Ved evt oppkjøp lages en avtale om detaljene. Denne må godkjennes av aksjonærene ved flertall på en generalforsamling.
Ok, takk for svar
“… If you look at industrial conglomerates - I came from one - you know there is an advantaged to being a small company who can innovate fast. Cause those industrial conglomerates are investing - or even acquiring the smaller companies - to try and build their portfolio of capture technologies to meet the market needs…” - Wendy Lam
Capsol Technologies ASA: Two US engineering studies awarded - mature pipeline projects advancing
Capsol Technologies, a leading provider of carbon capture technology, has
progressed two engineering studies in the United States. While already counted
in the company’s reported mature pipeline as of Q1 2025, the projects,
representing a combined potential of 900,000 tonnes of annual CO? capture
capacity, have now advanced.
The studies relate to a low-carbon gas power facility and a Biomass Carbon
Removal and Storage (BiCRS) project. Each study will assess the applicability of
Capsol’s proprietary technologies, CapsolGT® and CapsolEoP®, including system
integration, cost efficiency, regulatory fit, environmental performance, and
logistics.
“These studies are important strategic footholds in the US, where commercial
momentum for carbon capture is continuing,” said Wendy Lam, CEO of Capsol
Technologies. “They strengthen our position in gas power and biomass - two
distinct and strategically important segments - and underscore the trust placed
in our engineering capabilities during the early phases of major decarbonization
initiatives.”
Capsol’s mature pipeline exceeded 22 million tonnes of annual CO? capture
capacity at the end of Q1 2025, up more than 70% year-on-year. Growth has been
driven by the final investment decision on one of the world’s largest biomass
with carbon capture and storage projects using Capsol’s technology, increased
demand from large companies with multi-site operations and funding applications.
Based on standard licensing terms applied to the current mature pipeline, the
total long-term revenue potential exceeds NOK 3 billion.
TOP 20 SHAREHOLDERS
6/5/25
Rank | Investor | Holding | Stake | Type | Country |
---|---|---|---|---|---|
1 | REDERIAKTIESELSKAPET SKRIM | 9,546,474 | 15.18% | Ordinary | NOR |
2 | SEOTO AS | 5,172,677 | 8.22% | Ordinary | NOR |
3 | DNB BANK ASA | 4,962,436 | 7.89% | Nominee | SWE |
4 | AQUILA HOLDINGS INVESTMENT AS | 4,033,188 | 6.41% | Ordinary | NOR |
5 | MP PENSJON PK | 2,886,800 | 4.59% | Ordinary | NOR |
6 | T.D. VEEN AS | 2,093,202 | 3.33% | Ordinary | NOR |
7 | DANSKE BANK A/S | 1,830,540 | 2.91% | Nominee | DNK |
8 | F2 FUNDS AS | 1,604,629 | 2.55% | Ordinary | NOR |
9 | REDBACK AS | 1,549,769 | 2.46% | Ordinary | NOR |
10 | TIGERSTADEN AS | 1,500,000 | 2.38% | Ordinary | NOR |
11 | MATHISEN | 1,410,578 | 2.24% | Ordinary | USA |
12 | F1 FUNDS AS | 1,292,538 | 2.05% | Ordinary | NOR |
13 | GM CAPITAL AS | 1,200,000 | 1.91% | Ordinary | NOR |
14 | DANSKE INVEST NORGE VEKST | 1,185,037 | 1.88% | Ordinary | NOR |
15 | ENGELSVIKEN FRYSERI AS | 1,143,891 | 1.82% | Ordinary | NOR |
16 | THE NORTHERN TRUST COMP, LONDON BR | 1,130,000 | 1.80% | Nominee | GBR |
17 | DAIMYO INVEST AS | 1,030,000 | 1.64% | Ordinary | NOR |
18 | Q CAPITAL AS | 998,490 | 1.59% | Ordinary | NOR |
19 | TONE BEKKESTAD AS | 759,928 | 1.21% | Ordinary | NOR |
20 | BROWNSKE BEVEGELSER AS | 725,037 | 1.15% | Ordinary | NOR |
Total top 20 shareholders | 46,055,214 | 73.22% | |||
Other shareholders | 16,843,455 | 26.78% | |||
Total | 62,898,669 | 100.00% |
- juli:
Capsol Technologies, …
has entered into a loan agreement with DNB, securing an additional EUR 2.6 million
(about NOK 30 million) under the bank’s green loan framework.
Rått.
Tanker om q2?
Eier ikke aksjer og har ikke fulgt med på ei stund, men etter å ha skummet gjennom så virker det vel som om status er samme her som i tilsvarende tilsynelatende lovende selskaper; alt går i snegletempo.
De har cash til rundt ett år til, men samtidig sier de at det kommer flere CapsolGO avtaler i nær fremtid. De sier jo også at de trenger èn FID for å være break-even det året.
De leter også etter en strategisk partner, skulle overraske meg om de ikke får til en god avtale der med tanke på posisjonen til selskapet.
Kursen har holdt seg godt rundt 9-tallet, så får vi satse på høyere aktivitet fremover og styrket kurs.
Får satse mer på høyere aktivitet, kursen er vel så som så for tiden. Blir ikke klok på kursutviklingen i det hele tatt.
Er vel ikke mer komplisert enn at tålmodigheten er slutt og at det er "show me the money " som gjelder.
https://newsweb.oslobors.no/message/654824
«Capsol has multiple high-conviction projects with potential FID’s in 2026 and
based on target revenues of 10-15 EUR/tonnes, one fully priced FID could be
sufficient to generate positive EBITDA for three years.»
Kursutviklingen har vært bedrøvelig, men tror de som holder ut her vil se en betydelig endring på det.
Tenker jeg tar det investeringsrådet
Ikke feil at Munters kjøper seg opp i Capsol
Samtidig sier de jo: “several strategic partnership processes
are progressing steadily, supported by Pareto Securities, with continued
momentum expected in H2 2025.”
Så her kan det komme flere godbiter fortløpende.