NORBIT-Nå skyter den fart 🚀
🚀🚀🚀 Fin melding i går, brudd opp gjennom 20 nå 🚀🚀🚀
Redigert 21.01.2021 kl 08:46
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mofs
07.02.2024 kl 11:30
3883
det blir spennende å høre guidance for 24 på Q4. Da får vi litt av svaret på om dette er riktig valuering av selskapet.
C4C4Ce
07.02.2024 kl 12:47
3831
Problemet for Pareto (og øvrige analytikere) er at de ikke bruker nok tid på å analysere selskapet og markedene til selskapet.
Marketscreener.com og øvrige consensus estimat på omsetning i 2025 er latterlige. Selskapet er fortsatt underanalysert, undervurdert , men noe mer populær i det siste. Lite eufori og hype her i gården. Owner operated compounders...
Min "besserwisser" spådom er at selskapet neste uke legger frem en ny fem-års plan med target på omsetning i 2028 på 3,5-4 milliarder, noe som tilsvarer en årlig vekst på 22-22%. Jeg forventer da at aksjen også skal vokse med 20% de neste fem år, og target pris i 2028 blir da 150. Det er ikke så verst.
Marketscreener.com og øvrige consensus estimat på omsetning i 2025 er latterlige. Selskapet er fortsatt underanalysert, undervurdert , men noe mer populær i det siste. Lite eufori og hype her i gården. Owner operated compounders...
Min "besserwisser" spådom er at selskapet neste uke legger frem en ny fem-års plan med target på omsetning i 2028 på 3,5-4 milliarder, noe som tilsvarer en årlig vekst på 22-22%. Jeg forventer da at aksjen også skal vokse med 20% de neste fem år, og target pris i 2028 blir da 150. Det er ikke så verst.
uvitende
14.02.2024 kl 12:07
3657
Jeg håper på en guiding av CAGR til og med 2027 på 15%+ imorgen. 10% for PIR, 15% for connectivity og 20% for Oceans. Jeg ser for meg lønnsomhetsambisjonen forblir uendret. Det kan dog være rom for økt marginambisjon ettersom at Oceans og Connectivity blir en større del av kaka. Lykke til imorgen!
Redigert 14.02.2024 kl 12:21
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Pokker
15.02.2024 kl 08:00
3506
Trondheim, 15 February 2024:
NORBIT delivered continued growth in the fourth quarter, reporting revenues of NOK 396.0 million, an increase of 14 per cent from the corresponding quarter in 2022, supported by underlying growth in all the three business segments.
For the full year, NORBIT delivered revenues of NOK 1 518.9 million, an increase of 30 per cent from 2022.
The EBITDA result was NOK 92.1 million in the fourth quarter, representing a margin of 23 per cent. The full year EBITDA was NOK 391.8 million, representing a margin of 26 per cent.
Considering the strong performance and NORBIT’s solid financial position, the board of directors proposes an ordinary dividend of NOK 1.55 per share. In addition, the board proposes an extraordinary dividend of NOK 1.00, bringing the total dividend to NOK 2.55 per share for the fiscal year 2023.
The target for 2024 is to deliver revenues of NOK 1.7 – 1.8 billion, supported by growth in all three business segments. The EBIT margin is targeted to be in line with the level reported in 2023.
NORBIT delivered continued growth in the fourth quarter, reporting revenues of NOK 396.0 million, an increase of 14 per cent from the corresponding quarter in 2022, supported by underlying growth in all the three business segments.
For the full year, NORBIT delivered revenues of NOK 1 518.9 million, an increase of 30 per cent from 2022.
The EBITDA result was NOK 92.1 million in the fourth quarter, representing a margin of 23 per cent. The full year EBITDA was NOK 391.8 million, representing a margin of 26 per cent.
Considering the strong performance and NORBIT’s solid financial position, the board of directors proposes an ordinary dividend of NOK 1.55 per share. In addition, the board proposes an extraordinary dividend of NOK 1.00, bringing the total dividend to NOK 2.55 per share for the fiscal year 2023.
The target for 2024 is to deliver revenues of NOK 1.7 – 1.8 billion, supported by growth in all three business segments. The EBIT margin is targeted to be in line with the level reported in 2023.
Pokker
16.02.2024 kl 14:18
3214
Arctic høyner kursmålet fra 80 til 85 kroner og Pareto høyner fra 90 til 100 kroner .-)
Pokker
22.02.2024 kl 10:20
2880
Informativt intervju med PJW i Norbit:
https://www.finansavisen.no/teknologi/2024/02/21/8100728/techselskapet-norbit-har-planen-klar-slik-skal-de-doble-seg-til-2027
https://www.finansavisen.no/teknologi/2024/02/21/8100728/techselskapet-norbit-har-planen-klar-slik-skal-de-doble-seg-til-2027
Eidinv
14.05.2024 kl 13:46
2030
Hva tror vi om Norbit i morgen? Blir det bra?
Lite som diskuteres om dette selskapet om dagen
Lite som diskuteres om dette selskapet om dagen
Button
14.05.2024 kl 16:30
2336
Norbit går under radaren og vil helt sikkert levere et meget bra Q1 resultat i morgen.
Her er det bare å sitte rolig framover og belønningen kommer sakte men sikkert i form av kursstigning. Ikke de voldsomme rykka men går pent og pyntelig litt av gangen. Har allikevel vært en bra kursstigning siste året.
Her er det bare å sitte rolig framover og belønningen kommer sakte men sikkert i form av kursstigning. Ikke de voldsomme rykka men går pent og pyntelig litt av gangen. Har allikevel vært en bra kursstigning siste året.
Button
14.05.2024 kl 17:16
2302
Låner dette fine og gode innlegget fra "knirkmqsqueak" på Shareville forumet.....håper det er greit.
Norbits sterke satsing på forskning og utvikling gir kontinuerlig nye og forbedrede produkter, spesielt innen maritime løsninger og IoT-segmentet, som er i rask vekst. Den globale maritime industrien, i kombinasjon med økt global politisk usikkerhet øker stadig behovet for avanserte kartleggings- og overvåkningsløsninger under vann. Norbits avanserte sonarsystemer plasserer selskapet godt til å dra nytte av denne veksten.
Videre vokser markedet for smarte transportløsninger og IoT-enheter kraftig. Norbits produkter for betalings- og billettsystemer gir tilgang til nye markeder, særlig i byer som investerer i smart infrastruktur.
Med en bred kundebase som inkluderer offentlige institusjoner, forskningsorganisasjoner, olje- og gassindustrien, transportmyndigheter og industrielle selskaper, har Norbit et diversifisert inntektsgrunnlag som kan bidra til stabil og økende inntjening.
Det blir spennende med kvartalrapport i morgen, og hva de guider for fremover!
Norbits sterke satsing på forskning og utvikling gir kontinuerlig nye og forbedrede produkter, spesielt innen maritime løsninger og IoT-segmentet, som er i rask vekst. Den globale maritime industrien, i kombinasjon med økt global politisk usikkerhet øker stadig behovet for avanserte kartleggings- og overvåkningsløsninger under vann. Norbits avanserte sonarsystemer plasserer selskapet godt til å dra nytte av denne veksten.
Videre vokser markedet for smarte transportløsninger og IoT-enheter kraftig. Norbits produkter for betalings- og billettsystemer gir tilgang til nye markeder, særlig i byer som investerer i smart infrastruktur.
Med en bred kundebase som inkluderer offentlige institusjoner, forskningsorganisasjoner, olje- og gassindustrien, transportmyndigheter og industrielle selskaper, har Norbit et diversifisert inntektsgrunnlag som kan bidra til stabil og økende inntjening.
Det blir spennende med kvartalrapport i morgen, og hva de guider for fremover!
Redigert 14.05.2024 kl 17:19
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Button
28.06.2024 kl 23:53
1918
Norbit er en diamant. Går under radaren for de fleste. Kvalitetsselskap som vokser og leverer hvert eneste kvartal.
Anbefaler alle som vil eie et trygt og solid selskap å lese seg opp. (som også tjener penger)
Her er børsmeldingen om Norbits siste kvalitetskjøp:
NORBIT to acquire the maritime technology company Innomar
Trondheim, 27 June 2024: NORBIT ASA ("NORBIT" or the "Company") announces that
it has entered into a share purchase agreement to acquire 100 per cent of the
equity interest in the technology company INNOMAR Technologie GmbH ("Innomar"),
the market leader in the field of sub-bottom profilers in the maritime industry.
The acquisition of Innomar represents an attractive strategic fit with NORBIT as
it contributes to broadening the product portfolio in the Oceans segment and
diversifying its customer base.
About Innomar
Headquartered in Rostock, Germany, Innomar is the global market leader in the
design, manufacturing, and distribution of parametric sub-bottom profilers. With
nearly thirty years of experience in acoustic systems, signal processing,
maritime electronics, and software, Innomar has developed cutting-edge
technology with high performance and built deep domain expertise that is well-
recognised in the market. Innomar serves a diversified and global customer base,
having sold systems to more than 80 countries, demonstrating extensive reach and
responsiveness to market demand.
Innomar's main products are parametric sub-bottom profilers, which are advanced
acoustic instruments designed to work in all water depths. These devices use
specialised sound pulses to create high-resolution images of the seafloor and
the subsurface layers beneath it. Sub-bottom profilers are used in various
applications, such as mapping sediment layers (e.g. for installation of offshore
wind farms, dredging and construction), conducting geological surveys and
detecting buried objects like pipelines, cables, boulders, or archaeological
artefacts. Users can easily adjust the settings for different tasks with a
straightforward data acquisition and control software, making the technology
versatile and user-friendly.
"We are enthusiastic about welcoming Innomar to the NORBIT family. Nearly 30
years of accumulated domain knowledge with a strong and well-established brand
aligns with NORBIT's vision to be recognised as world-class, enabling people to
Explore More. Innomar has an experienced team with deep technical competence and
the product portfolio is complementary to our existing sonar technology. This
acquisition ticks all boxes", says Per Jørgen Weisethaunet, CEO of NORBIT.
"Joining forces with NORBIT is a great opportunity for Innomar. This partnership
aligns well with our long-standing commitment of delivering high-quality
technology in the Oceans domain. We believe that NORBIT's global reach and
resources will help us even better serve our customers and explore new
opportunities in the maritime industry. We look forward to working together and
contributing to our shared goals", says Sabine Müller, CEO of Innomar.
Strategic and financial rationale
Innomar has a strong fit to NORBIT's criteria to accelerate growth through
strategic acquisitions:
* Tailored technology to carefully selected applications
* A complementary product portfolio, providing diversification of revenues and
cash flow
* Positive revenue synergies expected by combining market and R&D efforts,
strengthening the offering and position within underwater acoustics
* A customer and commercially focused organisation with deep domain specific
knowledge
* A cultural fit
* The transaction is expected to create significant shareholder value, with
strong estimated accretion to the 2024 EBIT(1), free cash flow(2) and
earnings per share(3)
Over the last five years, Innomar has reported an average organic revenue growth
of nearly 15 per cent per year driven by strong demand for technology in the
maritime domain to explore the ocean space. By delivering world-class products
to its customers and maintaining cost consciousness and an efficient set-up,
Innomar has reported attractive and stable margins over several years. The EBIT
margin reported is accretive to NORBIT's target for the Oceans segment (25-30%).
Based on the purchase price on a cash and debt-free basis, assuming normalised
working capital, and applying Innomar's reported financials for the fiscal year
2023/24 (ending 31 March 2024), the implied valuation multiple is 6.1x EV/EBIT.
Key terms of the acquisition
Pursuant to the share purchase agreement, NORBIT, via a wholly-owned Germany
subsidiary, will acquire 100 per cent of the equity interest in Innomar from a
group of individual investors and the founding management.
* The acquisition is based on an enterprise value of Innomar, on a cash and
debt-free basis and assuming a normalised working capital, of EUR 40.5
million.
* Subject to final post-closing balance sheet calculations, NORBIT will at
closing of the transaction pay a preliminary purchase price of EUR 39.9
million for the shares, of which EUR 35.1 million shall be settled in cash
and of which EUR 4.8 million shall be settled in consideration shares in
NORBIT to be issued at market price to the founding management of Innomar.
* Completion of the acquisition is subject to a limited number of customary
closing conditions. Closing is expected to take place during July this year.
Financing of the acquisition
The Company has received a binding offer and commitment from DNB Bank ASA for a
new term loan facility. Together with the share issuance towards the Innomar
management, the transaction is fully financed.
Subject to the completion of the transaction, taking into account the dividend
paid to the shareholders in May and 12-month EBITDA contribution of Innomar,
NORBIT expects its pro-forma Q1 2024 NIBD/EBITDA(4) to be at 1.7x. NORBIT has a
financial policy of maintaining a long-term NIBD/EBITDA ratio of 1.0 - 2.5x.
Providing for continued strong financial flexibility in order to pursue
strategic acquisitions and seize new organic growth opportunities with speed and
agility remain important both in the capital allocation framework and to succeed
in delivering on the ambition plan set towards 2027. In consideration of this,
the board of directors may consider equity financing in relation to part-
financing the transaction. NORBIT's 2027 target is to report organic revenues in
excess of NOK 2.75 billion and more than NOK 3.0 billion when including
acquisitions.
Please see the attached presentation for further information about Innomar and
the transaction.
For further queries, please contact:
Per Jørgen Weisethaunet, CEO, +47 959 62 915
Per Kristian Reppe, CFO, +47 900 33 203
Anbefaler alle som vil eie et trygt og solid selskap å lese seg opp. (som også tjener penger)
Her er børsmeldingen om Norbits siste kvalitetskjøp:
NORBIT to acquire the maritime technology company Innomar
Trondheim, 27 June 2024: NORBIT ASA ("NORBIT" or the "Company") announces that
it has entered into a share purchase agreement to acquire 100 per cent of the
equity interest in the technology company INNOMAR Technologie GmbH ("Innomar"),
the market leader in the field of sub-bottom profilers in the maritime industry.
The acquisition of Innomar represents an attractive strategic fit with NORBIT as
it contributes to broadening the product portfolio in the Oceans segment and
diversifying its customer base.
About Innomar
Headquartered in Rostock, Germany, Innomar is the global market leader in the
design, manufacturing, and distribution of parametric sub-bottom profilers. With
nearly thirty years of experience in acoustic systems, signal processing,
maritime electronics, and software, Innomar has developed cutting-edge
technology with high performance and built deep domain expertise that is well-
recognised in the market. Innomar serves a diversified and global customer base,
having sold systems to more than 80 countries, demonstrating extensive reach and
responsiveness to market demand.
Innomar's main products are parametric sub-bottom profilers, which are advanced
acoustic instruments designed to work in all water depths. These devices use
specialised sound pulses to create high-resolution images of the seafloor and
the subsurface layers beneath it. Sub-bottom profilers are used in various
applications, such as mapping sediment layers (e.g. for installation of offshore
wind farms, dredging and construction), conducting geological surveys and
detecting buried objects like pipelines, cables, boulders, or archaeological
artefacts. Users can easily adjust the settings for different tasks with a
straightforward data acquisition and control software, making the technology
versatile and user-friendly.
"We are enthusiastic about welcoming Innomar to the NORBIT family. Nearly 30
years of accumulated domain knowledge with a strong and well-established brand
aligns with NORBIT's vision to be recognised as world-class, enabling people to
Explore More. Innomar has an experienced team with deep technical competence and
the product portfolio is complementary to our existing sonar technology. This
acquisition ticks all boxes", says Per Jørgen Weisethaunet, CEO of NORBIT.
"Joining forces with NORBIT is a great opportunity for Innomar. This partnership
aligns well with our long-standing commitment of delivering high-quality
technology in the Oceans domain. We believe that NORBIT's global reach and
resources will help us even better serve our customers and explore new
opportunities in the maritime industry. We look forward to working together and
contributing to our shared goals", says Sabine Müller, CEO of Innomar.
Strategic and financial rationale
Innomar has a strong fit to NORBIT's criteria to accelerate growth through
strategic acquisitions:
* Tailored technology to carefully selected applications
* A complementary product portfolio, providing diversification of revenues and
cash flow
* Positive revenue synergies expected by combining market and R&D efforts,
strengthening the offering and position within underwater acoustics
* A customer and commercially focused organisation with deep domain specific
knowledge
* A cultural fit
* The transaction is expected to create significant shareholder value, with
strong estimated accretion to the 2024 EBIT(1), free cash flow(2) and
earnings per share(3)
Over the last five years, Innomar has reported an average organic revenue growth
of nearly 15 per cent per year driven by strong demand for technology in the
maritime domain to explore the ocean space. By delivering world-class products
to its customers and maintaining cost consciousness and an efficient set-up,
Innomar has reported attractive and stable margins over several years. The EBIT
margin reported is accretive to NORBIT's target for the Oceans segment (25-30%).
Based on the purchase price on a cash and debt-free basis, assuming normalised
working capital, and applying Innomar's reported financials for the fiscal year
2023/24 (ending 31 March 2024), the implied valuation multiple is 6.1x EV/EBIT.
Key terms of the acquisition
Pursuant to the share purchase agreement, NORBIT, via a wholly-owned Germany
subsidiary, will acquire 100 per cent of the equity interest in Innomar from a
group of individual investors and the founding management.
* The acquisition is based on an enterprise value of Innomar, on a cash and
debt-free basis and assuming a normalised working capital, of EUR 40.5
million.
* Subject to final post-closing balance sheet calculations, NORBIT will at
closing of the transaction pay a preliminary purchase price of EUR 39.9
million for the shares, of which EUR 35.1 million shall be settled in cash
and of which EUR 4.8 million shall be settled in consideration shares in
NORBIT to be issued at market price to the founding management of Innomar.
* Completion of the acquisition is subject to a limited number of customary
closing conditions. Closing is expected to take place during July this year.
Financing of the acquisition
The Company has received a binding offer and commitment from DNB Bank ASA for a
new term loan facility. Together with the share issuance towards the Innomar
management, the transaction is fully financed.
Subject to the completion of the transaction, taking into account the dividend
paid to the shareholders in May and 12-month EBITDA contribution of Innomar,
NORBIT expects its pro-forma Q1 2024 NIBD/EBITDA(4) to be at 1.7x. NORBIT has a
financial policy of maintaining a long-term NIBD/EBITDA ratio of 1.0 - 2.5x.
Providing for continued strong financial flexibility in order to pursue
strategic acquisitions and seize new organic growth opportunities with speed and
agility remain important both in the capital allocation framework and to succeed
in delivering on the ambition plan set towards 2027. In consideration of this,
the board of directors may consider equity financing in relation to part-
financing the transaction. NORBIT's 2027 target is to report organic revenues in
excess of NOK 2.75 billion and more than NOK 3.0 billion when including
acquisitions.
Please see the attached presentation for further information about Innomar and
the transaction.
For further queries, please contact:
Per Jørgen Weisethaunet, CEO, +47 959 62 915
Per Kristian Reppe, CFO, +47 900 33 203
Pokker
18.08.2024 kl 11:14
1410
Ikke mye skriverier om Norbit her for tiden. Skjønner ikke hvorfor det ikke er større interesse for denne kvalitetsaksjen🤔
Oppdaterte kursmål etter Q2: Arctic 115, Pareto 110 og Sp1M 100. Anbefaler kjøp å legg i skuffen😊
Oppdaterte kursmål etter Q2: Arctic 115, Pareto 110 og Sp1M 100. Anbefaler kjøp å legg i skuffen😊
Pokker
13.02.2025 kl 07:18
193
For de som fremdeles sitter på Norbit aksjer. Gratulerer med nok et rekordresultat og et hyggelig utbytte :-)
NORBIT satte omsetningsrekord på NOK 1 751,4 millioner for regnskapsåret 2024. Driftsresultatet (EBIT) for året endte på NOK 341,7 millioner, noe som tilsvarer en margin på 20 prosent.
Fjerde kvartal satte NORBIT også ny rekord med inntekter på NOK 556,1 millioner – en økning på 40 prosent sammenlignet med samme periode i 2023. EBIT-resultatet for kvartalet ble NOK 145,0 millioner, tilsvarende en margin på 26 prosent.
NORBIT satte omsetningsrekord på NOK 1 751,4 millioner for regnskapsåret 2024. Driftsresultatet (EBIT) for året endte på NOK 341,7 millioner, noe som tilsvarer en margin på 20 prosent.
Fjerde kvartal satte NORBIT også ny rekord med inntekter på NOK 556,1 millioner – en økning på 40 prosent sammenlignet med samme periode i 2023. EBIT-resultatet for kvartalet ble NOK 145,0 millioner, tilsvarende en margin på 26 prosent.