NEKKAR ASA Småprat 🚀⚓🌊

[tooeasy891]

Pilot

Nekkar fra 54:20.

[Ved]

Veldig bra. Disse to har forstått Nekkar mye bedre enn de andre pod-innslagene og analysene jeg har hørt og lest tidligere. Kort og greit, men de får med det viktige. Litt vel optimistiske til Fiizk og litt lite interessert i Techano som fort kan bli profitabelt allerede i 2024?

[naitsur]

Noen som kan forklare meg litt om tilbakekjøp av aksjene? Det ble nevnt at det skal maks. Kjøpes for 80mnok.
Nå er det kjøpt tilbake aksjer for under 20% av den totale summen.
Er dette priset inn på forhånd eller vil det bli priset inn underveis? Hvordan fungerer dette?

[Helt1]

Kursen har vel gått nærmere 40-50%, så noe av dette er nok priset inn.
I tillegg kjøper de bare hvis de mener det er fordelaktig kurs dvs. at selskapsverdien er høyere enn det kursen tilsier.

[Christian]

Jeg tenkte i utgangspunktet Nekkar så litt toppish ut her, men synes nå det ser mer og mer ut som et flagg (tom kanskje et high-and-tight flagg).

[Paddy80]

Kanskje også teste her?

[TekBot]

Nekkar ASA: Letter of award for shiplift project to Syncrolift

22.1.2024 08:00:01 CET | Nekkar ASA | Additional regulated information required
to be disclosed under the laws of a member state

…

Vis børsmeldingen

22 January 2024 - Astilleros y Maestranzas de la Armada (ASMAR) has awarded
Nekkar ASA’s subsidiary Syncrolift AS the tender for the basic engineering
design of a 5,000 tonnes shiplift and transfer system at its shipyard in
Talcahuano, Chile.

Syncrolift’s engineering design scope for the shiplift and transfer system is
valued at USD 5 million and will be completed by the end of 2024. In addition,
international engineering firm Royal Haskoning DHV will conduct a separate
engineering scope for civil and maritime works in the harbour area as part of a
consortium with Syncrolift.

The letter of award includes an option for a phase two equipment delivery of a
Syncrolift shiplift and ship transfer system. This contract is valued at
approximately USD 24 million and is subject to final investment decision by
ASMAR.

“This is a substantial project that is part of ASMAR’s master development plan
for the Talcahuano shipyard, which considers replacing part of the shipyard’s
floating docks with a more efficient shiplift and transfer system. We have
worked with this project over a long period and are happy to get started with
the basic engineering design now” says Rolf-Atle Tomassen, managing director of
Syncrolift AS.

Syncrolift will conduct project management and engineering from its headquarter
and Innovation Lab in Vestby, Norway.

The shipyard in Concepción Bay in Talcahuano, Chile, is ASMAR’s main shipyard.
The yard performs maintenance, integral repair, upgrading and refit of navy and
commercial units of up to 96,000 dwt and, in addition, the building of navy and
commercial vessels of up to 50,000 dwt.

The award in Chile follows a number of new contract wins during the past year
for Syncrolift, including both upgrades and newbuild shiplift and ship transfer
systems to shipyards in Dubai, India, Vietnam, Indonesia and Europe.

“These contract awards confirm Syncrolift’s pan-global position as the leading
manufacturer of shiplifts and transfer systems. The company has already ramped
up its engineering and manufacturing capacity to handle these and other
potential new projects. The team has a track record of delivering on-time at the
right quality, which secures a lot of repeat business from shipyards worldwide,”
says Ole Falk Hansen, CEO of Nekkar ASA.

Syncrolift is a wholly owned subsidiary of Oslo-listed Nekkar ASA.

(ENDS)

DISCLOSURE REGULATION

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

CONTACTS

• Ole Falk Hansen, CEO, +47 988 14 184, ir@nekkar.com

ABOUT NEKKAR ASA

Nekkar (OSE: NKR) is an industrial technology group offering impact technologies
combined with high-end software solutions. The group combines 50 years’ heritage
from the world’s number one shiplift company, Syncrolift, with new investments
into sustainable, digitalised technology businesses that aim to unlock growth
within ocean-based industries such as offshore energy, renewables and
aquaculture.

Kilde

[BullBear]

Pent

[OYV]

@TekBot

The company has already ramped
up its engineering and manufacturing capacity to handle these and other
potential new projects.

Fint at de presiserer at det ikke er noe problem med kapasiteten

[Christian]

@TekBot

Syncrolift’s engineering design scope for the shiplift and transfer system is
valued at USD 5 million and will be completed by the end of 2024. In addition,
international engineering firm Royal Haskoning DHV will conduct a separate
engineering scope for civil and maritime works in the harbour area as part of a
consortium with Syncrolift.

The letter of award includes an option for a phase two equipment delivery of a
Syncrolift shiplift and ship transfer system. This contract is valued at
approximately USD 24 million and is subject to final investment decision by
ASMAR.

Så, 5 MUSD kontrakt og opsjon på 24 MUSD kontrakt

[Ved]

De bruker 5 MUSD + kostnad til Royal Haskoning DHV og interne kostnader på planlegging og utredning. Dvs at de kommer til å benytte opsjonen på 24 MUSD hvis ikke noe helt spesielt skjer.

[Christian]

Jeg leste ikke det utfra meldingen, men er helt enig med deg i din konklusjon @Ved. Så 5 MUSD i 2024 og 24 MUSD i 2025 og utover?

[Sverresen]

Nydelig

[TekBot]

Transactions carried out under the buy-back program

22.1.2024 09:55:20 CET | Nekkar ASA | Acquisition or disposal of the issuer’s
own shares

…

Vis børsmeldingen

On August 29th Nekkar announced its decision to initiate a share buy-back
program. The share buy-back program is executed in accordance with the
authorization granted to the Board of Directors by the Annual General Meeting of
Nekkar held on May 30, 2023. The program will be used for corporate purposes in
accordance with the above-mentioned authorization. The share buy-back program
covers purchase of up to 10,742,711 shares, and the maximum amount of the
program shall be NOK 80 million. The program commenced on August 31st and is
planned finalized within June 30th, 2024 at the latest.

The share buy-back program is managed by Pareto Securities, which makes its
trading decisions regarding the timing of the share repurchases independently
of, without influence by, and without access to sensitive information
concerning, Nekkar.

During week 3 of 2024, Nekkar purchased 52,799 own shares at an average price of
NOK 9.7643 per share. Following this, Nekkar owns a total of 1,634,488 own
shares, corresponding to 1.521 percent of the shares in the company.

Below is a more detailed overview of the transactions carried out under the
buy-back program.

Date | Number of shares | Average price (NOK) | Total transaction
| | | value (NOK)

15/01/2024 | 6,000 | 9.8767 | 59,260.20

16/01/2024 | 13,074 | 9.8219 | 128,411.52

17/01/2024 | 19,571 | 9.6899 | 189,641.03

18/01/2024 | 5,154 | 9.7984 | 50,500.95

19/01/2024 | 9,000 | 9.7478 | 87,730.20

Previously | 1,575,057 | 8.2947 | 13,064,567.44
announced buy-backs | | |
under the program | | |

Total buy-back made | 1,627,856 | 8.3423 | 13,580,111.34
under the program | | |

Appendix: For a comprehensive overview of all transactions conducted under the
buy-back program during the aforementioned time frame, we have attached an
appendix to this report

DISCLOSURE REGULATION

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

CONTACTS

• Marianne Voreland Ottosen, Head of finance, Nekkar ASA, +4740202593,
  mvo@nekkar.com

ABOUT NEKKAR ASA

Nekkar (OSE: NKR) is an industrial technology group offering impact technologies
combined with high-end software solutions. The group combines 50 years’ heritage
from the world’s number one shiplift company, Syncrolift, with new investments
into sustainable, digitalised technology businesses that aim to unlock growth
within ocean-based industries such as offshore energy, renewables and
aquaculture.

ATTACHMENTS

NKR buy back 22012024.pdf -
https://kommunikasjon.ntb.no/ir-files/17847326/2865/3988/NKR%20buy%20back%202201
2024.pdf

Kilde

[Ved]

Jeg vet ikke tidslinjen, ting kan alltids bli utsatt, og noen ganger tar det litt tid å komme i gang også.

Men de har helt sikkert finansiering for å bygge ferdig, ellers gir det ikke mening å bruke så mye på utredning. Det gir heller ikke mening å la Syncrolift utrede og så feks bytte til Pearlson når heisen skal bygges.

[Christian]

Altså, jeg antar de har finansiering nå, men av og til endrer makro seg sånn at man bare må kutte investeringer, i hvert fall midlertidig.

[Paddy80]

Du traff bra på tight flag

[Christian]

Hadde jeg ikke blitt stop-losset ut på trading delen av porteføljen, så hadde det vært bra

[tooeasy891]

https://x.com/dantelriv/status/1749380533623132638?s=20

[Christian]

Happy to share we have identified +15 more contracts in this oligopoly.

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