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ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Oliver Dunvold
  • Stian Wibstad
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad

Renewable Weekly – 1 November 2024

This week, we summarise this week's most important newsflow on the companies under our coverage.

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad

Renewable Weekly – 25 October 2024

This week, we summarise this week's most important newsflow on the companies under our coverage.

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Tomra Systems: Acquisition of c-trace

Yesterday, Tomra acquired 80% of the shares of c-trace - a German group providing integrated hardware and software solutions to manage waste collection vehicles fleets. This acquisition is in line with the strategy announced at Tomra CMD (Sept. 2024) where the group announced its intention to devel

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Tomra Systems: Unsurprising Q3 results

This morning, Tomra Systems reported its Q3 2024 results, broadly in line with our estimates. Q3 2024 sales came in at EUR326m (+6% YoY, vs. EUR308m in Q3 2023) on the back of strong revenues in Collection and improvements in Food. Q3 2024 EBITA stood at EUR44m, (+16% YoY vs. EUR38m in Q3 2023 and

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad

Renewable Weekly – 17 October 2024

This week, we summarise our Q3 previews for the sector.

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
ABGSC Renewable Energy Research ... (+7)
  • ABGSC Renewable Energy Research
  • Adrian Gilani
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad

Renewable Weekly – 8 Oct 2024

This week, we highlight the Norwegian Water Resources and Energy Directorate updated LCOE estimates.

Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Tomra: sorting things out

Following the publication of our Smart Waste industry note entitled "Life in plastic, it's (no longer) fantastic", we initiate coverage of Tomra Systems with a Neutral rating and a price target of NOK160.Founded in 1972 in Norway, Tomra is a global leader in resource optimisation through sensor-bas

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