Diskusjon Triggere Porteføljer Aksjonærlister

Cloudberry Clean Energy

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Starter en tråd om Cloudberry Clean Energy fordi den blir diskutert i ESG-tråden. Notert på Merkur Market. Ser for meg at denne vil få mye oppmerksomhet i årene som kommer og vurderer inngang her selv.

Er det mulig å få Tekbot på denne @pdx? :shamrock: :shamrock: :shamrock: :shamrock: :octopus:

"Cloudberry Clean Energy er et nordisk energiselskap. Vi eier, utvikler og drifter vann- og vindkraftverk i Norge og Sverige. Vi produserer fornybar energi for kommende generasjoner. Vår ambisjon er å utvikle et bærekraftig samfunn og skape verdier for våre interessenter. Besøk vår nettside www.cloudberry.no for mer informasjon. "

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Kan man tolke dagens melding som varsel om en kommende emisjon?
The Company is considering several options for financing the Transaction, including: o Existing cash reserves - the company has a cash balance of NOK ~195 million (as of Q1 2020) o Consideration shares - Cloudberry and the counterparty have the intention to settle approximately 1/3 of the Transaction consideration in Cloudberry shares, subject to agreed terms o Asset(s) in kind o Share capital increase In respect to the option for a share capital increase, Cloudberry has engaged Carnegie and Pareto Securities to organise an investor roadshow, and a transaction may follow. The Company has today published an updated investor presentation with further details on the Transaction (attached).

Melding følger:

Oslo, 24 June 2020: Cloudberry Clean Energy AS (“Cloudberry” or the “Company”) is a Nordic renewable energy company. Cloudberry provides growth and value creation by owning, developing and operating renewable energy assets in Norway and Sweden. The Company seeks to grow both organically and inorganically, through maturing and executing on its portfolio of hydro and wind power assets. The portfolio, which ranges from undeveloped projects to producing assets, represents a significant growth and value creation potential. Reference is made to the stock exchange release on 28 May 2020 regarding the signing of a letter of intent on an acquisition of a minority interest in a diversified production portfolio of hydro power assets (the “Transaction”). Cloudberry and the counterparty in the Transaction have agreed on the sales and purchase agreement (“SPA”), and it has been approved by the board of directors in both companies. Completion of the Transaction is subject to certain conditions being fulfilled, which is anticipated to occur in September or October 2020 (“Completion”). The Transaction comprises the acquisition of a 34% ownership interest in a company (the “Target Company”) owning 13 producing hydro power assets and one power offtake agreement in Norway, with a combined annual production of around 85 GWh net to Cloudberry. The Transaction will increase the expected annual production from assets currently in production and under construction from 53 GWh to 138 GWh net to the Company. Cloudberry will be the Norwegian manager of the Target Company’s portfolio and has secured appropriate and customary governance mechanisms and rights for its 34% minority share interest. The majority owner of the Target Company is a well-established European infrastructure investor which will be kept confidential until Completion. The transaction value is confidential as per the SPA. However, Cloudberry expects the acquired portfolio to perform in line with the Company’s equity IRR target of 5-8% for its long-term producing renewable assets. The hydro power assets have an average license life of minimum 51 years. The Company is considering several options for financing the Transaction, including: o Existing cash reserves - the company has a cash balance of NOK ~195 million (as of Q1 2020) o Consideration shares - Cloudberry and the counterparty have the intention to settle approximately 1/3 of the Transaction consideration in Cloudberry shares, subject to agreed terms o Asset(s) in kind o Share capital increase In respect to the option for a share capital increase, Cloudberry has engaged Carnegie and Pareto Securities to organise an investor roadshow, and a transaction may follow. The Company has today published an updated investor presentation with further details on the Transaction (attached). For information visit our company and IR website: www.cloudberry.no About Cloudberry Cloudberry is a Nordic renewable energy company. We own, develop and operate hydro power plants and wind farms in Norway and Sweden. Our purpose is to provide clean renewable energy for future generations, developing a sustainable society for the long term and creating value for our stakeholders. We believe in a fundamental long-term demand for renewable energy in the Nordics and Europe. Our purpose shapes every aspect of how Cloudberry operates. Cloudberry has a strong commitment to local communities. Our integrated value chain approach ensures local presence and optimisation of stakeholder alignment and value creation. Our long-term growth strategy rests upon our ability to create value for stakeholders, and our ability to use the best possible technology available, bring down costs, improve sustainability and make an important contribution to the necessary European energy transition. We will realise growth through organic greenfield development and by taking part in structural development of the Nordic renewable energy industry. We are a public Merkur Market company supported by strong owners and led by an experienced management team and board. Our offices are in Oslo, Norway (main office) and Karlstad, Sweden. To learn more about Cloudberry, go to www.cloudberry.no

Artig at du starta tråden. Har fulgt disse litt, og fikk en påminnelse av finansavisen.

Et selskap jeg kan forstå, så en post her frister. Bare undrer litt på når :slight_smile:

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Tok ett lodd

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Ser ut som volumet øker her ja…

Markedsverdi på 700mill og en omsetning på 1.85mill?

Har noen kommet med noen kursmål for dem ? Frister veldig å kjøpe… bare klatra noe mye i d siste. RSI på 82

Vurderte jo å gå inn her på 12 kr, kan angre på det nå, men har samtidig nada tallgrunnlag for å gå inn.

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Mhm… to i samme båt. REmisjon på 11.10kr :expressionless:. Så dagens kurs har vel bakt in en hel del forventninger fremover. Fasan altså… pcib tok all oppmerksomhet.

Samme her

Avventer nok til neste Q pres og ser hva som legges frem der. Men virker jo absolutt interresant på lang sikt.

ESG-mygg vil hente 150 millioner

Cloudberry Clean Energy vurderer emisjon.

https://finansavisen.no/nyheter/bors/2020/07/07/7545009/esg-mygg-vil-hente-150-millioner

Det stinket emisjon av aksjen etter at denn gar gått så mye på kort tid siden notering.
Har sittet å venret på denne. Vurderer inngang etter den er fullført. Virker jo som en god case på lang sikt, og nå får de penger til å utvide portefølje med nye investeringer.

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Ja, lå vel egentlig meldt i hvertfallnindirekte i meldingen for to uker siden…

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Ser at de har mål om 29-39MNOK i Cash flow i 2021. Er vel ikke veldig imponerende med en verdsettelse på 650 Mnok?

Genialt og emittere når selskapet er høyt priset, samme som både NEL og Tesla gjør

Nevn en ESG aksje som som er attraktive med tanke på lønnsomhet? Er vel knapt noen av de som tjener penger i forhold til mcap, om de tjener penger overhode…

Framtiden som de sier :slight_smile:

https://newsweb.oslobors.no/message/509498

PÅ tide med et lodd her?

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Syns liksom det er noe tynt

Spennende selskap som fremstår godt posisjonert i et lovende segment, men i en ufin negativ teknisk trend etter notering. Har tatt en lyttepost. Noen tanker om selskapet på kort og lang sikt?