Det tror jeg du har helt rett i selv om denne kontrakten (den største i Norden) har vært flagget tidligere, men nå er formelt verifisert. Denne kontrakten vil gi selskapet store inntekter up-front og frem i tid..

Selskapet sitter i tillegg til dette med ett betydelig antall kontrakter (40 - 60) under forhandling, samt nye henvedelser daglig, så for min del har jeg valgt å vekte opp i selskapet de siste måneder all den tid selskapet er priset milevis under sammenlignbare selskaper. Når Capsol i tillegg sitter med patentbeskyttelse, og har en teknologi som ikke avleder miljøgifter i renseprosess (i motsetning til mange konkurrenter) blir caset enkelt i mine øyne.

Ett globalt selskap med patentert teknologi til lavest kostnad pr. tonn, hva kan vel være feil med dette? :)

Spennende! Gleder meg til mandag og vi får høre mer om avtalen.

Hyggelig med en fin børsmelding, har nesten glemt denne aksjen.
Måtte da sjekke aksjonærlistene.
Jeg ser at en viss Gunnar Lindhjem Kristiansen kjøper en god del.
Han har kjøpt Nesten 40k privat.
via the fellowship foundation 180k
via belowi invest Ltd 27k.
Alt er handlet mai-juli.
også flere av hans forbindelser har kjøpt.

Ser ut som noen tok 200k i et jafs på torsdag?

Tipper på at det var Falnes som solgte blokken.

Mest sannsynlig.
Det for vi se imorgen 👍

Hvordan gikk det på mandag?

https://direkte.dn.no/nyhetsstudio/#116047

Capsol setter ny emisjon med sinnsyk rabatt på intradagkurs.

Oslo (Infront TDN Direkt): Styret i CO2 Capsol har benyttet en emisjonsfullmakt og har besluttet en rettet emisjon på 2,95 millioner aksjer til kurs 3,23 kroner mot Q Capital AS, T.D. Veen AS, Middelborg Invest AS Lighthouse Reef AS.

"On 23 December 2020, the Company entered into an investment agreement with certain new investors and its existing shareholders to fund the increased activity of the Company. Pursuant to the investment agreement, new investors were provided with an unconditional right to subscribe for 7,739,938 shares at a subscription price of NOK 3.23 per share. As of today, a total of 2,950,619 shares have not been subscribed for. These options may be exercised at any time and consecutively by written notice to the Company, but no later than 30 days following the Company entering into its first license agreement. "

En forventet innløsning dette. Forventer en sterk strøm av nyheter fremover fra Capsol da de har 50> kontraktsprosesser gående. Håper selskapet sitter på informasjonen til kvartalspresentasjonen slik at jeg rekker å vekte meg opp til 100K aksjer på de prisnivåene vi ser nå :)

Minner om prisingen på Geoloop på ca 1,5 MRD NOK, og ACC på 14,2 MRD NOK vs. CAPSL på 0,5 MRD NOK. Av disse sitter Capsol på Nordens største kontrakt så langt, Stockholm Exergi.
Er klar over mindre forskjeller på selskapene, alle jobber dog i samme sektor, men med ulike patenter og konsepter.

EDIT:
Grei info å ha med:

https://www.mn24.no/innherred/i/lVpp3M/wow-ett-av-verdens-stoerste-selskaper-satser-paa-et-grunderselskap-i-verdal


Fortsatt fin sommer!

Ser bra ut dette nå. Noteres på hovedlisten i løpet av 3-4 uker.

Oppdatert kursmål fra Clarkson i dag: We revise our Price Target (PT) for Capsol Technologies (CAPSL NO, Buy) upward to NOK 28/sh, from previous NOK 25/sh, and reiterate our Buy recommendation on the equity. This adjustment mainly reflects new licensing revenue guidance from the company, upped from EUR 7-12/t to EUR 10-15/t installed capacity.

https://www.finansavisen.no/finans/2024/05/31/8137127/spar-dobling-pa-vei-til-hovedlisten?zephr_sso_ott=gODGrC

Kan fort bevege seg mot 20 kr kursen nå etter notering. Spennende tider.

https://www.finansavisen.no/energi/2024/06/13/8142340/capspol-stiger-etter-lovende-testresultater?fbclid=IwZXh0bgNhZW0CMTAAAR2cqFsrBbSNgMP3mAXI3ZojJFbO9j37QxCmIPf_spHN1uRPAJQCFGBvES8_aem_Afa_nuL96okyrlCok3tbUbCGU0iY9rmSFDCeXW0Pwc5epI2cSQ3XBYAYRO8X2ye_qzV_B9xkCZnq1gOFSe18lBN6&zephr_sso_ott=wIpF0T

Fra TI: "Fra Clarksons idag: “This innovation not only makes gas turbines as efficient as their combined cycle counterparts but also positions them as a competitive solution in the market. Preliminary results affirm the technology’s performance and efficiency, aligning with the company’s projection of achieving the lowest capture costs in the industry and even the potential to be profit generating. We have previously emphasized our interest in the CapsolGT due to the vast, untapped market for decarbonizing gas turbines. This interest is bolstered by the efficiency gains that provide an added incentive for installation. In the current landscape, there are approximately 2,200 gas turbines in the US and an additional 800 in Europe, presenting substantial opportunities for retrofitting. According to the EIA, natural gas constituted 43% of the US energy consumption last year. Despite the growth in renewable power generation, the capacity for gas turbines is also expected to expand. This expansion is driven by the dual needs for renewable backup power and reliable baseload power, essential for phasing out coal and accommodating the increased electricity demands spurred by the AI revolution”

https://newsweb.oslobors.no/message/621836

https://tv.finansavisen.no/m/bcU7gMaC/capsol-blir-kongen-av-karbonfangsthaugen?r=e9khv1kq&zephr_sso_ott=mciQ7i

Artig aksje - lå lenge en del i minus før den spratt opp på slutten til den høyeste sluttkursen på svært lenge. Får håpe den klarer å fortsette opp selv om det vel kommer noen emi-aksjer.

Emisjonsaksjene kom på Mandag. Vil tro vi skal videre opp nå ja.

Clarksons: European Commission approves €3bn state aid for BECCS projects in Sweden

The European Commission has approved a €3bn state aid scheme in Sweden to support BECCS projects, which focus on capturing and storing carbon from biogenic emissions. Stockholm Exergi, which is Capsol Technologies’ (CAPSL NO, Buy) first licensing project, aim to secure support through this scheme, targeting FID by 4Q24.

Carbon Capture and Storage

CAPSL : European Commission approves €3bn state aid for BECCS projects in Sweden - The European Commission has approved a €3bn state aid scheme in Sweden to support BECCS projects, which focus on capturing and storing carbon from biogenic emissions. This scheme will allocate funding through a competitive bidding process. Eligible companies must operate in Sweden, have biogenic emissions, and have a minimum carbon capture capacity of 50ktpa. The first auction is anticipated in 2024 and will continue until the end of 2028. Successful bidders will receive grants based on the amount of biogenic CO2 permanently stored, under 15-year contracts. These grants will be adjusted to account for additional project-related revenues, such as carbon removal credits and other public funding received. Stockholm Exergi, which is Capsol Technologies’ (CAPSL NO, Buy) first licensing project, aim to secure support through this scheme, targeting FID by 4Q24. While the auction outcome is still uncertain, we believe Stockholm Exergi is well-positioned with an 800 ktpa capture capacity and most of its remaining funding already secured. This approval from the European Commission, in our view, advances the project towards its FID target, and hence the first licensing payment to CAPSL.

Capsol Technologies ASA: SCHWENK orders CapsolGo® carbon capture demonstration campaigns for two cement plants

Oslo, Norway - August 13, 2024

Capsol Technologies has signed a contract for the delivery of two CapsolGo® carbon capture demonstration campaigns at SCHWENK’s Building Material Group’s Brocēni cement plant in Latvia and the Akmenės Cementas cement plant in Lithuania.

The CapsolGo® demonstration campaigns follow a feasibility study done by Capsol for the Brocēni cement plant earlier this year and will be delivered as all-inclusive services with a testing and validation program, providing SCHWENK with valuable data and information on the CapsolEoP® (End-of-Pipe) capture technology. The demonstration period will be Q4 2024 to Q4 2025.

SCHWENK is part of the CCS Baltic Consortium which was granted the status of Project of Common Interest (PCI) by the European Commission in May 2024, aiming to transport captured CO2 from Lithuania and Latvia to permanent storage sites, potentially in the North Sea.

“CapsolEoP® offers lower energy consumption with higher CO2 concentration than competitive technologies, and the capture cost for cement owners is reduced further as it doesn’t require external steam supply. We are looking forward to demonstrating our technology on SCHWENK’s cement plants. The company is one of the most innovative building materials producers in Europe and are playing an active role in progressing carbon capture and storage in the Baltic region”, says Philipp Staggat, Chief Product Officer of Capsol Technologies.

“Succeeding with carbon capture will be essential for our industry over the next decade and a commitment to future generations. It presents a significant technical challenge and is necessary for ensuring the sustainability and competitiveness of industrial sites like ours.” says Reinhold Schneider, CEO SCHWENK Northern Europe.

“In collaboration with our clients and stakeholders, we are dedicated to addressing these challenges. The implementation of CapsolEoP® technology at our Latvian and Lithuanian plants is a testament to our commitment, marking a significant stride towards the goal of capturing over 1.5 million tons of CO2 annually. This initiative is a cornerstone in our journey towards a more sustainable and responsible industry.” explains Arturas Zaremba, CEO
Akmenės cementas.

Fra TI: SB1 idag (Merk siste avsnitt 🙂 : SCHWENK orders demonstration unit campaign
Today, CAPSL announced that SCHWENK has ordered a demonstration unit campaign for two of its cement plants, one in Latvia and one in Lithuania. The campaign will run from Q4 2024 to Q4 2025, and include a liquefaction unit for part of this period.

According to our understanding, the terms of the contract are in line with CAPSL’s general expectation for test unit campaigns, meaning revenue of EUR 150-250k/month, though utilization will probably not be 100% through the 12-month period. Assuming 10 months of CapsolGo operations and 5 months of liquefaction unit operation, we arrive at an estimated contract value of roughly NOK 30m. Keep in mind that CAPSL generally expects EBITDA-margins of 50% for test-unit campaigns.

We view the contract award as positive, as it strengthens CAPSL’s foothold in the important cement market. That said, we do not expect to make any material estimate changes on the back of this, as we had already assumed that CAPSL would win additional test unit contracts (we model with 75% utilization on test units).

The two plants have a combined ambition to capture 1.5 million tonnes of CO2 annually. On our estimates, this represents a potential NOK ~220m of high-margin revenue to CAPSL if SCHWENK were to choose CAPSL’s technology for these two full-scale plants. Given that CAPSL’s market cap is currently NOK 900m, this could be substantial for the company.
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