Hexagon Comp wird H2 verteilen !
Der Newsflow mit weiteren erfolgreichen Aufträgen sollte jexoch nicht ausbleiben, sonst wird die
Markterwartung wieder umschlagen.
Die Mutigen werden mit Kurszuwächsen belohnt, die Zittrigen schauen mal wieder in die Röhre!!
Generell und bei einem kurzfristigen Anlagehorizont stellt sich die fundamentale Situation des Unternehmens attraktiv dar.
Stärken
Über die vergangenen 12 Monate haben die Analysten ihre Schätzungen zur Rentabilität über die kommenden Berichtszeiträume deutlich nach oben revidiert.
Die Revisionen beim Gewinn pro Aktie fielen in den letzten 4 Monaten sehr stark zu Gunsten von Anhebungen der Schätzungen aus.
Die Mehrheit der Analysten, die die Aktie verfolgen, empfehlen deren Kauf bzw. ziehen die Aktie in Betracht.
Quelle: Marktscreener
14 September 2023: With reference to the share buyback program announced 18
August 2023, Hexagon Composites ASA ("the Company") has from 7 to 14 September
2023 purchased 476,880 of its own shares. The shares were purchased at an
average price of NOK 37.3105 per share. An overview of daily share purchases, as
well as a detailed overview of all transactions made under the share buyback
program is attached.
Date on which the buyback program was announced: 18 August 2023
The duration of the buyback program: 18 August 2023 until 31 October 2023
Size of the buyback program: Up to NOK 50 million
Following the transactions, the Company owns 1,379,853 of its own shares, which
represents 0.68% of the total shares outstanding.
For additional information:
Ingrid Aarsnes, VP Investor Relations and ESG, Hexagon Composites ASA
Telephone: +47 950 38 364 | ingrid.aarsnes@hexagongroup.com
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Wertpapier: Hexagon Composites ASA |
Heute starker Abverkauf bei -8% ist schon ein frustrierter Kursverlauf!
Was vermeldet Oslo?
26 September 2023: Hexagon Composites’ (OSE: HEX.OL) wholly owned subsidiary, Hexagon Ragasco (the “Company”) is the global market leader in composite cylinders for liquid petroleum gas (LPG) with more than 22 million cylinders sold to over 100 countries worldwide. Its portfolio of products, used for leisure, household, and industrial applications, are manufactured in its highly automated production facility in Norway. Today, Hexagon Composites announces a strategic review of the Company.
Hexagon Ragasco is currently developing the next generation composite LPG cylinder concept; a sensor-based digital ecosystem with the potential to improve data insights to drive down costs across the value chain and unlock new business opportunities for LPG distributors. An initial pilot is being carried out together with the leading LPG distributor in Norway.
The Company is also eyeing substantial growth opportunities outside its core market in Europe. This includes developing markets where LPG is expected to be a critical part of the energy transition, improving air quality and health for billions of people who today rely on highly pollutant and toxic fuels.
“Hexagon Ragasco has an exciting pipeline of growth opportunities which may be realized through, inter alia, structural strategic moves. We will carefully evaluate whether the Company’s growth potential can best be realized inside or outside the Hexagon Group,” says Jon Erik Engeset, CEO, Hexagon Group. “We take tremendous pride in the position Hexagon Ragasco has developed to date and we intend to secure the Company the best possible conditions for continued success.”
DNB Markets and Danske Bank Norwegian Branch have been retained as financial advisors.
Flakk Composites AS and Flakk Gruppen AS (together the “Sellers”), have retained DNB Markets, a part of DNB Bank ASA as Sole Bookrunner (the "Manager") to explore a potential block sale of existing shares in Hexagon Composites ASA (the "Company") through a private placement (the “Offering”).
The Sellers are contemplating selling up to approximately 5,000,000 shares in the Company (up to 4,486,783 shares sold by Flakk Composites AS and up to 513,217 shares sold by Flakk Gruppen AS), equivalent to approximately 2.48% of the Company’s outstanding shares. The price in the Offering will be set through an accelerated bookbuilding process and will be denominated in NOK. The Sellers reserve the right, at their sole discretion, to decide the number of shares to be sold, or to sell no shares at all in the Offering.
The bookbuilding period in the Offering will commence today, 27 September 2023 at 16:30 CEST and will close on 28 September 2023 at 08:00 CEST. The Sellers, in consultation with the Manager, reserve the right to close the bookbuilding period at any time at their sole discretion, at short notice. The Offering is expected to be priced and allocated before 08:00 CEST on 28 September 2023 (T). The settlement in the Offering will be conducted on a normal delivery-versus-payment basis (DVP, T+2).
Flakk Composites AS currently owns 20,000,000 shares in the Company, representing approximately 9.92% of the number of outstanding shares in the Company, and will following the Transaction hold 15,513,217 shares assuming all shares are sold as part of the Transaction, representing 7.69% of the number of shares outstanding in the Company. Flakk Composites AS is partially owned and controlled by Knut Flakk, founder and Chairman of the Board in the Company.
Flakk Gruppen AS currently owns 2,203,721 shares in the Company, representing approximately 1.09% of the number of outstanding shares in the Company, and will following the Transaction hold 1,690,504 shares assuming all shares are sold as part of the Transaction, representing 0.84% of the number of shares outstanding in the Company. Flakk Composites partially owned and controlled by Knut Flakk, founder and Chairman of the Board in the Company.
Knut Flakk and related parties hold an additional 5,631,248 shares in the Company, representing approximately 2.79% of the number of shares outstanding in the Company.
The minimum order and allocation in the Offering have been set to the NOK equivalent of EUR 100,000. The Manager may, however, offer and allocate an amount below the NOK equivalent of EUR 100,000 in the Offering to the extent exemptions from prospectus requirements, in accordance with Regulation (EU) 2017/1129, are available.
For more information about the Offering please contact the Manager:
DNB Markets, a part of DNB Bank ASA:
+47 24 16 90 20
This information is considered to include inside information pursuant to the EU Market Abuse Regulation article 7 and is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.
https://newsweb.oslobors.no/message/600414
Education: MSc (BI Norwegian Business School) and MBA (London Business School).
Number of shares: 27,834,969*
*Includes shares owned by related parties
https://hexagongroup.com/board-of-directors
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Wertpapier: Hexagon Composites ASA |
30 October 2023: Hexagon Agility, a subsidiary of Hexagon Composites, has received an inaugural order for Mobile Pipeline® TITAN 450 modules from Promigas Peru, a subsidiary of Promigas and a leading energy distributor of natural gas for the Peru market.
The order represents an estimated value of USD 9 million (approx. NOK 100 million).
Promigas Peru enables customers without pipeline access to transition to lower carbon energy. The new TITAN 450 modules will complement Promigas Peru's current virtual pipeline fleet, enhancing its ability to distribute natural gas safely and economically to La Libertad, Cajamarca, Lambayeque and Ancash – all regions in Northern Peru with limited pipeline infrastructure.
“We’re excited to be selected by Promigas Peru to support the decarbonization of the industrial sector. Our Mobile Pipeline solutions have enabled the safe distribution of compressed natural gas throughout Latin America” says Nicolas Reyes, Director of Sales and Business Development Latin America at Hexagon Agility. “With deployment of our latest Mobile Pipeline innovation, Hexagon Agility and Promigas Peru are driving the transformation to cleaner and more affordable energy in Latin America.
Hexagon Agility has delivered safe, high-capacity modules into Latin America for the past ten years and has more than 300 Mobile Pipeline units in service throughout the region.
Higher capacity, lighter design, lower emissions
TITAN 450 enables the safe transport of almost half a million standard cubic feet of CNG/RNG in a 40-foot module. The new product employs the latest technology in Type 4 composite cylinders and high-strength frame design. It delivers 25% greater gas capacity than other compressed natural gas distribution modules, while being 20% lighter in the same 40-foot length. This results in fewer trips to deliver the same amount of gas, improving operational efficiency, and reducing total cost of ownership and transport emissions.
Timing
Deliveries of the modules are scheduled to start in the first half of 2024.
https://hexagongroup.com/news/...n-450-modules-from-promigas-peru-s-a
Hexagon Composites ASA: Third quarter 2023
9 November 2023: Hexagon Composites (OSE: HEX.OL), world leader in composite cylinder technology and related systems that enable safe delivery of clean gaseous energy for mobility, distribution, industries and homes, reported revenues of NOK 1 252 (1 080) million in the third quarter 2023. This represents 16% growth compared to the same quarter last year, mainly driven by record high activity in Hexagon Agility’s Mobile Pipeline distribution business. The reported EBITDA was NOK 124 (68) million, after NOK 12 million in costs related to the ongoing strategic review of Hexagon Ragasco.
“Our Hexagon Agility business delivered high revenues and improved operational efficiency in the quarter. In combination with adjusted pricing, this resulted in improved EBITDA margins,” says Jon Erik Engeset, Group CEO of Hexagon Composites. “During the quarter we also initiated a strategic review of Hexagon Ragasco, a company we have owned for more than 20 years. It has an exciting pipeline of growth opportunities, and we wish to evaluate whether the company’s full potential can best be realized inside or outside the Hexagon Group.”
Outlook
In the second half of 2024, the launch of Cummins’ new 15-liter natural gas engine in the US is expected to be a game-changer in the heavy-duty truck segment, expanding the addressable market for long-haul trucks in the US threefold. To meet the expected demand, Hexagon is adding new cylinder capacity to its existing operations in North Carolina, US. In addition, with the current strong demand for Mobile Pipeline, capacity expansions for this segment are ongoing both in the US (Nebraska) and in Germany.
For further details, please see the attached third quarter 2023 report and presentation.
Presentation of the results today at 08:30 am CET
Jon Erik Engeset (CEO) and David Bandele (CFO) will present the results at 08:30 am today in Oslo. The presentation will be held in the Auditorium at Hexagon's location in Oslo, Haakon VIIs gate 2, on the lower level. If you would like to attend the presentation, please pre-register by emailing ir@hexagongroup.com, alternatively register upon arrival.
The presentation will also be broadcast live via:
https://channel.royalcast.com/hegnarmedia/#!/hegnarmedia/20231109_4
For more information:
Ingrid Aarsnes, VP Investor Relations & ESG, Hexagon Composites ASA
Telephone: +47 950 38 364 | ingrid.aarsnes@hexagongroup.com
Karen Romer, SVP Communications, Hexagon Composites ASA
Telephone: +47 950 74 950 | karen.romer@hexagongroup.com
About Hexagon Composites ASA
Hexagon delivers safe and innovative solutions for a cleaner energy future. Our solutions enable storage, transportation, and conversion to clean energy in a wide range of mobility, industrial and consumer applications. Learn more at www.hexagongroup.com and follow @HexagonASA on Twitter and LinkedIn.
This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act
Attachments
HEX Q3 2023 Report
https://ml-eu.globenewswire.com/Resource/Download/...446-ad4790df3fd4
https://ml-eu.globenewswire.com/Resource/Download/...684-d75aa7dd4f4b
HEX Q3 2023_Presentation
Die Bundesregierung stellt die Details zum Bau eines deutschlandweiten Pipeline-Netzes für grünen Wasserstoff vor. Ein großer Vorteil des Brennstoffes ist, dass er auch als Speichermedium für Ökostrom dienen kann. Dumm nur, dass sich für den Bau von Speichern niemand zuständig fühlt.
https://www.welt.de/wirtschaft/energie/...-vergisst-die-Speicher.html
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Wertpapier: Hexagon Composites ASA |
https://www.energyintel.com/0000018a-1e72-d96b-a9ba-fe7b41f20003
Renewable Gas Sector Eyes Growing US Transport Market
The renewable natural gas (RNG) industry is gearing up for an expected growth spurt in demand starting next year as heavy duty vehicle fleets look to switch their engines over from diesel to natural gas.
https://www.itsforhome.com/2023/08/19/...-dependence-on-fossil-fuels/
By Tom Gardner on August 19, 2023 3:14 am
Title: Renewable Gas Sector Sets Sights on Expanding US Transport Market
The renewable natural gas (RNG) industry is poised for significant growth as it eyes the expanding US transport market. With the increasing demand for cleaner and more sustainable fuel alternatives, RNG has emerged as a promising solution to reduce greenhouse gas emissions and dependence on fossil fuels.
RNG, also known as biomethane, is derived from organic waste sources such as agricultural residues, food waste, and wastewater treatment plants. Through a process called anaerobic digestion, these waste materials are converted into methane gas, which can be used as a substitute for traditional natural gas in various applications, including transportation.
One of the key advantages of RNG is its ability to significantly reduce carbon emissions. When compared to conventional natural gas or diesel, RNG can offer emission reductions of up to 90%. This makes it an attractive option for fleet operators, trucking companies, and public transportation agencies looking to meet sustainability targets and comply with stricter environmental regulations.
The US transport sector, which accounts for a significant portion of the country’s carbon emissions, presents a vast opportunity for RNG adoption. With the Biden administration’s commitment to decarbonizing the transportation industry, there is a growing focus on incentivizing the use of renewable fuels like RNG. Federal and state-level policies, such as the Renewable Fuel Standard and Low Carbon Fuel Standard, provide financial support and regulatory certainty for RNG producers and users.
To further drive the growth of the RNG industry, partnerships between renewable energy developers, waste management companies, and transportation providers are being forged. These collaborations aim to streamline the production, distribution, and utilization of RNG, ensuring a reliable and accessible supply for the transport sector.
In addition to its environmental benefits, RNG offers economic advantages. The production of RNG creates jobs in rural areas, where many organic waste sources are located. It also provides an additional revenue stream for farmers and waste management facilities, who can monetize their waste materials by selling them to RNG producers.
However, challenges remain for the RNG industry. The development of robust infrastructure, including biogas upgrading facilities and refueling stations, is crucial to support the widespread adoption of RNG in the transport sector. Additionally, ensuring the availability of consistent and affordable feedstock is essential for the long-term viability of RNG projects.
Despite these challenges, the renewable gas sector is optimistic about its prospects in the US transport market. With the right policy support, technological advancements, and industry collaboration, RNG has the potential to play a significant role in decarbonizing the transportation sector and accelerating the transition to a cleaner and more sustainable energy future.
As the demand for renewable energy solutions continues to grow, the RNG industry is well-positioned to contribute to the global efforts to combat climate change. By harnessing the power of organic waste, RNG offers a viable and scalable solution to reduce emissions and create a more sustainable energy landscape.
10. Januar 2024: Hexagon Agility, ein Unternehmen von Hexagon Composites, hat einen neuen Auftrag für TITAN Mobile Pipeline®-Module von REV LNG erhalten, einem führenden Full-Service-Unternehmen für mobile Energieversorgung und Projektentwicklung. Die Module werden zum Transport und zur Lieferung von erneuerbarem Erdgas (RNG) an seine Kunden in den USA eingesetzt.
Dieser Auftrag hat einen geschätzten Wert von 19 Millionen US-Dollar (ca. 197 Millionen NOK).
„Unsere Kunden diversifizieren ihre Energieportfolios weiter und nutzen RNG als Schlüssellösung zur Reduzierung von Treibhausgasemissionen“, sagt David Kailbourne, Präsident und CEO von REV LNG. „Die Zuverlässigkeit der Mobile Pipeline-Produkte von Hexagon Agility ist ausgezeichnet und ermöglicht es uns, die Anforderungen unserer Kunden zu erfüllen.“
Quelle: LinkedIn heute 10.1.24
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https://m.investing.com/news/stock-market-news/...n-2024-93CH-3305816
Hexagon Composites ASA (HXGCF) reported a robust financial performance for the fourth quarter of 2023, with CEO Jon Erik Engeset announcing revenues of NOK 5.2 billion and an improved EBITDA margin of 9%. The company's Mobile Pipeline business and Hexagon Digital Wave saw significant growth, with a strong backlog and a substantial increase in revenue, respectively. Hexagon's environmental contribution was notable, with its solutions helping to avoid 1.5 million metric tons of CO2 equivalents in 2023. While Hexagon Ragasco experienced a slight dip in revenues due to destocking in Europe, it expanded geographically and maintained a high EBITDA margin. Looking forward, the company is poised for growth with the upcoming launch of the 15-liter Cummins (NYSE:CMI) engine and remains on track to meet its ambitious 2025 financial targets.
Key Takeaways
Revenues for Hexagon Composites reached NOK 5.2 billion in 2023.
EBITDA margin improved to 9%.
The Mobile Pipeline unit of Hexagon Agility and Hexagon Digital Wave recorded record growth.
Hexagon's solutions contributed to a reduction of 1.5 million metric tons of CO2 equivalents.
Hexagon Purus, with a 38% stake held by Hexagon, is expected to reach NOK 4 billion to NOK 5 billion in revenue by 2025.
Hexagon Ragasco saw a slight revenue decrease but expanded its customer base and maintained a 17% EBITDA margin.
The company has strong liquidity with NOK 733 million available.
The upcoming launch of the X15N engine is expected to boost revenues and profitability in the latter half of the year.
The company aims for over NOK 6 billion in revenues and a 15% EBITDA margin by 2025.
Company Outlook
The launch of the 15-liter Cummins engine is anticipated to drive growth in the Mobile Pipeline business from fall 2024.
Hexagon is on track to achieve its 2025 targets, including a significant increase in revenues and EBITDA margin.
Bearish Highlights
Hexagon Ragasco faced slightly lower revenues due to destocking in Europe.
A delay in the certification of the 15-liter engine could impact the 2024 results.
Bullish Highlights
The Mobile Pipeline business unit and Hexagon Digital Wave experienced record growth.
Significant geographic expansion, especially in the Middle East with 21 new customers.
Strong liquidity position and low leverage.
Hexagon Purus attracted significant investment and is on a strong growth trajectory.
Misses
Revenue miss for Hexagon Ragasco due to destocking effects.
The delay in the 15-liter engine certification leading to a potential push in sales to 2025 and beyond.
Q&A Highlights
Discussion on cost and pricing strategies within Hexagon Agility.
The new Cummins engine's impact on the addressable market and energy efficiency.
Growth prospects for natural gas and hydrogen heavy-duty trucking in the US and Europe.
The contrast between the US focus on RNG and the European debate on clean energy alternatives for transportation.
Confirmation that consensus revenue and EBITDA expectations for 2024 are reasonable, contingent on the 15-liter engine's progress.