NEKKAR ASA Småprat 🚀⚓🌊

[theroger]

Report: India Wants to Ramp Up its Warship Exports

Tydelig at India virkelig satser på dette fremover, så også det var noen rykter om at Mazagon nærmet seg avtale med tyske med ThyssenKrupp om å bygge ubåter (ikke bekreftet)
https://www.bloomberg.com/news/articles/2026-01-08/germany-and-india-on-verge-of-8-billion-submarine-agreement

En slik avtale vil nok styrke mulighetene for planenen deres om utvidelse og oppbygging av ny infrastruktur

Hentet fra årsrapporten deres

https://mazagondock.in/images/pdf/Annual%20Report%20FY%202024-25.pdf

[h3nk1]

Ikke noe hadde vært bedre enn biffe kontrakter. Men om man kun ser på chartet synes jeg det ser veldig pent ut:

Det er vel breakthrough kontakten til FiiZk, Intelliwell sin utrulling og litt flere øyne på caset som har løftet den opp til et nytt nivå. Mangler bare en skipsheis før kursen går mot analytikernes mål.

[Savepig]

50 dagers snitt har “nådd igjen kursen” nå, blir spennende å se hvor den tar veien etter det:

Håpet for longs er at vi snart kan bare skrote det røde rektangelet fordi det er bygget et nytt gulv oppe i den grønne.

[theroger]

Sinkaberg vinner av «Norges viktigste havbrukspris» - Sinkaberg AS

[h3nk1]

God reklame

[theroger]

Synchrolift unveiled at NSF Diego Garcia

[Savepig]

Min nest største posisjon dette, fordi den fortsetter å trade i eller over det grønne rektangelet jeg holder for bullish:

[h3nk1]

En Syncro-kontrakt av størrelse er alt som skal til for ytterligere reprising her. Kan hende evt. fullt FiiZk-oppkjøp eller annen M&A kan dytte i samme retning.

[bullbullbull]

Det går block i Nekkar idag. Blocket på 376,314 aksjer samsvarer perfekt med beholdningen til Monar Invest AS, blocket på 180,000
samsvarer perfekt med beholdningen til Willumsen Finans AS.

[h3nk1]

Merkbart at kurspresset ble redusert med exit av disse to blokkene. Mcap har ligget over 1 mrd. en stund nå, mulig enkelte fond må ta litt fremover.

[Savepig]

Det der er bull i mitt syn.

Er jo mye større transaksjoner enn resten av den vanlige omsetningen idag:

Omsetning 1,2 MNOK
Antall 98 423

Edit:
Moderert ned posten bittelitt. Det er pent.

[theroger]

Stolt over å ønske Nekkar ASA velkommen som ny hovedbankkunde i Danske Bank....

[TekBot]

Transactions carried out under the buy-back program

19.1.2026 09:30:45 CET | Nekkar ASA | Acquisition or disposal of the issuer’s
own shares

…

Vis børsmeldingen

On June 2nd Nekkar announced its decision to renew the 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 ASA
held on May 28, 2025. 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 is NOK 100 million. The renewed program commenced on June 2nd and is
planned finalized within May 30th, 2026 at the latest.

The share buy-back program is managed by an independent third party, 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 03 of 2026, Nekkar purchased 65527 own shares at an average price of
NOK 12,4812 per share. Including shares acquired under previous buy-back
programs and adjusted for shares used in employee programs and acquisitions,
Nekkar now holds a total of 9 454 793 own shares, corresponding to 8.801 percent
of the shares in the company.

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

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

12/01/2026 | 15,000 | 12.2000 | 183,000.00

13/01/2026 | 15,000 | 12.4000 | 186,000.00

14/01/2026 | 5,527 | 12.3095 | 68,034.80

15/01/2026 | 15,000 | 12.6381 | 189,570.75

16/01/2026 | 15,000 | 12.7500 | 191,250.00

Previously | 3.962.915 | 10,8748 | 43.095.963,15
announced buy-backs | | |
under the program | | |

Total buy-backs | 4,028,442 | 10.9009 | 43,913,818.70
made under the | | |
program | | |

Appendix: For a comprehensive overview of all transactions conducted under the
buy-back program during the beforementioned 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, CFO, Nekkar ASA, +4740202593, mvo@nekkar.com

ABOUT NEKKAR ASA

Nekkar (OSE: NKR) is an industrial long-term owner of ocean-based technology
companies. The company invests in and develops technology businesses within
sustainable oceans, robotics and intelligent logistics, and digital solutions.
With a 50-year industrial heritage from Syncrolift, Nekkar applies an active
buy-to-own strategy to build long-term value. The group supports empowered
operating companies with a strong balance sheet and reinvests strategically to
ensure profitability and sustainable growth. As a publicly listed company,
Nekkar has a proven track record of shareholder value creation through
disciplined M&A, financial management, and capital allocation.

ATTACHMENTS

NKR buy back 19012026.pdf -
https://kommunikasjon.ntb.no/ir-files/17847326/18776256/6719/NKR%20buy%20back%20
19012026.pdf

Kilde

[h3nk1]

(+) – Imponerende å høre på deg, Bjarne

[Savepig]

Den candlen Nekkar landet på i dag når alt var sagt og gjort var ikke dum i det hele tatt:

[tooeasy891]

Techano Oceanlift Unveils Advanced 150t AHC Crane - Techano Oceanlift

Update fra Danske Bank i dag:

Award cycle turning

We see multiple catalysts for Nekkar in 2026. Syncrolift should benefit from a step up in shiplift awards supported by a NOK 7bn tender pipeline, InteliWell is scaling a higher margin recurring software mix, and FiiZK could face an early mover advantage into regulatory tailwinds for closed cages. We reiterate Buy with an unchanged 12M target price of NOK18.

• Low Q4 orders, yet supportive recurring revenue base. Syncrolift announced a record USD4m, two-year service contract with the Indian defense sector, contributing NOK123m DBERe service revenue in 2026 (NOK108m in 2025). This broadly covers Syncrolift opex of c.NOK90-100m (DBERe) per year. While no newbuild shiplift contracts were announced in Q4, the NOK7bn tender pipeline of 30-40 projects is skewed toward larger, more complex deliveries where Syncrolift has historically held strong share, supporting award momentum.
• We see more value in Intellilift. InteliWell (33% owned by Intellilift) has secured three rig automation contracts from Transocean plus one undisclosed client. Beyond installation and commissioning, we estimate annual recurring software revenue of c.30m across six offshore rigs. CMD material indicates breakeven at two rig contracts and with scale we see potential for above 70% gross margin and a TAM above 400 rigs. We model eight contracting rigs by year-end and increase our Intellilift valuation to NOK1.8/sh (from NOK1.1).
• Estimate changes.
• Valuation. Nekkar trades at 7x P/E on our 2027E. As orders start coming in for both Syncrolift and FiiZK, we expect a de-risking to lift the shares. Hence, on our SOTP-based 12M target price of NOK18, Nekkar would trade at 10x (previously 9x) 2027E P/E.

[theroger]

@theroger

Ser det skriver at de allerede har investert i 6 stk anlegg. 2 regner vi med er Protectus, hvilke er de andre? Mulig de tar med Fishglobe kjøpt gjennom Nova Sea?

https://mowi.com/no/news/vare-lukkede-anlegg/

Mowi har nå lagt ut oversikt på hjemmesiden, de hadde en fra Aquafarm Equipment. Fishglobe ligger i oversikten nå sammen med de nye Protectus

Også en fin artikkel om deres satsning på lukket:

https://mowi.com/no/news/mowi-er-storst-pa-lukkede-merder/

[TekBot]

Transactions carried out under the buy-back program

26.1.2026 08:25:28 CET | Nekkar ASA | Acquisition or disposal of the issuer’s
own shares

…

Vis børsmeldingen

On June 2nd Nekkar announced its decision to renew the 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 ASA
held on May 28, 2025. 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 is NOK 100 million. The renewed program commenced on June 2nd and is
planned finalized within May 30th, 2026 at the latest.

The share buy-back program is managed by an independent third party, 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 04 of 2026, Nekkar purchased 58577 own shares at an average price of
NOK 12,6058 per share. Including shares acquired under previous buy-back
programs and adjusted for shares used in employee programs and acquisitions,
Nekkar now holds a total of 9 513 370 own shares, corresponding to 8.856 percent
of the shares in the company.

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

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

19/01/2026 | 7,500 | 12.3500 | 92,625.00

20/01/2026 | 6,077 | 12.6227 | 76,708.00

21/01/2026 | 15,000 | 12.6000 | 189,000.00

22/01/2026 | 15,000 | 12.7000 | 190,500.00

23/01/2026 | 15,000 | 12.6383 | 189,575.00

Previously | 4,028,442 | 10.9009 | 43,913,818.70
announced buy-backs | | |
under the program | | |

Total buy-backs | 4,087,019 | 10.9254 | 44,652,226.70
made under the | | |
program | | |

Appendix: For a comprehensive overview of all transactions conducted under the
buy-back program during the beforementioned 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, CFO, Nekkar ASA, +4740202593, mvo@nekkar.com

ABOUT NEKKAR ASA

Nekkar (OSE: NKR) is an industrial long-term owner of ocean-based technology
companies. The company invests in and develops technology businesses within
sustainable oceans, robotics and intelligent logistics, and digital solutions.
With a 50-year industrial heritage from Syncrolift, Nekkar applies an active
buy-to-own strategy to build long-term value. The group supports empowered
operating companies with a strong balance sheet and reinvests strategically to
ensure profitability and sustainable growth. As a publicly listed company,
Nekkar has a proven track record of shareholder value creation through
disciplined M&A, financial management, and capital allocation.

ATTACHMENTS

nkr buyback 26012026.pdf -
https://kommunikasjon.ntb.no/ir-files/17847326/18782771/6735/nkr%20buyback%20260
12026.pdf

Kilde

[Paddy80]

Har sååå lyst å stikke snart. 7% pluss litt til ath, 1 kontrakt og etablere brudd over 14 kan bli moro, men det skal “gjøres” først.

[theroger]

Navantia relanza el contrato del mantenimiento de la Dársena de Cartagena por...

https://www.teknodagene.no/