Pääomistajan Helvigin ja analyytikon kommentteja. Analyytikon mukaan markkina tulee kasvamaan vuosikymmeniä, vuonna 2030 EV penetraatiota vasta 12% koko markkinasta…
Tässä Google translatella artikkeli:
Wind power entrepreneur has doubled the money in Zaptec
While the Oslo Stock Exchange may be heading for the best month of November ever, the electric car charging company Zaptec has risen. Store owner Lars Helge Helvig has doubled his values since listing.
Lars Helge Helvig has made a fortune on wind turbines and is now investing in other projects with a clear climate profile through the company Valinor. The value of the shares in the electric car charging company Zaptec has doubled in value since the stock exchange listing in October.
Lars Helge Helvig has made a fortune on wind turbines and is now investing in other projects with a clear climate profile through the company Valinor. The value of the shares in the electric car charging company Zaptec has doubled in value since the stock exchange listing in October.
Big paper gain on electric car chargers
One of today’s winners on the stock exchange is the electric car charging company Zaptec, which went public in October.
The share price rises around 13 percent and prolongs an upturn that has lasted since the end of October. In November alone, the share price rose above 60 percent.
On Tuesday, the share price is NOK 22.50. When the company raised money prior to the listing, Zaptec was priced at NOK 11.25 per share. Since then, the share price has risen 100 percent - a doubling of the values.
The largest owner in Zaptec is wind power founder Lars Helge Helvig’s group Valinor. He sold shares for NOK 66 million in connection with the transaction before listing, but is still the largest shareholder with 23.42 per cent of the shares.
His paper gain is NOK 196 million since the issue before listing. Helvig, which is Norway’s largest private wind power developer, now has shares worth around NOK 390 million.
Helvig is tight-lipped about the strong price development, but says it is nice that the stock is doing well, but at the same time points out that it does not matter much as they have a lock-up period of six months. This means that you cannot sell until six months have passed.
- But Zaptec has a good position in the electric charger market and we have great faith in the company, which is in a market that is part of a megatrend, he says.
Analyst: - Sitting in the driver’s seat
Analyst Petter Nystrøm in ABG Sundal Collier covers the Zaptec share.
He says the company delivered good figures for the third quarter and that they also raised the outlook. Zaptec now envisages a revenue growth of 25–30 per cent in 2020, compared with 15–20 per cent previously.
- We also see that there is strong growth in all markets. Export sales are also growing and 27 per cent of sales are now outside Norway. If you look at comparable companies in Europe, they have also had a very strong development. Many want exposure to these megatrends, says Nystrøm.
He explains that the electrification of the car fleet will be one of the biggest megatrends in the coming decades and that electric car chargers are following the sale of electric cars.
If electric car sales grow by 30 percent annually in Europe, electric cars will only account for 12 percent of the car fleet in 2030, according to the analyst, who believes the market will grow for decades.
- Zaptec is in the driver’s seat and should benefit from this strong growth, he says.