reports
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Waga Energy: commissioning of a biomethane unit with Arcavi
Waga Energy has announced the commissioning of a Wagabox in Champagne-Ardenne with Arcavi, a French company committed to sustainable waste management and founded by Ardennes General Council. Started in April 2024, this unit has been equipped with a Wagabox able to treat up to 600 m3/h of gas and pr
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 30/04/2024 Date Performance dep...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Gautier Le Bihan
WAGA ENERGY : Results in line with forecasts, underpinned by robust co...
>2023 results in line with our expectations - Yesterday evening, Waga Energy published its FY 2023 results. As a reminder, 2023 sales were € 33.3m, i.e. a 74% increase vs 2022 (2022 sales at € 19.2m). EBITDA was down by € 1.6m to -€ 4.8m (vs -€ 3.2m in 2022) in line with our forecasts. H2 2023 EBITDA was -€ 1.7m, up sharply vs H1 2023 (-€ 3.1m). EBIT fell to -€ 14.5m (vs -€ 8.2m in 2022), a shade below our forecast. Lastly, the group reported a net loss of -€ 16m (...
- Gautier Le Bihan
WAGA ENERGY : Résultats en ligne avec nos attentes, soutenus par une b...
>Résultats 2023 en ligne avec nos attentes - Waga Energy a publié hier soir ses résultats FY 2023. Pour rappel, le CA 2023 est de 33.3 M€, soit une augmentation de 74% par rapport à 2022 (CA 2022 19.2 M€). L’EBITDA affiche une baisse de 1.6 M€ pour atterrir à -4.8 M€ (vs -3.2 M€ en 2022) en ligne avec nos attentes. L’EBITDA S2 2023 de -1.7 M€ ressort en forte hausse par rapport au S1 2023 (-3.1 M€). L’EBIT diminue pour atteindre -14.5 M€ (vs -8.2 M€ en 2022), légère...
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Waga Energy: Setting itself for profitable growth
Waga Energy has reported a FY 2023 EBIT loss broadly in line with expectations at EUR14.1m (vs cons. at -EUR14.2m). With 23 units in operation (0.9TWh/year), 14 under construction representing up to 1.3TWh/year of additional capacity, and a global pipeline of more than 12TWh/year, Waga Energy is on
- Gautier Le Bihan
WAGA ENERGY : Transforming biogas into grid-compatible biomethane: a s...
Waga Energy offers an innovative start-up profile in the utilities sector: i/ disruptive technology in biogas treatment, ii/ established competitive advantages, iii/ positioning on a market with strong potential (>20,000 landfills) and iv/ a robust business model based on recurring revenues. At its CMD in February 2024, the company reconfirmed its ambitions for 2026 set out at the IPO (contracts for 4 TWh and recurring revenues of € 200m). The financing secured in Q1 2024 (€ 112m...
- Gautier Le Bihan
WAGA ENERGY : Transformer le biogaz en biométhane compatible avec le r...
Waga Energy propose un profil de start-up innovante dans le secteur des utilities : i/ une technologie disruptive pour le traitement du biogaz, ii/ des avantages compétitifs établis, iii/ un positionnement sur un marché à fort potentiel (>20 000 décharges) et iv/ un modèle robuste de revenus récurrents. La société a reconfirmé lors du CMD en février 2024 ses ambitions à horizon 2026 annoncées au moment de son IPO (signature de 4 TWh et CA récurrent de 200 M€). Fort des financemen...
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Waga Energy: another commissioning in France
Waga Energy yesterday announced the commissioning of a Wagabox in Chatuzange (France) on a site operated by 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 biomethane, directly in
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Waga Energy: Successful EUR52m raise
Last week, Waga Energy announced a successful EUR52m capital increase. This capital increase will allow the company to fund project investments and pre-manufacture of equipments. As such, Waga Energy should be able to accelerate the deployment of new projects, capitalising on its international expa
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Waga Energy: Launching the US
This morning, Waga Energy announced the commissioning of a Wagabox in Bath (NY, US) on a site from the Steuben County. Initially announced in January 2022, this site has been equipped with a Wagabox able to produce up to 60GWh/year of biomethane, directly injected into the local gas network operate
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Waga Energy: new commissioning in France
Waga Energy yesterday announced the commissioning of a Wagabox in Sainte-Marie-Kerque (France) on a site operated by Opale Environnement, a subsidiary of Séché Environnement which is an important player in the waste management and utility industry. Initially announced in July 2022, this site has be
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Waga Energy: Trash to treasure - powering the future
Following Waga Energy's CMD last week and taking advantage of recent newsflow, we have made an important model update and reviewed our sales and margin assumptions from 2024 onwards. Given Waga Energy's unique landfill gas treatment technology (known as cryogenic distillation), already secured gas
- Paul de Froment
- Sebastián Marroquin Mérida
- Thomas Mordelle
Strong growth in 2023, on track for 2026
Waga Energy has reported FY23 revenues of EUR33.3m, above consensus expectations (+7% vs cons. at EUR31m and BGe at EUR30.8m) thanks to higher equipment sales. Revenue growth is set to accelerate in 2024 with the commissioning of new units representing more than 200GWh/year of biomethane injection
- Paul de Froment
- Thomas Mordelle
Strong lender support
Waga Energy has secured its first North American credit line with Eiffel Investment Group, thereby reiterating strong support from a third-party asset manager focusing on impact strategies while relying on quality assets. Indeed, the financing scheme replicates what was implemented for French asset
Vichy Communauté, Suez et Waga Energy inaugurent une unité WAGABOX® da...
Waga Energy / Mot-clé(s) : Contrat/Introduction d’un produit Vichy Communauté, Suez et Waga Energy inaugurent une unité WAGABOX® dans l’Allier 02-Fév-2024 / 08:30 CET/CEST Vichy Communauté, Suez et Waga Energy inaugurent une unité WAGABOX® dans l’Allier Vichy Communauté, Suez et Waga Energy ont inauguré mercredi 31 janvier 2024 l’unité WAGABOX® de production de biométhane au sein de l’installation de stockage des déchets de Gaïa à Cusset dans l’Allier. Utilisant la technologie développée et brevetée par Waga Energy, c’est la première installation de ce type en Auvergne-Rhône-A...
- Paul de Froment
- Thomas Mordelle
New year, new success
Waga Energy has signed a contract with Decatur Hills Landfill, a subsidiary of Best Way Disposal (>USD71m revenue in FY23), to operate a medium-sized Wagabox in its Greensburg site (Indiana, US). This is another step forward for Waga Energy after the >600GWh/year signed in 2023 with Casella W
- Paul de Froment
- Thomas Mordelle
Live in Canada
Waga Energy yesterday announced the commissioning of a small Wagabox in Chicoutimi (Quebec, Canada) on a landfill operated by Matrec-GFL, a subsidiary of GFL Environmental. This Wagabox will produce at least 16GWh/year which would then be sold to Energir, the largest gas DSO in Quebec. Consequently
- Paul de Froment
- Thomas Mordelle
Another contract in the US
Waga Energy has signed a contract with the Chester County Solid Waste Authority (CCSWA) in the US to operate a large 130GWh/year Wagabox in Pennsylvania. This is another step forward for the group in the US, now totalling six projects in the country for a total capacity of 640GWh/year by end-2025,
- Paul de Froment
- Thomas Mordelle
Ideal waste-to-value model
Yesterday Waga reported H1 2023 revenues of EUR13.7m, doubling YoY, with biomethane revenues in line with expectations (+5% vs BGe at EUR10m). Revenue growth should continue to accelerate sharply in 2023 with new commissionings expected on both sides of the Atlantic and embedded growth in already c
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