Report
Thijs Berkelder

SIF : Expansion project still on track

>Feedback site visit + management Q&A - On Friday June 28 Sif organised a sell-side analyst site visit to the newly expanded factory on the Maasvlakte near Rotterdam, starting up with a presentation by CEO Fred van Beers, CFO Ben Meijer, project integration manager Jeroen Talsma and IR Fons van Lith. Main topics discussed: Order intake. Sif indicates it is very close to signing a large transition piece contract with will fill the occupancy of the Roermond plant in 202...
Underlying
SIF HOLDING NV

Sif Holding NV is a company based in the Netherlands, which provides steel foundations to the offshore wind, oil and gas markets. The Company operates in two segments: the Offshore Wind segment focuses on manufacturing monopiles for offshore wind farms. Monopiles consist of a tubular structure, typically with conical, and are hammered into the seabed. The Oil and Gas segment specializes in the production of steel tubular parts for the offshore oil and gas industries, with focus on jackets and related structures. The Company focuses on the North Sea region and also manufactures parts for machines and civil engineering projects, such as tubulars used in the Maeslant storm surge barrier, tubular structures used in the London Eye, and foundations for jetties, which are mooring platforms for ships.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Thijs Berkelder

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