Ja, jeg tror dette kan bli noe stort. De har testet ut vellyket løsning for Elbil batterier med Saint Gobain, som er blant global fortune 500 selskaper. Hvis jeg husker riktig så kan det komme en avtale i løpet av 2024.
Kult. Hvis jeg skal legge ut et kjøp, hva kan man typisk få tilslag på nå?
Tenker CondAlign ligger et stykke foran mtp produkt ut i markedet. De har fortsatt til gode å bevise kommersiell suksess. De har også en annen forretningsmodell, med lisensproduksjon og begrenset med investering i eget produksjonsutstyr. Nå har de justert litt i den modellen, slik at de også skal kunne produsere selv, men jeg forstår at de fortsatt baserer seg på lisensbasert produksjon.
Det blir spennende å se hva de kommer med på Saint Gobain - der vil det vel komme noe news snart. Ellers er det en stund siden jeg oppdaterte meg på hva de har i pipline. Må lese meg opp igjen ser jeg.
Jeg tror at på sikt vil du få godt betalt av en NTG-posisjon. CondAlign tror jeg det blir vanskelig å få noe på. Men du kan jo prøve å legge inn - alltids noen som kan komme til å dumpe, slik vi har sett i CNANO.
Så vidt jeg vet er de i forhandlinger med giganten Saint Gobain ift TIM teknologi (battery/elbil battery), skal bli enig om pris/verdi, den forventer jeg kommer snart. De har samarbeidet tett med Saint Gobain i flere år, og TIM teknologien til CondAlign har levert varene, så her er det bare å bli enige om betingelser.
Innen 30 juni skal det hentes minimum 20 millioner NOK av CondAlign. 2 meglerhus som jobber med dette.
Håper det kommer flere gode news og avtaler før den 30 juni som gjør CondAlign enda mer attraktiv … ikke uvanlig at avtaker blir signert ifb med innhenting av kapital….2024/2025 er tiden CondAlign vil sette fart kommersielt tror jeg. Veldig mye i pipeline ut fra de siste Q rapportene.
En av tingene som trigger meg med CondAlign er at deres løsninger kan benyttes i flere globale milliard businesser…batteries… electronics… medtech… semiconductor…så de vil kunne ha flere svært lukrative bein å stå på.
Shape of things to come….
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Kommet litt på salg nå.
Må litt lavere
Basert på presentasjonen og verdsettelsen NTG har lagt til grunn ser det ut som den pågående emisjonen blir satt på 16,- (220 mill.). Forutsatt 13,6 mill aksjer som står oppgitt hos Pareto.
Hmm. Fikk kjøpt til 6 her om dagen så det virker litt rart da
Jeg har notert meg 16,67 kr jeg.
Innhentingen av kapital (konvertibelt lån) før nyttår 2023 var på 16,67 kr, det er det samme som i 2021, se under.
OTC har vært en elendig plass for Condalign å være, utrolig lite likvid, noe som gjør at de underliggende verdiene ikke reflekteres i dagens kurs…derav handle på 6 kr…
CondAlign AS is registered on the NOTC-list as of 16 March 2021 with ticker code “COND”. The company has issued 13,620,780 shares each with a par value NOK 0.01, all of which is registered in the VPS with ISIN code NO 001 0936776. Based on the last equity issue price of NOK 16.67 per share (9 March 2021), the market capitalization is NOK 227,058,403.
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Takk, høres fornuftig ut
Og i dag er det NTG Capital Markets day
News……
CondAlign AS: Contemplated private placement
Company news
2024-06-21 16:00:01
CondAlign AS (the “Company”) hereby announces a contemplated private placement of new preference shares in the Company (the “New Preference Shares”) to raise gross proceeds of minimum NOK 35.8 million and maximum NOK 45.8 million, including conversion of existing debt of NOK 25.8 million (the “Private Placement”).
The subscription price per New Preference Share is set at NOK 16.67 (the “Subscription Price”). For details please see the attached document. For further information, please contact: Håvard Lien-Kvareng CFO
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Rinnan-selskap vil hente penger
OTC-noterte CondAlign vil hente opptil 45,8 millioner kroner i en rettet emisjon. Videre vil det konvertere opptil 25,8 millioner kroner i gjeld.
The Company has explored alternative financing options over time and has not been able to attract investor interest by issuing ordinary shares or any kind of debt financing. The Company is accordingly of the view that the proposed structure with issuing the New Preference Shares is required to provide the Company with urgently needed capital to extend the runway for business development and to explore additional future financing.
Det er tydeligvis ikke så lett å skaffe penger, får håpe de lykkes med emisjonen.
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Emisjon etter samme modell som Crayonano, men med enkelte avvik.
(i) A tranche of NOK 25.8 million directed at the holders of the Convertible Loan and with a minimum
subscription per shareholder of a NOK amount corresponding to EUR 100,000, where settlement shall be
made by set-off of claims pursuant to the Convertible Loan (“Tranche 1”);
(ii) An offering directed towards existing shareholders in the Company as of 20 June 2024, as registered
in the VPS on 24 June 2024, in reliance on applicable prospectus exemptions (“Tranche 2”); and
(iii) An institutional offering with cash settlement directed towards qualified investors in accordance with
applicable prospectus exemptions (“Tranche 3”).
The split of proceeds raised in Tranches 2 and 3 shall be determined by the Board in its sole discretion,
however so that the total gross cash proceeds raised shall in aggregate be at least NOK 10 million and
maximum NOK 20 million.
The New Preference Shares shall have the following rights:
In the event of any distribution from the Company, whether in one or several distributions and either through dividends, capital reductions (including demergers), liquidation, dissolution or winding up of the Company, any funds and assets of the Company available for distribution (whether in the form of cash payment or payment in kind) shall be distributed as follows:
(i) First, holders of New Preference Shares will receive an amount on each New Preference Shares equal to 3 times NOK 16.67, being the subscription price for the New Preference Shares in the Private Placement.
(ii) Second, any additional amounts will be distributed among the holders of Ordinary Shares and New
Preference Shares (as deemed converted into Ordinary Shares as set out below) in proportion to their respective holdings of shares in the Company.
Immediately after the preference amount under item (i) has been repaid in full to the holders of New
Preference Shares, each Preference Share shall be deemed converted into one Ordinary Share, and thus
have the right to receive any part of additional distributions in line with the other Ordinary Shares under item (ii).
If the Company is the transferring company in a merger, the holders of New Preference Shares shall retain preference shares in the surviving company where each consideration share shall have the same economic rights as the New Preference Shares (less any amount already distributed).
Other than the rights set out above the New Preference Shares shall have the same rights as the rights attached to the Ordinary Shares.
…
The Board will take into account the following allocation criteria when determining the allocation of New
Preference Shares:
• The allocation of New Preference Shares in Tranche 1 shall be allocated to existing holders of the
Convertible Loan based on the Applicant’s proportional portion of the Convertible Loan.
• The allocation of New Preference Shares in Tranche 2 shall be allocated based on the Applicant’s
proportional portion of the current outstanding shares in the Company.
• The allocation of New Preference Shares in Tranche 3 shall be allocated based on criteria such as
(but not limited to) existing shareholding, sector knowledge, investment history, perceived investor
quality, investment horizon and shareholder structure.
Annen viktig info:
Provided that the minimum proceeds from Tranches 2 and 3 (as defined below) is raised the Company
estimates that the cash runway will be extended until the end of November 2024, or alternatively until the
end of October 2024 if part of the proceeds from the Private Placement are used to repay existing debt.
The Company has estimated a total funding need of about NOK 40 million in order to reach positive EBITDA.
If the Private Placement is completed, the Company will not have available cash to operate its business
other than the cash proceeds from the Private Placement of minimum NOK 10 million and is accordingly
dependent on raising further capital (which may include shareholder loans, share issues, debt instruments,
other financial instruments and/or a sale of assets or other strategic initiatives). The Company has explored
alternative financing options over time and has not been able to attract investor interest by issuing ordinary
shares or any kind of debt financing. The Company is accordingly of the view that the proposed structure
with issuing the New Preference Shares is required to provide the Company with urgently needed capital
to extend the runway for business development and to explore additional future financing.
If the Company fails to raise additional new capital, the Company will need to explore alternative strategic
measures, and if not successful, may not be able to sustain its current business plan.
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Sparebank1 Markets er en av de som bistår CondAlign med kapitalinnhentingen ser jeg:
You are hereby invited to participate in the contemplated Private Placement of between NOK 35.8 - 50 million.
De fikk ikke nok tegninger, fristen er utsatt til 8. juli.
Og jeg ser NTG aksjen ser svakere ut enn noen gang.
Åpent for å kjøpe preferanseaksjer for det du ønsker i kapital innhentingen hos CondAlign nå, for oss eksisterende
Ikke noe minimums beløp på 100.000 euro som var tidligere, men du må være eksisterende aksjonær i CondAlign.
Hvis interesse, så kan man kontakte CEO Harald Brevik eller CFO Håvard Lien kvareng. Deadline er 16:00 mandag 8.juli.
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Vet du hvordan de ligger an med å nå minstebeløpet de hadde satt?
Det vet jeg ikke. Kjøpte meg inn nå jeg.
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