MPC Energy
Veldig positivt Q2 fra MPC Energy , aksjen opp 3.5% og bedre skal det bli.....
Redigert 31.07.2024 kl 09:11
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fastinvest
14.05.2024 kl 11:00
927
Selskapet tjener penger og kan bli en utbyttemaskin. Er jo priset latterlig lavt
Mor84
31.07.2024 kl 10:16
529
Vi har publisert vÄre Þkonomiske resultater for Q2 og H1 2024 i dag:
HĂžydepunkter:
âĄïž Energiproduksjon: 59,1 GWh (opp fra 40,4 GWh i H1 2023)
đ° Inntekter: USD 6,1 millioner (opp fra USD 4,0 millioner)
đ Prosjekt EBITDA: USD 3,9 millioner (opp fra USD 1,9 millioner)
đ EBITDA for konsernet: 1,7 millioner USD (opp fra -0,9 millioner USD)
Stefan H.A. Meichsner, finansdirektÞr i MPCES, bemerket vÄr sterke ytelse og kostnadskontrollinnsats. Med vÄr fullt operative portefÞlje er vi pÄ vei mot et solid 2024, og forventer inntekter pÄ 12 millioner USD og forventet EBITDA pÄ 8,5 millioner USD.
VĂ„rt 65 MWp solcelleanlegg i Guatemala er i rute, og skal generere 8 millioner USD per Ă„r nĂ„r det er i drift i midten av 2025. đ
HĂžydepunkter:
âĄïž Energiproduksjon: 59,1 GWh (opp fra 40,4 GWh i H1 2023)
đ° Inntekter: USD 6,1 millioner (opp fra USD 4,0 millioner)
đ Prosjekt EBITDA: USD 3,9 millioner (opp fra USD 1,9 millioner)
đ EBITDA for konsernet: 1,7 millioner USD (opp fra -0,9 millioner USD)
Stefan H.A. Meichsner, finansdirektÞr i MPCES, bemerket vÄr sterke ytelse og kostnadskontrollinnsats. Med vÄr fullt operative portefÞlje er vi pÄ vei mot et solid 2024, og forventer inntekter pÄ 12 millioner USD og forventet EBITDA pÄ 8,5 millioner USD.
VĂ„rt 65 MWp solcelleanlegg i Guatemala er i rute, og skal generere 8 millioner USD per Ă„r nĂ„r det er i drift i midten av 2025. đ
olstad
31.07.2024 kl 10:31
507
Hva mener DN med at de har tapt 5,5mill USD av en omsetning pÄ 5,5mill USD, hÞrtes ikke sÊrlig bra ut det?
MPC Energy Solutions tapte 5,5 millioner dollar fÞr skatt av en omsetning pÄ 5,5 millioner dollar i andre kvartal.
I samme periode Ă„ret fĂžr var omsetningen 4,1 millioner dollar.
Resultat fÞr nedskrivninger og avskrivninger (ebitda) var pÄ 1,7 millioner dollar i kvartalet, opp fra minus 0,9 millioner dollar i andre kvartal i fjor.
MPC Energy Solutions tapte 5,5 millioner dollar fÞr skatt av en omsetning pÄ 5,5 millioner dollar i andre kvartal.
I samme periode Ă„ret fĂžr var omsetningen 4,1 millioner dollar.
Resultat fÞr nedskrivninger og avskrivninger (ebitda) var pÄ 1,7 millioner dollar i kvartalet, opp fra minus 0,9 millioner dollar i andre kvartal i fjor.
DrDental
31.07.2024 kl 13:52
408
Av min 5-Ärs horisont, har jeg 3 igjen. Ser ikke bort fra at denne stÄr i 50 om 3 Är.
NordicGuy
31.07.2024 kl 16:20
354
Sparebank Today: MPCES IS TOO CHEAP TO IGNORE
This morning MPCES released its 2Q24 report, posting revenues of USD3m in line with our estimate. Overhead costs and COGS came in a tad better than we expected, resulting in a consolidated EBITDA of USD1m, USD0.3m ahead of our forecast, yet again showcasing that the companyâs focus on cost reduction measures remains strong. We find this positive. The company has guided savings of USD1.5-2m in 2024 vs. overhead costs last year, which it is on track to meet. The company reiterates its FY24 guidance of USD12m in proportionate revenue and USD8.5m in âproject EBITDAâ (EBITDA before overhead expenses). This implies a continued improvement in 2H24 vs. 1H24 that delivered proportionate revenues of USD6.1m and a âproject EBITDAâ of USD3.9m. The company posted a net profit of USD-6m, driven by large non-cash FX movements related to shareholder loans and bank loans in the Planeta Rica and Los Santos projects.
Free cash was reported to be USD4.2m down from USD12m in 1Q24. Note that MPCES has received USD2.4m in cash from its exit from the Añasco project in Puerto Rico following the quarter (July 17th). During 1H24, MPCES has invested USD8.1m in equity into the San Patricio Guetamala project, of which the company expects to recoup most of when taking on a partner (expected 49% ownership farm down). The 65MW plant in Guatemala timeline is unchanged and is expected to commence operations in mid-2025. This project is expected to generate revenues of more than USD8m per year at EBITDA margins above 80 percent once operational. Given that MPCES has no more large equity investments committed this year, we do not view an equity raise necessary. Cash flow from operations will improve once MPCESâ starts receiving dividends from all project SPVâs (likely 2025).
Despite the +20% share price movement in 2024, we continue to argue that MPCES still is too cheap to ignore. The current P/B stands at 0.39x and most of the companyâs raised equity is deployed into power producing assets. Even if assets are farmed down well below book value, we still believe MPCES will able to recoup cash way above its current market cap. Divestments have been done at 0.8-1x invested capital ï Way above were MPCES is trading. Our current TP of NOK17/share implies a P/B of 0.50x.
This morning MPCES released its 2Q24 report, posting revenues of USD3m in line with our estimate. Overhead costs and COGS came in a tad better than we expected, resulting in a consolidated EBITDA of USD1m, USD0.3m ahead of our forecast, yet again showcasing that the companyâs focus on cost reduction measures remains strong. We find this positive. The company has guided savings of USD1.5-2m in 2024 vs. overhead costs last year, which it is on track to meet. The company reiterates its FY24 guidance of USD12m in proportionate revenue and USD8.5m in âproject EBITDAâ (EBITDA before overhead expenses). This implies a continued improvement in 2H24 vs. 1H24 that delivered proportionate revenues of USD6.1m and a âproject EBITDAâ of USD3.9m. The company posted a net profit of USD-6m, driven by large non-cash FX movements related to shareholder loans and bank loans in the Planeta Rica and Los Santos projects.
Free cash was reported to be USD4.2m down from USD12m in 1Q24. Note that MPCES has received USD2.4m in cash from its exit from the Añasco project in Puerto Rico following the quarter (July 17th). During 1H24, MPCES has invested USD8.1m in equity into the San Patricio Guetamala project, of which the company expects to recoup most of when taking on a partner (expected 49% ownership farm down). The 65MW plant in Guatemala timeline is unchanged and is expected to commence operations in mid-2025. This project is expected to generate revenues of more than USD8m per year at EBITDA margins above 80 percent once operational. Given that MPCES has no more large equity investments committed this year, we do not view an equity raise necessary. Cash flow from operations will improve once MPCESâ starts receiving dividends from all project SPVâs (likely 2025).
Despite the +20% share price movement in 2024, we continue to argue that MPCES still is too cheap to ignore. The current P/B stands at 0.39x and most of the companyâs raised equity is deployed into power producing assets. Even if assets are farmed down well below book value, we still believe MPCES will able to recoup cash way above its current market cap. Divestments have been done at 0.8-1x invested capital ï Way above were MPCES is trading. Our current TP of NOK17/share implies a P/B of 0.50x.
Mor84
I dag kl 15:32
118
đ Get ready for our Monthly Production Update: July 2024âĄ
Our portfolio surpassed the 70,000 MWh generation mark đ This brings our year-to-date production up by an impressive 34% compared to 2023.
July also set a new milestone as the month with the second-highest production in our history, generating nearly 11,000 MWh. đđ
Weâre proud of our team's relentless efforts and the progress weâre making towards our goals.
Our portfolio surpassed the 70,000 MWh generation mark đ This brings our year-to-date production up by an impressive 34% compared to 2023.
July also set a new milestone as the month with the second-highest production in our history, generating nearly 11,000 MWh. đđ
Weâre proud of our team's relentless efforts and the progress weâre making towards our goals.