä löysin.
Carbios voidaan varmaan nähdä kilpailijana, ja sieltä puolen on tullut seuraava ilmoitus eilen:
En tosin tiedä, että onko sillä mitään väliä Quantafuelin hinnalle, mutta on mahdollista, että sijoittajat ovat vaihtaneet näkemystä niin, että Carbiosin entsyymikierrätys on toimivampi ratkaisu
Hieman huolestuttaa Quantafuelin kuviot. Olettaisi että prosessin kehittämisestä tulisi jotain infoa kun sijoittajia se kiinnostaa. Pitäisiköhän hiljaisuudesta päätellä, että edistystä ei sanottavasti ole tapahtunut viime aikoina.
Chemicals: Diversified, Norway**|Share price at time of publication in NOK
Quantafuel
Analyst: Jørgen Andreas Lande|Recommendation:
Buy
Target price: NOK 126
Expansion in motion overshadowed by Skive
The share price is down 53% since the start of February, while European naphtha is trading 29% higher year-to-date and investors seem to solely focus on the lack of news from Skive. We argue that Quantafuel has released robust news flow for the longer-term case and we reiterate our Buy rating.
- Expect focus to be on Skive. We keep our estimates unchanged ahead of Quantafuel’s Q1 report due Friday this week. We are aware of potentially higher opex and model revenues of NOK7.5m and EBITDA of NOK-18.5m and net profit of NOK-22.4m. We believe our estimates are manageable, as we should expect a positive EBITDA contribution from Geminor (not included in our estimates) and we should expect the share price plunge of 26% in Q1 to positively affect net financials by roughly NOK100m, albeit no cash effect.
- Expansion in motion. Based on news flow we argue Quantafuel is addressing several key factors. Firstly, while its technology works in a small-scale environment, scaling it to optimise the balance between adequate feedstock and maximum production of alkenes will require tighter control of feedstock supply. The Geminor, Corepla and Remondis agreements are good examples of this. Secondly, growth seems more targeted and more rapid, which bodes well for our investment case.
- Valuation. Adjusted for cash, we argue the share price discounts ~77,000 tonnes annually (unrisked), which implies only pilot projects and as such, no tangible values are attributed to the technology.
Minkä firman analyytikko tämä Jorgen Andreas on?
Onko selvinnyt kuka myy Quantafuelia? Ilmeisesti antaumuksella…
Jørgen Andreas on Danske Bankin miehiä.
ti 11. toukok. 2021 klo 15.53 NotMe sivustolta Osakesijoittaminen (inderes@discoursemail.com) kirjoitti:
Kuinka vanha uutinen ja target price
Tämän aamuinen uutinen, mutta muistaakseen DB:n tavoite hinta on kyllä jo melko vanha!
https://newsweb.oslobors.no/message/533239
- ei huono, markkinat kiittää
"Outlook
The modification work on the Skive plant is progressing well, and we aim for proof-of-concept during second quarter 2021. Further modification work on some sub systems is required to reach continuous commercial production on all four lines simultaneously. Modification work will be performed over the next months, with an expected start of production at all four lines by the end of third quarter 2021.
For Esbjerg, we have secured the property for the plant and are working diligently towards the target of reaching FID.
Further, in Kristiansund we are increasing capacity on the pre-treatment and engineering a chemical recycling plant planned to be operating alongside the existing mechanical recycling plant.
Quantafuel is discussing the roll-out of large-scale capacity plants with both existing and potential new partners. Quantafuel notices a rapidly growing interest from major players across Europe that may lead to new partnerships and FEED studies for integrated plants during the next months.
EU’s Green Deal requiring 50% recycling within 2025 is an important accelerator for plastic recycling, and Quantafuel is in pole position to take a lead in this market. For Quantafuel this means more opportunities for business and continued technology development, for which we are building our organisation. "
Helpottava raportti, hieno juttu. Epävarmuuksia ollut jonkin verran, nyt luotto yhtiön tekemiseen kasvaa ja sekin tieto saatiin etteivät ole jatkuvasti tiedottamassa jokaisesta pienestä askeleesta vaan osareissa näitä tietoja sitten annetaan.
Edit: periaatteessa raportti antaisi perusteita nostaa tavoitehintoja. Saa nähdä onko jollain pokkaa siihen kun kurssi mörnii jo nyt sen -70% tavoitehintojen alapuolella. 
