Føler at teknisk kun er noe man kan bruke på aksjer med et veldig stort volum, men det fundamentale med denne casen er veldig bra. Var selv med i nedsalget både i dag og i går, så tipper kun dette er kortsiktig. Det var forøvrig noen mini blokker. Bedre at de ble solgt slik en at de skulle bruke lang tid på å selge aksjene over børs.
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Største usikkerhetsmomentet slik jeg ser det er om de bruker kjøp av flere Reach Remote som en unnskyldning for å kjøre en ny emisjon på underkurs for å sikre store aksjonærer flere billige aksjer.
Det kan også være en grunn til å holde kursen nede intill videre.
Godt poeng! Men her har Wilhelmsen allerede ordna seg en rett til øke eierandel i selskapet til 4kr aksjen ved at de går inn med 160 mill. Q2 ligger nok an til å bli det beste resultatet de har hatt.
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Tror omsetningen blir veldig bra, men de leier båtene og utgiftene kan ha gått litt opp de også, om dog ikke så mye. Men Reach remote prosjektet har jeg veldig stor tro på. Det kan bli noe teknisk klunder der, men samtidig tror jeg det ikke et teknisk for komplisert til at de ikke klarer det. Regner med at de har tenkt på og har oversikt over trådløs dekning og vet at de ikke mister kontrollen.
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Har en presentasjon fra REACH når de hadde emisjon tidligere i år, står endel om hva de betaler i båtleie der. Send meg en PM så skal jeg som jeg kan få sendt det til deg
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JOSO INVEST AS… De siste aksjene hans, Tidligere styreleder i Reach, ser ikke ut til å være aktiv i driften lenger nå. Solgte den andre halvparten for noen uker siden.
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Ser mycket billigt ut. Vad som är extra intressant är att analytiker fortfarande diskonterar Reach Remote som ett misslyckande, och det ligger inte i de framtida siffrorna. Jag skulle inte satsa mot Kongsberg 
Upside
Det er jo klart at techen for Unmanned Surface Vessels er på vei til å bli rimelig moden. Hvordan ellers klarer Ukraina å bruke de nær 700 km fra sine egne grenser. 
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Ser bra ut 
::
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Reach Subsea ASA – Q2 2023: Continued strong growth in revenue, profitability and order book
Haugesund, 23 August 2023: Reach Subsea ASA, the trusted data and subsea service provider for ocean-based industries, today published record high revenue and EBIT for the second quarter of 2023. Revenue grew by 78 percent to NOK 636 million, whereas EBIT was NOK 148 million, a growth of 138 percent adjusted for a one-off sales gain of NOK 30 million. The order backlog grew by 69 percent to NOK 590 million, and tender volume is currently at an all-time high of approx. NOK 5 billion (2.3 billion one year ago).
“Our order backlog was record-high when we entered the summer season, and we are now in the middle of the by far most busy period in the company’s history. Project execution has been excellent in the second quarter, while tender activity has been extremely high. This is a solid confirmation of our very positive market outlook for the coming years,” said CEO of Reach Subsea, Jostein Alendal.
During the last 18 to 24 months Reach Subsea has ramped up its capabilities and capacity to be able to benefit from the strong market. The offshore subsea support vessel fleet has been renewed and expanded on long-term contracts with favorable terms. In parallel, Reach Subsea has acquired important capabilities within surveying and geophysical monitoring.
“Our increased capacity, broadened service offering, and global presence implies that we now can compete for a much broader set of assignments. The strategic expansion comes with perfect timing, as there is strong growth in demand for services in the ocean space. The roll-out of offshore wind is accelerating with enormous need for subsea work, and high energy prices stimulate the activity in the oil and gas sector. Energy security is another driver for the demand. On top of this comes emerging segments such as deep-sea mining, carbon storage and offshore fish farming,” said Jostein Alendal.
Reach Subsea plans further capacity expansions, and in 2024, the first two autonomous subsea support vessels, named Reach Remote, are expected to be launched. The construction of the hulls is completed, whereas outfitting, development of subsystems and control centers are progressing.
“With much lower investment and operating costs combined with significantly lower emissions than conventional vessels, the autonomous Reach Remote will be a game changer not only for Reach but for the whole industry,” said Jostein Alendal.
Q2 2023 highlights (2022 figures in brackets):
• Record high results driven by growth, improved pricing, and strong project execution
• EBIT for the second quarter 2023 was NOK 148.2 million, including a gain of NOK 29.8 million, (NOK 49.8 million), while pre-tax result was NOK 110.4 million (NOK 56.2 million)
• EBIT for the first six months of 2023 was NOK 139.8 million (NOK 12.2 million), while pre- tax result was NOK 116.0 million (NOK 11.9 million)
• Strong market conditions across all sectors fueled by high energy prices, increased focus on energy security, and structural growth in offshore renewables
-ENDS-
QUARTERLY PRESENTATION
Reach Subsea’s CEO Jostein Alendal and CFO Birgitte Wendelbo Johansen will host a webcast presentation of the results in English today at 9:30 CEST.
Questions may be submitted during the presentation through the webcast player.
Webcast link: https://channel.royalcast.com/landingpage/hegnarmedia/20230823_5/
The report and presentation will be made available at https://reachsubsea.no and www.newsweb.no.
A recorded version of the presentation will be available after the live stream is concluded.
For more information please contact:
Birgitte Wendelbo Johansen
Chief Financial Officer
Reach Subsea ASA
bwj@reachsubsea.no
About Reach Subsea:
Reach Subsea ASA Group offers high quality solutions and technology to clients in need of ocean data and services. Services are offered out of our head office in Haugesund as well as from our subsidiaries and branches located across Norway, US, UK, Cyprus, Singapore, Trinidad and Brazil. The Group’s objective is to be a preferred partner and full-service provider of ocean services for clients, focusing on safety, environment, financial solidity and profitability. Our vision “Sustainable access to ocean space” underpins our commitment to the development of sustainable solutions, with stakeholder groups key interests in focus.
This information is considered to be inside information pursuant to the EU Market Abuse Regulation (MAR) and is subject to the disclosure requirements pursuant to MAR article 17 and Section 5-12 the Norwegian Securities Trading Act. This stock exchange announcement was published by Jorunn Håvardsholm, Marketing and Communications Manager at Reach Subsea ASA on the time and date provided.
https://newsweb.oslobors.no/obsvc/attachment.obsvc?messageId=597608&attachmentId=266968&obsvc.item=1
https://newsweb.oslobors.no/obsvc/attachment.obsvc?messageId=597608&attachmentId=266969&obsvc.item=1
Botten svikta
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