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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 Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
Martin Huseby Karlsen
  • Martin Huseby Karlsen

Aker Solutions (Hold, TP: NOK48.00) - Small SOTP discount removed

Having repeatedly said a capital allocation strategy update would be provided with the Q4 results, it surprised the market by announcing a dividend of NOK21/share (46% of market cap) prior to the Q3 results, effectively meaning all liquid investments are to be distributed. We expect focus to be on the value of ‘the stub’, its 20% OneSubsea stake and proper working capital adjustments. As our SOTP had a 5% discount on the items now being distributed, we have increased our target price to NOK48 (4...

Martin Huseby Karlsen
  • Martin Huseby Karlsen

Aker Solutions (Hold, TP: NOK46.00) - Low visibility beyond 2025

Despite our expectation of continued strong execution near-term (reflected in our increased 2025e EBITDA), we believe the combination of weak prospects for new large orders and the upcoming working capital unwind will weigh on the stock in the quarters ahead. We find it fairly valued on our SOTP and believe investor focus will gradually shift towards the lack of backlog upon completion of the Aker BP portfolio projects. We reiterate our HOLD and NOK46 target price.

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
 PRESS RELEASE

SUBC – Ex. Dividend NOK 3.00 on 30 October 2024

SUBC – Ex. Dividend NOK 3.00 on 30 October 2024 Luxembourg – 30 October 2024 Issuer: Subsea 7 S.A. Ex-date: 30 October 2024Dividend amount: NOK 3.00Announced currency: Norwegian Krone Contact for investment community enquiries:Katherine Tonks Investor Relations Director Tel 8 This information is published in accordance with the requirements of the Continuing Obligations. This stock exchange release was published by Katherine Tonks, Investor Relations, Subsea7, on 30 October 2024 at 07:00 CET.  

 PRESS RELEASE

Seaway7 awarded offshore wind contract in UK

Seaway7 awarded offshore wind contract in UK Luxembourg – 29 October 2024 - Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today announced the award to Seaway7, part of the Subsea7 Group, of a substantial1 contract by Ørsted for the transport and installation of the inter-array cables of the Hornsea 3 offshore wind project located in the UK sector of the North Sea. Seaway7’s scope of work covers the transportation and installation (T&I) of 192 66kV inter-array cables, measuring approximately 500 kilometres in length, with offshore activities scheduled to commence in 2026. Stuart Fitzgerald, ...

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
 PRESS RELEASE

Subsea7 share repurchases

Subsea7 share repurchases Luxembourg – 28 Oct 2024 - Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today announced transactions made in accordance with its share repurchase programme during the week commencing 21 Oct 2024.                                                                                                                Date on which the share repurchase programme was announced: 25 July 2019, with a two-year extension announced on 19 April 2023. The duration of the share repurchase programme: until 18 April 2025.                                                        In the perio...

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 Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • Haakon Amundsen
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
  • Martin Mauseth

All share offer likely to be accepted

Q3 production much as expected. All share offer likely to be accepted. P/NAV of 1.00x discounts Brent to ~USD 82/bbl.

ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Stian Wibstad
 PRESS RELEASE

Subsea 7 S.A.: Notification of major holding

Subsea 7 S.A.: Notification of major holding Subsea 7 S.A. has received notification of transactions in its shares by a major shareholder. Please see the attached forms for details. This information is pursuant to the EU Market Abuse Regulation and subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act. Attachment

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