reports
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Lhyfe: partnership with Energy Pool
This morning, Lhyfe announced a demand response partnership with Energy Pool, a leading French flexibility operator and distributed energy services provider with more than 8GW of energy production and storage assets under management worldwide. Leveraging the flexibility of Lhyfe's French PEM electr
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Waga Energy: another contract in France
Yesterday, Waga announced a new contract in Saint-Laurent-des-Hommes (France) on a site operated by the joint departmental waste syndicate of Dordogne (SMD3). As such, Waga Energy adds another public partner to its French network in France, which supervises waste collection and treatment for around
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Waga: first project in Italy
Yesterday, Waga announced a new contract in Terranuova Bracciolini (Italy) on a site operated by Centro Servizi Ambiente Impianti (CSAI). The latter is a subsidiary of Iren, an Italian multi-utility company that operates in the fields of electricity, gas, water, and waste management. Planned to be
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 10/10/2024
Burckhardt Compression is a leading global supplier of compression solutions with a unique product offering (full range of reciprocating compressor technologies and services). It targets profitable growth with a 2022-2027e sales CAGR of 7.7% and a 2022-2027e EBIT CAGR of 12.1%. These prospects seem adequately discounted at our TP of CHF 612 reflecting historical and peer multiples. We initiate the coverage with a Neutral rating. - ...
- Jean-François Granjon
HRS : Confirmation of the previous guidance
>Full-year results publication in line (year to end-June) - Based on full-year sales (already published) of € 24.7m (cf. our first take of 26 July 2024) down 17.6%, HRS has published full-year results in line with our forecasts. The group therefore reported an underlying EBITDA loss of -€ 8.7m (-€ 8.4m estimated and -€ 8.3m for the consensus) vs -€ 2m a year earlier, unsurprisingly reflecting a marked deterioration vs 2023 with a more or less equivalent loss from one ...
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 10/10/2024
Burckhardt Compression is a leading global supplier of compression solutions with a unique product offering (full range of reciprocating compressor technologies and services). It targets profitable growth with a 2022-2027e sales CAGR of 7.7% and a 2022-2027e EBIT CAGR of 12.1%. These prospects seem adequately discounted at our TP of CHF 612 reflecting historical and peer multiples. We initiate the coverage with a Neutral rating. - ...
- Jean-François Granjon
HRS : Confirmation des guidances précédentes
>Publication des résultats annuels en ligne (clôture le 30 juin) - Sur la base d’un CA annuel déjà publié de 24.7 M€ (cf. notre commentaire du 26 juillet 2024) en repli de 17.6%, HRS publie des résultats en ligne avec nos attentes. L’EBITDA courant ressort ainsi à -8.7 M€ (-8.4 M€ estimé, -8.3m pour le css) vs -2 M€ YoY traduisant sans surprise une nette dégradation vs 2023 avec une perte quasiment équivalente d’un semestre à l’autre. Le ROC ressort pour sa part à -13...
- Juan Ros-Padilla
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALCAR CARMAT SA
ALO ALSTOM SA
TRI TRIGANO SA
NEX NEXANS SA
01913 PRADA S.P.A.
SHA SCHAEFFLER AG
MONC MONCLER SPA
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
WAGA WAGA ENERGY SA
FLOW FLOW TRADERS LTD
- Juan Ros-Padilla
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALCAR CARMAT SA
ALO ALSTOM SA
TRI TRIGANO SA
NEX NEXANS SA
01913 PRADA S.P.A.
SHA SCHAEFFLER AG
MONC MONCLER SPA
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
WAGA WAGA ENERGY SA
FLOW FLOW TRADERS LTD
- Gautier Le Bihan
WAGA ENERGY : A significant increase in sales with good cost controls
>Sales up 87% and an improvement to EBITDA - This morning, Waga Energy published its H1 2024 results. Sales were € 25.6m, up 87% y-o-y, a shade above our forecast (ODDO BHF € 25.0m). Therefore some 50% of revenue was generated internationally and growth was driven, amongst other things, by the biomethane injected into the grid. In H1 2024, Waga Energy injected 250 GWh of biomethane, i.e. a 79% increase y-o-y. EBITDA was -€ 2.5m (vs -€ 3.1m in 2023) also above our fore...
- Gautier Le Bihan
WAGA ENERGY : Une forte hausse du CA avec une bonne maitrise des coûts
>Hausse du CA de 87% et amélioration de l’EBITDA - Waga Energy a publié ce matin ses résultats S1 2024. Le CA est de 25.6 M€, en hausse de 87% y-o-y, légèrement supérieur à nos attentes (ODDO BHF 25.0 M€). Les revenus ont a été réalisés à plus de 50% à l’international et leur croissance est portée entre autres par celle du biométhane injecté dans le réseau. Au S1 2024, Waga Energy a injecté 250 GWh de biométhane, soit une hausse de 79% y-o-y. L’EBITDA ressort à -2.5 ...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Waga Energy: strong H1 results
Waga Energy has reported H1 2024 results broadly in line with expectations with revenue reaching EUR25.6m (+87% YoY, vs FY24 cons. at EUR60.6m) and an EBITDA loss improving to EUR2.5m (from -EUR3.1m in H1 2023, vs FY24 cons. -EUR5.5m). With 28 units in operation (>1TWh/year), 11 under constructi
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Waga Energy: 6th commissioning together with Veolia
Waga Energy yesterday announced the commissioning of a Wagabox in Granges (France) on a site operated by Valest, a subsidiary of Veolia, one of the largest European players in the waste management and utility industry. The site has been equipped with a Wagabox able to produce up to 25GWh/year of bi
- Jean-François Granjon
- Louis Boujard
- CFA
- Jean-François Granjon
- Louis Boujard
- CFA
- Jean-François Granjon
- Louis Boujard
- CFA
Lhyfe : Medium-term targets confirmed
>Interim results close to our forecasts - The interim results make little sense at a time when the company is pushing forward with efforts to develop its business model, as presented when the FY results were out. Interim revenues came in at € 1.7m (€ 2m estimated) vs € 0.4m. This mainly reflects the ramp-up of the Bouin production site. EBITDA stood at -€ 13.1m (-€ 15.6m estimated) vs -€ 14.3m, reflecting revenue growth and good cost control (external costs virtually ...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Lhyfe: H1 results, growth and cost control
Lhyfe has announced H1 2024 results highlighting revenue growth to EUR1.7m (vs cons. expectations at EUR9.1m FY24), and an EBITDA loss at EUR11.7m (vs cons. figure at -EUR30.2m FY24). This shows an improvement YoY with OPEX EUR3m lower than in H1 2023, mostly resulting from lower personnel expenses
- Jean-François Granjon
- Louis Boujard
- CFA
Lhyfe : Confirmation des objectifs moyen terme
>Des résultats semestriels proches de nos attentes - Les résultats semestriels ont peu de sens alors que la société poursuit ses développements avec une évolution de son modèle de développement comme présenté lors de la publication des résultats annuels. Le CA semestriel ressort à 1.7 M€ (2 M€ estimés) vs 0.4 M€. Il est principalement le reflet de la montée en puissance du site de production de Bouin. L’EBITDA ressort à -13.1 M€ (-15.6 M€ estimés) vs -14.3 M€ refléta...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Lhyfe: five-year offtake agreement with H2 Mobility
Lhyfe today announced it has signed a first long-term offtake agreement in Germany with H2 Mobility, the country's largest H2 refuelling station operator. Both partners have agreed on a five-year offtake contract representing a total volume of 1.2Kt over the period (i.e. 240t/year), with deliveries
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Lhyfe: industrial cluster in sight with OX2 and Velarion
Lhyfe has announced the development of an industrial cluster driven by green hydrogen in Grönsta (Sweden), connecting the dots between OX2's wind power and Velarion's green fertiliser plans by deploying around 300MW of electrolysis capacity. As the project is only just entering the conceptual phase
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