Subsea 7 er blitt en grønn aksje
Det er nå viktig å legge til grunn at Subsea 7 er blitt en grønn aksje. Mer en halvparten av omsetningen kommer nå i forbindelse med installasjon og vedlikehold av vindmøller til havs. Markedet for vind energi til havs er upåvirket av covd-19. Tar muligens litt tid før markedet tar dette inn over seg. I tillegg har vi den tradisjonelle olje delen som etter hvert kommer tilbake.
Redigert 21.01.2021 kl 05:45
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risksøker
16.08.2020 kl 13:56
1780
BUZZ-Subsea 7: Renewable awards blow away concerns - Jefferies ups
Innkommet 12.08.2020 10:32
** Jefferies upgrades offshore services provider Subsea 7
to "hold" from "underperform" and raises its price
target by 75% to NOK 70 following Q2's record levels of
renewable awards
** The brokerage says the company's addition of new awards
with Offshore Wind in Q2 2020 has effectively blown away its
revenue concerns
** "Not only is $2.1bn of new additions >30% higher than any
quarter in almost seven years but the near-term phasing of the
revenue is also far greater than usual," it writes
** The broker lifts its 2021 revenue forecast by 17% to $4.0
billion to reflect estimated 15% year-on-year growth, and by 5%
for 2022 to reflect staying flat year-on-year
** It expects 2021 EBITDA to increase +7% year-on-year to
$549 million
** Jefferies adds that there is still a margin question
regarding just how returns look from "competitive" offshore wind
turbine foundation installation work as well as just how much
follow-on work is available
((marta.frackowiak@thomsonreuters.com))
© Thomson Reuters. Click for restrictions
Innkommet 12.08.2020 10:32
** Jefferies upgrades offshore services provider Subsea 7
to "hold" from "underperform" and raises its price
target by 75% to NOK 70 following Q2's record levels of
renewable awards
** The brokerage says the company's addition of new awards
with Offshore Wind in Q2 2020 has effectively blown away its
revenue concerns
** "Not only is $2.1bn of new additions >30% higher than any
quarter in almost seven years but the near-term phasing of the
revenue is also far greater than usual," it writes
** The broker lifts its 2021 revenue forecast by 17% to $4.0
billion to reflect estimated 15% year-on-year growth, and by 5%
for 2022 to reflect staying flat year-on-year
** It expects 2021 EBITDA to increase +7% year-on-year to
$549 million
** Jefferies adds that there is still a margin question
regarding just how returns look from "competitive" offshore wind
turbine foundation installation work as well as just how much
follow-on work is available
((marta.frackowiak@thomsonreuters.com))
© Thomson Reuters. Click for restrictions
Redigert 21.01.2021 kl 05:45
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risksøker
23.08.2020 kl 11:45
1571
Ukens selskap hos FA;
Subsea 7 kan vente stor vekst i havvind
For investorer som ikke skyr unna oljeservice og sier som Ole Brumm «ja takk, begge deler» i valget mellom fornybar og fossil energi, kan Subsea 7 være en spennende mulighet.
https://finansavisen.no/lordag/ukens-selskap/2020/08/21/7557847/subsea-7-kan-vente-stor-vekst-i-havvind
Subsea 7 kan vente stor vekst i havvind
For investorer som ikke skyr unna oljeservice og sier som Ole Brumm «ja takk, begge deler» i valget mellom fornybar og fossil energi, kan Subsea 7 være en spennende mulighet.
https://finansavisen.no/lordag/ukens-selskap/2020/08/21/7557847/subsea-7-kan-vente-stor-vekst-i-havvind
Redigert 21.01.2021 kl 05:45
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risksøker
24.08.2020 kl 09:56
1389
Siem kjøper til NOK 84, løp og kjøp.
MANDATORY NOTIFICATION OF TRADE - SUBSEA 7 S.A. – PURCHASE OF SHARES
SIEM INDUSTRIES INC. which is represented on the board of Subsea 7 SA by Kristian Siem announces that on Friday, 21 August 2020, it acquired a total of 540,000 shares in Subsea 7 S.A. (OSE symbol SUBC) following the exercise of an existing OTC Option structure, representing a sold Put, with details as follows:
Date: 2020, August 21
…
Vis børsmeldingen
Exercised Put Underlying shares: 540,000
Strike price NOK: 84
Following this transaction, the aggregate number of shares held by Siem Industries Inc. is 73,522,977 which is equal to 25.41% of the Subsea 7 SA share capital. The total number of options available to Siem Industries Inc. is 8,824,000.
MANDATORY NOTIFICATION OF TRADE - SUBSEA 7 S.A. – PURCHASE OF SHARES
SIEM INDUSTRIES INC. which is represented on the board of Subsea 7 SA by Kristian Siem announces that on Friday, 21 August 2020, it acquired a total of 540,000 shares in Subsea 7 S.A. (OSE symbol SUBC) following the exercise of an existing OTC Option structure, representing a sold Put, with details as follows:
Date: 2020, August 21
…
Vis børsmeldingen
Exercised Put Underlying shares: 540,000
Strike price NOK: 84
Following this transaction, the aggregate number of shares held by Siem Industries Inc. is 73,522,977 which is equal to 25.41% of the Subsea 7 SA share capital. The total number of options available to Siem Industries Inc. is 8,824,000.
Redigert 21.01.2021 kl 05:45
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risksøker
28.08.2020 kl 13:59
1250
Vi begynner i dag å få reprising av subc som en grønn aksje. Finansavisen hjelper til i dag med en kommentar at Siem har noe å lære av Røkke.
Redigert 21.01.2021 kl 05:45
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