Spår aksje opp 250 % !
Hky falt 90 % i fjor. Nå kan det blir rally oppover igjen. Svært lav risiko og høy oppside her. Skal lite til før vi ser helt andre verdier.
Sjekk analyse her: https://fitinvestmentideas.com/2023/08/01/havila-kystruten-resolves-debt-and-equity-concerns-share-price-to-double/
Sjekk analyse her: https://fitinvestmentideas.com/2023/08/01/havila-kystruten-resolves-debt-and-equity-concerns-share-price-to-double/
castro1
14.01.2024 kl 09:46
957
Kan legge til at da analysen kom ut var kursen 1,1 .
Nå er den 0,74….
Denne er glemt, undervurdert og underanalysert.
Nå er den 0,74….
Denne er glemt, undervurdert og underanalysert.
BLOODLINE
18.01.2024 kl 13:36
737
kommer en stygg refinansiering her, så vettige folk holder seg unna. Skipene er så dyrt finansiert at selskapet blir levert inn til tingretten om ikke refinans finner sted snarest. Q4 det dårligste kvartalet med alle kostnader på 4 skip. Sist jeg så på dette var utgiftene til finans større en inntektene. Presten vil nok vanne ut småaksjonærene nærmest til kr 0. Jeg er rimelig sikker på at dette blir stygt!
castro1
18.01.2024 kl 18:31
669
Huff, det er da ingen som bryr seg om deg. Jeg er kjempebull på caset. 4 miljøvennlige båter opplever stor pågang fra utlendinger nå. Tipper Sævik går inn med penger og refinansierer til langt bedre rente snart. Da blir det rally her!
Jabbefly
18.01.2024 kl 20:51
597
Disse båtene går på LNG som har stupt i pris. Blir grisebillig drivstoff fremover.
castro1
30.01.2024 kl 18:40
392
Summary of the Fearnley Research from December 23
All About the Long-Term Story
What’s new: 3q23 review – Buy maintained, TP unchanged at NOK 1.80/sh
Our take: With all four vessels in full operation, contract revenues are set to increase. Strong
2024 pre-bookings mean our 75% occupancy estimate is well within reach.
• Final quarter without all vessels in operations
• Strong 2024 outlook, 45% of capacity already booked
• Contract revenues to increase into 4q23, ’24 looks solid at 7.2x EV/EBITDA
3q23 was the quarter where the final pieces of the puzzle were put together. All
vessels are now in operation, with 4q23 poised to be the first fully operational
quarter in the company’s history. Adjusting 3q23 numbers for incurred XO costs
such as legal costs and fees, EBITDA almost broke even, coming in at NOK -1m (legal
fees of NOK 35m booked in other opex). Looking into 4q23, we hike our occupancy
estimate somewhat to 59% (56%) on the back of decent bookings QTD, though,
higher costs leave our EBITDA estimate slightly down 3% to NOK 40m.
HKY is largely a 2024 story, and considering strong pre-bookings of 45%, the
company is arguably on track to reach our occupancy estimate of 75% for the year.
This should alleviate some pressure on the 4q24 Tranche B maturity (albeit 100%
guaranteed by largest shareholder). Moreover, with all four vessels in full
operations, contractual revenues will now rise. We maintain our Buy
recommendation and keep our TP to NOK 1.80/sh unchanged (NOK 1.80/sh,
03.10.2023).
All About the Long-Term Story
What’s new: 3q23 review – Buy maintained, TP unchanged at NOK 1.80/sh
Our take: With all four vessels in full operation, contract revenues are set to increase. Strong
2024 pre-bookings mean our 75% occupancy estimate is well within reach.
• Final quarter without all vessels in operations
• Strong 2024 outlook, 45% of capacity already booked
• Contract revenues to increase into 4q23, ’24 looks solid at 7.2x EV/EBITDA
3q23 was the quarter where the final pieces of the puzzle were put together. All
vessels are now in operation, with 4q23 poised to be the first fully operational
quarter in the company’s history. Adjusting 3q23 numbers for incurred XO costs
such as legal costs and fees, EBITDA almost broke even, coming in at NOK -1m (legal
fees of NOK 35m booked in other opex). Looking into 4q23, we hike our occupancy
estimate somewhat to 59% (56%) on the back of decent bookings QTD, though,
higher costs leave our EBITDA estimate slightly down 3% to NOK 40m.
HKY is largely a 2024 story, and considering strong pre-bookings of 45%, the
company is arguably on track to reach our occupancy estimate of 75% for the year.
This should alleviate some pressure on the 4q24 Tranche B maturity (albeit 100%
guaranteed by largest shareholder). Moreover, with all four vessels in full
operations, contractual revenues will now rise. We maintain our Buy
recommendation and keep our TP to NOK 1.80/sh unchanged (NOK 1.80/sh,
03.10.2023).