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Cavotec SA: 1 director

A director at Cavotec SA bought 33,480 shares at 13.880SEK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Increased confidence in H2 profitability

Strong backlog, growth in sales and break-even EBIT ‘22e EBIT up 2%, ‘23e-‘24e EBIT down 9-4% ‘24e EBIT 4x above ‘22e, 24% org. sales CAGR ‘22e-24e

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Higher sales and smaller losses than expected

Backlog +98% y-o-y, sales +20% organically, break-even Airports exit to be finalised this week, ramp-up in H2’22 Positive quarterly performance

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Largest shore power order ever recorded

10% of our 2022e order backlog, Q1’22 BTB was 1.5x Deliveries from the backlog key to profitability ‘24e EBIT 4x above ‘22e, 26% org. sales CAGR ‘22e-‘24e

 PRESS RELEASE

Cavotec has won a multi-year shore power order worth EUR 15.7 million

Cavotec has won a multi-year shore power order worth EUR 15.7 million Cavotec has won a shore power order valued at EUR 15.7 million from a major global shipping line. Deliveries are scheduled to start in the fourth quarter of 2022 and continue throughout 2023 and 2024.   “This order further validates the strategy we launched a year ago to fully focus on cleantech solutions as previous niche markets are becoming mass markets and emphasises how Cavotec is a valuable partner in the decarbonisation of the global maritime sector,” says Cavotec CEO, Mikael Norin. “I’m very pleased that the in...

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Strong backlog supports return to profitability

Annualised orders approaching ~EUR 200m Return to profitability in H2’22e ’24e EBIT 4x above ’22e, 26% org. sales CAGR ’22e-‘24e

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Better than expected

Continued strong backlog build-up, bank amendment China production expected to resume mid-May Small positive relief expected

 PRESS RELEASE

Cavotec SA - Interim report January - March 2022

Cavotec SA - Interim report January - March 2022 Order backlog increased 25.9% to EUR 124.5 million On February 22, 2022, Cavotec signed an agreement to divest 100% of our Airports business to US based investment company Fernweh Group. The transaction is expected to close in the summer of 2022. As a result of the sale, Airports is reported as a discontinued entity  JANUARY–MARCH 2022 NEW CAVOTEC  Order backlog increased 25.9% compared to Q421 to EUR 124.5 million Revenues decreased 6.6% to EUR 27.4 million (29.3) EBIT amounted to EUR -1.5 million (1.1), ...

 PRESS RELEASE

To the shareholders of Cavotec SA: Notice of the Annual General Meetin...

To the shareholders of Cavotec SA: Notice of the Annual General Meeting To be held on Thursday, June 2, 2022, in Lugano, Switzerland at 10.00 CEST at Cavotec SA headquarters in Lugano, Switzerland (Via Giovan BattistaPioda 14, CH-6900 Lugano, Switzerland). Important communication: no personal attendance and exercise of rights exclusively through the Independent Proxy Due to the ongoing uncertainties regarding Covid-19 the Annual General Meeting will again take place without physical attendance. As a result, the Board of Directors based on art. 27 of the O...

 PRESS RELEASE

Cavotec's Annual Report 2021

Cavotec's Annual Report 2021 Cavotec has published its Annual Report 2021 on the company’s website: -web.com/financial-reports. The Report is available in English. Printed copies of the Annual Report can be ordered at . For further details on this release, please contact: Johan Hähnel Investor Relations Manager  4;  This information is information that Cavotec SA is obliged to make public pursuant to the Securities Markets Act. The information was submitted for publication, through the agency of the contact person set out above, at 09:00 CEST on 27 April 2022. Attachments ...

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - New CEO announced

David Pagels, CEO at Dellner Couplers 2013-2021 Track record of driving profitable growth in industrials A good candidate at first glance

 PRESS RELEASE

Cavotec appoints David Pagels as new CEO

Cavotec appoints David Pagels as new CEO David Pagels, 54, has been appointed CEO of Cavotec SA. David will assume the position as CEO of Cavotec during May 2022.  David Pagels has a background as CEO of Dellner Couplers 2013 - 2021, an industry leader in Train Connection Systems, with 22 subsidiaries around the world and more than 1200 employees globally. Before that, he held positions as Head of Global Sourcing at Xylem Europe GmbH and Director Strategic Sourcing at Bombardier Transportation.  “We are very pleased that David Pagels has accepted the position as new CEO of Cavotec. He h...

 PRESS RELEASE

Cavotec wins breakthrough clean-tech order for industrial battery char...

Cavotec wins breakthrough clean-tech order for industrial battery charging worth over EUR 3M In a major development signalling Cavotec’s entry into industrial battery charging for heavy duty vehicles, Cavotec is to supply a proof-of-concept battery charging system for use with heavy-duty mining trucks. The value of this first order is over EUR 3M with a potential for follow up orders, opening up a market that is estimated to be worth several hundred million euros in the coming years. Delivery is scheduled for the beginning of 2023. Building on Cavotec’s experience with fast, high power cha...

 PRESS RELEASE

Cavotec further strengthens presence in Asian market with shore power ...

Cavotec further strengthens presence in Asian market with shore power orders worth EUR 2.2M Cavotec has won landmark shore power connection orders from two major customers in Asia, highlighting Cavotec’s growing presence in the region and our key role in enabling the decarbonisation of the maritime sector. The total value of the orders is more than EUR 2.2M. The orders were booked in the first quarter and deliveries are expected to start in the third quarter of this year.   The orders are for a number of PowerAMPReels that will be fitted to container ships. One of the ships is a dual-f...

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Near-term challenges remain, strong orders

Annualised orders support >EUR 150m in sales potential Airport exit and lower NC margins behind neg. revisions 23-4x EBIT ‘22e-‘24e; 25% org. sales CAGR ‘22e-‘24e

 PRESS RELEASE

Cavotec wins cleantech orders worth EUR 2M to equip world’s largest co...

Cavotec wins cleantech orders worth EUR 2M to equip world’s largest container ships Cavotec has once again been awarded shore power equipment orders from a major global shipping line. The total value of the orders placed by a customer based in the Nordic region is more than EUR 2M. Deliveries are expected to start this spring and continue into early 2023. The equipment, which will enable safe and fast connection to shoreside electricity, will be retrofitted to some of the largest container ships in the world.  The orders are for a significant number of Cavotec’s PowerAMPReels and will ena...

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Good orders and FCF, EBIT under pressure

Continued strong backlog growth, postponed deliveries Near-term uncertainty due to COVID and financing… …means visibility remains low into H2’22e

 PRESS RELEASE

Cavotec SA - Interim report January - December 2021

Cavotec SA - Interim report January - December 2021 Strong order book and increasing revenues in New Cavotec   On 5 March 2021, Cavotec communicated a decision to focus resources and make investments in the ports & maritime and industrial markets. As a consequence, a process was initiated to divest the Airports business. On February 22, 2022, we signed an agreement to divest 100% of our Airports business to US based investment company Fernweh Group. The transaction is expected to close in the summer of 2022. As a result of the sale, Airports is reported as a discontinued ...

 PRESS RELEASE

Cavotec wins shore power orders valued at EUR 4.5M for new-build conta...

Cavotec wins shore power orders valued at EUR 4.5M for new-build container ships Cavotec has been awarded shore power connection orders for container ships being built in China, highlighting Cavotec’s key role as a trusted partner in the decarbonisation of the global maritime supply chain and its continued growth in the Chinese and wider shore power markets. The combined value of the orders is approximately EUR 4.5M and deliveries are scheduled to take place in the next two years. Cavotec will supply PowerAmpReel shore power connection systems for a number of 13,000-TEU and 7,000-TEU new...

Adrian Gilani ... (+2)
  • Adrian Gilani
  • Karl Bokvist

Cavotec SA - Airports divestment announced

Sold to US investment firm Fernweh for EUR 10+3m Below our initial EV est., but positive with a clean exit New Cavotec trading at 15-6x EV/EBIT ‘22e-‘23e

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