reports
Borregaard ASA: Initiation of share repurchase programme
Borregaard ASA: Initiation of share repurchase programme 15 November 2024: Borregaard ASA ("Borregaard", OSE ticker: BRG) Borregaard intends to repurchase up to 200,000 shares of its outstanding common stock. The shares will be used for employee incentive programmes. Borregaard’s Board of Directors was given authority by the shareholders at the Ordinary General Meeting held on 11 April 2024 to repurchase up to ten percent of the outstanding shares. According to the proxy, the highest price to be paid is NOK 400.00 per share. The repurchase of shares will be conducted in a period from 18th...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- Niclas Gehin
Borregaard (Buy, TP: NOK230.00) - High bioethanol sales drive beat
EBITDA was slightly above our forecast and consensus in Q3, fuelled by high shipments in Bioethanol. We have made only minor changes to our estimates (2025e EPS down 2%, while 2026e EPS is unchanged) on the back of the report. We continue to expect solid EPS growth in 2025–2026, driven by price rises to reflect increased wood costs, as well as FX tailwinds. We maintain our NOK230 target price and reiterate our BUY.
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
HUH1V HUHTAMAKI OYJ
RROS ROTTNEROS AB
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
ATC ARCTIC PAPER SA
BRG BORREGAARD
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
NSKOG NORSKE SKOG ASA
Borregaard ASA: Invitation to Q3 2024 announcement
Borregaard ASA: Invitation to Q3 2024 announcement 23 October 2024: Borregaard ASA (”Borregaard”, OSE ticker: BRG) Presentation of Q3 2024 results Borregaard will report third quarter 2024 results on Wednesday 30 October 2024 at 07:00 CET. A stock exchange announcement will be made. A press release, the quarterly report and a presentation will be made available on . A presentation of the third quarter 2024 results will also be held at 08:30 CET at Handelsbanken Capital Markets, Tjuvholmen allé 11, Oslo. Attendance in person is possible. The presentation can be followed live on web-TV at ...
- Niclas Gehin
Borregaard (Buy, TP: NOK230.00) - Set for continued earnings growth
We expect Q3 EBITDA of NOK488m, slightly below consensus, and EPS of NOK2.6, 3% above consensus (results due at 07:00 CET on 30 October). We have raised our 2025–2026e EPS by 2–4%, reflecting our improved margin expectations for most of the divisions as well as improved general market conditions. We reiterate our BUY and have raised our target price to NOK230 (210).
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Borregaard ASA: New supply contract for electric power with Hafslund
Borregaard ASA: New supply contract for electric power with Hafslund Borregaard and the Norwegian hydropower producer Hafslund have entered into a new long-term power purchase agreement, for the period 2025 to 2034. The annual contract volume is 88 GWh, representing 10–15% of the Sarpsborg site’s annual consumption. Sarpsborg, 20 September 2024 Contact:Knut-Harald Bakke, Director Investor Relations, +47 905 79 164 This information is subject to the disclosure requirements pursuant to Section 5 -12 of the Norwegian Securities Trading Act.
Borregaard ASA: Borregaard’s Capital Markets Day – The dawn of special...
Borregaard ASA: Borregaard’s Capital Markets Day – The dawn of specialisation Borregaard’s Capital Markets Day (CMD) will take place today at Oslo Concert Hall, starting at 09:00 and ending at 12:30 CEST. The event can be followed via webcast (). The written material supporting the presentations is enclosed. Key highlights - Borregaard CMD 2024: The specialisation journey continuesBioSolutions – diversified portfolio attractively positioned for growthBioMaterials – focus on regulated applications in tightening marketsOrganic growth – top priority with market-driven innovation portfoli...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares m...
Borregaard ASA: Reporting of transactions in Borregaard ASA's shares made by person discharging managerial responsibilities and closely related parties Today, Sveinung Heggen, General Counsel, exercised 15,000 stock options at a strike price of NOK 87.60 per share and in separate transactions, purchased and sold the same number of shares. The shares are drawn from Borregaard’s holdings of treasury shares. Please, see attached notifications for persons discharging managerial responsibilities in Borregaard in accordance with Regulation EU 596/2014 (MAR) article 19. After the transact...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- Niclas Gehin
Borregaard (Buy, TP: NOK210.00) - Weighed down by costs
Q2 EBITDA was NOK510m, 1% below our estimate, and 2% above consensus. BioSolutions achieved a record-high EBITDA of NOK318m, surpassing our estimate by 11%, while Fine Chemicals’ EBITDA was NOK102m, beating our estimate by 19%. These results were largely driven by strong margins. However, BioMaterials lagged behind, mainly due to lower volumes and general cost inflation. We reiterate our BUY and NOK210 target price.
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
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