Argeo AS

[Hemingway]

Tviler på om det er smart å selge denne under 10,-. Kjempeomsetning i går og kursdrivende nyheter rett rundt hjørnet…
Never sell a rising Star!

[Fartin]

Nei. Ceo snakker jo oma.t avtalen til uken er kursdrivende…dessuten sier han at andre kontrakter er rett rundt hjørnet. Jeg avventer. Blir noen dipper oppover så klart. Men dette er for spennende

[Ravioli]

Ser ut som dere får rett Er fornøyd uansett.

[Ratzeputz]

Aldri feil å ta gevinst Ravioli:)
Men Argeo er fortsatt langt under IPO, de har levert veldig mye bra den siste tiden:

Kontrakt med gigant som vi får vite mer om neste uke. CEO sier det er kursdrivende nyheter, og at de meldte om kontrakt pga at de som bygger om båten i Bergen får innsideinformasjon.

Samarbeid med Shearwater.

Kjøpt nytt skip!

Finansiering på plass.

Forhandlinger om kontrakter for over 1 milliard mot 2025.

Topp 50 sitter på ca 90%. De fleste med høyere snitt enn dagens kurs.

Et marked som er verdsatt til 20 milliarder dollar årlig.

De har allerede flere gode avtaler signert som de tjener gode penger på.

Nei. Jeg ser ingen grunn til å selge aksjer på dette nivået vi er på nå.

En ledelse som holder ord og har full tillit i markedet har vi også.

Er bull så det holder!

Anbefaler de som ikke er inne enda å se siste kvartalspresentasjon, og intervju med CEO på finansavisen.

Glemte å presisere at de har patenter på verdensledende teknologi i dette gigantiske markedet😎 Men det vet dere vel.

[TekBot]

Argeo AS: Details on Argeo Searcher upgrade to multipurpose survey and subsea vessel

Asker, 05.10.2023 Offshore service company Argeo, is announcing an upgrade to its subsea vessel Argeo Searcher. This enhancement will substantially expand Argeo’s capabilities for the O&G subsea market and marine minerals seabed exploration.

The vessel upgrade will be carried out at Fjellstrand, a company with a solid track record and experience in this type of projects. The work will be carried out in October 2023 and is fully financed by the vessel owner. After completion, the Argeo Searcher will be a true Multipurpose Inspection, Maintenance and Repair (IMR), Greenfield survey vessel and Mineral Exploration vessel.
…

Vis børsmeldingen

With the expansive market and strong demand for deep-water subsea vessels and equipment our clients have requested additional capability. This upgrade is a response to this, and we confirm both secured backlog and further new projects as a result of this strong move in capacity. Argeo Searcher will commence operations immediately after completing the yard stay.

Superior survey capacity and productivity with new AUV

The upgraded vessel will be equipped with seamless integration for the recently purchased Hugin Superior Autonomous Underwater Vehicles (AUVs), significantly boosting operational capacity and productivity.

“By incorporating the advanced Hugin Superior AUV, featuring exceptional sensor payloads, into the Argeo Searcher, along with our proprietary electromagnetic sensor systems, we will achieve unprecedented deep-water data acquisition and interpretation capabilities, propelling us ahead of the competition," says Argeo CEO, Trond F Crantz.

The Hugin Superior offers unique capabilities and productivity enhancements through its extended coverage and long-range sensors. Argeo’s AUV fleet is now one of the world’s most advanced, seamlessly integrated with Argeo Robotics’ patented electromagnetic Argeo LISTEN™ and Argeo WHISPER™ sensor systems.

Expanded O&G and marine minerals exploration capabilities.

The upgrade includes the following key enhancements:
• Work Class ROV System.
• 20t Active Heave Compensated (AHC) Offshore Crane
• 20t Active Heave Compensated (AHC) 3000m Winch System
• 36t A-Frame
• Hugin Superior Integration with full onboard data processing
• Remote operations and USV Force-Multiplier capability
• Extended free deck space to 200m2

• Additional information about ROV system will be provided shortly

For more information, please contact:
Trond Figenschou Crantz, CEO
Email: trond.crantz@argeo.no
Phone: +47 976 37 273

About Argeo

Argeo is an Offshore Service company with a mission to transform the ocean surveying and inspection industry by utilizing autonomous surface and underwater robotics solutions. Equipped with unique sensors and advanced digital imaging technology, the Autonomous Underwater Vehicles (AUV’s) will significantly increase efficiency and imaging quality in addition to contributing to significant reduction in CO2 emissions from operations for the global industry in which the Company operates.

The Company’s highly accurate digital models and digital twin solutions are based on geophysical, hydrographic, and geological methods from shallow waters to the deepest oceans for the market segments Oil & Gas, Renewables, Marine Minerals and Offshore Installations. Argeo was established in 2017 and has offices in Asker (Oslo), Tromsø, Stockholm, Houston, and Singapore. Since its incorporation, Argeo has carried out complex projects for some of Norway’s largest companies in the field.

The company is listed on The Euronext Growth in Oslo under the ticker: ARGEO.
Please visit www.argeo.no for more information.

Kilde

[Ratzeputz]

Argeo AS: Backlog and company update presentation

Asker, 09.10.2023 Offshore service company Argeo, has today published a company presentation enclosed to this release, in addition to providing the following project updates.

Update on backlog - in reference to earlier press releases now totals NOK 250 million with extended scope of work in final approval process. This will keep both vessels fully utilized into early Q2-2024.

October 2nd Argeo announced that they had, in principle, agreed with an O&G supermajor on a 3-month deep-water oil and gas inspection program starting in Q4 2023 with a duration of minimum 90 days with potential for further work extension. The extended work scope is close to be finalised and the total contract value will be published thereafter.

Additionally, Argeo are in principle expected to agree a Greenfield Exploration project with a client. The project is scheduled to commence in late Q4 2023 with a duration of 4-months. Argeo’s newly acquired vessel from Shearwater will be utilized for this project. Final award announcement expected in November.

As of 1 July 2023, backlog amounted to NOK 83 million. Since Q2, NOK 250 million has been added to the backlog.

Tender update

Since our Q2 update, Argeo has converted tenders of NOK 250 million to backlog from the previously reported Submitted Tenders of NOK 850 million. As it stands, the Submitted Tenders now amount to NOK 600 million.

A further “in progress” (not-yet-submitted) tender amount to NOK 1200 million and status of this will be included in the company’s Q3 update 16 November 2023. In summary it’s a significant conversion rate from tenders to backlog and we expect to continue this trend going forward.

As a general note on the market, we see strong tender activity in our most important geomarket with deep-water projects in West-Africa and Brazil leading the bulk of activities for 2024 and beyond. Additionally, we experience a good scaling up of exploration for marine minerals and believe this vertical will be significant in the years to come with large projects in both the Pacific, Atlantic and Indian Oceans.

Financial updates

The company has successfully secured a new financing arrangement in the amount of NOK 131 million which has been obtained through a loan and credit agreement with a Norwegian bank.

Argeo has successfully secured a fully financed purchase agreement of three (3) new Hugin Autonomous Underwater Vehicles (AUVs) from Kongsberg with delivery 2023, 2024 and 2025 of NOK 275 million.

Early October, the company secured a financial agreement of up to NOK 40 million with the owner to facilitate the upgrade of the Argeo Searcher to attain full subsea capability.

Argeo is preparing for reactivation of the new vessel (SW Bell) to be used for upcoming work.

Forward looking statements

This press release includes forward looking statements, which do not reflect historical facts and may be identified by words such as “will”, “estimate” and similar expressions and include statements relating to LOIs, Agreement, Backlog, contract duration and value and expected start dates, and other non-historical statements. Such forward looking statements are subject to risks, uncertainties, contingencies and other factors could cause actual events to differ materially from the expectations expressed or implied by the forward-looking statements included herein, including risks related to contracting, including our ability to convert LOI/LOA into contracts, the final terms and start dates of such contracts, actual performance under operations, the risk that backlog may not be realized, and other risks and uncertainties described in the section.

For more information, please contact: Trond Figenschou Crantz, CEO Email: trond.crantz@argeo.no Phone: +47 976 37 273

About Argeo

Argeo is an Offshore Service company with a mission to transform the ocean surveying and inspection industry by utilizing autonomous surface and underwater robotics solutions. Equipped with unique sensors and advanced digital imaging technology, the Autonomous Underwater Vehicles (AUV’s) will significantly increase efficiency and imaging quality in addition to contributing to significant reduction in CO2 emissions from operations for the global industry in which the Company operates.

The Company’s highly accurate digital models and digital twin solutions are based on geophysical, hydrographic, and geological methods from shallow waters to the deepest oceans for the market segments Oil & Gas, Renewables, Marine Minerals and Offshore Installations. Argeo was established in 2017 and has offices in Asker (Oslo), Tromsø, Stockholm, Houston, and Singapore. Since its incorporation, Argeo has carried out complex projects for some of Norway’s largest companies in the field.

The company is listed on The Euronext Growth in Oslo under the ticker: ARGEO.

[Fartin]

Ser ikke dette ledig bra ut? Er det sånn å lese at kontrakten er på ca 200millioner eller misforstår jeg?

[Ratzeputz]

Poster denne forenklingen fra TDN. Se tredje avsnitt!

Oslo (Infront TDN Direkt): Argeo har lagt til 250 millioner kroner i ordreboken siden utgangen av andre kvartal, ifølge en oppdatering fra selskapet mandag.

“Oppsummert er det en betydelig konverteringsrate fra anbud til ordrebok og vi forventer at denne trenden fortsetter fremover”, heter det.

Pågående anbud beløper seg til 1.200 millioner kroner og status på disse vil bli inkludert i tredjekvartalsrapporten 16. november, opplyses det.

Videre skriver Argeo at selskapet har sikret en ny finansieringsordning på 131 millioner kroner med en norsk bank. Argeo har videre sikret seg en fullfinansiert kjøpsavtale på tre UAV-fartøy fra Kongsberg med levering i 2023, 2024 og 2025 på 275 millioner kroner

[Fartin]

Spinnvilt.

[TekBot]

Argeo AS: Backlog and company update presentation

Asker, 09.10.2023 Offshore service company Argeo, has today published a company presentation enclosed to this release, in addition to providing the following project updates.

Update on backlog – in reference to earlier press releases now totals NOK 250 million with extended scope of work in final approval process. This will keep both vessels fully utilized into early Q2-2024.
…

Vis børsmeldingen

October 2nd Argeo announced that they had, in principle, agreed with an O&G supermajor on a 3-month deep-water oil and gas inspection program starting in Q4 2023 with a duration of minimum 90 days with potential for further work extension. The extended work scope is close to be finalised and the total contract value will be published thereafter.

Additionally, Argeo are in principle expected to agree a Greenfield Exploration project with a client. The project is scheduled to commence in late Q4 2023 with a duration of 4-months. Argeo’s newly acquired vessel from Shearwater will be utilized for this project. Final award announcement expected in November.

As of 1 July 2023, backlog amounted to NOK 83 million. Since Q2, NOK 250 million has been added to the backlog.

Tender update

Since our Q2 update, Argeo has converted tenders of NOK 250 million to backlog from the previously reported Submitted Tenders of NOK 850 million. As it stands, the Submitted Tenders now amount to NOK 600 million.

A further “in progress” (not-yet-submitted) tender amount to NOK 1200 million and status of this will be included in the company’s Q3 update 16 November 2023. In summary it’s a significant conversion rate from tenders to backlog and we expect to continue this trend going forward.

As a general note on the market, we see strong tender activity in our most important geomarket with deep-water projects in West-Africa and Brazil leading the bulk of activities for 2024 and beyond. Additionally, we experience a good scaling up of exploration for marine minerals and believe this vertical will be significant in the years to come with large projects in both the Pacific, Atlantic and Indian Oceans.

Financial updates

The company has successfully secured a new financing arrangement in the amount of NOK 131 million which has been obtained through a loan and credit agreement with a Norwegian bank.

Argeo has successfully secured a fully financed purchase agreement of three (3) new Hugin Autonomous Underwater Vehicles (AUVs) from Kongsberg with delivery 2023, 2024 and 2025 of NOK 275 million.

Early October, the company secured a financial agreement of up to NOK 40 million with the owner to facilitate the upgrade of the Argeo Searcher to attain full subsea capability.

Argeo is preparing for reactivation of the new vessel (SW Bell) to be used for upcoming work.

Forward looking statements

This press release includes forward looking statements, which do not reflect historical facts and may be identified by words such as “will”, “estimate” and similar expressions and include statements relating to LOIs, Agreement, Backlog, contract duration and value and expected start dates, and other non-historical statements. Such forward looking statements are subject to risks, uncertainties, contingencies and other factors could cause actual events to differ materially from the expectations expressed or implied by the forward-looking statements included herein, including risks related to contracting, including our ability to convert LOI/LOA into contracts, the final terms and start dates of such contracts, actual performance under operations, the risk that backlog may not be realized, and other risks and uncertainties described in the section.

For more information, please contact:
Trond Figenschou Crantz, CEO
Email: trond.crantz@argeo.no
Phone: +47 976 37 273

About Argeo

Argeo is an Offshore Service company with a mission to transform the ocean surveying and inspection industry by utilizing autonomous surface and underwater robotics solutions. Equipped with unique sensors and advanced digital imaging technology, the Autonomous Underwater Vehicles (AUV’s) will significantly increase efficiency and imaging quality in addition to contributing to significant reduction in CO2 emissions from operations for the global industry in which the Company operates.

The Company’s highly accurate digital models and digital twin solutions are based on geophysical, hydrographic, and geological methods from shallow waters to the deepest oceans for the market segments Oil & Gas, Renewables, Marine Minerals and Offshore Installations. Argeo was established in 2017 and has offices in Asker (Oslo), Tromsø, Stockholm, Houston, and Singapore. Since its incorporation, Argeo has carried out complex projects for some of Norway’s largest companies in the field.

The company is listed on The Euronext Growth in Oslo under the ticker: ARGEO.

Please visit www.argeo.no for more information.

Kilde

[TekBot]

Argeo AS: Backlog and company update presentation

Asker, 09.10.2023 Offshore service company Argeo, has today published a company presentation enclosed to this release, in addition to providing the following project updates.

Update on backlog – in reference to earlier press releases now totals NOK 250 million with extended scope of work in final approval process. This will keep both vessels fully utilized into early Q2-2024.
…

Vis børsmeldingen

October 2nd Argeo announced that they had, in principle, agreed with an O&G supermajor on a 3-month deep-water oil and gas inspection program starting in Q4 2023 with a duration of minimum 90 days with potential for further work extension. The extended work scope is close to be finalised and the total contract value will be published thereafter.

Additionally, Argeo are in principle expected to agree a Greenfield Exploration project with a client. The project is scheduled to commence in late Q4 2023 with a duration of 4-months. Argeo’s newly acquired vessel from Shearwater will be utilized for this project. Final award announcement expected in November.

As of 1 July 2023, backlog amounted to NOK 83 million. Since Q2, NOK 250 million has been added to the backlog.

Tender update

Since our Q2 update, Argeo has converted tenders of NOK 250 million to backlog from the previously reported Submitted Tenders of NOK 850 million. As it stands, the Submitted Tenders now amount to NOK 600 million.

A further “in progress” (not-yet-submitted) tender amount to NOK 1200 million and status of this will be included in the company’s Q3 update 16 November 2023. In summary it’s a significant conversion rate from tenders to backlog and we expect to continue this trend going forward.

As a general note on the market, we see strong tender activity in our most important geomarket with deep-water projects in West-Africa and Brazil leading the bulk of activities for 2024 and beyond. Additionally, we experience a good scaling up of exploration for marine minerals and believe this vertical will be significant in the years to come with large projects in both the Pacific, Atlantic and Indian Oceans.

Financial updates

The company has successfully secured a new financing arrangement in the amount of NOK 131 million which has been obtained through a loan and credit agreement with a Norwegian bank.

Argeo has successfully secured a fully financed purchase agreement of three (3) new Hugin Autonomous Underwater Vehicles (AUVs) from Kongsberg with delivery 2023, 2024 and 2025 of NOK 275 million.

Early October, the company secured a financial agreement of up to NOK 40 million with the owner to facilitate the upgrade of the Argeo Searcher to attain full subsea capability.

Argeo is preparing for reactivation of the new vessel (SW Bell) to be used for upcoming work.

Forward looking statements

This press release includes forward looking statements, which do not reflect historical facts and may be identified by words such as “will”, “estimate” and similar expressions and include statements relating to LOIs, Agreement, Backlog, contract duration and value and expected start dates, and other non-historical statements. Such forward looking statements are subject to risks, uncertainties, contingencies and other factors could cause actual events to differ materially from the expectations expressed or implied by the forward-looking statements included herein, including risks related to contracting, including our ability to convert LOI/LOA into contracts, the final terms and start dates of such contracts, actual performance under operations, the risk that backlog may not be realized, and other risks and uncertainties described in the section.

For more information, please contact:
Trond Figenschou Crantz, CEO
Email: trond.crantz@argeo.no
Phone: +47 976 37 273

About Argeo

Argeo is an Offshore Service company with a mission to transform the ocean surveying and inspection industry by utilizing autonomous surface and underwater robotics solutions. Equipped with unique sensors and advanced digital imaging technology, the Autonomous Underwater Vehicles (AUV’s) will significantly increase efficiency and imaging quality in addition to contributing to significant reduction in CO2 emissions from operations for the global industry in which the Company operates.

The Company’s highly accurate digital models and digital twin solutions are based on geophysical, hydrographic, and geological methods from shallow waters to the deepest oceans for the market segments Oil & Gas, Renewables, Marine Minerals and Offshore Installations. Argeo was established in 2017 and has offices in Asker (Oslo), Tromsø, Stockholm, Houston, and Singapore. Since its incorporation, Argeo has carried out complex projects for some of Norway’s largest companies in the field.

The company is listed on The Euronext Growth in Oslo under the ticker: ARGEO.

Please visit www.argeo.no for more information.

Kilde

[Hemingway]

Ingen positiv respons i markedet. Foreløpig. Jeg er spent på videre kursutvikling de neste dagene. De er i alle fall modige som selger på dagens nivåer. Eller kanskje det er vi som akkumulerer som er det😁

[Dunkel]

Er bare litt treghet i systemet her ser jeg

[Hemingway]

Nja, såpass treghet står vi i. I morgen er det ny dag med nye gevinster. Kontraktsnyheter og helt sikkert meglerhus som står på terskelen til å komme med rykende ferske analyser, vil få dagens kurser til å blekne.

[1894]

Fint byks på slutten her.

Tenkte bare å dele en liten betraktning rundt nytten av allokeringsregler/posisjonsstørrelser. Bare litt tanker rundt min min egen erfaring, ikke ment til belæring ovenfor andre.

Jeg kjøpte mine første aksjer i Argeo ikke lenge etter den startet opp på børsen (eller growth da). Jeg syntes det var et spennende case som var verdt et bet. Og om ikke jeg traff selve toppen så fikk jeg iallefall gleden av å betale raust for de første aksjene. I nye selskaper tar ting ofte lengre tid enn planlagt, og krever mer penger enn selskapet guider på. I argeos tilfelle bommet man (blandt annet) på tilgang på skip pg brukte AUV’er, men den følge at man trengte mer penger både til utstyr og til å dekke inn underskudd.

Heldigvis har jeg et allokeringssystem som redder meg når jeg bommer på seleksjon eller timing. Ved å ikke gå for tungt inn fra start slipper jeg både å gå ut på stopp loss, samtidig som mulighetene for å opprettholde eierandel etter emisjoner uten at jeg etterhvert fanges med alle midler i ett bet. Uten gode allokeringsregler ville jeg fortsatt stått i minus, mens jeg nå i stedet har realisert deler av gevinsten.

På samme måte hjelper allokeringsreglene med å justere posisjonene når oppgangen kommer. Jeg solgte derfor ut ca halvparten når jeg havnet i for stor overvekt. Kommer til å sitte litt videre, men har nå frigitt litt midler jeg kan bruke på andre (problem)case

[Ratzeputz]

Varslet om denne doblingskandidaten 1 september. Har gått 155% siden da.

Men dette er bare starten på reprisingen av selskapet!

Kan gå til 10 kroner i løpet av kort tid nå.

[Fartin]

Ja husker det . Bra tips der. Jeg tror det var ca da jeg kjøpte mine første. Så økte jeg senere så gav ble økt.

Det ble skikkelig fart i dag. Det begynner kanskje gå opp for markedet at de virkelig har gjort gjennombrudd. I tilegg kan det virke som de er eneste tilbyder på en del kontrakter siden de er så selvsikker på å lande de?

[Fartin]

Det ruser på. Vi passerer 700 mill mcap.
Vurderer å bare ha denne langsiktig. 2 milliarder for ett seismikk selskap med mange andre forretningsområder. Ny patentert teknologi. Samarbeid med shearwater. Det kan virke som de er en av veldig få tilbydere på kontraktene de byr på også.

Hva tenker dere?

[Hemingway]

Jeg tenker du tenker fornuftig og rett. Glatt 20% opp med nyheter i morgen. Stabiliserer seg på 7.70-nivå. Antar den skal opp og teste nivå rett under 8 før videre tur oppover.

[Dressogslips]

Hei ville bare si at jeg kjøpte Argeo på ca 1,6 i februar etter en grundig gjennomgang av selskapet, og solgte med tap på ca 1,3 i mars. Sånn kan det gå - unner dere alle en helvetes fest.