B2 Impact (B2I)

TekBot · februar 4, 2019, 4:07pm

04/02-2019 14:45:16: (B2H) Finansiell kalender

TekBot · februar 12, 2019, 12:28pm

12/02-2019 13:26:59: (B2H) Renteregulering

TekBot · februar 22, 2019, 1:00pm

22/02-2019 14:00:00: (B2H) Fourth quarter 2018 presentation B2Holding

B2Holding presents its fourth quarter 2018 results on Thursday 28 February at
08:30 at Hotel Bristol, Kristian IVs gate 7, Oslo, Norway.

…

Vis børsmeldingen

Breakfast will be served.

If you wish to attend, please register by 12 noon on Wednesday 27 February by
following this link: https://no.surveymonkey.com/r/B2HQ42018

Following the publication of B2Holding’s Q4 2018 results, a global investor call
will be held on Thursday 28 February at 15:15 CET.

Joining the Conference Call:

In the 10 minutes prior to call start time, call the Participant Dial-In
Number:
+44 (0) 2071 928000

Provide the Operator with the Conference ID Number: 8077459

Helpful keypad commands:
*0 - Operator Assistance
*6 - Self Mute/Unmute

http://www.netfonds.no/quotes/release.php?id=20190222.OBI.20190222S71

TekBot · februar 28, 2019, 6:00am

28/02-2019 07:00:00: (B2H) B2HOLDING ASA - 4Q’2018 REPORT, STRONG GROWTH IN Q4 WITH RECORD HIGH GROSS COLLECTION 59% GROWTH IN CASH EBITDA Y-O-Y, ERC OF NOK 22.3BN, STRONG PIPELINE NPL PORTFOLIOS AND SOLID GROWTH CAPACIT

Fourth quarter 2018

Gross cash collection of NOK 1,169 million (723)

up 62% y-o-y
…

Vis børsmeldingen

Operating profit of NOK 326 million (301), and adjusted NOK 387 million

up 8% y-o-y, and adjusted up 29% y-o-y

Cash EBITDA of NOK 833 million (524)

up 59% y-o-y

ERC at end of month NOK 22,262 million (15,264)

up 46% y-o-y

(Comparable numbers for Q4 2017 in brackets)

B2Holding (B2H) continued the positive operational growth and the fourth
quarter 2018 represents a strong end to the year. The Group recorded all-time
high levels in cash collection and Cash EBITDA and other key performance
indicators.

The Group posted a record-high quarterly cash EBITDA of NOK 833 million, an
increase of NOK 309 million compared to Q4 2017 (+59%). Total operating revenue
increased to NOK 753 million from NOK 622 million in Q4 2017 (+21%) and the
operating profit landed at NOK 326 million (+8%).

The Group sold portfolios that generated a net positive cash gain. The sale
generated an accounting loss of net NOK 61 million due to booking of interest
income in accordance with the effective interest method. Adjusted for this
effect, the operating revenue was NOK 814 million (+31%) and the operating
profit was NOK 387 million (+29%).

B2H invested NOK 1,634 million in new portfolios in fourth quarter. The
portfolios were mainly purchased in Northern Europe, and 74% of the purchases in
the quarter were unsecured portfolios. In line with the strategy the Group has
made its first portfolio purchases in Spain and Portugal, an important addition
to the Western Europe region for the Group. The Group has acquired portfolios
for NOK 6.4 billion over the last 12 months (+55%) and grown the total gross ERC
to approx. NOK 22.3 billion (+46%).

The Group entered two new strategic co-investment structures in October with
Waterfall Asset Management and the European Bank for Reconstruction and
Development (EBRD), related to portfolio purchases in Greece.

At the end of the fourth quarter the Group has NOK 1.3 billion available for
investments in addition to strong operating cash flow from collections of
purchased loan portfolios. Based on the current financing of the Group and
estimated cash flow in 2019, the Group has investment capacity for 2019 of
approximately NOK 5.4 billion and is thus well positioned to take advantage of
the current market with strong pipeline and attractive returns.

For further information, please see the Q4 2018 presentation and report
attached.
The documents are also available on the Company’s website:
http://www.b2holding.no

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act

http://www.netfonds.no/quotes/release.php?id=20190228.OBI.20190228S10

TekBot · februar 28, 2019, 6:05am

28/02-2019 07:05:00: (B2H) Key information relating to the cash dividend to be paid by B2Holding ASA

Snoopzter · februar 28, 2019, 7:07am

5 øre høyere utbytte enn jeg estimerte - kanke klage på det. Fokus fremover er på strømlinjeforming av driften og høyere marginer. I like! +1

TekBot · februar 28, 2019, 3:07pm

28/02-2019 16:06:32: (B2H) CORRECTION: Key information relating to the cash dividend to be paid by B2Holding ASA - Updated Record date 28 May 2019

TekBot · februar 28, 2019, 4:41pm

28/02-2019 17:40:22: (B2H) Mandatory notification of trade by Primary Insider

Olee78 · februar 28, 2019, 5:20pm

Heftig innsidekjøp!
Gikk også inn i denne i dag. Den har vel vært upopulær, men ser at den er veldig billig. Tror det er en god inngang på lengre sikt.

rokky · mars 1, 2019, 10:01am

Ser at aksjekursen i svenske Intrum har gått jevnt oppover som ei klokke siden nyttår, mens det går den veien høna sparker med norske Axa og B2holding. Pussig.

TekBot · mars 6, 2019, 12:51pm

06/03-2019 13:50:22: (B2H) Renteregulering

TekBot · mars 11, 2019, 9:14pm

11/03-2019 22:13:14: (B2H) Mandatory notification of trade by Primary Insider

Bingo123 · mars 11, 2019, 9:23pm

Positivt. Tålmodighet er nok det som gjelder her

TekBot · mars 22, 2019, 8:15am

22/03-2019 09:14:19: (B2H) B2Holding ASA: Cross-border upstream merger

The Board of Directors has signed a plan to merge B2Holding ASA with its 100%
owned subsidiary Ultimo Netherlands BV in a cross-border upstream merger
transaction.
…

Vis børsmeldingen

The purpose of the merger is to simplify the corporate structure, reduce the
number of cross border transactions and reduce the costs associated with the
subsidiary.

The merger implies that Ultimo Netherlands BV will transfer all its assets,
rights and obligations, to its parent company. The merger will for accounting
and tax purposes be implemented with effect from and including 1 January 2019.
The merger plan will be filed with the Norwegian Register of Business
Enterprises and the Dutch Trade Register and is governed by the Norwegian Public
Limited Liability Companies Act of 13 June 1997 no 45 Chapter VII “Cross-border
merger” and Title 7, section 2, 3 and 3A of Book 2 of the Dutch Civil Code.

The merger will be completed free of consideration and there will be no change
of the share capital of B2Holding ASA. The rights accorded to the shareholders
of B2Holding ASA will not be affected by the merger.

Implementation of the merger is conditional upon fulfillment of legal conditions
and the approval of the Annual General Meeting of B2Holding ASA on 24 May 2019.
Please see the merger plan attached.

This information is published pursuant to the requirements set out in the
Continuing obligations.

http://www.netfonds.no/quotes/release.php?id=20190322.OBI.20190322S34

TekBot · april 2, 2019, 11:54am

02/04-2019 13:52:47: (B2H) Renteregulering

Snoopzter · april 3, 2019, 10:07am

På tide å kjøpe her. 3,75% direkteavkastning (utbytte). B2H presenterer for DNB imorgen, da snur den.

Kjøper idag og ser fremover:

Bedre marginer
Redusert gjeld (risiko)
Fremdeles vekst (dog redusert pga margin-fokus)

Buffet · april 3, 2019, 10:17am

Enig! Må på handleren her idag ser jeg…

Snoopzter · april 4, 2019, 11:07am

Snuser på litt momentum nå? Iallefall i pluss. Kan bli et morsomt short-squeeze her om DNB Markets skal bulle ordentlig. Jeg fikk kjøpt en meget god dose igår iallefall og sprer ordet til de jeg kjenner.

Kaisovski · april 4, 2019, 9:13pm

De skal investere rundt 5-5,5 milliarder i 2019.
Tror IKKE gjelden skal ned med det første…

Ellers er jeg stålbull på b2 og håper på snarlig reprising.

Snoopzter · april 5, 2019, 6:05am

Har du lenke til sendingen hos DNB Markets @Kaisovski ?