Emisjon gjennomført i Aega:
Kun 416 aksjer til salgs på selgersiden til AEGA. Forsøkte å kjøpe de men det var ikke mulig, selv om jeg la meg på “fullpris”.
Noen som vet hvorfor?
Aksjetips på Hegnar.no som anbefaler Scatec Solar: http://www.hegnar.no/Nyheter/Boers-finans/2016/06/Sett-barnas-sparepenger-i-Scatec-Solar
Tenkte å sette noe av feriepengene her…
Har du satt deg inn i selvskapet @Slobo? evt noen andre? Så litt på det idag, men ble skremt av P/E.
Hva forsvarer den skyhøye P/En, er det framtidig inntekt på investeringer?
Ja sol energi er nok fremtiden, men den kommer til å bli billigere også?
Nei jeg skal lese meg opp fremover før jeg eventuelt gjør en investering. Jeg har tradet en del med REC tidligere, men i Scatec tenkte jeg å være mer langsiktig. Når strøm fra Sol er billigere enn strøm fra kull så sier det seg selv at dette er/blir big business…
Må bare prøve å ikke gjøre samme feil som Ulltveit Mo som har tapt skjorta på sol…
Scatec Solar designs, builds and operates solar power plants
Solar Plants In Operation (South Africa, USA, Czech Rep., Honduras & Rwanda)
Scatec Solar currently operates 7 solar plants that produce electricity on a daily
basis. This translates to a power production capacity of 383MW with power
purchase agreements (PPA) for around 20 years in most of the plants. Around half
of the capacity is situated in South Africa and 27% in the U.S. The rest of power
producing assets are in Czech Republic, Honduras and Rwanda.
Solar Plants Under Construction nearing completion (Jordan)
There are 3 solar plants in Jordan that are currently being constructed by Scatec
Solar and they amount to a capacity of 43MW. All three projects are near the end
of construction, with the Oryx plant having reached a stage of technical
completion. These plants are expected to add around NOK 140m in revenues and
NOK 11m in free cash flow to equity for Scatec Solar annually.
Projects awaiting construction start in Backlog (South Africa, Brazil, Honduras &
The company has 422MW of backlog projects, which have a probability of
completion estimated at more than 90%. The Upington power plant project in
South Africa with 258MW of capacity is the largest in the backlog followed by
Brazil with 78MW. The expected start of construction for both plants is in 1Q17.
There are also two smaller plants in backlog in Honduras and Mali.
Three times more growth lies in the Pipeline (Egypt, Africa, Pakistan & Mexico)
The pipeline offers even more potential for Scatec Solar. Such projects as Egypt
with 341MW of planned capacity, South Africa with 430MW, Pakistan with
150MW and others build up the pipeline to almost 1.1GW. Estimated probability
for these projects is above 50%. Nonetheless, the company has recently
communicated that financing for e.g. Egypt is already being secured.
2.4GW of project opportunities for the company with a likelihood of up to 50%
offers around 7 times of that which is currently operated.
Strong Growth requires Capital
Around 500MW of additional capacity is expected enter in construction stage in
2017. Thus the company will have to make significant investments, which may
lead to a necessity of additional capital.
SSO is an SRI because it provides people access to clean cheap energy
SSO lifts people out of poverty by providing cheap clean energy to scarcely
populated areas without energy infrastructure. It also creates jobs by using local
labor force for the construction and operation of the plants. This creates a source
for sustainable growth in countries like South Africa, Jordan, Honduras, Egypt and
Pakistan and more.
Investment Recommendation: Buy TP NOK 47 per share
Scatec Solar guides for NOK 180-200m in free cash flow for 2016 with sufficient
liquidity to fund projects in 2016. In operation & under construction plants’
capacity is targeted to grow to 750-900MW by end 2016 and to 1.4-1.6 GW by
end 2018. This is ambitious, but achievable, given the company will come up with
enough capital to finance the growth. We have a Buy recommendation on Scatec
Solar with a target price of NOK 47/share.
Oslo, 27 June 2016 - Aega ASA (Aega) has signed a contract
to acquire a 1 MW solar plant in Casoli, Abruzzo, Italy,
from Italian solar industry player Solis SpA.
The 1 MW solar park in Casoli is fixed ground mounted, holds
a top level concession, is six year into its 20-year
concession period, and delivers an internal rate of return
(IRR) in line with Aega’s current assets and the group’s
overall investment target.
“Being loyal to our investment criteria is important as it
essentially means that we acquire high quality solar parks
associated with low risk. The plant in Casoli certainly
falls into this category,” says Vegard Finstad, CEO of Aega.
Through this transaction, Aega increases its total
production capacity with 20 percent to 6 MW.
The financial details of the transaction are undisclosed.
Aega is working towards an objective of reaching 50 MW
production capacity by the end of 2017.
“Aega is currently reviewing a number of other potential
investments. There are plenty of opportunities around, but
we are fully focused on picking the right investments for
Aega’s shareholders,” adds Vegard Finstad.
Jeg kjøpte scatec solar nå for første gang på 35.80.
Ser ut som et godt tidspunkt å kjøpe på. Har ikke satt meg inn i aksjen. Men kjøper litt så får jeg se om det blir langsiktig etterhvert.
jeg er også inne i Scatec, vurderer å øke hvis de blir med børsen videre ned
Et firma man må følge med på dersom det skulle børsnoteres
Scatec inn i Paretoporteføljen:
Scatec Solar har en solid historikk i å skaffe seg og utvikle lønnsomme solar-prosjekter. Selskapet står både for bygging og drifting av solparker, og har god lønnsomhet i begge divisjoner. Med bra ordre-backlog venter vi pen økning i kontantstrømmen i tiden fremover. Mulige positive triggere er også ventede kontrakter i Egypt, Sør-Afrika og Pakistan. Kursmål 60.
Tror interessen for Rec har økt litt i det siste. Noen her som er inne?
Forsiktig med å gå inn nå. Lav pris / usa venter lav vekst til neste år og det er anslått at de trenger en emisjon.
Det har ikke gått så bra med Scatec, men Pareto fortsatt positive
Innlegg av: Scatec (23.09.16 10:19 ), lest 399 ganger
Endret: 23.09.16 10:22
SSO : Pareto -minst 90 % oppside potensiale
Excessive recent share decline
Due to lower tariff for the Egypt project, we reduce our target price to NOK 55 (58), but nonetheless find the ~25% share price decline since late July excessive. We reiterate our Buy recommendation, as we argue that no growth beyond today’s producing assets is included in pricing. In light of a proven track-record of self-funded growth and a backlog of sanctioned projects to double installed capacity, we consider valuation highly attractive.
Egypt project likely to be pursued even at amended commercial terms
In exchange for Egypt agreeing to international arbitration, the tariff was revised from USD 140/MWh to USD 84/MWh, consequentially reducing our 2017-18 estimates. Nonetheless, given favourable development in capex required for deploying solar power, we believe Scatec Solar will go through with the projects. It has stated that it is fully funded for realizing all 422 MW backlog projects as well as the 341 MW Egypt project, which will lift gross installed capacity from today’s 426 MW to 1,189 MW.
Backlog to support more than NOK 700m of gross D&C contribution
Given a backlog of 422 MW, Scatec Solar is set to double its installed capacity from producing assets today of 426 MW. Assuming capex of USD 1.7/w, of which 80% engineering, procurement and construction (EPC), the company will realize more than NOK 700m, or NOK 7.5/share, of gross contribution within its D&C segment from the backlog alone at guided 15% gross margin. Additionally, if the Egypt project is realized, Scatec will achieve an additional NOK ~500m of gross contribution from that potential EPC contract as well.
Attractive price for today’s producing assets alone – BUY, TP NOK 55 (58)
Adjusting the current share price with an assumed value of NOK 15/share for the D&C segment, today’s pricing implies a free cash flow to equity yield of ~16%. Given 20-year contracted cash flows, we consider this very attractive, particularly in light of the sanctioned growth outlook of the backlog, as well as potential pipeline projects.
We reduce our target price to NOK 55 (58) on lower tariff for the Egypt project, but reiterate our Buy recommendation as we still see ~90% upside. We find the equity case well intact despite the recent weak share price performance, and see upcoming triggers from potential contract announcements in a range of countries, such as Egypt, Pakistan, Nigeria, Mozambique, Kenya and South Africa.
Noen som vet hvorfor den har hatt en negativ trend i det siste ? Synes aksjen ser meget bra ut. Og nå med et brudd opp, vil vi kanskje se en stigende trend igjen ? Kjøpte meg inn på fredag og tenker på en større inngang til uken.