NTI på besøk hos Arctic.

https://podcasts.apple.com/no/podcast/arcticpodden/id1547993092?i=1000676785130

Arctic Securities take on Norsk announcement from yesterday.

Safran produces a lot of Titanium parts for Airbus, Boeing, Bombardier, Embraer, Gulfstream, Desault, Lockheed...

Norsk Titanium and Safran Landing Systems Explore Applications for Rapid Plasma Deposition® - NewsWeb (oslobors.no)

This message was released by Norsk Titanium on Newsweb earlier today. They have now entered into a collaboration with Safran Landing Systems, a leading supplier of landing gear to several major aircraft manufacturers, including Boeing and Airbus. While there is limited visibility on when or if this will materialize, it is still a strong validation and yet another "stamp of approval" from a Tier 1 OEM for critical titanium components.

It’s also important to note that landing gear components are parts that often require replacement.

I’ve attached below the platforms to which Safran supplies:


Commercial Aircraft:
• Airbus A320 Family: Safran supplies landing gear and braking systems for the A320 series, including the A320neo variants.
• Airbus A330 and A340 Families: The company provides landing gear and braking systems for these long-haul aircraft.
• Airbus A350 XWB: Safran is responsible for the design, development, and support of the main landing gear for the A350-900 aircraft.
• Boeing 737 MAX: Safran equips the 737 MAX with wheels and carbon brakes.
• Boeing 787 Dreamliner: The company designed and manufactures the main and nose landing gear for the 787, incorporating advanced materials like titanium.
Military Aircraft:
• Dassault Rafale: Safran provides landing gear systems for this multirole fighter jet.
• Eurofighter Typhoon: The company supplies landing gear components for this advanced combat aircraft.
• Lockheed Martin F-18: Safran contributes to the landing systems of this fighter aircraft.
Regional and Business Aircraft:
• Bombardier CRJ Series: Safran supplies landing gear systems for these regional jets.
• Embraer E-Jets: The company provides landing gear components for Embraer's E-Jet family.
• Gulfstream Business Jets: Safran contributes to the landing systems of various Gulfstream models.

Another bullish news today from NOrsk!

Norsk Titanium and Safran Landing Systems Explore Applications for Rapid Plasma Deposition®
12 Nov 2024 07:30 CET

Issuer
Norsk Titanium AS

Plattsburgh New York, November 12, 2024 — Norsk Titanium (Euronext: NTI, OTCQX:
NORSF), a global leader in additive manufacturing for aerospace-grade structural
titanium components using its patented Rapid Plasma Deposition® (RPD®)
technology, announces a collaborative effort with Safran Landing Systems, a
world leader in landing and braking systems, to apply RPD® to landing gear
applications.

Teams from both companies have evaluated the business case for producing Safran
Landing System products with Norsk Titanium’s patented Rapid Plasma Deposition®
(RPD®) additive process.

“We are very pleased with the progress towards manufacturing Safran products
with our process,” said Nicholas Mayer Norsk Titanium Vice President of
Commercial. “Penetrating new markets such as large landing gear structure is a
key part of our long-term plans. Working with a world leader like Safran
Landing Systems shows the maturity of our process, and its applicability to
critical applications,” added Mayer.


About Norsk Titanium
Norsk Titanium is a global leader in metal 3D printing, innovating the future of
metal manufacturing by enabling a paradigm shift to a clean and sustainable
manufacturing process. With its proprietary Rapid Plasma Deposition® (RPD®)
technology and installed production capacity to generate annual revenues of
approximately USD 300 million, Norsk Titanium offers cost-efficient 3D printing
of value-added metal parts to a large addressable market. RPD® technology uses
significantly less raw material, energy, and time than traditional
energy-intensive forming methods, presenting customers with an opportunity to
better manage input costs, logistics, and environmental impact. RPD® printed
parts are already flying on commercial aircraft, and Norsk Titanium has gained
significant traction with large defense and industrial customers.

Latest presentation

https://www.norsktitanium.com/storage/home/Norsk-Titanium-AS-third-quarter-2024-presentation.pdf

Arctic research today - best qotes:


Norsk Titanium AS


Despite delays, significant potential remains

Since no business has been lost, only delayed, we keep our TP of NOK 3.5/sh unchanged. We see the delays in commercial aerospace as a temporary issue, while the growing momentum in defense is a positive development. We reiterate our Buy recommendation, as we still believe the current ~30% implied probability of meeting its revenue targets as too low. Our TP of NOK 3.5/sh reflects a 48% probability that the company achieves USD 150m in sales by 2026.


Slow development commercial aerospace
Short-term market challenges in aerospace have delayed the transition to high-value parts and reduced production rates of parts already transitioned. This resulted in a revised 2024 revenue guidance of USD 6m (previous USD 10-12m).
Boeing’s problems include the Boeing 737 Max door plug issue and the ongoing union strike and have resulted in virtually halted production.
Airbus has been impacted by supply chain problems, resulting in a lowered near-term production forecast. We believe the ramp-up can be pushed to H2/25, which has resulted in lower estimates. We have revised our 2026 revenue estimate to USD 105m, down from previously USD 118m and below the company guidance of USD 150m.

Positive development in defence
Momentum is building as Norsk Titanium now has 54 parts in serial production, achieving an ARR of USD 12.2m, a solid increase of 28 parts since H1/24. Impressively, most of these new parts come from top-tier US DoD prime contractors, underscoring NTI’s deepening relationships in high-stakes sectors. While these additions are currently low-volume, they reinforce NTI’s traction in another industry with high barriers to entry. As we have little visibility on when the problems in the aerospace sector will be resolved, we believe the most important thing going forward is for NTI to show that it can secure high-value parts for serial production.
A bump in the road, but the long-term case is still intact

We initiated coverage of NTI with a BUY recommendation, driven by the company’s unique technology, compelling value proposition for customers, approval from some of the world’s leading aerospace players and a low implied probability of success. We view the Q3 report as a delay to the growth story, rather than a weakening of the long-term case, as parts in serial production are pushed out in time rather than lost. Based on yesterday’s close, the implied probability for the company to reach its 2026 targets is ~30%, which we still find appealing. We keep our TP of NOK 3.5/sh, reflecting a 48% probability that the company achieves USD 150m in sales by 2026.

Morning note from my broker:

The morning mail has been absent for a few days because the editorial team has been on a study trip to remote areas of the country, requiring early starts on the road. The first stop was in the middle of nowhere outside Hønefoss, where we visited Norsk Titanium. There, someone has developed a 3D printer that, in a Professor Baltazar-like manner, melts a thread of alloyed titanium into parts that are now used as load-bearing elements in aircraft from Boeing and Airbus. The finished component doesn't come out directly; instead, a semi-finished part emerges, which needs to be polished and milled into the final product. This is done by NTI’s customers. Milling titanium requires powerful machines because, although the metal weighs only half as much, it is as hard as steel. The advantage of 3D printing a semi-finished part first is that it saves time and material waste compared to the current technique of milling parts from a large block of titanium. By using NTI’s technique, the metal in the component is recreated to the same strength and structure as if it were a single piece of metal. This cannot be achieved using powder, which some of you may have encountered in other stocks. It is not possible to recreate the atomic structure in the same way with powder, as it introduces more "air" into the metal, making it less strong. As a result, it cannot be used in aircraft components or in parts NTI also makes for ASML’s machines, which manufacture the most advanced semiconductors. A "plate" NTI makes for ASML is subjected to 32 Gs. When Tom Cruise goes full throttle in his F18 in Top Gun, he experiences 9G. Norsk Titanium has a machine in Hønefoss and a factory in the USA. This year, they are generating $10m in revenue, with a run rate of about $50m, and they break even at $80m. Their capacity is much higher with the current equipment. We believe this company is still just at the starting line. The task now is to fill the machines with jobs. They’ve succeeded in being qualified as a supplier to the most demanding customers you can imagine. It’s like securing a contract with Manchester City or Real Madrid—just getting there is an achievement in itself. The next step is to deliver and secure a spot on the team. We will be following Norsk Titanium closely.

Podcast on Norsk

https://open.spotify.com/episode/2F5D7SXBlJQGLhOpJH6V4K?si=1YT_6gWOSoCaIrn3tLZ7WQ

Podcast on Norsk

https://open.spotify.com/episode/2F5D7SXBlJQGLhOpJH6V4K?si=1YT_6gWOSoCaIrn3tLZ7WQ

Norsk Titanium update today



Plattsburgh New York, October 10, 2024 — Norsk Titanium (Euronext: NTI, OTCQX:
NORSF), a global leader in additive manufacturing for aerospace-grade structural
titanium components using its patented Rapid Plasma Deposition® (RPD®)
technology, announces further expansion of their Rapid Plasma Deposition®
additive process into new markets and customers.

“We continue to execute our market penetration strategy and are building a
significant catalog of production parts that will drive revenue for years to
come,” noted Nicholas Mayer Norsk Titanium Vice President of Commercial.

Building on previous development and qualification efforts, Norsk Titanium
continues to broaden the application of its innovative RPD® process in the
production of near-net-shape titanium parts. With the recent success of efforts
within the defense and space industries, Norsk Titanium now has 33 parts
transitioned from legacy substrative processes into its sustainable, modern,
additive manufacturing process, up from 28 parts at the end of August 2024.

Winning efforts with a US department of defense (DoD) prime contractor has
recently led to transition of multiple components to production. Norsk Titanium
has also made significant progress in the space industry, successfully
transitioning two new parts into serial production. These space-qualified
components, which were traditionally manufactured using legacy processes, are
now being produced using the advanced RPD® technology.

Looking ahead, Norsk Titanium continues to qualify parts for transition into
serial production. The company is also in the process of submitting data for
inclusion into the Metallic Materials Properties Development and Standardization
(MMPDS) handbook, which will enhance RPD®‘s position as a generally accepted
manufacturing standard that customers can leverage for their production needs.

The company will issue an operational and financial update for the third quarter
on 30 October 2024.

Norsk Titanium (OTCQX:NORSF) ("NTI") is a global pioneer in 3D printing of titanium and other precious metals, mainly for the aviation industry.

Based in the US, listed in Norway
Got over 150 million USD in subsidy from New York state
In total, 450 million of capital and subsidies were invested
Its patented technology consumes 75% less energy, 75% less material and 90% less time.
Aviation certifications took seven years, and investors lost patience
Airbus certification was done this year, and the number of parts produced for Airbus doubles quarterly.
Primary customers are Airbus, Boeing, ASML, Northrop Grumman
At the end of the year 23, NTI was producing 11 parts. By midyear, that number had increased to 26. The most significant part is over 6 feet long.
Very high-growth potential.
If the growth targets are met, there is multiple times upside potential.

NOrsk Titanium among the best ideas from the London Growth Investment Conference:

https://seekingalpha.com/article/4725755?gt=331f44c5f1a593c2

My broker summary of the NTI report:

NORSK TITANIUM: INITIATE WITH BUY
As we believe Norsk Titanium is fully funded to reach full capacity, we find the implied probability of success favourable in the case. Based on NTI’s target of USD 150m in revenues by 2026, along with an EBITDA margin of 30% and a 12x EV/EBITDA multiple, the current share price implies approximately a ~30% probability of this target. Given recent contract wins, and the stamp of approval with Tier-1 customers, we believe ~30% implied probability yields a favourable risk/reward for the equity. It’s important to note that NTI has already incurred all necessary CapEx to reach full utilization and is fully funded, which justifies a premium. Our TP of NOK 3.5/sh reflects a 49% probability that the company achieves USD 150m in sales by 2026.

https://www.youtube.com/watch?v=8wtnteHFtSY&t=1728s
https://www.channelchek.com/videos/norsk-titanium-as-norsf-noble-capital-markets-basic-industries-virtual-conference-replay

Norsk is presenting to US investors today

Plattsburgh, New York – September 24, 2024 – Norsk Titanium (Euronext: NTI,
OTCQX: NORSF), a global leader in additive manufacturing for aerospace-grade
structural titanium components using its patented Rapid Plasma Deposition®
(RPD®) technology, today announced that its CEO, Carl Johnson, and CFO, Ashar A.
Ashary, will present at Noble Capital Markets’ Basic Industries Emerging Growth
Virtual Equity Conference on Wednesday, September 25th at 12:30pm Eastern Time.
The broadcasted formal presentation will feature a fireside style Q&A session
with questions welcome from the virtual audience. Scheduled 1x1 meetings with
our CEO and CFO are also available for registered, qualified investor attendees.

Attendees interested in viewing the presentation can register for this event, at
no cost, here: Virtual Equity Conference Registration
(https://www.meetmax.com/sched/event_108041/investor_reg_new.html?attendee_role_
id=NOBLE_INVESTOR)

A video webcast of the presentation will be available following the event as
part of a complete catalog of presentations available on Channelchek
(www.channelchek.com) the investor portal created by Noble. The webcast will be
archived on Channelchek.com for 90 days following the event.


About Norsk Titanium:

Norsk Titanium is a global leader in metal 3D printing, innovating the future of
metal manufacturing by enabling a paradigm shift to a clean and sustainable
manufacturing process. With its proprietary Rapid Plasma Deposition® (RPD®)
technology and installed production capacity to generate annual revenues of
approximately USD 300 million, Norsk Titanium offers cost-efficient 3D printing
of value-added metal parts to a large addressable market. RPD® technology uses
significantly less raw material, energy, and time than traditional
energy-intensive forming methods, presenting customers with an opportunity to
better manage input costs, logistics, and environmental impact. RPD® printed
parts are already flying on commercial aircraft, and Norsk Titanium has gained
significant traction with large defense and industrial customers.

Ellers er det fortsatt sideveis inntil enkelte har fått fylt opp kontoen igjen Opp igjen i morgen, neste uke eller neste mnd hvem vet ?? Inntil det så holder man seg rolig med sin portefølje.

From Norsk Titanium Linkedin account:

Our VP Commercial, Nick Mayer, presented "Using Additive as a Second Source for National Security Applications" at this year's RTX Materials, Mechanical, and Structure Engineering Symposium hosted by Pratt & Whitney. We also had the honor of exhibiting at this invite-only event, showcasing our latest innovations alongside the industry’s top leaders and pioneers. hashtag#additivemanufacturing

2,5
https://e24.no/bors/instrument/NTI.MERK

Hva var siste EMI på her?

I hear Morgan Stanley account has been buying. Can you imagin takeover at 6-8 NOK?

Fylte på nå til under 3.40, så får vi krysse fingrene for at ting stabiliserer seg igjen snart.

Kjøpt mer nå ja på duppen ned under 3,4👌

På tide å kjøpe en del til, syk mange småsalg så dette vil gå flere veier de nærmeste dagene.

Kom meg ut på 4,2.
Tviler på at nedgangen er over.
Fortsatt mye nervøsitet.

Noen tømmer seg??? for billigere innngang?

Ser ut som den skal i kjellern igjen

Det passer fint, har akkurat fått handlet litt igjen. Snitt i handelen i dag på nesten 3,75 så det lover godt.

Godt tidspunkt og kjøpe mere nå,,,vi ligger i en bølgedal og skal opp etterpå ca kl 13.00

Neste gang jeg trenger investeringsråd så ringer jeg deg !

Da stemte min personlige analyse ;-)

Tokyo-børsen fyker rett opp
Den japanske børsen henter tirsdag morgen inn igjen en god porsjon av mandagens fall. – Ser at korreksjonen var overdrevet, sier markedsstrateg.
https://www.finansavisen.no/finans/2024/08/06/8162696/tokyo-borsen-fyker-tosifret-rett-opp

Børsen i Tokyo dundrer opp igjen
Etter en historisk dårlig dag i de japanske aksjemarkedene, er det kraftig oppgang tirsdag.

Blir spennende og se utviklingen i Asia i natt...;)

De har vel alltid tjent penger, MEN alt for lite til å gå med overskudd ei heller B/E - mao, aksjonærene betaler ennå moroa som ikke gir overskudd og cashkassa minker for hvert kvartal og vil fortsette med det noen kvartaler til minst så ja - 1 emi eller 2 til bør man ta med i beregningen noe også selskapet har vært åpne på...;)

Det er psykologien som råder nå. Ned 10% i morgen.

Er det noe som er sikkert så er det at dagens cashkasse aldri vil vare til 2027 fordi TTT - alt for lang tid så om man fortsatt ikke skjønner det så har man sovet i timen...;)

Synd at våset til perrong-gutta ødelegger en ellers fin tråd !
Og hva gjelder snakket om emisjon så har styreleder John Andersen Jr fremholdt at en emisjon kan være aktuelt den dagen produksjonsutstyret har nådd full utnyttelse. Da snakker vi 2027 og en kurs på +kr 10.

Ja, det hadde i alle fall ikke kommet som noen overraskelse om så blir tilfellet...

I løpet av denne uken man aksjen sannsynligvis handles for 2,5 kroner.

Ikke ta det ille opp men beklagelsen var ikke akkurat til deg risen. Det kom på noen tunge kjøp på slutten, sikkert hodeløst.