Trigger trÄd ACC, AOW, ACH, REC, MRP og AKH
Hvis noen vet om triggere i selskapene Aker Horizons eier, med info om ca nÄr triggeren kan ventes og helst en link eller noe dokumentasjon pÄ triggeren, sÄ oppdaterer jeg det inn i Äpningsinnlegget.
Aker Horizon (AKH): Prospekt 21.5.2021 ved flytting til hovedindeksen:
https://static1.squarespace.com/static/5f871df7bb429b52ac77d186/t/60a632df064ee75be0ce520d/1621504756046/Aker+Horizons+Prospectus.pdf
- OppkjÞp av nye selskap kan komme nÄr som helst:
- Nye selskapene innen blant annet batteri, plast osv er under planlegging
«To veier til kontantene
Aker-sjefen streker opp to veier til denne kontantstrÞmmen»
https://e24.no/det-groenne-skiftet/i/LnwL8q/vil-kopiere-aker-bp-modellen-med-fornybarselskapet.
Energimeldingen til den norske regjeringen 11.6.2021:
https://e24.no/det-groenne-skiftet/i/R9vjm5/la-frem-energimeldingen-vi-trenger-mer-energi
- Investere 100 milliarder i grĂžnt, ha 10GW i kapasitet og 25Mt i CO2 redusert utslipp innen 2025.
- "Launched electron in cooperation with Aize and Cognite â digital program to create world-leading renewable companies through active use of industrial softwar", I korte trekk gĂ„r dette ut pĂ„ Ă„ drive opp effektivitet og ned kostnadene bĂ„de i utbyggingsfasen og i operasjon gjennom Aker systemets etter hvert tunge digitaliseringskompetanse
26.9.2021 (trigger fra Flatski) - Valg i Tyskland, og for fĂžrste gang i historien kan forbundskansleren komme fra De GrĂžnne.
Tar De GrÞnne makten, vil det vÊre godt nytt for selskaper eksponert mot det grÞnne skiftet i Europa. Disse kan fÄ seg en ny opptur pÄ bÞrsen drevet av tysk valgeufori.
https://finansavisen.no/nyheter/portefoljer/2021/05/24/7677319/det-tyske-sporsmalet
FNs klimapanel kommer med en egen rapport om tiltak i mars 2022:
https://www.vg.no/nyheter/i/Pov0be/kode-roed
Egen trÄd om samarbeidet mellom AKH, Aize og Cognite: https://finansavisen.no/forum/thread/134537/view
---------------------------
AKH eier 100% av Aker Narvik, som eier 75% eierandel av Narvik batteri AS. De betaler kr 90 mill for 75% eierandel. Nordkraft AS og Stolt-Nilsen Holding AS eide 50% hver fĂžr. Aker Narvik, a wholly-owned subsidiary of Aker Horizons, has reached an agreement with the municipality of Narvik to acquire two sites in Ballangsleira and Framneslia for a total consideration of NOK 200 million.
----------------
- 100% eier av selskapet "Green Yield". «Green Yield» og er selskapet som skal stÄ for finansieringen av Aker Carbon Captures nye abonnementslÞsning for karbonfangst. Partnere for slike investeringer sikter de pÄ Ä signere innen 6-12 mÄneder (jan 2022 til juli 2022). Aker Horizons has matured the Green Yield concept announced at the second quarter and is now in advanced discussions with a leading global financial services provider as a potential anchor investor for a EUR 1 billion Energy Transition Fund managed by Aker Horizons. The inaugural fund will focus on infrastructure assets related to carbon capture, hydrogen and electrification.
- Aker Horizons melder at de nÄ tar «finansielle posisjoner innen EUs utslippstillatelser», altsÄ kvotesystemet i EU"
https://e24.no/boers-og-finans/i/QxMpGq/akers-fornybarselskap-feirer-ettaarsdag-har-vokst-til-988-ansatte-og-156-milliarder
------------------
Mainstream Renewable Power (MRP) 75% eierskap - Guidet bĂžrs notering innen 2023 (14,6 GW asset portfolio)
- ACH and Mainstream Renewable Power are collaborating on developing a complete a commercially viable green value chain in Chile, aiming to be one of the lowest cost ammonia facilities globally.
*Chile:
- 1.7 GW gross across 13 projects in operation / construction / near term FC
- 570 MW Condor in construction, on track for COD Q3 2021
- 630 MW Huemul in construction, on track for COD Q2 2022
- 150 MW Copihue on track to reach to FC in Q2 2021 with targeted COD in 2023
- Further 1.3 GW solar and 1.6 GW onshore wind under development
*Africa:
- Upcoming tender Round 5 bid date announced Q3 2021 (de sa i august nder presentasjonen 4.5.2021)
- The Lekela platform has over 1GW (gross) under construction or operational (nÄr skal dette vÊre ferdig?)
*APAC & offshore:
Vietnam:
- Phase 1a (200 MW) included in the National Power Development Plan VII â FC expected in 2021
- Agreed partnership with Advanced Information Technologies Corporation (AIT) to jointly develop the 500 MW Ben Tre offshore wind project (tidspunkt?)
*Offshore wind:
- Actively targeting future opportunities across Europe, USA, LatAm and APAC (er det noen som vet om mulige trigger prosjekter her?)
Link til egen trÄd om Mainstream:
https://finansavisen.no/forum/thread/134924/view
------------------
Aker Clean Hydrogen (ACH) 77,2% eierskap - Solidified ambition to reach 5.0 GW net installed capacity by 2030
Link til egen trÄd om selskapet: https://finansavisen.no/forum/thread/134927/view
------------------
Aker Offshore Wind (AOW) 51% eierskap - 1.5 GW portfolio of development projects
Info oppdateres pÄ denne linken: https://finansavisen.no/forum/thread/134918/view
Principle Power (ikke bĂžrs notert) 47% eierskap - Aker, via subsidiary Vestavindar Offshore Wind, funded by Aker Offshore Wind's
- bĂžrsnotering av Principle Power
- konsesjoner i Norge (denne sommeren?),
- Samarbeid med Statskraft og svenskene.
- More than 100 MW installed capacity by 2022
- Worldâs first 8.4 MW floating turbine installed offshore in Portugal
https://www.principlepowerinc.com/
-------------------
Aker Carbone Capture (ACC) 49,28% eierskap - Target contracts to secure 10Mt CO2 p.a. by 2025
Info oppdateres pÄ denne trÄden: https://finansavisen.no/forum/thread/135032/view
------------------
REC Silicon (REC) 24,7% eierskap (Kjell Inge RÞkke er styreleder) - Cash pr 31.3.2021 usd 131,5 millioner, netto gjelde usd 88,8 millioner. Det fÞrste store forfallet i gjeld er et sikret obligasjonslÄn pÄ 110 millioner dollar som forfaller i 2023.
Info oppdateres pÄ denne linken: https://finansavisen.no/forum/thread/134921/view
-------------------
Rainpower (ikke bĂžrs notert, 100% eierskap) - has since 2008 supplied more than 9000 MW of turbine technology, with power output for single unit ranging from 0.4 MW - 255 MW. - The Rainpower group had a consolidated revenue of NOK 489 million in 2019. Currently, Rainpower has approximately 194 full-time employees working in Norway, Sweden and China. Delivery of turbines and related technologies constituted approximately 85% of the revenue in 2019, and 15% of the revenue was related to supply of electrical systems for the hydropower industry.
- Rainpower og Hymatek - ELMEK leveranse til Statkraft Vesle Kjela
- Rainpower will collaborate with industrial software company, Cognite, to develop a portfolio of applications for optimisation of operations, response time, distribution, and trading. Rainpower will also establish a concept development and engineering insight team to become a key partner for the hydropower industry, in addition to building an integrated portfolio of operations technologies for next generation dynamic power plants
Hymatek - 100% eierskap av Rainpower - Hymatek Controls AS er en del av Rainpower-konsernet (www.rainpower.no). Vi er en kompetansebedrift som i dag teller mer enn 30 personer. Vi er opptatt av Ä bevare kompetansen pÄ turbin- og spenningsregulering i Norge. Vi har stort fokus pÄ Ä bygge kompetanse gjennom overfÞring av kunnskap og erfaring fra seniorer til yngre medarbeidere.
https://www.rainpower.eu/l/aker-horizon-blir-nye-eiere-av-rainpower-og-hymatek/
-------------------
SuperNode (ikke bĂžrs notert, 45,6% eierskap) - SuperNodeâs research and development program is developing superconducting cable technology. The aim of this program is to deliver an MVDC transmission system capable in excess of 2GW of bulk power transfer based on superconducting cables.
- Triggere og tidspunkt?
https://supernode.energy/technology/
BĂžrs mld 10.5.2021 At closing, Aker Horizons and Dr O'Connor will hold 45.6 percent of the shares each in SuperNode, with employees owning the remainder of shares. Aker Horizons will develop SuperNode together with Dr O'Connor, who remains Chairman. Pat Cox, Kjell Inge RĂžkke, and Karl-Petter LĂžken, Investment Director at Aker Horizons, have also joined the SuperNode Board of Directors.
https://www.akerhorizons.com/portfolio
https://www.mainstreamrp.com/
Infoen i innlegget er fra nettsidene til selskapet, fra Q rapportene, presentasjon med link nederst i innlegget og fra informasjon fra andre nick nedover i denne trÄden. Feil kan forekomme. Bare Ä gi beskjed, sÄ rettes opp etter beste evne
Aker Horizon (AKH): Prospekt 21.5.2021 ved flytting til hovedindeksen:
https://static1.squarespace.com/static/5f871df7bb429b52ac77d186/t/60a632df064ee75be0ce520d/1621504756046/Aker+Horizons+Prospectus.pdf
- OppkjÞp av nye selskap kan komme nÄr som helst:
- Nye selskapene innen blant annet batteri, plast osv er under planlegging
«To veier til kontantene
Aker-sjefen streker opp to veier til denne kontantstrÞmmen»
https://e24.no/det-groenne-skiftet/i/LnwL8q/vil-kopiere-aker-bp-modellen-med-fornybarselskapet.
Energimeldingen til den norske regjeringen 11.6.2021:
https://e24.no/det-groenne-skiftet/i/R9vjm5/la-frem-energimeldingen-vi-trenger-mer-energi
- Investere 100 milliarder i grĂžnt, ha 10GW i kapasitet og 25Mt i CO2 redusert utslipp innen 2025.
- "Launched electron in cooperation with Aize and Cognite â digital program to create world-leading renewable companies through active use of industrial softwar", I korte trekk gĂ„r dette ut pĂ„ Ă„ drive opp effektivitet og ned kostnadene bĂ„de i utbyggingsfasen og i operasjon gjennom Aker systemets etter hvert tunge digitaliseringskompetanse
26.9.2021 (trigger fra Flatski) - Valg i Tyskland, og for fĂžrste gang i historien kan forbundskansleren komme fra De GrĂžnne.
Tar De GrÞnne makten, vil det vÊre godt nytt for selskaper eksponert mot det grÞnne skiftet i Europa. Disse kan fÄ seg en ny opptur pÄ bÞrsen drevet av tysk valgeufori.
https://finansavisen.no/nyheter/portefoljer/2021/05/24/7677319/det-tyske-sporsmalet
FNs klimapanel kommer med en egen rapport om tiltak i mars 2022:
https://www.vg.no/nyheter/i/Pov0be/kode-roed
Egen trÄd om samarbeidet mellom AKH, Aize og Cognite: https://finansavisen.no/forum/thread/134537/view
---------------------------
AKH eier 100% av Aker Narvik, som eier 75% eierandel av Narvik batteri AS. De betaler kr 90 mill for 75% eierandel. Nordkraft AS og Stolt-Nilsen Holding AS eide 50% hver fĂžr. Aker Narvik, a wholly-owned subsidiary of Aker Horizons, has reached an agreement with the municipality of Narvik to acquire two sites in Ballangsleira and Framneslia for a total consideration of NOK 200 million.
----------------
- 100% eier av selskapet "Green Yield". «Green Yield» og er selskapet som skal stÄ for finansieringen av Aker Carbon Captures nye abonnementslÞsning for karbonfangst. Partnere for slike investeringer sikter de pÄ Ä signere innen 6-12 mÄneder (jan 2022 til juli 2022). Aker Horizons has matured the Green Yield concept announced at the second quarter and is now in advanced discussions with a leading global financial services provider as a potential anchor investor for a EUR 1 billion Energy Transition Fund managed by Aker Horizons. The inaugural fund will focus on infrastructure assets related to carbon capture, hydrogen and electrification.
- Aker Horizons melder at de nÄ tar «finansielle posisjoner innen EUs utslippstillatelser», altsÄ kvotesystemet i EU"
https://e24.no/boers-og-finans/i/QxMpGq/akers-fornybarselskap-feirer-ettaarsdag-har-vokst-til-988-ansatte-og-156-milliarder
------------------
Mainstream Renewable Power (MRP) 75% eierskap - Guidet bĂžrs notering innen 2023 (14,6 GW asset portfolio)
- ACH and Mainstream Renewable Power are collaborating on developing a complete a commercially viable green value chain in Chile, aiming to be one of the lowest cost ammonia facilities globally.
*Chile:
- 1.7 GW gross across 13 projects in operation / construction / near term FC
- 570 MW Condor in construction, on track for COD Q3 2021
- 630 MW Huemul in construction, on track for COD Q2 2022
- 150 MW Copihue on track to reach to FC in Q2 2021 with targeted COD in 2023
- Further 1.3 GW solar and 1.6 GW onshore wind under development
*Africa:
- Upcoming tender Round 5 bid date announced Q3 2021 (de sa i august nder presentasjonen 4.5.2021)
- The Lekela platform has over 1GW (gross) under construction or operational (nÄr skal dette vÊre ferdig?)
*APAC & offshore:
Vietnam:
- Phase 1a (200 MW) included in the National Power Development Plan VII â FC expected in 2021
- Agreed partnership with Advanced Information Technologies Corporation (AIT) to jointly develop the 500 MW Ben Tre offshore wind project (tidspunkt?)
*Offshore wind:
- Actively targeting future opportunities across Europe, USA, LatAm and APAC (er det noen som vet om mulige trigger prosjekter her?)
Link til egen trÄd om Mainstream:
https://finansavisen.no/forum/thread/134924/view
------------------
Aker Clean Hydrogen (ACH) 77,2% eierskap - Solidified ambition to reach 5.0 GW net installed capacity by 2030
Link til egen trÄd om selskapet: https://finansavisen.no/forum/thread/134927/view
------------------
Aker Offshore Wind (AOW) 51% eierskap - 1.5 GW portfolio of development projects
Info oppdateres pÄ denne linken: https://finansavisen.no/forum/thread/134918/view
Principle Power (ikke bĂžrs notert) 47% eierskap - Aker, via subsidiary Vestavindar Offshore Wind, funded by Aker Offshore Wind's
- bĂžrsnotering av Principle Power
- konsesjoner i Norge (denne sommeren?),
- Samarbeid med Statskraft og svenskene.
- More than 100 MW installed capacity by 2022
- Worldâs first 8.4 MW floating turbine installed offshore in Portugal
https://www.principlepowerinc.com/
-------------------
Aker Carbone Capture (ACC) 49,28% eierskap - Target contracts to secure 10Mt CO2 p.a. by 2025
Info oppdateres pÄ denne trÄden: https://finansavisen.no/forum/thread/135032/view
------------------
REC Silicon (REC) 24,7% eierskap (Kjell Inge RÞkke er styreleder) - Cash pr 31.3.2021 usd 131,5 millioner, netto gjelde usd 88,8 millioner. Det fÞrste store forfallet i gjeld er et sikret obligasjonslÄn pÄ 110 millioner dollar som forfaller i 2023.
Info oppdateres pÄ denne linken: https://finansavisen.no/forum/thread/134921/view
-------------------
Rainpower (ikke bĂžrs notert, 100% eierskap) - has since 2008 supplied more than 9000 MW of turbine technology, with power output for single unit ranging from 0.4 MW - 255 MW. - The Rainpower group had a consolidated revenue of NOK 489 million in 2019. Currently, Rainpower has approximately 194 full-time employees working in Norway, Sweden and China. Delivery of turbines and related technologies constituted approximately 85% of the revenue in 2019, and 15% of the revenue was related to supply of electrical systems for the hydropower industry.
- Rainpower og Hymatek - ELMEK leveranse til Statkraft Vesle Kjela
- Rainpower will collaborate with industrial software company, Cognite, to develop a portfolio of applications for optimisation of operations, response time, distribution, and trading. Rainpower will also establish a concept development and engineering insight team to become a key partner for the hydropower industry, in addition to building an integrated portfolio of operations technologies for next generation dynamic power plants
Hymatek - 100% eierskap av Rainpower - Hymatek Controls AS er en del av Rainpower-konsernet (www.rainpower.no). Vi er en kompetansebedrift som i dag teller mer enn 30 personer. Vi er opptatt av Ä bevare kompetansen pÄ turbin- og spenningsregulering i Norge. Vi har stort fokus pÄ Ä bygge kompetanse gjennom overfÞring av kunnskap og erfaring fra seniorer til yngre medarbeidere.
https://www.rainpower.eu/l/aker-horizon-blir-nye-eiere-av-rainpower-og-hymatek/
-------------------
SuperNode (ikke bĂžrs notert, 45,6% eierskap) - SuperNodeâs research and development program is developing superconducting cable technology. The aim of this program is to deliver an MVDC transmission system capable in excess of 2GW of bulk power transfer based on superconducting cables.
- Triggere og tidspunkt?
https://supernode.energy/technology/
BĂžrs mld 10.5.2021 At closing, Aker Horizons and Dr O'Connor will hold 45.6 percent of the shares each in SuperNode, with employees owning the remainder of shares. Aker Horizons will develop SuperNode together with Dr O'Connor, who remains Chairman. Pat Cox, Kjell Inge RĂžkke, and Karl-Petter LĂžken, Investment Director at Aker Horizons, have also joined the SuperNode Board of Directors.
https://www.akerhorizons.com/portfolio
https://www.mainstreamrp.com/
Infoen i innlegget er fra nettsidene til selskapet, fra Q rapportene, presentasjon med link nederst i innlegget og fra informasjon fra andre nick nedover i denne trÄden. Feil kan forekomme. Bare Ä gi beskjed, sÄ rettes opp etter beste evne
Redigert 24.01.2022 kl 11:24
Du mÄ logge inn for Ä svare
Klausre
14.10.2021 kl 09:10
6184
Nei, de vil jo ha stĂžrre del av kaka.
Aow er pt. en mygg... Mainstreamrp er jo indrefileten
Aow er pt. en mygg... Mainstreamrp er jo indrefileten
Meatskull
14.10.2021 kl 09:18
6237
Fredag klokken 7 neste uke venter jeg tlf fra BNY Mellon sÄ blir spennende og hÞre om hvem som stÄr bak investeringen i akh :)
Redigert 14.10.2021 kl 09:19
Du mÄ logge inn for Ä svare
retur
14.10.2021 kl 10:04
6190
Ja nÄ har aow vÊrt i 4.35. Og det er tross alt aow som er offshore delen til akh. Main er store pÄ land. Men seff har de muskler i offshore Ä. Mener bare at aow er noe Ä kikke pÄ nÄ.
Frodon
14.10.2021 kl 12:09
6037
Hehe, det blir spennende ;) Skal de prĂžve Ă„ fĂ„ deg som kunde? đ
SpĂžr de om hvorfor de ikke har kjĂžpt noe siste 3 dagene. Ble aksjen for billig for dem? đđ
manman01
14.10.2021 kl 12:22
6016
Dette vil jeg for Ă©n, tage til mig (:
Ser ogsÄ sjovere ud her i AKH, end REC ((:
Ser ogsÄ sjovere ud her i AKH, end REC ((:
Redigert 14.10.2021 kl 12:23
Du mÄ logge inn for Ä svare
Frodon
18.10.2021 kl 10:25
5690
Da har endelig THE BANK OF NEW YORK MELLON kjĂžpt noen aksjer igjen, ble bekymret for at vi mistet dem under fallet đđ
De har Ăžkt med 324.228 aksjer og har totalt 9 883 036 aksjer i AKH
Frodon
19.10.2021 kl 07:23
5491
THE BANK OF NEW YORK MELLON har kjĂžpt 187.878 aksjer til og de har totalt 10.070.864 aksjer i AKH
18.10.2021 22:54:59: REC Silicon Settlement of claims under indemnity loans
Moses Lake, WA, October 18, 2021: Reference is made to previous announcements from REC Silicon ASA ("REC") of 20 December 2019 and 18 November 2020 about claims from Nordea of NOK 150 million under certain indemnity arrangements.
REC and Nordea have now entered into a settlement agreement pursuant to which Nordea releases all claims against REC, against payment of NOK 95,000,000, of which approx. NOK 32 million is settled through an existing escrow account of REC with Nordea, and the balance is to be settled in one payment of approx. NOK 63 million by the end of February 2022.
18.10.2021 22:54:59: REC Silicon Settlement of claims under indemnity loans
Moses Lake, WA, October 18, 2021: Reference is made to previous announcements from REC Silicon ASA ("REC") of 20 December 2019 and 18 November 2020 about claims from Nordea of NOK 150 million under certain indemnity arrangements.
REC and Nordea have now entered into a settlement agreement pursuant to which Nordea releases all claims against REC, against payment of NOK 95,000,000, of which approx. NOK 32 million is settled through an existing escrow account of REC with Nordea, and the balance is to be settled in one payment of approx. NOK 63 million by the end of February 2022.
Redigert 19.10.2021 kl 07:24
Du mÄ logge inn for Ä svare
Frodon
19.10.2021 kl 08:48
5411
19.10.2021 08:30:08: Aker Carbon Capture Selected by Viridor as Partner for Accelerating Decarbonization at Multiple Waste to Energy Sites in the UK
Aker Carbon Capture and Viridor, one of the UK's leading recycling, resources
and waste management companies, today announced plans to help the UK accelerate
its decarbonization agenda through a partnership for next-generation modular
carbon capture, utilization and storage technology (CCUS).
Viridor has an ambition to become the first net zero waste company by 2040 by
bringing forward CCUS alongside plastics extraction and increased recycling. To
support the delivery of CCUS, Viridor unveiled plans that could unleash up to
ÂŁ1bn private investment into the UK. The plans include exploring the
installation of modular CCUS plants on five Viridor waste-to-energy sites across
the UK. Viridor has partnered with pure-play CCUS specialist Aker Carbon Capture
for the delivery of five modular plants. This partnership with Aker Carbon
Capture could accelerate Viridor's net zero plans by a decade to 2030.
Aker Carbon Capture's Just CatchT modular carbon capture plant is based on the
company's proprietary and HSE-friendly carbon capture technology, which it has
developed over the past two decades.
The modular carbon capture plants will allow the technology to be deployed
within fifteen months of planning and permitting, reducing fossil emissions at
these sites by up to 90 percent. Developing the modular CCUS plants on the five
waste-to-energy sites combined with two planned bespoke CCUS plants, would
deliver about 1.5 million tonnes CO2 savings a year, meeting 15 percent of the
UK government's 2030 emissions reduction target. This investment would also
create around 1,000 construction jobs and up to 180 skilled green jobs in
Scotland, Wales and the English regions.
"We are delighted to partner with Viridor on projects that could realize major
emissions reductions in a hard to abate sector like waste-to-energy by 2030,"
said Valborg Lundegaard, Chief Executive Officer of Aker Carbon Capture. "Our
modular carbon capture plants are designed for fast delivery and easy hook-up,
and together with our partners we see this as a great opportunity to contribute
to reaching climate goals and creating green jobs in the UK."
This announcement is the latest phase of Viridor's sector-leading
decarbonization plan. In May 2020 Viridor outlined a five-step action plan to
net zero emissions by 2040, and the ambition to be the first net negative
emissions waste and recycling company in the UK by 2045.
"Viridor stands ready to invest in developing world-leading carbon capture
technology," said Kevin Bradshaw, CEO of Viridor, which is majority owned by
investment company KKR. "This will support our company and sector to
decarbonize, as we have committed to do. But first of a kind technology projects
on this scale require genuine partnership between the public and private
sectors. Government policy support for waste management facilities to
participate in industrial carbon capture schemes will be vital for us to keep
progressing our plans."
The partners look forward to collaborating and maturing the opportunities in the
rapidly evolving market for CCUS in the UK.
"The UK has set out a globally leading ambition on CCUS and has the natural
resources to make this a reality, which was instrumental in attracting Aker
Carbon Capture to partner with Viridor in this market," said David Phillips,
Head of UK at Aker Carbon Capture.
https://newsweb.oslobors.no/message/544568
Aker Carbon Capture and Viridor, one of the UK's leading recycling, resources
and waste management companies, today announced plans to help the UK accelerate
its decarbonization agenda through a partnership for next-generation modular
carbon capture, utilization and storage technology (CCUS).
Viridor has an ambition to become the first net zero waste company by 2040 by
bringing forward CCUS alongside plastics extraction and increased recycling. To
support the delivery of CCUS, Viridor unveiled plans that could unleash up to
ÂŁ1bn private investment into the UK. The plans include exploring the
installation of modular CCUS plants on five Viridor waste-to-energy sites across
the UK. Viridor has partnered with pure-play CCUS specialist Aker Carbon Capture
for the delivery of five modular plants. This partnership with Aker Carbon
Capture could accelerate Viridor's net zero plans by a decade to 2030.
Aker Carbon Capture's Just CatchT modular carbon capture plant is based on the
company's proprietary and HSE-friendly carbon capture technology, which it has
developed over the past two decades.
The modular carbon capture plants will allow the technology to be deployed
within fifteen months of planning and permitting, reducing fossil emissions at
these sites by up to 90 percent. Developing the modular CCUS plants on the five
waste-to-energy sites combined with two planned bespoke CCUS plants, would
deliver about 1.5 million tonnes CO2 savings a year, meeting 15 percent of the
UK government's 2030 emissions reduction target. This investment would also
create around 1,000 construction jobs and up to 180 skilled green jobs in
Scotland, Wales and the English regions.
"We are delighted to partner with Viridor on projects that could realize major
emissions reductions in a hard to abate sector like waste-to-energy by 2030,"
said Valborg Lundegaard, Chief Executive Officer of Aker Carbon Capture. "Our
modular carbon capture plants are designed for fast delivery and easy hook-up,
and together with our partners we see this as a great opportunity to contribute
to reaching climate goals and creating green jobs in the UK."
This announcement is the latest phase of Viridor's sector-leading
decarbonization plan. In May 2020 Viridor outlined a five-step action plan to
net zero emissions by 2040, and the ambition to be the first net negative
emissions waste and recycling company in the UK by 2045.
"Viridor stands ready to invest in developing world-leading carbon capture
technology," said Kevin Bradshaw, CEO of Viridor, which is majority owned by
investment company KKR. "This will support our company and sector to
decarbonize, as we have committed to do. But first of a kind technology projects
on this scale require genuine partnership between the public and private
sectors. Government policy support for waste management facilities to
participate in industrial carbon capture schemes will be vital for us to keep
progressing our plans."
The partners look forward to collaborating and maturing the opportunities in the
rapidly evolving market for CCUS in the UK.
"The UK has set out a globally leading ambition on CCUS and has the natural
resources to make this a reality, which was instrumental in attracting Aker
Carbon Capture to partner with Viridor in this market," said David Phillips,
Head of UK at Aker Carbon Capture.
https://newsweb.oslobors.no/message/544568
Redigert 19.10.2021 kl 08:50
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Frodon
20.10.2021 kl 09:37
5272
THE BANK OF NEW YORK MELLON har kjĂžpt 79.897 aksjer til og de har totalt 10.150.761 aksjer i AKH
Hva tenker dere om resultatet i REC idag?
Hva tenker dere om resultatet i REC idag?
Bamse
20.10.2021 kl 09:48
5245
Det er jo ting som skjer nĂ„r Mellon kjĂžper seg videre opp. NĂ„r det gjelder rec sĂ„ tror jeg AKH kjĂžper opp rec fĂžr nyttĂ„r.đKan ta skikkelig feil đ€Ș
manman01
20.10.2021 kl 09:53
5231
Som forventet mere eller mindre (:
Tror mange havde regnet med ML opstart melding.
Dette sker dog fĂžrst nĂ„r (hvis) Onkel Joeâs store pakker gĂ„r igennem. Og selv hvis de ikke gĂžr det, vil der hĂžjst sandsynligt blive fundet en anden mĂ„de. EfterspĂžrgslen er simpelthen for stor.
Der bliver hÞjst sandsynligt ikke annonceret noget af nogle virksomheder indenfor US solar, fÞr vi har set resultatet af disse. Hvilket er forstÄeligt.
Tror mange havde regnet med ML opstart melding.
Dette sker dog fĂžrst nĂ„r (hvis) Onkel Joeâs store pakker gĂ„r igennem. Og selv hvis de ikke gĂžr det, vil der hĂžjst sandsynligt blive fundet en anden mĂ„de. EfterspĂžrgslen er simpelthen for stor.
Der bliver hÞjst sandsynligt ikke annonceret noget af nogle virksomheder indenfor US solar, fÞr vi har set resultatet af disse. Hvilket er forstÄeligt.
Frodon
20.10.2021 kl 10:36
5162
Da stoppet AKH pÄ kr 34,37, noen fÄ Þre fÞr motstanden pÄ kr 35 som jeg omtalte i analysen min. Aksjen virker sterk teknisk, sÄ skal bli spennende Ä se hvor den snur denne gangen. Hvis aksjen stopper i omrÄdet kr 31 og klarer Ä bryte opp igjennom den massive motstanden pÄ kr 35, da blir et sterkt kjÞpssignal opp til kr 40 utlÞst. Det viktigste er uansett at aksjen ikke faller under forrige bunn (kr 28,17), slik at den kan fortsette den positive trenden med stigende bunner og stigende topper
Frodon
20.10.2021 kl 18:52
5004
Ja, intradag, men sluttkurs var over. Det er sluttkurser som gjelder i tekniske analyser
Bamse
20.10.2021 kl 22:04
4855
Jeg kommer med en teori. NÄr cognite skal pÄ bÞrs sÄ blir den lagt inn under HORIZON. FÄr tilgang til billig grÞnn kapital.
Frodon
20.10.2021 kl 22:14
4772
Du tenker at de skal dra en Robin Hood? Ta fra de rike og gi til de fattige? đ AKH kan selvfĂžlgelig ikke ta verdier fra Aker aksjonĂŠrene uten Ă„ betale for det, akkurat som Aker ikke bare kan ta Mainstream fra AKH aksjonĂŠrene
Bamse
20.10.2021 kl 22:39
4737
Blir kanskje litt i det drĂžyeste lagetđ Bare en tanke. Har en fĂžlelse av at AKH kommer til Ă„ klatre mye fremover
Frodon
21.10.2021 kl 12:29
4639
THE BANK OF NEW YORK MELLON har kjĂžpt 2856 aksjer til og de har totalt 10 153 617 aksjer i AKH
Hva tenker dere om resultatet i AOW idag?
Hva tenker dere om resultatet i AOW idag?
Klausre
21.10.2021 kl 13:36
4650
Helt som forventet. Viktigste var at de jobber seg inn i posisjoner. Da er fra nÄ og de neste 10 Ärene at dette virkelig vil ta av.
Loveshak
21.10.2021 kl 13:41
4772
Problemet til AOW er at de brenner cashbeholdningen alt for fort, er ikke mange kvartalene til de gÄr tomme, sÄ de mÄ hente penger snart. SÄ er skeptisk til aksjen pÄ kort sikt.
Frodon
21.10.2021 kl 14:52
4756
Klausre, ja, ca der jeg forventet ogsÄ. Fant du noe nytt i rapporten?
Loveshak, det har AOW gjort lenge og de har Þkt noe i Q2 og Q3. Hente penger er null problem, de kan bÄde ta obligasjoner og kjÞre emisjoner. SpÞrsmÄlet er mer om de klarer Ä vinne noen kontrakter? Jeg personlig synes AOW er fryktelig dyr i forhold til eks Mainstream, som har masse prosjekter ferdigstilt, under bygging og i pipeline
Loveshak, det har AOW gjort lenge og de har Þkt noe i Q2 og Q3. Hente penger er null problem, de kan bÄde ta obligasjoner og kjÞre emisjoner. SpÞrsmÄlet er mer om de klarer Ä vinne noen kontrakter? Jeg personlig synes AOW er fryktelig dyr i forhold til eks Mainstream, som har masse prosjekter ferdigstilt, under bygging og i pipeline
Loveshak
21.10.2021 kl 15:30
4723
Det var ikke noen stor overraskelse nei, men Ä hente penger er ikke null problem. Det Ä hente penger i 2022 for Ä ha nok cash til opex, nÄr inntektene fÞrst kommer fra 2025 og utover, ser jeg som veldig lite lurt. SÄ tror det skjer en emisjon, men den mÄ vÊre ganske stor, slik at de har nok cash fram til rundt 2025. Derfor har jeg heller ikke tro pÄ aksjen. Enig i at den er dyr.
Frodon
21.10.2021 kl 16:36
4664
NÄr hadde Aker sist problemer med Ä hente penger i markedet? Kan til og med gjÞre det spÞrsmÄlet mye enklere, nÄr har AKH hatt problemer med Ä hente penger i markedet? AOW har inntekter, du tenker kanskje pÄ nÄr de fÄr overskudd? AOW kan hente penger til hvert prosjekt, en gang i Äret eller nok penger som holder til 2025, de kommer garantert til Ä fÄ fulltegnet emisjonen. De kan ogsÄ ta opp billige lÄn, noe av det Aker er veldig dyktige pÄ. Men uansett, vi er enige at den aksjen er veldig dyr, spesielt vs Mainstream
Ser du skriver mye om REC. Hva tenker du om Q3 rapporten og veien videre der?
Ser du skriver mye om REC. Hva tenker du om Q3 rapporten og veien videre der?
Redigert 21.10.2021 kl 16:37
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Loveshak
21.10.2021 kl 17:06
4594
Har ikke sett presentasjonen ennĂ„, men AOW kommer absolutt til Ă„ klare og hente penger, absolutt ingen tvil om det. SpĂžrsmĂ„let er til hvilken pris, og hva aksjen gjĂžr fĂžr den tid. NĂ„ gikk det veldig bra i dag, sĂ„ kanskje den gĂ„r litt videre da gĂ„r nok emisjonen veldig bra. Hvis jeg forstĂ„r det rett, sĂ„ er det flere Ă„r til FID i de fleste prosjektene. SĂ„ nĂ„r de fĂžrst henter penger, sĂ„ mĂ„ det holde en stund. NĂ„r de da bruker ca. 70mill nok i cash hvert kvartal. SĂ„ mĂ„ de hente mer enn 300 mill, ellers vet jo markedet bare at de kommer om 6 mĂ„neder igjen. Tviler pĂ„ at AKH vil ta mer enn 50% av emisjonene. Med en market cap pĂ„ 4+ mrd sĂ„ gĂ„r nok det ganske fint. Men hvis AOW synker utover hĂžsten og kommer ned mot 2mrd sĂ„ koster det betydelig mer. PĂ„ lang sikt 2026+ sĂ„ er jeg positiv, Europa trenger mye strĂžm framover, og de stĂžrste ressursene finnes langt til havs. Er bare litt tvilsom pĂ„ hvor mye kapital som skal bli spist fĂžr inntektene kommer. Spesielt nĂ„r selskaper som Ărsted, Scatec og Mainstream allerede har en kontantstrĂžm til Ă„ betale for lĂžpende utgifter og kommende investeringer.
Q3 for REC var vel relativt nÞytral, var veldig positiv fÞr og er veldig positiv etter. Det beste var at de er i kontakt med en rekke waferselskaper som de egentlig garanterte for ville investere i USA hvis SEMA (en solpakke i reconciliation) gÄr gjennom kongressen, noe som det ser ut til at gÄr rette veien, ettersom Manchin er positiv til skattefordeler. SÄ hvis den gÄr igjennom kommer ML til Ä Äpne, sÄ klare hadde de ikke vÊrt fÞr. Det negative var at Butte hadde hÞyere kostnader pga strÞmpris. Men tapet pÄ det var rundt 30 mill kroner. SÄ nÄr ML er verdt rundt 10-15mrd kroner(ny), sÄ er ikke 30 mill mer kost pga strÞmpriser egentlig sÄ veldig dÄrlig.
Q3 for REC var vel relativt nÞytral, var veldig positiv fÞr og er veldig positiv etter. Det beste var at de er i kontakt med en rekke waferselskaper som de egentlig garanterte for ville investere i USA hvis SEMA (en solpakke i reconciliation) gÄr gjennom kongressen, noe som det ser ut til at gÄr rette veien, ettersom Manchin er positiv til skattefordeler. SÄ hvis den gÄr igjennom kommer ML til Ä Äpne, sÄ klare hadde de ikke vÊrt fÞr. Det negative var at Butte hadde hÞyere kostnader pga strÞmpris. Men tapet pÄ det var rundt 30 mill kroner. SÄ nÄr ML er verdt rundt 10-15mrd kroner(ny), sÄ er ikke 30 mill mer kost pga strÞmpriser egentlig sÄ veldig dÄrlig.
Redigert 21.10.2021 kl 17:08
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Frodon
22.10.2021 kl 07:32
4298
THE BANK OF NEW YORK MELLON har kjĂžpt 14.167 aksjer til og har totalt 10.167.784 aksjer i AKH.
Hva tenker dere om resultatet i ACH idag?
Hva tenker dere om resultatet i ACH idag?
Frodon
26.10.2021 kl 07:13
3937
26.10.2021 07:00:00: Aker Horizons Establishes Green Industrial Hub in Northern Norway
Aker Horizons today announces several strategic initiatives in the Narvik region
to establish green value chains for power-intensive industries in Northern
Norway. Together with the local community, Aker Horizons aims to develop
industrial activities that promote the company's planet-positive investment
mission, converting renewable power into green jobs and sustainable export
industries.
"We are thrilled to announce our investments and plans for a green industrial
hub in Narvik. The region offers several benefits as Aker Horizons' hub for
activities in Northern Norway with access to some of Europe's lowest priced
renewable energy, excellent transportation connections for export including
road, rail and port facilities, as well as local communities committed to the
energy transition," said Kristian RĂžkke, Chief Executive Officer of Aker
Horizons.
Aker Narvik, a wholly-owned subsidiary of Aker Horizons, has reached an
agreement with the municipality of Narvik to acquire two sites in Ballangsleira
and Framneslia for a total consideration of NOK 200 million. Further, Aker
Narvik will invest NOK 90 million through a private placement for 75 percent of
the shares in Narvik Batteri AS, a company aiming to develop the Hergot site in
Narvik for battery production.
Aker Horizons aims to leverage the full potential of the Aker ecosystem, and
coordinate and facilitate opportunities for its portfolio companies, other Aker
companies, and third parties. Aker Horizons will - together with Narvik
municipality - support the local community through initiatives related to
science, education and knowledge-sharing.
Aker Horizons is deeply committed to its mission of being a leading investor and
industrial developer of planet-positive companies and projects that solve
fundamental challenges to sustainable existence. Today's announcements represent
the beginning of major regional investments that will allow Aker Horizons and
its portfolio companies to develop entire value chains based on their
capabilities across industries such as hydrogen, carbon capture and renewable
energy, with possibilities to enter new segments such as battery production.
The next step will be to further prepare and develop the different sites and
mature the individual projects together with business partners and authorities
toward investment decisions anticipated in 2022.
Narvik - an attractive hub
Narvik is a regional transport hub located more than 200 kilometres north of the
Arctic circle, with railway connections to Sweden and Oslo, the E6 and E10
motorways and an all-year ice-free port.
The sites are well suited for industrial development, with different qualities
such as the degree of stranded power, access to process water, size, local
geography and logistics. Aker Horizons is in close dialogue with companies
involved in power-intensive industries as well as local and central grid owners
and power companies to develop the opportunities in the region.
Electricity prices in Northern Norway are low in a Northern European context,
making the region well positioned for the development of the next generation of
power intensive industrial products.
"With Narvik as a future industry and energy hub, we can create in-demand
products and green jobs in the region. Since we started to evaluate
https://newsweb.oslobors.no/message/545031
Aker Horizons today announces several strategic initiatives in the Narvik region
to establish green value chains for power-intensive industries in Northern
Norway. Together with the local community, Aker Horizons aims to develop
industrial activities that promote the company's planet-positive investment
mission, converting renewable power into green jobs and sustainable export
industries.
"We are thrilled to announce our investments and plans for a green industrial
hub in Narvik. The region offers several benefits as Aker Horizons' hub for
activities in Northern Norway with access to some of Europe's lowest priced
renewable energy, excellent transportation connections for export including
road, rail and port facilities, as well as local communities committed to the
energy transition," said Kristian RĂžkke, Chief Executive Officer of Aker
Horizons.
Aker Narvik, a wholly-owned subsidiary of Aker Horizons, has reached an
agreement with the municipality of Narvik to acquire two sites in Ballangsleira
and Framneslia for a total consideration of NOK 200 million. Further, Aker
Narvik will invest NOK 90 million through a private placement for 75 percent of
the shares in Narvik Batteri AS, a company aiming to develop the Hergot site in
Narvik for battery production.
Aker Horizons aims to leverage the full potential of the Aker ecosystem, and
coordinate and facilitate opportunities for its portfolio companies, other Aker
companies, and third parties. Aker Horizons will - together with Narvik
municipality - support the local community through initiatives related to
science, education and knowledge-sharing.
Aker Horizons is deeply committed to its mission of being a leading investor and
industrial developer of planet-positive companies and projects that solve
fundamental challenges to sustainable existence. Today's announcements represent
the beginning of major regional investments that will allow Aker Horizons and
its portfolio companies to develop entire value chains based on their
capabilities across industries such as hydrogen, carbon capture and renewable
energy, with possibilities to enter new segments such as battery production.
The next step will be to further prepare and develop the different sites and
mature the individual projects together with business partners and authorities
toward investment decisions anticipated in 2022.
Narvik - an attractive hub
Narvik is a regional transport hub located more than 200 kilometres north of the
Arctic circle, with railway connections to Sweden and Oslo, the E6 and E10
motorways and an all-year ice-free port.
The sites are well suited for industrial development, with different qualities
such as the degree of stranded power, access to process water, size, local
geography and logistics. Aker Horizons is in close dialogue with companies
involved in power-intensive industries as well as local and central grid owners
and power companies to develop the opportunities in the region.
Electricity prices in Northern Norway are low in a Northern European context,
making the region well positioned for the development of the next generation of
power intensive industrial products.
"With Narvik as a future industry and energy hub, we can create in-demand
products and green jobs in the region. Since we started to evaluate
https://newsweb.oslobors.no/message/545031
Frodon
26.10.2021 kl 11:02
3912
Mainstream, Condor prosjektet er pÄ budsjett til nÄ. De har ganske mange prosjekter som skal ferdigstilles i 2021 og ingen av de er ferdig enda. Vil det si at det kommer en drÞss av fÞr-juls gaver i tiden fremover?
Endelig fikk vi batteri selskapet opp, under Aker Narvik, som vil eie 75% av Narvik batteri AS til kr 90 mill. Nordkraft AS og Stolt-Nilsen Holding AS eide 50% hver fĂžr. Hvor stor eierandel vil de beholde? etter innkjĂžpet?
https://www.proff.no/roller/narvik-batteri-as/narvik/tekniske-konsulenter/IFC80W601OU/
Er det noen som kjenner disse omrÄdene de kjÞper?
"Aker Narvik, a wholly-owned subsidiary of Aker Horizons, has reached an agreement with the municipality of Narvik to acquire two sites in Ballangsleira
and Framneslia for a total consideration of NOK 200 million"
Pressekonferanse kl 11.30 idag
https://www.narvik.kommune.no/pressemeldinger/pressekonferanse-26-oktober-2021.352838.aspx
Da fÄr vi ikke mer info om Green Yield fÞr neste Är, hvis jeg forsto dette riktig?
Endelig fikk vi batteri selskapet opp, under Aker Narvik, som vil eie 75% av Narvik batteri AS til kr 90 mill. Nordkraft AS og Stolt-Nilsen Holding AS eide 50% hver fĂžr. Hvor stor eierandel vil de beholde? etter innkjĂžpet?
https://www.proff.no/roller/narvik-batteri-as/narvik/tekniske-konsulenter/IFC80W601OU/
Er det noen som kjenner disse omrÄdene de kjÞper?
"Aker Narvik, a wholly-owned subsidiary of Aker Horizons, has reached an agreement with the municipality of Narvik to acquire two sites in Ballangsleira
and Framneslia for a total consideration of NOK 200 million"
Pressekonferanse kl 11.30 idag
https://www.narvik.kommune.no/pressemeldinger/pressekonferanse-26-oktober-2021.352838.aspx
Da fÄr vi ikke mer info om Green Yield fÞr neste Är, hvis jeg forsto dette riktig?
Frodon
26.10.2021 kl 11:21
3893
Idag har aksjen brutt opp igjennom motstanden pÄ kr 35 pÄ stigende volum, noe som er veldig positivt. Et sterkt kjÞpssignal opp til kr 40 er utlÞst. MACD ligger fortsatt i kjÞp. RSI stÄr pÄ 72, som er i overkjÞpt omrÄde. Dette kan ikke brukes som et salgssignal fÞr RSI snur nedover igjen. 20 dagers glidende gjennomsnitt ligger pÄ kr 32,32 og 50 dagers glidende gjennomsnitt ligger pÄ kr 30,70. SÄ lenge aksjen holder seg over de 2 glid snittene, ser det veldig bra ut teknisk i aksjen. Jeg setter allikevel opp stoplos ved brudd ned igjennom kr 35 pÄ deler av investeringen pga prisingen av ACC
Redigert 26.10.2021 kl 11:23
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Flatski
26.10.2021 kl 11:30
3836
Ser veldig sterk ut men tenkte jeg skulle sikre ved Ä gjÞre det samme, hvor stor del av investeringen setter du stop loss pÄ og hvorfor ikke hele investeringen?
Frodon
26.10.2021 kl 12:17
3862
Det kan du si, fordi dette er Aker? đ Plutselig kommer det en saftig bĂžrs mld, som kan sende aksjen opp bĂ„de 20% og 30%, eks ved industriell partner som tar over stor eierandel i selskapet. Jeg har ogsĂ„ eksponering via Aker aksjen. I tillegg 3 doblet jeg investeringen nĂ„r den bunnet ut, sĂ„ aksjen er en veldig stor del av portefĂžljen. Egentlig skal portefĂžljen ha ca 10% eksponering mot en aksje, jeg har langt over det i Aker konsernet đ Holder ogsĂ„ pĂ„ Ă„ flytte kapital over til WWI aksjen. Den er priset ca pĂ„ samme mĂ„te som Aker aksjen var, nĂ„r jeg kjĂžpte Aker pĂ„ ca kr 290.