PROXIMAR SEAFOOD- EN FREMTIDIG VINNER!!!!

KanonBra5
PROXI 06.02.2021 kl 09:35 317495

Man vet at kortreist mat, sunnhet/renhet, fokus på miljø og mat sikkerhet er og blir en vinner fremover. Da skal man lete lenge etter et bedre case en Proximar Seafood. Med internasjonale industri aktører med på laget og en perfekt beliggenhet har vi mye å se frem til. Man kan bare se hva Nutreco sin CEO sier om saken:

Nutreco and Proximar partner to establish large-scale land-based Atlantic salmon farming facility in Japan

3 February 2021

Amersfoort, February 3, 2021: Nutreco today announces its investment in Norwegian land-based fish farming company, Proximar. Strategically located near the iconic Mount Fuji, Proximar’s Atlantic salmon farming facility will be a large-scale land-based fish farm helping to meet the large demand for salmon in Japan, using Recirculating Aquaculture System (RAS) technology.

Nutreco CEO Rob Koremans comments, “Our investment in Proximar is perfectly aligned with our mission of Feeding the Future. Japan has a large market and demand for Atlantic salmon in addition to limited possibilities for sea-based production, placing a large dependency on imports from other countries and increasing the environmental cost.”

Local land-based salmon production allows high quality fresh salmon to be produced closer to the consumer all the while reducing the CO2 footprint from airfreight, thereby reducing the entry cost to the market and securing fresher salmon for the consumer.

Nutreco’s Chief Innovation Officer Viggo Halseth comments, “We are delighted to partner with Proximar, we find the team strong and capable in delivering on land-based fish farming and like Nutreco, sustainability is a focus cornerstone for Proximar. Nutreco’s aquaculture division, Skretting, will work with Proximar bringing our knowledge in feeding and salmon production, while also building our own competence and customized fish feed to support all customers that produce RAS.”

“Since establishing Proximar in 2015, we have emphasized building a platform with an industrial footing. We believe this is crucial for success, and we’re therefore very excited to have Nutreco joining. This partnership contributes to further strengthen our platform according to our strategy. Nutreco represent valuable expertise and insights when it comes to operations, which is highly beneficial for Proximar. With Nutreco onboard, we now look forward to taking Proximar to the next stage,” says Joachim Nielsen, CEO of Proximar.

Today, Proximar began its first day on trading on Euronext Growth Oslo, the Oslo Stock Exchange’s marketplace for high-growth SMEs. The land-based Atlantic salmon farming facility is due to begin construction in Q1-2021 and is expected to be completed in the first half of 2023, with its first harvest during the first half of 2024.
Bulldog
I går kl 14:59 474

klaesp, her er svaret:

Årsrapporten 21. mars:
.Cash flow generated from operations in 2025 is expected to be sufficient for operating the Group’s requirements for its 5,300 tonnes/year facility in Oyama, Japan. Some additional working capital following lower harvest in H1 is being addressed through debt facilities.

Q4 presentasjonen 28.feb:
Following the lower harvest in the first half of the year that Joakim has already mentioned, some additional working capital is needed and this is being addressed now through debt facilities.
On the financial side, we expect to reach positive EBITDA already in the first half of the year.
No major capex, is currently planned for 2025 and we are on track in terms of our target for full utilization.
Redigert i går kl 15:22 Du må logge inn for å svare
klaesp
I går kl 15:20 444

Takk for tilbakemelding, Bulldog!!
Hvilke triggere finnes på kort og lang sikt?
Bulldog
I går kl 15:40 418

Flere triggere men jeg fremhever refinansiering av gjeld som forfaller i Q3/Q4 og som de jobber med nå. Det konvertible obligasjonslånet forfaller i oktober og forsvinner det så slipper en den jævla turbulensen dette lånet har medført. Ledelsen i Bergen burde se hvordan ledelsen i Japan samhandler selv om en del er finans og en del drift. i selskapet. Da blir det veldig bra.

Faktisk rimelig spennende å se hva som skjer i konvertibel-lånet. Kjører de kursen til himmels over 4,07 og konverterer eller lar de seg bare innløse som lån.
Konvertering av lånet skjer godt over dagens kurs og tilfører selskapet kapital samt at kursen sannsynligvis vil l bli langt over 4,07.
Redigert i går kl 15:50 Du må logge inn for å svare
KanonBra5
I går kl 20:02 337

Det ble også bekreftet under Q/A sesjonen etter presentasjonen.
triggerhappy10
I dag kl 07:28 203

Tar vi et nytt steg i dag. Jeg tror på 3,7. En dag (snart) kommer budet… på minimum 6 kr
Bulldog
I dag kl 11:40 113

Bra du skrev MINIMUM 6 kr for den prisen må nok dobles. Tilsvarende anlegg koster vesentlig mer å bygge i dag enn da kontraktene ble inngått i 2021.

07.03.2022
“We have now executed and signed all important contracts for the construction and installation of our state-of-the-art land-based facility in Japanand are on track to deliver on time and cost. We are pleased to see our many years of preparations and patience is paying off well”, says CEO Joachim Nielsen in Proximar Seafood.
The increase of material costs during the last year has not had any substantial impact on Proximar’s construction costs following the high level of fixed price contracts. https://newsweb.oslobors.no/message/555697

Noen kostnader har tilkommet pga "uhell" som det gjenståe å se om blir dekket av forsikringer.
To vesentlige uhell har det vært med utsping i denne: https://newsweb.oslobors.no/message/536639
Masse avansert utstyr og så er det det enkleste som svikter. Helheten teller uansett og uhell kan skje.

Nå er Proximar igjennom testfasen og sluttresultatet er i ferd med å danne seg med stødig produksjonsøkning. Husk at landbasert lakseoppdrett ble ansett som en risikosport i 2021. Noen må bevise og Proximar gjør det.