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Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - Q2 report overshadowed by lowered targets

Our new adj. EBITDA slightly above ’24e target Higher capex dramatically increases risk of rights issue New targets and capex imply 10x ’24e EV/EBITDA (adj.)

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
07/20/22 July 20, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
BIOGAS Scandinavian Bi...

Scandinavian Biogas - New rights issue fears after raised capex

New ’24e adj. EBITDA target 28% below ABGSCe Two paths: less ambitious expansion or raise new equity We expect share to be down >20% on rights issue fears

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
07/19/22 July 19, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - LBG pricing case stronger than ever

Q2 report due on Wednesday, 20 July Concrete LBG price point a tailwind for the case Share back to pre-Alternoil deal levels: BUY

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
07/15/22 July 15, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - Major LBG deal with >100% price premium

1.07 TWh LBG deal worth SEK 2.7bn over ’24-’30 Price per GWh >100% above our ’24e ASP Proof of LBG price premium is a big positive

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
06/12/22 June 12, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - Waiting to capitalise on rising prices

Q1 results in line with pre-announced numbers Liquid biogas price at 50-100% premium to current ASP 12-7x ’23e-’24e EV/EBITDA, keep BUY, TP of SEK 40

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
04/28/22 April 28, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - Q1 as expected, pricing outlook positive

Results no surprise, info on liquid biogas pricing Liquid biogas at 50-100% premium to current ASP 12-8x ’23e-’24e EV/EBITDA on pre-Q1 numbers

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
04/28/22 April 28, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - A difficult ’22, gradually better in ’23e-’24e

A difficult ’22e: lower subsidies and high input costs Will struggle until intake and offtake prices are matched TP down to SEK 40 (50), keep BUY

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
04/13/22 April 13, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - Lower Q1 profit announced

EBITDA SEK 4m (ABGSCe 24m) Biogas subsidy pushed back to H2’22e… …and higher input costs

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
04/11/22 April 11, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Nordi...

Great growth opportunities for Nordic renewable companies Offshore wind and energy storage are key for the transition Solid week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
04/05/22 April 5, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+22)

Powerpoint Sector Report - Renewable weekly - Theme of the week: Renew...

Comparing renewable company growth targets Companies have ambitious targets Solid week for Nordic renewable shares last week

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
AWP ARISE AB
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
03/24/22 March 24, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+22)

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Ecocl...

Ecoclime saves energy and costs for property owners Initiating with fair value range of SEK 12-20 per share Average week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
ECC B ECOCLIME GROUP AB
03/10/22 March 10, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

Powerpoint Sector Report - Renewable Weekly: Theme of the week - US of...

The New York Bight auction attracted record-high bids Significant increase in price and bidders over time Strong week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
03/03/22 March 3, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - Looking past near-term uncertainties

Margins under pressure from higher substrate spot prices ’22e margins lowered, only minor revisions to ’23e Keep BUY, TP down to SEK 50 (60) per share

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
02/17/22 February 17, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - A hit to margins despite decent sales

Adj. EBITDA SEK 19m (-34% vs. ABGSCe 28m) -5% negative adj. EBITDA revisions on isolated numbers 13x ’22e EV/EBITDA (adj.) on pre-Q4 numbers

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
02/17/22 February 17, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

Powerpoint Sector Report - Theme of the week: Renewable return targets

Comparing Orsted, Equinor and Scatec's return guidance Are the return targets too optimistic? Soft week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
02/09/22 February 9, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Olof Cederholm
PREMIUM
BIOGAS Scandinavian Bi...

Scandinavian Biogas - Production volumes set to improve

Q4 report due on 17 February Volumes up for ’21e, margins down slightly Keep BUY, TP of SEK 60 per share

BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
02/07/22 February 7, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

Powerpoint Sector Report - Theme of the week: Q4e for Swedish Wind dev...

Strong Q4 for OX2 (BUY) – led by 455 MW project sale Arise boosted by electricity prices, Eolus hit by delay Soft week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
01/21/22 January 21, 2022 1 EN
Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+19)

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Edda ...

We initiated coverage on Edda this week … …a leading offshore wind service vessel company Strong week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
EWIND EDDA WIND ASA
01/06/22 January 6, 2022 1 EN
Adrian Gilani ... (+6)
  • Adrian Gilani
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+18)

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Chris...

Our Christmas card can be seen on slide 2 Soft week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
OX2 OX2
VWS VESTAS WIND SYSTEMS
GREENH GREEN HYDROGEN SYSTEMS AS
12/16/21 December 16, 2021 1 EN
Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm
PREMIUM
BONHR BONHEUR ASA
ORSTED ORSTED ... (+22)

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Escal...

Accelerating renewable growth rates Renewable capacity growth driven by solar and wind Soft week for Nordic renewable shares

BONHR BONHEUR ASA
ORSTED ORSTED
SCHO SCHOUW & CO A/S
NEL NEL ASA
SSO SCATEC ASA
AWP ARISE AB
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
QFUEL QUANTAFUEL AS
CADLR CADELER
VOLUE VOLUE AS
BIOGAS SCANDINAVIAN BIOGAS FUELS INTERNATIONAL
AOW AKER OFFSHORE WIND HOLDING
OHT OHT
AKH AKER HORIZONS
FERRO FERROAMP ELEKTRONIK
IWS INTEGRATED WIND SOLUTIONS
ZAP ZAPTEC
GREENH GREEN HYDROGEN SYSTEMS
OX2 OX2
VWS VESTAS WIND SYSTEMS
GARO GARO AKTIEBOLAG
12/02/21 December 2, 2021 1 EN
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