reports
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Wim Lewi
- Michiel Declercq
IBA Ready to Act (inium 225)
Earlier this week, IBA's joint venture PanTera secured € 93m in an oversubscribed Series A funding round, making it the largest in Belgian life science history. The post money valuation of € 280m implies a valuation of IBA's stake of € 88m or € 2.9ps, or comfortably above the previous book value of € 0.6ps. Incorporating this into our model, we increased our TP from € 16.0 to € 18.0 per share on Wednesday and reiterated our Buy rating. In this note, we take a closer look at the strong growth dri...
- ING Helpdesk
- Michiel Declercq
IBA Pantera gets € 280m valuation after largest Series A in Belgian LS...
This morning, IBA announced that Pantera secured € 93m in an oversubscribed series A round (the largest in Belgian life science history), valuing Pantera at € 280m post money valuation. Additionally, IBA and SFPIM will convert € 7.2m in convertible loans, while € 33.8m in debt has also been secured, bringing the total amount raised to € 134m. Following the transaction, IBA's will hold a 31.3% stake in Pantera, compared to 47.8% previously. The funds will be used primarily to support the construc...
- Guy Sips
- Michiel Declercq
- Sharad Kumar S.P
IBA’s joint venture PanTera secures EUR 93 million in oversubscribed S...
IBA’s joint venture PanTera secures EUR 93 million in oversubscribed Series A round to accelerate global actinium-225 production Louvain-la-Neuve, Belgium, September 11, 2024 – IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, is pleased to share the below press release from its joint venture PanTera, which is focussed on the production of actinium-225, a novel radioisotope used in a new class of targeted treatments for cancer. The Series A financing values PanTera at about EUR 280 million post money. Prior to the funding round, IBA had a 47.8% sharehold...
PanTera, la joint-venture d’IBA, obtient 93 millions d'euros lors d'un...
PanTera, la joint-venture d’IBA, obtient 93 millions d'euros lors d'une levée de fonds de série A sursouscrite pour accélérer la production mondiale d'actinium-225 Louvain-La-Neuve, Belgique, le 11 septembre 2024 - IBA (Ion Beam Applications S.A.), le leader mondial de la technologie d’accélération de particules, partage aujourd’hui le communiqué de presse ci-dessous concernant sa joint-venture PanTera qui a pour objectif d’assurer la production à grande échelle d'actinium-225, un radioisotope novateur utilisé dans une nouvelle classe de traitements ciblés contre le cancer. La levée de fon...
Share buyback programme completed
Share buyback programme completed DEME Group NV announces that the share buyback programme, as announced on 26 April 2024, was completed on 4 September 2024. The programme involved the buyback of 45,000 shares for a total amount of 7.2 million euro. The average purchase price was 160.24 euro per share. All details related to the acquisition of own shares by DEME Group NV can be found on . Attachment
Programma inkoop eigen aandelen voltooid
Programma inkoop eigen aandelen voltooid DEME Group NV kondigt aan dat het aandeleninkoopprogramma, zoals aangekondigd op 26 april 2024, werd afgerond op 4 september 2024. Het programma omvatte de inkoop van 45.000 aandelen voor een totaalbedrag van 7,2 miljoen euro. De gemiddelde aankoopprijs was 160,24 euro per aandeel. Alle details over de inkoop van eigen aandelen door DEME Group NV zijn beschikbaar op . Bijlage
- ING Helpdesk
Benelux Morning Notes
ING Benelux Conference London: Aalberts, Arcadis, Azelis, Barco, Basic-Fit, Brunel International, DEME Group, Euronext, Fagron, Heijmans, Kinepolis, Lotus Bakeries, Melexis, Ontex, Randstad, Recticel, SBM Offshore, TKH Group, Van Lanschot Kempen Other company stories - OCI: Divestment of Methanol to Methanex for US$2.05bn, Staffing: US August temp volumes marginally better trend; NFP jobs miss
BFIT BASIC-FIT NV
SBMO SBM OFFSHORE NV
FAGR FAGRON SA
RAND RANDSTAD NV
LOTB LOTUS BAKERIES NV
REC RECTICEL SA
HEIJM HEIJMANS N.V. CERT
VLK
ARCAD VAN LANSCHOT KEMPEN NV CERT. OF SHS
AALB ARCADIS NV
OCI AALBERTS N.V.
BRNL OCI NV
ONTEX BRUNEL INTERNATIONAL N.V.
MELE ONTEX GROUP N.V.
TWEKA MELEXIS NV
KIN TKH GROUP N.V. CERT
BAR KINEPOLIS GROUP NV
AZE BARCO NV
DEME AZELIS GROUP NV
DEME GROUP NV
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Sharad Kumar S.P
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update September 2024 –Cofinimmo & Kinepolis in;...
In this September update of our Dynamic Top Pick List we make 4 changes. •We include Cofinimmo in our Dynamic Top Pick List after our recent upgrade from Accumulate to Buy. We expect the name to outperform in a decreasing interest rate environment given its relatively high leverage and cheap valuation. We also believe the risk of a dilutive equity raise eased when the FY24 capex decreased from € 320m to € 250m. The management stays disciplined in its capex program and continues to focus on asse...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
COFB COFINIMMO SA
DIE D'IETEREN SA
SOF SOFINA SA
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
CPINV CARE PROPERTY INVEST SA
KIN KINEPOLIS GROUP NV
TINC TINC COMM. VA
FUR FUGRO NV
SYENS SYENSQO
Share buyback programme update (update 2 September 2024)
Share buyback programme update (update 2 September 2024) In accordance with the regulations, DEME Group NV hereby discloses information regarding the acquisition of own shares. Since the start of the share buy-back programme on 29 April 2024, DEME Group NV has bought back 38,528 shares for a total amount of 6,214,896.69 euro. This corresponds to 85.62% of the programme completed.All details related to the acquisition of own shares by DEME Group NV can be found on . Attachment
Update programma inkoop eigen aandelen (2 september 2024)
Update programma inkoop eigen aandelen (2 september 2024) In overeenstemming met de regelgeving maakt DEME Group NV hierbij informatie bekend met betrekking tot de inkoop van eigen aandelen. Sinds de start van het aandeleninkoopprogramma op 29 april 2024, heeft DEME Group NV 38.528 aandelen ingekocht voor een totaalbedrag van 6.214.896,69 euro. Dit komt overeen met 85,62% van het programma. Alle details over de inkoop van eigen aandelen door DEME Group NV zijn beschikbaar op . Bijlage
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Guy Sips
DEME Model update after a rock solid 1H24
We have raised our FY24E forecast as DEME - building on the strong 1H24 results - has raised its full-year revenue guidance, now expecting revenue growth of around 20% (previously above 10%). However, the positive impact on our valuation of this is mitigated by a slightly lower revenue forecast for FY26E and beyond, as DEME expects revenue for the next few years to be in line with FY24, taking into account current project schedules in the backlog and pipeline for new projects, as well as vessel ...
- Reg Watson
- CFA
- ING Helpdesk
Benelux Morning Notes
Ackermans & van Haaren: Indian participation casts shadow over excellent result of core segments. ASML: Spotlight on export restrictions again. Basic-Fit: Dutch parliament persists in plans to raise VAT for oa Sports to 21%. CFE: Earnings quality improved in challenging markets. Eurocommercial Properties: Better numbers, guidance moved toward the higher end of the range. OCI: IFCO sale successfully closed, cash return unlocked Recticel: Solid 1H24 beat, FY guidance may disappoint. SIF Grou...
- Julian Dobrovolschi
- Wim Gille
- Julian Dobrovolschi
- Wim Gille
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