reports
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: collaboration with SCGC in PLGA polyester
This morning, Avantium announced it has signed a multiyear collaboration with SCGC to pilot the production of PLGA (polylactic-co-glycolic acid) building on the Joint Development Agreement signed in June 2023 and SCGC's long-term commitment in Avantium as a shareholder (3% stake). As part of the ag
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: collaboration with Parfums Christian Dior
This morning, Avantium announced its collaboration with Parfums Christian Dior, a Maison from LVMH Group, to implement its Releaf (PEF) polymer in Dior’s packaging. This follows three years of partnership between Avantium and LVMH to develop sustainable packaging solutions, and makes Parfums Christ
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: extended collaboration with SCGC
Yesterday, Avantium and SCGC announced the extension of their existing collaboration into the FDCA and PEF domains, building on their work in CO2-based polymers (Volta) and SCGC's long-term commitment in Avantium as a shareholder (3% stake). The two partners aim to accelerate market adoption of PEF
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: FDCA flagship officially opens
Yesterday, Avantium officially inaugurated its FDCA flagship plant at the Chemie Park in Delfzijl (Netherlands). This is a significant step forward for the company with the FDCA flagship plant serving as a stepping stone to Avantium's overall licensing model and go-to-market. Delivered on time, Ava
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: Collaboration with Royal Vezet
This morning, Avantium announced its collaboration with Royal Vezet - Europe's largest fresh food company focused on convenience vegetables, fruit, salads, and ready-to-eat meals - to implement Avantium's PEF into Albert Heijn salad bowls. This initiative builds on the successful partnership with A
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: PEF offtake contract from Plastipak
This morning Avantium announced it has signed a conditional offtake agreement with Plastipak, a world leader in the design and manufacture of high-quality, rigid plastic containers for the food, beverage and consumer products industries. Based on this new agreement, which follows the US FDA approva
- Fatma Agnès Hamdani
ODDO BHF Small & MIDCAP MORNING NEWS - 10/09/2024
A specialist in fluid treatment, Sulzer is a global player present in the energy, natural resources and industrial process markets. With two centuries’ experience, Sulzer offers a solid profile with structural mid-single growth and EBITDA margin improvement to 17% out to 2028 (vs 13.3% in 2023), thanks to the strategic plan based on a favourable product mix and industrial efficiency. Despite the stock’s strong performance, it is trading at a discount of 22% to its historical multiples...
- Fatma Agnès Hamdani
ODDO BHF Small & MIDCAP MORNING NEWS - 09/10/2024
Spécialiste du traitement des fluides, Sulzer est un acteur mondial évoluant sur les marchés de l’énergie, des ressources naturelles et des process industriels. Fort de 2 siècles d’expérience, Sulzer offre un profil solide avec une croissance structurelle mid-single digit et une amélioration de la marge d’EBITDA à 17% d’ici 2028 (vs 13.3% en 2023), grâce à son plan stratégique reposant sur un mix-produits favorable et une efficience industrielle. Malgré la forte performance du titre,...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: FDA approval for PEF in food packaging
Yesterday, Avantium announced it has been granted a Food Contact Notification (FCN) by the US Food and Drug Administration (FDA), allowing for the use of its PEF as a food contact material. As a result, while Avantium launched food-grade PEF and has already been greenlighted for food packaging in E
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: EUR3.5m grant for Volta
Avantium yesterday announced it has been awarded a EUR3.5m grant from EU Horizon Europe regarding its participation in the ICONIC programme. This programme should allow Avantium to further scale up its Volta technology platform, aiming to convert CO2 off- and flue-gas from refineries into formic ac
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Life in plastic, it's (no longer) fantastic
In recent years, the global waste management landscape has faced challenges with over 2.1bn tons of municipal solid waste (MSW) generated annually, a figure projected to rise by 56% to 3.8bn tons by 2050 if urgent action is not taken. This vast quantity of waste is more than a mere by-product of co
Avantium N.V.: 2 directors
Two Directors at Avantium N.V. bought/maiden bought 82,140 shares at between 1.840EUR and 1.880EUR. The significance rating of the trade was 60/100. 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 directo...
- Usama Tariq
- Wim Gille
Avantium : Higher capex and royalty cut, we downgrade to Underperform
>H1 results contained negative surprises in general - Avantium recently reported its H1 results with two large negative surprises in our view. Firstly, the company reported that capex for its FDCA plant is expected to rise again, this time a 17% increase of around €26m, leading the total capex figure to around €175m. Secondly, as a result of Origin's announced change in its current strategic focus, Avantium has, as of July, decided to take a prudent approach and to su...
- Jean Danjou
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
BLC BASTIDE LE CONFORT MEDICAL SA
GAMA GAMMA COMMUNICATIONS
BON BONDUELLE SCA
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
AVTX AVANTIUM NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
SCHOTT PHARMA AG
- Jean Danjou
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
BLC BASTIDE LE CONFORT MEDICAL SA
GAMA GAMMA COMMUNICATIONS
BON BONDUELLE SCA
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
AVTX AVANTIUM NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
SCHOTT PHARMA AG
- Roy Külter
- Steven Boumans
- Roy Külter
- Steven Boumans
- ING Helpdesk
Benelux Morning Notes
ASR: 1H small beat, KNAB add-on to Solvency 2 higher. Avantium: Down to the wire. Flow Traders: Pump up the volume. Greenyard: 1Q24/25 preview. Kendrion: Navigating difficult end markets. Montea: Solid results with no surprises, guidance reiterated. NEPI Rockcastle: Guidance raised, M&A opportunities on the radar. Tessenderlo: 1H24 Adj. EBITDA miss of 5%, lower FY guidance
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: maintaining positive momentum
This morning, Avantium announced its H1 2024 results with revenues reaching EUR8.9m (+23% vs. EUR7.3m in H1 2023), mainly supported by the R&D Solutions business unit. While the H1 EBITDA loss totalled -EUR16.3m (-34% vs. -EUR12.2m in H1 2023) due to the planned increase in FTEs, the group ende
- Usama Tariq
- Wim Gille
Avantium : Underwhelming H1 as royalty payments and (potentially) cash...
>H1 results were below our estimates, new facility launch in October 2024 - Avantium reported its 2024 H1 results where total revenues (including other income) came at €11.3m, -19% lower than our expectation of €13.9m. Largely the difference was in our expectation of higher revenues both in Renewable Polymers and R&D Solutions Business. On a per segment basis, R&D Solutions, along with securing €7.5m in committed orders which is an 88% yoy increase, showed sales came ...
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