NattoPharma (NATTO)

[holmes]

Spørsmålet er hvordan de har kommet fram til estimerte finansinntekter på 20 mnok i 2022, virker ganske høyt synes jeg.

[TekBot]

DISCLOSURE OF LARGE SHAREHOLDING

Reference is made to the announcement made by NattoPharma ASA on December 3[rd],
2019 related to a private placement in the company and to the announcement on
January 7[th], 2020 related to registration of new capital in NattoPharma ASA.
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Based on the new capital being registered Synergia Life Sciences Pvt. Ltd. has
increased its shareholding in NattoPharma ASA with 800 000 shares from 560 000
shares representing 3,08% of the old number of shares in the company, to 1 360
000 representing 7,00% of the new number of outstanding shares in NattoPharma
ASA post the private placement being completed.

Kilde

[holmes]

Emisjon på 11.50 er fullført og aksjen ligger nå og vaker under 8 kroner. Kan ikke forstå noe annet enn at vi står foran en stor reprising i løpet av 2020. Noe positivt rundt videre finansiering av Kaydence hadde nok hjulpet på kursen.

[TekBot]

APPOINTMENT OF NEW CFO

Oslo, Norway (3 February 2020) - NattoPharma is pleased to announce the
appointment of Robert Schrama as Chief Financial Officer (CFO). Robert will join
the company on March 9th, assuming the CFO responsibilities from Kjetil Ramsøy,
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who has been holding the positions as both CEO and CFO since February 2018.

Robert joins from Tata Consultancy Services (TCS), where in the role of
Consulting Partner he successfully headed the European team for finance
transformation. Prior to TCS Robert was the CFO for Damco Benelux and
Switzerland, part of the A.P. Moller- Maersk Group. In addition, Robert has
served in various senior finance and audit roles in the Netherlands, Norway,
Denmark and the USA.

Kjetil Ramsøy, Chief Executive Officer, commented:

“Robert joins NattoPharma with extensive experience of financial leadership in
multinational organizations across multiple sectors and will be a fantastic
addition to the senior management team. I am delighted to welcome Robert as
permanent CFO and I am looking forward to working with him as we continue our
path of accelerated growth”.

For more information, please contact:

Kjetil Ramsøy, CEO, NattoPharma

E-mail: kjetil.ramsoy@nattopharma.com

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

Kilde

[holmes]

Tata, KPMG, Maersk og nå NattoPharma Blir spennende å se hva han får til

https://www.linkedin.com/in/robertschrama/

[holmes]

Fra Norne

"Liquidity concern solved; strong 4Q results expected

We keep our Buy recommendation and a target price of NOK 11/sh ahead of the NattoPharma’s 4Q19 report on February 19th. The company has improved its cash position by completing a private placement with gross proceeds of NOK 14.2m at NOK 11.5/sh, implying a 46% premium to that day‘s closing price. We positively view this transaction which should put NATTO on the path to continued strong growth. Buy recommendation is reiterated at an unchanged TP of NOK 11/sh under a lower discount of 10% to the DCF valuation."

[holmes]

[Rooney1]

Nå må/bør dere som ønsker å tjene penger kjøpe dere inn i Natto. Les selv kvartalsrapportene og se på guidingen fra ledelsen. Denne kan doble seg løpet av kort tid.

Sjur Thorsheim som sitter i styret kjøpte i desember aksjer for litt over kr 5 mill til kurs á kr 11,50 pr stk. Dette gjorde han til tross for at aksjen på den tiden ble omsatt for rundt kr 8,-
Hvorfor det tro?
Jo, han vet at han kommer til å tjene penger på det, mye penger.
Norne har anbefaling på kjøp, fair price kr11
Nordea hadde etter fremleggelsen av Q3 anbefaling: fair valmue range of nok 12-16,-

Sjur vet bedre, han er tross alt Natto`s største aksjonær og innsider. Han forventer nok en betydelig høyere kurs i tiden fremover.

Mitt tips er:
Etter fremleggelse av Q4 (19.02.2020) = kr 14-16,-
Q1 2020, (06.05.2020) = kr 18-20,-

Ja jeg tror på en dobling i løpet av ca 3mnd.

[TekBot]

INVITATION TO PRESENTATION OF FOURTH QUARTER AND PRELIMINARY FULL YEAR 2019 FINANCIAL RESULTS

Oslo, Norway (12 February 2020) - NattoPharma will release its fourth quarter
and preliminary full year 2019 financial results on Wednesday 19th February 2020
at approximately 07:00 CET. The report will be made available at
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www.nattopharma.com and at www.oslobors.no.

The same day, starting at 10:00 CET, the company will host a presentation of the
results at Lilleakerveien 2A, Oslo. The presentation can also be followed online
via the link bellow;

https://channel.royalcast.com/webcast/hegnarmedia/20200219_4/

The presentation and following Q&A session will be conducted in English and it
will be possible to ask questions online.

For more information, please contact:

Kjetil Ramsøy

CEO, NattoPharma

E-mail: kjetil.ramsoy@nattopharma.com

Kilde

[Oxion]

Hvordan stiller man spørsmål under QA Session…?

[Bastian]

Er litt usikker Oxion, men mener å huske at det er et felt for "ask a question"når du har fått opp presentasjonen. Men det tryggeste er nok å sende en mail til Kjetil Ramsøy ang. dette.

[holmes]

Skal 2020 bli året da vi som har vært tålmodige aksjonærer her endelig kan begynne å høste fruktene?

Er vel forventet noe negativt rundt Kaydence nå i Q4 rapporten, men mye tyder på at 2020 kan bli et bra år for NattoPharma og oss aksjonærene.

[holmes]

Volumet har begynt å ta seg opp en god del

[vandregutten]

Bare dumt den seg nedover…

[Frodoen]

Opp på lavt volum. Ned på Høyt. (Intradag)Ikke veldig bra kjøpssignaler. Selv om jeg har kjøpt litt

[TekBot]

RECORD STRONG END TO 2019

Oslo, Norway (19 February 2020)

NattoPharma increased revenues by 25% in the fourth quarter and for the full
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year 2019. Adjusted EBITDA in the quarter came in at NOK 5,0 million.

(mnok) Q4’19 Q4’18 2019 2018
Operating Revenue 38,5 30,9 127,1 101,7
Gross Margin 42,4% 43,4% 42,2% 43,1%
EBITDA (adj.) 5,0 3,0 11,0 6,7

CEO, Kjetil Ramsøy: "We are very happy to deliver on our promises and continue
the growth curve we have seen in the last couple years. The growth continues in
all areas and across all product categories. We see increased demand among our
key customer base and more interest from smaller accounts and from new
prospects.

We are very pleased that the profitability is strengthening, with a 13% EBITDA
margin in the fourth quarter. We are confident that the organization can handle
more volume on the current cost base. Combined with significantly more available
product, increased capacities and product cost reductions in 2020, we are well
positioned to meet the demand and continue our profitable growth.

In December we announced a private placement of shares towards existing
shareholders Synergia and Pro AS. This was important as it enables us to absorb
necessary working capital and invest in future growth.

At the end of the quarter we decided to do a partial write-down of the loan to
Kaydence Pharma AS. Kaydence has decided to suspend operations for the time
being.

In February we announced that Robert Schrama is starting as the new CFO for
NattoPharma in March. We are delighted to welcome Robert as permanent CFO and we
look forward to work with him as we continue our growth path.

Going forward we expect to continue the growth on a YoY basis and to
maintain the annual growth rate of 20% to 30%. We increase our guiding on
overall margin to between 42% and 47% on a full year basis, as we see impact of
cost reductions start to take effect. EBITDA (adj.) is guided to be between 10%
to 15% on a full year basis. This guiding on revenue and margin is only related
to the current vitamin K2 business, and any impact of a launch of a new
ingredient is not taken into account in these numbers."

Please find enclosed the Nattopharma Group Fourth Quarter 2019 Report.

For more information, please contact:

Kjetil Ramsøy, CEO, NattoPharma, kjetil.ramsoy@nattopharma.com

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

Kilde

[Frodoen]

Hva tenker du om dette @holmes?

Leverer på drift og guider høy vekst.
Men tar en stor nedskriving:

[TekBot]

OPTIONS GRANTED

Oslo, Norway (19 February 2020) - Based on the power of attorney granted at the
annual general meeting of NattoPharma ASA (“NattoPharma” or “Company”) on May
29th, 2019, and the option program related to defined operational objectives
…

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approved by the Board of Directors in 2019, the Board of Directors of
NattoPharma has in board proceedings February 18th, 2020 granted a total of 155
000 options to executive management, other employees and strategic partners.
Options are granted based on performance against defined criteria and metrics.

The following persons on the executive management team have been granted
options;

Name Shares Granted Options Prior to Grant Options after Grant
Owned Options
Kjetil 300 50 000 225 100 275 100
Ramsøy, CEO 000
& CFO

Other employees and partners have been granted a total of 105 000 options.

The options have an exercise price equal the closing price on Oslo Axess on
February 18[th], 2020, which is equal to NOK 9,20. The options granted are
vested immediately and may be exercised up to and including March 31[st], 2023.

Further, in conjunction with the hiring of the new Chief Financial Officer in
NattoPharma the Board of Directors has in board proceedings February 18th, 2020
granted a total of 30,000 options to Robert Schrama who will start in the new
position on March 9th, 2020. Mr. Schrama holds no shares or options in
NattoPharma ASA prior to this grant. His total holding of shares and options
following this grant is 30,000 options.

The options will have an exercise price equal the closing price on Oslo Axess on
March 9th, 2020. The options granted are fully vested on September 9th, 2020 and
may be exercised up to and including March 31st, 2023.

X X X

For more information, please contact:

Kjetil Ramsøy,

CEO, NattoPharma

E-mail: kjetil.ramsoy@nattopharma.com

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

Kilde

[holmes]

Tallene og guidingen var veldig bra. De slår estimatene til Norne så da blir det interessant å se om det kommer en oppjustering av kursmålene derfra snart.

Nedskrivingen var ventet, egentlig hadde jeg forventet en større nedskriving, så det er tydelig at de fortsatt har et (lite) håp om at Kaydence kan overleve.

[Frodoen]

Takk for svar.