HRGI: ATL/M.cap 125,9 mill - ca. 260 mill. i kontanter
Lisens for co2 lagring/Polaris i Barentshavet. Kapasitet 100 mill. tonn. Operatør/partnerskap PGNiG/ORLEN LoI 5. september 23.
Markedsverdi 142 mill. og 268 mill. kontant. Selskapet vil få ytterligere 482 mill. fra Enova dersom Barents Blue prosjektet realiseres. Årlig produksjon på 1 mill tonn ren nh3. Antall aksjer 22 325 980.
Co2 lagring i Nordsjøen:
https://horisontenergi.no/projects/errai/
Nylig tildelt kraft og et steg nærmere realisering av ammoniakk produksjon i Hammerfest samt 482 mill. i støtte fra Enova.
Pågående forhandling med Fertiberia om partnerskap i Barents Blue prosjektet. Avtale ble landet 25. aug. 23. Fertiberia eies av Triton Partners. https://www.triton-partners.com/portfolio/fertiberia/
Lisens for co2 lagring/Polaris i Barentshavet. Kapasitet 100 mill. tonn.
Største eier: E.on som før øvrig betalte 370 mill. for 25,56% av aksjene i selskapet - dvs. kr 65 pr. aksje.
The E.ON Group is one of Europe's largest operators of energy networks and energy infrastructure and a provider of innovative customer solutions for approx. 48 million customers. Thus, we are decisively driving forward the energy transition in Europe and are committed to sustainability, climate protection, and the future of our planet.
https://www.eon.com/en.html
NB! All handel med aksjer innebærer risiko. Gjør selvstendig undersøkelser og husk at skribenter her inne og andre steder ofte har en agenda. Min agenda er å selge det glade budskap. Husk at du i ytterste konsekvens kan du tape alt eller gjøre en meget hyggelig investering. Det vil tiden vise..
Markedsverdi 142 mill. og 268 mill. kontant. Selskapet vil få ytterligere 482 mill. fra Enova dersom Barents Blue prosjektet realiseres. Årlig produksjon på 1 mill tonn ren nh3. Antall aksjer 22 325 980.
Co2 lagring i Nordsjøen:
https://horisontenergi.no/projects/errai/
Nylig tildelt kraft og et steg nærmere realisering av ammoniakk produksjon i Hammerfest samt 482 mill. i støtte fra Enova.
Pågående forhandling med Fertiberia om partnerskap i Barents Blue prosjektet. Avtale ble landet 25. aug. 23. Fertiberia eies av Triton Partners. https://www.triton-partners.com/portfolio/fertiberia/
Lisens for co2 lagring/Polaris i Barentshavet. Kapasitet 100 mill. tonn.
Største eier: E.on som før øvrig betalte 370 mill. for 25,56% av aksjene i selskapet - dvs. kr 65 pr. aksje.
The E.ON Group is one of Europe's largest operators of energy networks and energy infrastructure and a provider of innovative customer solutions for approx. 48 million customers. Thus, we are decisively driving forward the energy transition in Europe and are committed to sustainability, climate protection, and the future of our planet.
https://www.eon.com/en.html
NB! All handel med aksjer innebærer risiko. Gjør selvstendig undersøkelser og husk at skribenter her inne og andre steder ofte har en agenda. Min agenda er å selge det glade budskap. Husk at du i ytterste konsekvens kan du tape alt eller gjøre en meget hyggelig investering. Det vil tiden vise..
Redigert 15.09.2023 kl 09:45
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Taycon
25.08.2023 kl 06:49
2467
Mulig markedet korrigerer kursfall i går og anser avtalen som positiv for Hrgi.
https://www.fertiberia.com/en/fertiberia-y-horisont-energi/
https://www.fertiberia.com/en/fertiberia-y-horisont-energi/
Redigert 25.08.2023 kl 07:37
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Taycon
25.08.2023 kl 06:47
2466
Horisont Energi (EURONEXT: HRGI) has signed a joint development agreement with the European ammonia specialist Fertiberia as the new partner in the clean ammonia project Barents Blue, a best-in-class blue ammonia plant underpinning Europe’s transition towards carbon neutrality securing local use of natural resources and significant value creation. The joint development agreement builds on a cooperation agreement entered between the two parties on 1 February 2023.
Through the 50/50 joint development agreement (JDA), Horisont Energi and Fertiberia have agreed on a partnership for Barents Blue, which in the initial phase aims to take the project to a first DEVEX (development expenditure) decision. Once this milestone is reached, the plan is to move forward the project through next decision gates in a staggered approach: detailed engineering phase (DG2) and Final Investment Decision. The principle for the JDA and the work going forward is based on joint use of internal resources and shared external costs towards realisation of the project. A project SPV is contemplated and expected to be established shortly after the first DEVEX decision.
“Fertiberia shares our vision of developing clean ammonia projects on an industrial scale and has ambitious plans to accelerate the transition to carbon neutrality. With an objective to lead the development of Europe’s clean ammonia market, Fertiberia will be a strong partner for Horisont Energi in the continued development of Barents Blue, and we look forward to work with a competent and dedicated team,” says Bjørgulf Haukelidsæter Eidesen, CEO of Horisont Energi.
“Fertiberia intends to leverage five decades of know-how in the design, maintenance, and operation of ammonia plants to help accelerate and develop the Barents Blue project. Clean ammonia will play a key role in decarbonising areas such as agriculture, energy, transport, and industry. Fertiberia is taking a leading position in transforming the future from the present and the Barents Blue project holds a significant potential in this transition,” says Javier Goñi del Cacho, CEO of Grupo Fertiberia.
Fertiberia is one of the main crop nutrition and environmental solutions providers in the European Union and one of the leading companies in Spain and Portugal. In 2022, the company committed to reducing emissions to net zero by 2035 – as the first major company in the crop nutrition sector. The Barents Blue project will become Europe’s largest clean ammonia production plant, located in Finnmark in Northern Norway, once in operation. The project targets deliveries to the European ammonia market and is supported by a grant of NOK 482 million under the EU IPCEI hydrogen program, Hy2Use. Once the first construction stage is operational, Barents Blue is planned to produce 1 million tonnes of clean ammonia annually. With a best-in-class carbon capture rate above 99% this will be the most energy-efficient clean ammonia plant in the world and well-aligned with the EU taxonomy, also termed deep blue ammonia.
Bringing in Fertiberia as a partner in the Barents Blue project is an important step towards realising the project. Another important step was the recent approval for power supply for the first Barents Blue ammonia production train from Statnett. Securing gas supply from Melkøya is a third key element and critical success factor for the project, and Horisont Energi and Fertiberia are engaging with potential gas sellers.
Horisont Energi continues the work to establish a new licence group with a new operator for the Polaris carbon storage licence, that is associated with the Barents Blue project. Furthermore, going forward the Barents Blue project will focus on getting clarity on the development of Norwegian and European schemes supporting specifically blue ammonia and hydrogen projects.
For more information:
Bjørgulf Haukelidsæter Eidesen, CEO
+47 990 36 892
bhe@horisontenergi.com
https://www.fertiberia.com/en/fertiberia-y-horisont-energi/
Through the 50/50 joint development agreement (JDA), Horisont Energi and Fertiberia have agreed on a partnership for Barents Blue, which in the initial phase aims to take the project to a first DEVEX (development expenditure) decision. Once this milestone is reached, the plan is to move forward the project through next decision gates in a staggered approach: detailed engineering phase (DG2) and Final Investment Decision. The principle for the JDA and the work going forward is based on joint use of internal resources and shared external costs towards realisation of the project. A project SPV is contemplated and expected to be established shortly after the first DEVEX decision.
“Fertiberia shares our vision of developing clean ammonia projects on an industrial scale and has ambitious plans to accelerate the transition to carbon neutrality. With an objective to lead the development of Europe’s clean ammonia market, Fertiberia will be a strong partner for Horisont Energi in the continued development of Barents Blue, and we look forward to work with a competent and dedicated team,” says Bjørgulf Haukelidsæter Eidesen, CEO of Horisont Energi.
“Fertiberia intends to leverage five decades of know-how in the design, maintenance, and operation of ammonia plants to help accelerate and develop the Barents Blue project. Clean ammonia will play a key role in decarbonising areas such as agriculture, energy, transport, and industry. Fertiberia is taking a leading position in transforming the future from the present and the Barents Blue project holds a significant potential in this transition,” says Javier Goñi del Cacho, CEO of Grupo Fertiberia.
Fertiberia is one of the main crop nutrition and environmental solutions providers in the European Union and one of the leading companies in Spain and Portugal. In 2022, the company committed to reducing emissions to net zero by 2035 – as the first major company in the crop nutrition sector. The Barents Blue project will become Europe’s largest clean ammonia production plant, located in Finnmark in Northern Norway, once in operation. The project targets deliveries to the European ammonia market and is supported by a grant of NOK 482 million under the EU IPCEI hydrogen program, Hy2Use. Once the first construction stage is operational, Barents Blue is planned to produce 1 million tonnes of clean ammonia annually. With a best-in-class carbon capture rate above 99% this will be the most energy-efficient clean ammonia plant in the world and well-aligned with the EU taxonomy, also termed deep blue ammonia.
Bringing in Fertiberia as a partner in the Barents Blue project is an important step towards realising the project. Another important step was the recent approval for power supply for the first Barents Blue ammonia production train from Statnett. Securing gas supply from Melkøya is a third key element and critical success factor for the project, and Horisont Energi and Fertiberia are engaging with potential gas sellers.
Horisont Energi continues the work to establish a new licence group with a new operator for the Polaris carbon storage licence, that is associated with the Barents Blue project. Furthermore, going forward the Barents Blue project will focus on getting clarity on the development of Norwegian and European schemes supporting specifically blue ammonia and hydrogen projects.
For more information:
Bjørgulf Haukelidsæter Eidesen, CEO
+47 990 36 892
bhe@horisontenergi.com
https://www.fertiberia.com/en/fertiberia-y-horisont-energi/
Redigert 25.08.2023 kl 06:52
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Taycon
24.08.2023 kl 21:28
2533
Må jo være utrolig kjekt å komme inn Hrgi nå, når andre har tilført selskapet verdier, tatt heftige regninger og så exit. Med litt mer enn 5 min. horisont, så tenker jeg nok investeringen vil betale seg tilbake noen ganger. Vi andre kan glede oss over å snitte ned.
Redigert 24.08.2023 kl 22:01
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Taycon
24.08.2023 kl 21:16
2551
Regningen/fremførbart underskudd er allerede i stor grad «tatt» eller betalt av Ferncliff, Saga, State og KLP. I tillegg har e.on bidratt med noe, men fortsatt 267 mill igjen av deres innskudd. Fint med fremførbart underskudd, men mer interessant hva Hrgi har fått til så langt og hva de vil levere fremover. Sammen med E. on og Fertiberia.
Taycon
24.08.2023 kl 19:41
2605
338 mill totalt. Bud over kr 20 + kontant vil bli vurdert😊
Redigert 24.08.2023 kl 19:46
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tuja
24.08.2023 kl 19:03
2637
Nå nevnes det fremførbare underskuddet i HRGI som en opsjon i tillegg til andre verdier i selskapet. Så kommer ett bud har skallet også sin verdi.
Så langt er det fremførbare underskuddet på totalt 338mill kr iht en kommentar på xi.
Så langt er det fremførbare underskuddet på totalt 338mill kr iht en kommentar på xi.
Redigert 24.08.2023 kl 19:39
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Taycon
24.08.2023 kl 16:06
2722
Uforståelig. Tyskere og Spanjolene må jo lure på hva som skjer med Hrgi på minibørsen. De motiveres kanskje til å finne andre løsninger enn å være notert her.
Ca. 2% av selskapets aksjer senker denne 10% og til ATL dagen partnerskap meldes. Komisk.
Ca. 2% av selskapets aksjer senker denne 10% og til ATL dagen partnerskap meldes. Komisk.
Redigert 24.08.2023 kl 16:20
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Taycon
24.08.2023 kl 15:16
2772
Forskjellen på nå og da er vesentlig. 2-3 aktører kvittet seg med 5-6 mill. over en periode på 5 mnd. Nå har (hadde?) største aktør 400 (KLP) 300 (Fredly) - hvis vi ser bort i fra ledelse og største eier. Mange sitter med små poster og dersom en litt større dumper, så hiver de små seg på - tror jeg.
Redigert 24.08.2023 kl 15:23
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Taycon
24.08.2023 kl 15:05
2790
Er vel ikke hver dag en europeisk ammoniakk gigant går for produksjon av Nh3 i Norge - Noen som har sett pressedekning?
rettaw
24.08.2023 kl 14:56
2804
Samme hørte jeg da jeg kjøpte for Kr 16 40 men det er vel bare å vente og håpe.
Taycon
24.08.2023 kl 14:49
2823
tuja skrev Partnermelding og ATL. Hvem skulle tro det?
Min teori er at en av de litt "større" muligens har lempet ut sin post og dratt med seg andre. Kanskje Fredly, men bare spek. fra min side. Nydelig nivå å handle på da (tror jeg:) ca. 60 kroner under e.on uten sammenligning for øvrig:)
Redigert 24.08.2023 kl 14:51
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Taycon
24.08.2023 kl 14:32
2849
E.on kan jo i teorien nå kjøpe resten av aksjene for ca. 94 mill og ta det av børs...
BølleFinans
24.08.2023 kl 14:29
2847
Nå har jeg ikke lest rapporten enda, men skal gjøre det i ettermiddag. Uansett, bare ved en kjapp titt på overskriftene, nøkkeltallene og uttalelsene, samt det formaliserte partnerskapet, så skjønner jeg lite av hvorfor kursen går ned, annet enn at volumet er lavt. Man skal være rimelig desillusjonert, om man håpet på noe nevneverdig mer oppløftende enn det som ble lagt fram i dag.
tuja
24.08.2023 kl 13:02
2936
Fra xi:
Barents Blue igangsettes - kanskje en no brainer ut fra dette:
"Ut fra kontakt med selskapet så har jeg fortstått at straks man setter opp en SPV (eget selskap) for Barents Blue med en eller flere partnere så vil man straks ha tilgang på 40 MNOK og alt/deler av Feed-støtte på 75 MNOK. 362 MNOK er capex-støtte."
Tror det beløpet (cash tilgang) nå er på 52 MNOK
Barents Blue igangsettes - kanskje en no brainer ut fra dette:
"Ut fra kontakt med selskapet så har jeg fortstått at straks man setter opp en SPV (eget selskap) for Barents Blue med en eller flere partnere så vil man straks ha tilgang på 40 MNOK og alt/deler av Feed-støtte på 75 MNOK. 362 MNOK er capex-støtte."
Tror det beløpet (cash tilgang) nå er på 52 MNOK
Osvaldsen
24.08.2023 kl 12:58
2944
Da har jeg skummet gjennom q2. Var det noe spesielt jeg skulle legge merke til? Tenkte du på at de sier selv at det er usikkerhet i markedet, nedgang i grønne investeringer eller høyere rente?
Hva er vilkårene for utbetaling av støtte fra Enova? Det fant jeg ikke, men det er jo en stund siden de fikk den innvilget så det har kanskje kommet frem tidligere?
Osvaldsen
Hva er vilkårene for utbetaling av støtte fra Enova? Det fant jeg ikke, men det er jo en stund siden de fikk den innvilget så det har kanskje kommet frem tidligere?
Osvaldsen
Osvaldsen
24.08.2023 kl 12:55
2943
Da er det kanskje på tide å sette deg inn i hva du har investert i og ikke bare se på kontantene?
Osvaldsen
Osvaldsen
tuja
24.08.2023 kl 12:51
2958
Absolutt masse bra i kv.rapporten, med avtale med Fertiberia som plommen i egget. Fatter nada av dagens nedgang.
Taycon
24.08.2023 kl 12:48
2966
Og dette:
Polaris carbon storage | Project update
Important CO2 project developing a CCS value chain in Northern Norway
• The process to onboarding a new operating partner for Polaris is progressing
well with a goal to establish a new license group in Q3 2023.
• Equinor acts as a technical (pro forma) operating partner until early
December 2023.
• Polaris is a key part of the Barents Blue project, and we explore the possibility
for 3-party CO2 storage.
• The Polaris license has performed all the work obligations in the first phase of
the license work program. This includes 3D seismic reprocessing, feasibility
studies for subsea and subsurface, offshore surveys and operations.
Furthermore, concept studies have also been performed, which is the work
obligation in the next phase of the license.
• As part of the Polaris CO2 storage project, an offshore direct injection from
vessel to well was developed through to conceptual level in 2021. We have
also built an intellectual property portfolio covering this offshore injection
solution. In that way, we have matured two main concepts tailored to CCS
developments, the terminal and pipeline concept, and direct offshore
injection from vessel to well. These development efforts have built a high
competence level in the company.
• With all the work done the updated Polaris project concept can offer a
commercial solution for CO2 from continental Europe, based upon this and
commercial CO2 capture projects in Norway Polaris can be accelerated
ahead of the rest of the Barents Blue project to serve 3-parties.
Polaris carbon storage | Project update
Important CO2 project developing a CCS value chain in Northern Norway
• The process to onboarding a new operating partner for Polaris is progressing
well with a goal to establish a new license group in Q3 2023.
• Equinor acts as a technical (pro forma) operating partner until early
December 2023.
• Polaris is a key part of the Barents Blue project, and we explore the possibility
for 3-party CO2 storage.
• The Polaris license has performed all the work obligations in the first phase of
the license work program. This includes 3D seismic reprocessing, feasibility
studies for subsea and subsurface, offshore surveys and operations.
Furthermore, concept studies have also been performed, which is the work
obligation in the next phase of the license.
• As part of the Polaris CO2 storage project, an offshore direct injection from
vessel to well was developed through to conceptual level in 2021. We have
also built an intellectual property portfolio covering this offshore injection
solution. In that way, we have matured two main concepts tailored to CCS
developments, the terminal and pipeline concept, and direct offshore
injection from vessel to well. These development efforts have built a high
competence level in the company.
• With all the work done the updated Polaris project concept can offer a
commercial solution for CO2 from continental Europe, based upon this and
commercial CO2 capture projects in Norway Polaris can be accelerated
ahead of the rest of the Barents Blue project to serve 3-parties.
Taycon
24.08.2023 kl 12:44
3080
I tillegg til avtalen med Fertiberia bør jo dette også interessere mange:
Gismarvik CO2 terminal| Project update
The largest planned CO2 terminal in Norway with an annually capacity up to 20-25 million tonnes creating
a large-scale CO2 hub
• Horisont Energi signed an option agreement in late December 2022 with Haugaland Industrial Park for a
land-based CO2 terminal planned at the deep-water port of Gismarvik.
• The plan is to build Norway’s second and largest terminal for intermediate CO2 storage prior to onwards
transport by pipeline for permanent storage under the seabed of the Norwegian Continental Shelf.
• The onshore concept for the Gismarvik CO2 terminal has undergone design maturation both on the
civil and terminal design side. Significant progress has been made and a highly value optimised, and
cost-effective design is the result of all the work performed. The planning program was approved
by local communities in June.
• Through the work done on the offshore part of the Errai project, a fit for purpose CO2 injection
solution and system design has been developed together with our contractors. The work has been
conducted building significant know-how, technical basis, and intellectual properties for CO2 terminals
and future CCS projects.
• Our simplified, secure, and cost-effective seabed concept is planned to be the basis for our upcoming
CCS projects – also a result of the work with Errai (and previously Polaris).
Horisont Energi - Q2 2023 12
The largest planned CO2 terminal in Norway with an annually capacity up to 20-25 million tonnes creating
a large-sca
Gismarvik CO2 terminal| Project update
The largest planned CO2 terminal in Norway with an annually capacity up to 20-25 million tonnes creating
a large-scale CO2 hub
• Horisont Energi signed an option agreement in late December 2022 with Haugaland Industrial Park for a
land-based CO2 terminal planned at the deep-water port of Gismarvik.
• The plan is to build Norway’s second and largest terminal for intermediate CO2 storage prior to onwards
transport by pipeline for permanent storage under the seabed of the Norwegian Continental Shelf.
• The onshore concept for the Gismarvik CO2 terminal has undergone design maturation both on the
civil and terminal design side. Significant progress has been made and a highly value optimised, and
cost-effective design is the result of all the work performed. The planning program was approved
by local communities in June.
• Through the work done on the offshore part of the Errai project, a fit for purpose CO2 injection
solution and system design has been developed together with our contractors. The work has been
conducted building significant know-how, technical basis, and intellectual properties for CO2 terminals
and future CCS projects.
• Our simplified, secure, and cost-effective seabed concept is planned to be the basis for our upcoming
CCS projects – also a result of the work with Errai (and previously Polaris).
Horisont Energi - Q2 2023 12
The largest planned CO2 terminal in Norway with an annually capacity up to 20-25 million tonnes creating
a large-sca
Redigert 24.08.2023 kl 12:46
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tuja
24.08.2023 kl 12:32
3120
Galemattias. Burde gått kraftig opp. Mye rart på børs. Det er 100% sikkert.
Taycon
24.08.2023 kl 12:20
3140
Ny avtale med Europeisk gigant og kurs ned 10%?
it makes no sense..
it makes no sense..
Redigert 24.08.2023 kl 12:21
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Taycon
24.08.2023 kl 11:53
3180
Du er fin. Ble ikke henvist til ceo:) men til eier av Fertiberia som i dag har inngått avtale: Husk å trykk på lenken:) og ba deg ta praten med denne karen i Triton Partners
Roland Oelschläger
https://www.triton-partners.com/portfolio/fertiberia/
kanskje en ide å lese denne:
https://horisontenergi.no/wp-content/uploads/2023/08/Q2-ferdig-.pdf
Roland Oelschläger
https://www.triton-partners.com/portfolio/fertiberia/
kanskje en ide å lese denne:
https://horisontenergi.no/wp-content/uploads/2023/08/Q2-ferdig-.pdf
Redigert 24.08.2023 kl 12:06
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Osvaldsen
24.08.2023 kl 11:46
3194
Kan sikkert stemme det, men da må cash burn vesentlig ned. Etter 2024 da? Skal de ikke bygge fabrikk? Den skal stå klar i 2028 påstår de. De har fått litt støtte men det er nok langt fra nok. Leste på et annet forum at de kunne komme i konflikt med reineiere, om det er tilfelle blir det en langdryg prosess. Da ryker 2028 glatt og mange millioner ekstra.
Å få noe fornuftig svar fra aksjonærene er nytteløst, de bare henviser til CEO, som igjen betyr at aksjonærene ikke vet hvordan de skal få finansiering og fabrikk opp å gå. Her er bare forsøk på dårlig haussing som de selv ikke kan forklare, med andre ord bare luft.
Enkelte legger til grunn at aksjekursen skal opp grunnet kontantene overstiger prisingen av selskapet, men da er jo saken veldig grei. Innen utgangen av 2024 er kursen kr 0. Det er den veien det går om ikke noe gjøres.
Osvaldsen
Å få noe fornuftig svar fra aksjonærene er nytteløst, de bare henviser til CEO, som igjen betyr at aksjonærene ikke vet hvordan de skal få finansiering og fabrikk opp å gå. Her er bare forsøk på dårlig haussing som de selv ikke kan forklare, med andre ord bare luft.
Enkelte legger til grunn at aksjekursen skal opp grunnet kontantene overstiger prisingen av selskapet, men da er jo saken veldig grei. Innen utgangen av 2024 er kursen kr 0. Det er den veien det går om ikke noe gjøres.
Osvaldsen
Redigert 24.08.2023 kl 11:47
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Finkal
24.08.2023 kl 11:22
3243
Utvanning? Må vel tro på det som sies her:
"The cash position is however satisfactory for planned operating activities going forward. Planned activities do not require substantial external support, and the cash burn will therefore be lower, which ensures that the company on this basis
is funded until the end of 2024."
"The cash position is however satisfactory for planned operating activities going forward. Planned activities do not require substantial external support, and the cash burn will therefore be lower, which ensures that the company on this basis
is funded until the end of 2024."
Osvaldsen
24.08.2023 kl 11:07
3284
En avvikling og utdeling av kontantene hadde utvilsomt vært det mest lønnsomme for dagens aksjonærer. Det markedet venter på nå er en stor utvanning?
Edit: De har vel litt gjeld også, da blir regnestykket litt annerledes, den må jo kvitteres ut først. Allikevel er det nok det beste alternativet for dagens aksjonærer og de som har blitt med ned fra høyere nivå.
Osvaldsen
Edit: De har vel litt gjeld også, da blir regnestykket litt annerledes, den må jo kvitteres ut først. Allikevel er det nok det beste alternativet for dagens aksjonærer og de som har blitt med ned fra høyere nivå.
Osvaldsen
Redigert 24.08.2023 kl 11:19
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Atle P var ikke så positiv, men det er sikkert fordi han ikke eier HRGI. Snaker ofte veldig varmt om AKH, men dem fleste vet hvorfor :)
Taycon
24.08.2023 kl 10:39
3320
Ja, og det ryktene sier at noen har spekulert i avvikling og utdeling av kontanter - noe som for øvrig er (var) helt urealistisk.
Kontant delt på aksjer er ca. 11.57. Enova delt på aksjer er som kjent ca. 21
Kontant delt på aksjer er ca. 11.57. Enova delt på aksjer er som kjent ca. 21
Redigert 24.08.2023 kl 10:48
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tuja
24.08.2023 kl 10:16
3343
Ser det er andre også på xi som lurer på hvorfor kursen faller i dag, med flere positive nyheter, inkludert Fertiberia.
Blygen
24.08.2023 kl 10:02
2504
Så gjelder det at flere får øynene opp....:) akkurat nå er det konkursprising
Taycon
24.08.2023 kl 10:00
2509
Ja. Markedsverdi 131 mill. Kontant: 267 mill. Avtale med Fertiberia og 482 mill. sponsing. Da kan jeg godt være enig med L. Brandeggen:)
Virker som om noen kun fokuserer på cash b og ikke har fått med seg noe annet!
Virker som om noen kun fokuserer på cash b og ikke har fått med seg noe annet!
Redigert 24.08.2023 kl 10:02
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tuja
24.08.2023 kl 09:38
2559
Og det kommer fra L. Brandeggen selv. At han kaller det for en no-brainer ser jeg på som utelukkende positivt.
Taycon
24.08.2023 kl 09:33
2570
Fra XI
Barents Blue igangsettes - kanskje en no brainer ut fra dette:
"Ut fra kontakt med selskapet så har jeg fortstått at straks man setter opp en SPV (eget selskap) for Barents Blue med en eller flere partnere så vil man straks ha tilgang på 40 MNOK og alt/deler av Feed-støtte på 75 MNOK. 362 MNOK er capex-støtte."
Tror det beløpet (cash tilgang) nå er på 52 MNOK
https://chat.xtrainvestor.com/channel/hrgi
Barents Blue igangsettes - kanskje en no brainer ut fra dette:
"Ut fra kontakt med selskapet så har jeg fortstått at straks man setter opp en SPV (eget selskap) for Barents Blue med en eller flere partnere så vil man straks ha tilgang på 40 MNOK og alt/deler av Feed-støtte på 75 MNOK. 362 MNOK er capex-støtte."
Tror det beløpet (cash tilgang) nå er på 52 MNOK
https://chat.xtrainvestor.com/channel/hrgi
Redigert 24.08.2023 kl 09:35
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tuja
24.08.2023 kl 09:33
2561
Det står forklart i kv.rapporten, men de guider mye lavere cashburn herfra og videre utover i 2023-2024:
"Several steps taken to strengthen the governance and align the organisation with changes to the Board and Management team Financial result: Net loss of MNOK 58.7 down from MNOK 75.1 in Q1 primarily as a result of the termination of the Errai project. The H1 loss of MNOK 133.8 was MNOK 67.8 higher than last year as it includes costs for both the Barents Blue and Errai projects, whilst the company last year had lower project costs and lower employee cost. The cash at the end of the quarter was MNOK 267.7. The cash burn has been high during the quarter and the first half of the year due the project activities. The cash position is however satisfactory for planned operating activities going forward. Planned activities do not require substantial external support, and the cash burn will therefore be lower, which ensures that the company on this basis is funded until the end of 2024."
"Several steps taken to strengthen the governance and align the organisation with changes to the Board and Management team Financial result: Net loss of MNOK 58.7 down from MNOK 75.1 in Q1 primarily as a result of the termination of the Errai project. The H1 loss of MNOK 133.8 was MNOK 67.8 higher than last year as it includes costs for both the Barents Blue and Errai projects, whilst the company last year had lower project costs and lower employee cost. The cash at the end of the quarter was MNOK 267.7. The cash burn has been high during the quarter and the first half of the year due the project activities. The cash position is however satisfactory for planned operating activities going forward. Planned activities do not require substantial external support, and the cash burn will therefore be lower, which ensures that the company on this basis is funded until the end of 2024."
Fra 1 på XI:
Cash end 2022: 392.8 mill
Cash end Q1: 354.2 mill
Cash end Q2: 267.7 mill
Måtte ta med denne siden eg ser på twitter at det påstås at cash burn er betydelig ned i q2 vs q1. Det er stikk motsatt.
Cash burn Q1: 38.6 mill
Cash burn Q2: 86.5 mill
Cash end 2022: 392.8 mill
Cash end Q1: 354.2 mill
Cash end Q2: 267.7 mill
Måtte ta med denne siden eg ser på twitter at det påstås at cash burn er betydelig ned i q2 vs q1. Det er stikk motsatt.
Cash burn Q1: 38.6 mill
Cash burn Q2: 86.5 mill
Redigert 24.08.2023 kl 09:29
Du må logge inn for å svare
Blygen
24.08.2023 kl 09:27
2552
Får satse på at det tar seg opp over tid...:)..fanger ihvertfall småsmuler fra andre kortsiktige
tuja
24.08.2023 kl 09:22
2552
Crazy utvikling. Mcap på skarve 135mill kr. Fin melding relatert til fertiberia, samt de guider lavere cashburn, der de er fundet til "late 2024".
Osvaldsen
24.08.2023 kl 09:19
2561
Det ble plutselig så stille på tråden etter handelen åpnet, hva skjedde? Gikk ikke kursen I taket?
Osvaldsen
Osvaldsen
Taycon
24.08.2023 kl 08:59
2569
Til nye: Enova støtten på kr 482.000.000 tilsvarer kr 21.58 pr. aksje.
Taycon
24.08.2023 kl 08:35
2643
Cfo bekreftet nå (hvis jeg hørte riktig) at Fertiberia betaler Hrgi for inntreden i BB uten at han utdypet annet enn at det betales i forhold til fremdrift. Andre som hørte på kan sikkert bekrefte.
Taycon
24.08.2023 kl 08:26
2647
Til nye: Sjekk ut Feriberia og eier.
https://www.triton-partners.com/portfolio/
https://www.fertiberia.com/en/
https://www.triton-partners.com/portfolio/
https://www.fertiberia.com/en/
Redigert 24.08.2023 kl 08:28
Du må logge inn for å svare
tuja
24.08.2023 kl 08:23
2646
Herlig med Fertiberia-melding:
Horisont Energi and ammonia specialist Fertiberia strengthen Barents Blue partnership with signing of joint development agreement
Newsweb
SANDNES, Norway 24 August 2023 - Horisont Energi (EURONEXT: HRGI) has signed a joint development agreement with the European ammonia specialist Fertiberia as the new partner in the clean ammonia project Barents Blue, a best-in-class blue ammonia plant underpinning Europe's transition towards carbon neutrality securing local use of natural resources and significant value creation.
Horisont Energi and ammonia specialist Fertiberia strengthen Barents Blue partnership with signing of joint development agreement
Newsweb
SANDNES, Norway 24 August 2023 - Horisont Energi (EURONEXT: HRGI) has signed a joint development agreement with the European ammonia specialist Fertiberia as the new partner in the clean ammonia project Barents Blue, a best-in-class blue ammonia plant underpinning Europe's transition towards carbon neutrality securing local use of natural resources and significant value creation.
Taycon
24.08.2023 kl 07:50
2674
Blygen skrev Rett og slett lovende fremtid!!
Absolutt og bra oppsummert dette og interessant om Polaris + Gismarkvik
Horisont Energi has made substantial progress on our projects
and the organisation’s development in the quarter. We have
reignited the company in the second quarter and have high
expectations for the second half of the year.
The Barents Blue project has made good progress on
commercial aspects, including dialogue on gas purchase
agreements and in the ammonia sales work stream. Sufficient
power supply for the first stage of the project was secured
during the second quarter.
We have continued to work alongside our new Barents Blue
partner Fertiberia who brings significant value to the project.
With 50 years of industrial experience and 14 ammonia plants
in operation, the company adds invaluable ammonia knowhow and operational experience. Furthermore, with green
ammonia products already for sale to thousands of
customers, they have commercial and market knowledge
which will be important for the commercialisation of the highquality Barents Blue clean ammonia product. Finally, with
Fertiberia being one of the most ambitious legacy ammonia
companies globally with a zero net emissions goal by 2035,
we have a partnership that is fully aligned on taking a lead in
the energy transition.
Barents Blue is an important project in relation to the
development of a new green industry in Northern Norway,
bridging the gap to carbon neutrality.
We continue to develop our carbon storage project Polaris as
a potential third-party CO2 storage option. The project shows
great potential to be realized ahead of Barents Blue, either as
a stand-alone project or jointly with benefits for both projects.
We are in dialogue with potential customers as suppliers
of CO2 and are benefitting from the considerable
development efforts done in the Polaris concept studies in
2021 and 2022. The Polaris project received a CO2 storage
license from the Norwegian Ministry of Petroleum and Energy
in 2022. We have secured a license extension until the end of
2023 where Equinor will remain a technical (pro forma)
operator until a new operator is approved.
The Gismarvik CO2 terminal is turning out to be an asset
attracting attention from many companies. The terminal is a
possible enabler of projects that require critical industrial
infrastructure like electricity, a harbour basin, and a deep-sea
quay in place. Our option agreement with one of Norway’s
largest industrial areas creates concrete opportunities for
partnerships and collaboration for Horisont Energi.
We have continued the development of the
Gismarvik CO2 terminal to support a much larger amount
of CO2 and now see a potential capacity of up to 25 million
tons of capacity per annum in a phased approach. This
enables the terminal to be a solution for a portfolio of carbon
storage projects.
We continue to use the lessons and experience learned from
the maturation of our previous Errai carbon storage project
into new license applications. Horisont Energi is planning for
new license applications to establish a portfolio of carbon
storage projects and expects to return to this during the
second half of the year. Furthermore, we continue to
cooperate with our great partner E.ON to develop a
European value chain for CCS.
We are developing the organisation in parallel with the
advancements of the project portfolio. We have reorganised
our management team to better support the organisation in
reaching its goals and were pleased to welcome our new
CFO Leiv Kallestad during the second quarter. We also
welcome Dr. Gabriël Clemens from E.ON as the new Chair of
the Board, to support in the scaling of our ambitious projects.
We have laid a strong foundation through project
development, partnership agreements, and the
development of comprehensive industry insights. This includes
the submission of 28 patent applications so far, illustrating the
innovative capacity of the organisation. Our work to mature
the technology and project engineering within both our
ammonia and CCS businesses will facilitate a cost-effective
and standardised approach to the development of our
projects.
Succeeding in our endeavour is however a long-term
commitment, more like a marathon than a sprint. While there
is still a considerable distance ahead, I am glad to see that
we are making substantial progress on our journey.
Bjørgulf Haukelidsæter Eidesen
Horisont Energi has made substantial progress on our projects
and the organisation’s development in the quarter. We have
reignited the company in the second quarter and have high
expectations for the second half of the year.
The Barents Blue project has made good progress on
commercial aspects, including dialogue on gas purchase
agreements and in the ammonia sales work stream. Sufficient
power supply for the first stage of the project was secured
during the second quarter.
We have continued to work alongside our new Barents Blue
partner Fertiberia who brings significant value to the project.
With 50 years of industrial experience and 14 ammonia plants
in operation, the company adds invaluable ammonia knowhow and operational experience. Furthermore, with green
ammonia products already for sale to thousands of
customers, they have commercial and market knowledge
which will be important for the commercialisation of the highquality Barents Blue clean ammonia product. Finally, with
Fertiberia being one of the most ambitious legacy ammonia
companies globally with a zero net emissions goal by 2035,
we have a partnership that is fully aligned on taking a lead in
the energy transition.
Barents Blue is an important project in relation to the
development of a new green industry in Northern Norway,
bridging the gap to carbon neutrality.
We continue to develop our carbon storage project Polaris as
a potential third-party CO2 storage option. The project shows
great potential to be realized ahead of Barents Blue, either as
a stand-alone project or jointly with benefits for both projects.
We are in dialogue with potential customers as suppliers
of CO2 and are benefitting from the considerable
development efforts done in the Polaris concept studies in
2021 and 2022. The Polaris project received a CO2 storage
license from the Norwegian Ministry of Petroleum and Energy
in 2022. We have secured a license extension until the end of
2023 where Equinor will remain a technical (pro forma)
operator until a new operator is approved.
The Gismarvik CO2 terminal is turning out to be an asset
attracting attention from many companies. The terminal is a
possible enabler of projects that require critical industrial
infrastructure like electricity, a harbour basin, and a deep-sea
quay in place. Our option agreement with one of Norway’s
largest industrial areas creates concrete opportunities for
partnerships and collaboration for Horisont Energi.
We have continued the development of the
Gismarvik CO2 terminal to support a much larger amount
of CO2 and now see a potential capacity of up to 25 million
tons of capacity per annum in a phased approach. This
enables the terminal to be a solution for a portfolio of carbon
storage projects.
We continue to use the lessons and experience learned from
the maturation of our previous Errai carbon storage project
into new license applications. Horisont Energi is planning for
new license applications to establish a portfolio of carbon
storage projects and expects to return to this during the
second half of the year. Furthermore, we continue to
cooperate with our great partner E.ON to develop a
European value chain for CCS.
We are developing the organisation in parallel with the
advancements of the project portfolio. We have reorganised
our management team to better support the organisation in
reaching its goals and were pleased to welcome our new
CFO Leiv Kallestad during the second quarter. We also
welcome Dr. Gabriël Clemens from E.ON as the new Chair of
the Board, to support in the scaling of our ambitious projects.
We have laid a strong foundation through project
development, partnership agreements, and the
development of comprehensive industry insights. This includes
the submission of 28 patent applications so far, illustrating the
innovative capacity of the organisation. Our work to mature
the technology and project engineering within both our
ammonia and CCS businesses will facilitate a cost-effective
and standardised approach to the development of our
projects.
Succeeding in our endeavour is however a long-term
commitment, more like a marathon than a sprint. While there
is still a considerable distance ahead, I am glad to see that
we are making substantial progress on our journey.
Bjørgulf Haukelidsæter Eidesen
Redigert 24.08.2023 kl 08:18
Du må logge inn for å svare
Taycon
24.08.2023 kl 07:41
2673
Prolonged and expanded partnership with E.ON to develop European CCS value chain
New cooperation agreement with E.ON to develop a European
value chain for CCS and joint efforts to access carbon storage
capacity on the Norwegian Continental Shelf, strengthening
agreement previously announced
• Horisont Energi and E.ON intend to further develop the strategy
for CO2 transport and storage. The ambition of the strategy is to
jointly position Horisont Energi to access carbon storage licenses on
the Norwegian Continental Shelf and for Horisont Energi to act as a
storage capacity aggregator for E.ON
• Horisont Energi will be responsible for shipping and storage, targeting
to take part in existing carbon storage licenses on the Norwegian
continental shelf and through any new carbon storage licenses
• E.ON is expected to become a project partner in new carbon
storage projects and potential farm-in-projects on the Norwegian
Continental Shelf
• LOI signed with E.ON who intends to deliver more than one million
tonnes of CO2 annually by 2030 from its customers across Europe
New cooperation agreement with E.ON to develop a European
value chain for CCS and joint efforts to access carbon storage
capacity on the Norwegian Continental Shelf, strengthening
agreement previously announced
• Horisont Energi and E.ON intend to further develop the strategy
for CO2 transport and storage. The ambition of the strategy is to
jointly position Horisont Energi to access carbon storage licenses on
the Norwegian Continental Shelf and for Horisont Energi to act as a
storage capacity aggregator for E.ON
• Horisont Energi will be responsible for shipping and storage, targeting
to take part in existing carbon storage licenses on the Norwegian
continental shelf and through any new carbon storage licenses
• E.ON is expected to become a project partner in new carbon
storage projects and potential farm-in-projects on the Norwegian
Continental Shelf
• LOI signed with E.ON who intends to deliver more than one million
tonnes of CO2 annually by 2030 from its customers across Europe
Taycon
24.08.2023 kl 07:31
2691
Hrgi + e.on + Fertiberia/Triton
Horisont Energi was founded in 2019, and in January 2022, E.ON became a strategic
investor with 25% stake in Horisont Energi. E.ON has more than fifty million customers in
fifteen countries where decarbonisation demand is on the increase. The engagement by
E.ON strengthens our ability to accelerate the transition to carbon neutrality through
pioneering projects.
Horisont Energi was founded in 2019, and in January 2022, E.ON became a strategic
investor with 25% stake in Horisont Energi. E.ON has more than fifty million customers in
fifteen countries where decarbonisation demand is on the increase. The engagement by
E.ON strengthens our ability to accelerate the transition to carbon neutrality through
pioneering projects.