Diskusjon Triggere Porteføljer Aksjonærlister

Aega (AEGA.OL)

Aega ASA – Ny aksjekapital registrert

Thanks! What do you think about Norsk Solar AS?

I believe Nsol has good potential long term. Parks and operations spread across the world and with two heavy funding partners at their side is lowering risk.
Short term it seems they may need some more operational cash. As Oslo Børs is extremely negative towards capital increases, I don’t dare to invest until this issue is out of the way.

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Thanks. Good analysis. Look at what’s happening to AEGA now!

Aega fullfører kjøp av to solparker

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What do you think, which one has a better short-term upside perspective: AEGA or Zenith Energy? Let’s spring from Q3 results to be reported on 30.11.2022 (by aega and zenith simultaneously).

I don’t expect the reports have any signficant effect. The past is not interesting in these companies.
The best upside in my opinion is Zena as there is several potential deals coming up to maturity date before dec 15.
Aega is probably dependent of traders pumping the price as the earnings not being exciting enough at the moment.

AEGA may report very good Q3 results! Don’t you agree?

I don’t know. I believe it may be good, but “very” is a bit to much as I see it.
But when I come to think about it, I belive there is a trader in Aega now -Selaco. And the price is very low today. I may get a boost to 1,2-1,4 if the numbers are good.

Just look at what happened to Scatec after Q3 results!

I think the boost may come even before Q3. The market is “frozen” right now. Q3 results should also be good.

What deals do you have in mind with the maturity date before Dec 15?

That’s the Benin estimated 3 months reply deadline.

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you think the deadline for acceptance of the Benin offer is 3 months? I found no manifestation of such a term.

What do you think about tomorrow’s Q3 results? I know that production of solar electricity was good during those months but I am not sure about the prices in Italy! do you know anything about electricity prices in Italy in Q3?

Aega ASA: Financial results for the third quarter 2022

Seems like a very good Q3 results! How much the share can rise, I wonder?

The result before tax is still slightly negative, but probably the last one. The main thing in my view is the big difference between total assets vs MCap. Assets is more than double. At that point one could argue that 1,5kr would still be cheap, but probably not until there are positive numbers at the bottom.

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I am also worried about the conversion of the debt to shares! Can you recall the deadline of this conversion?

“Långiverne kan konvertere deres respektive andel av Lånets hovedstol til aksjer mot en tegningskurs på NOK 1, i tråd med vanlige betingelser og vilkår, fra og med 31. desember 2022.”

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