NattoPharma (NATTO)

[holmes]

Du mener at Natto har en overhengende konkursfare? Natto tror jeg er et av de selskapene som kan klare seg best gjennom en krise. Ingen gjeld og tjener penger i en lite syklisk bransje med strukturell vekst, samt at en av eierne er milliardær med mye penger på bok.

[Frodoen]

Får de ikke varer fra Kina ?

[anon76493722]

Selv om de er i en mindre utsatt bransje, så tjener Natto fortsatt ikke penger, at de klarer seg gjennom en krise tror jeg ikke i det hele tatt. Skulle en av de store leverandørene deres i europa, usa eller asia få problem så er det kroken på døra.

[holmes]

Ikke enig i din konklusjon, selve produksjonen krever liten personal-innsats så jeg ser ikke noen stor risiko og den er dessuten geografisk utspredt. De har også et stort varelager (33.7 mnok i Q4)

[holmes]

Ikke meg (dessverre)

[holmes]

Litt spent på hvem som kjøper i dag, kan det være meldepliktig handel fra innsider?

[holmes]

Merkelig at innsidesalget på 300 000 knappt har medført noen forandring på topp 20 listen, har kjøper også aksjene hos Handelsbanken? Eller er det RBC investor som så har solgt ut 50 000 aksjer?

[holmes]

[holmes]

[Rooney1]

Investor	Number of shares	% of top 20	% of total	Type	Country
PRO AS	2,701,310	18.37%	13.91%	Comp.	NOR
TG MONTGOMERY AS	1,735,122	11.80%	8.94%	Comp.	NOR
AVANZA BANK AB	1,717,385	11.68%	8.85%	Nom.	SWE
SVENSKA HANDELSBANKEN AB	1,508,810	10.26%	7.77%	Nom.	SWE
EUROCLEAR BANK S.A./N.V.	1,360,000	9.25%	7.00%	Nom.	BEL
BOHAN & CO AS	1,098,455	7.47%	5.66%	Comp.	NOR
NOVEL NUTRITION NETWORK SP. Z O.O.	673,927	4.58%	3.47%	Comp.	CYP
ENG AS	554,508	3.77%	2.86%	Comp.	NOR
UBS SWITZERLAND AG	508,115	3.46%	2.62%	Nom.	CHE
JAN FR. BJERKENES HOLDING AS	455,555	3.10%	2.35%	Comp.	NOR
RATUSINSKA PATRYCJA KAROLINA	350,000	2.38%	1.80%	Priv.	POL
CINCO INVEST AS	300,000	2.04%	1.55%	Comp.	NOR
NIELSEN TRYGVE	270,000	1.84%	1.39%	Priv.	NOR
RBC INVESTOR SERVICES BANK S.A.	250,686	1.71%	1.29%	Nom.	LUX
ØYEN ERIK	230,500	1.57%	1.19%	Priv.	NOR
NORDNET BANK AB	216,533	1.47%	1.12%	Nom.	SWE
NICOLINE INVEST AS	200,000	1.36%	1.03%	Comp.	NOR
NXT CAPITAL LTD	200,000	1.36%	1.03%	Comp.	CYP
TSAMBIKO HOLDING AS	190,476	1.30%	0.98%	Comp.	NOR
NORDNET LIVSFORSIKRING AS	180,208	1.23%	0.93%	Comp.	NOR
Total number owned by top 20	14,701,590	100%	75.72%
Total number of shares	19,414,933		100%

Last updated 30.03.2020

[Oxion]

Hvordan går det med USA kontoret og lager,er det med stengt?? Ligger jo. I NY…

[holmes]

Tror ikke det, siden “essential service” som mat og andre varer flyter på som vanlig

[TekBot]

Doubled revenue in Q1 - demonstrated scalability

Oslo, Norway (6 April 2020) - NattoPharma has seen a significant demand for our
products during the first quarter, and we are experiencing more than 100% growth
compared to the same period last year, with revenues exceeding NOK 55 million in
…

Vis børsmeldingen

the period. The Gross Margin is expected to be in the previously indicated range
of 42% to 47%. The Adj. EBITDA is expected to be in excess of NOK 10 million for
the period.

The increase in demand is a combination of organic growth and impact from the
COVID-19 situation where individual customers have placed stock-orders to ensure
they have product in case of disruption in supply. Due to the uncertainty
related to the situation in the world markets we are not updating the general
revenue guiding for the year at this stage and will come back to more
information related to the outlook for 2020 in the Q1-2020 earnings release that
will be held on May 6[th]. Although we have planned to host face to face
presentations going forward, this earnings release will be held as a web
-conference due to the ongoing COVID-19 situation.

During the unprecedented situation the world now is going through we want to
provide an update on what the NattoPharma team is doing to ensure that we
continue to meet our customers needs during this period and beyond. The attached
statement related to the COVID-19 situation has been shared with all major
customers and partners when this situation started to develop. The NattoPharma
team continue to work diligently to ensure all these measures are still
maintained so that our commitment to our customers and partners can continue as
before this situation arose.

Further, in the finalization of the 2019 Annual Accounts, due to be released on
April 30[th], the company has late March received a notice from the US Customs
and Border Protection (CBP) department that the tariff code for formulated
products containing vitamin K2 has been set to be a tariff code with higher duty
than previously calculated. This has a retroactive effect on imports up to 4
years back in time and will have a negative impact on the 2019 financial
results. The estimated impact is approx. NOK 2,7 million and will be accounted
for in the 2019 Annual Accounts.

This change in ruling from the US CBP will have a future effect on import to the
US of formulated products, however, due to more production now taking place
locally in the US, the impact to the gross margin is limited, and is on an
annual basis for 2020 estimated to be between 0,5% and 1,5% of total sales. Due
to this limited impact we are not at this stage changing our guiding on Gross
Margin for the year and maintain the expectation to be between 42% and 47% as
earlier communicated.

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

[holmes]

Veldig positivt dette synes jeg, kundene har lagt store ordre i Q1 for å ha en buffer på lager

[holmes]

Investor	Number of shares	% of top 20	% of total	Type	Country
PRO AS	2,701,310	18.36%	13.91%	Comp.	NOR
TG MONTGOMERY AS	1,735,122	11.79%	8.94%	Comp.	NOR
AVANZA BANK AB	1,717,846	11.68%	8.85%	Nom.	SWE
SVENSKA HANDELSBANKEN AB	1,508,810	10.26%	7.77%	Nom.	SWE
EUROCLEAR BANK S.A./N.V.	1,360,000	9.24%	7.00%	Nom.	BEL
BOHAN & CO AS	1,098,455	7.47%	5.66%	Comp.	NOR
NOVEL NUTRITION NETWORK SP. Z O.O.	673,927	4.58%	3.47%	Comp.	CYP
ENG AS	554,508	3.77%	2.86%	Comp.	NOR
UBS SWITZERLAND AG	508,115	3.45%	2.62%	Nom.	CHE
JAN FR. BJERKENES HOLDING AS	455,555	3.10%	2.35%	Comp.	NOR
RATUSINSKA PATRYCJA KAROLINA	350,000	2.38%	1.80%	Priv.	POL
CINCO INVEST AS	300,000	2.04%	1.55%	Comp.	NOR
NIELSEN TRYGVE	270,000	1.84%	1.39%	Priv.	NOR
RBC INVESTOR SERVICES BANK S.A.	250,686	1.70%	1.29%	Nom.	LUX
ØYEN ERIK	240,000	1.63%	1.24%	Priv.	NOR
NORDNET BANK AB	215,778	1.47%	1.11%	Nom.	SWE
NICOLINE INVEST AS	200,000	1.36%	1.03%	Comp.	NOR
NXT CAPITAL LTD	200,000	1.36%	1.03%	Comp.	CYP
TSAMBIKO HOLDING AS	190,476	1.29%	0.98%	Comp.	NOR
NORDNET LIVSFORSIKRING AS	180,208	1.23%	0.93%	Comp.	NOR
Total number owned by top 20	14,710,796	100%	75.77%
Total number of shares

Last updated 06.04.2020

[nofun]

@Holmes , fornøyd med dagen ?

[Kronn]

Her er det bare å gratulere, spesielt @holmes som har sittet her i laaaang tid

[Alex]

Gratulerer så mye her også @holmes.
Men for å være djevelens advokat et øyeblikk:
Er det ikke en viss fare for at nå har grossistene fylt opp lagrene til randen og at neste kvartal blir det en nedgang?

PHO hadde dette problemet ved enkelte kvartal.
Kjenner ikke NATTO caset godt det skal sies.

[Rooney1]

Tror dette kun er starten på reprisingen,
Jeg selger ikke en aksje under kr 18-20,- og der tror jeg vi kommer til havne allerede denne uka.
Kappa (Natto sin konkurent) ble solgt for en pris som tilsvarer kr 40,- i Natto.

[Frodoen]

Kursmål fremdeles @holmes. 100kr fremdeles ?