Arctic Securities podcast on Norsk Titanium
Arctic released on Linkedin a link on their podcast on Norsk Titanium titled ready to take off. Recommended!
https://lnkd.in/dxnEDbyW
https://lnkd.in/dxnEDbyW
Fuselmannen
24.01.2025 kl 21:20
574
Er det noen hjemme
Høreapparater: Den høye energitettheten gjør det ideelt for små enheter som høreapparater.
1. Trådløse hodetelefoner: Perfekt for trådløse hodetelefoner som trenger kompakte batterier.
2. Wearables og tilkoblede sensorer: Ensurge 10-mikron mikrobatteri forventes å transformere batterimarkedet for disse enhetene.
Selskapet har allerede begynt å øke produksjonskapasiteten for å møte etterspørselen fra partnere og kunder. Dette er en spennende utvikling som kan ha stor innvirkning på batteriteknologien fremover!
Høreapparater: Den høye energitettheten gjør det ideelt for små enheter som høreapparater.
1. Trådløse hodetelefoner: Perfekt for trådløse hodetelefoner som trenger kompakte batterier.
2. Wearables og tilkoblede sensorer: Ensurge 10-mikron mikrobatteri forventes å transformere batterimarkedet for disse enhetene.
Selskapet har allerede begynt å øke produksjonskapasiteten for å møte etterspørselen fra partnere og kunder. Dette er en spennende utvikling som kan ha stor innvirkning på batteriteknologien fremover!
Redigert 24.01.2025 kl 21:23
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NordicGuy
I går kl 10:17
189
Arctic Securities NTI research update today:
We expect 2025 to be an eventful year with significant new contracts wins
NTI currently has an ARR-target of USD 70-90m by year-end 2025, implying significant growth from YE’24e of USD 15m (USD 12.2m in ARR from 54 unique parts as of Oct/24). The YE’25 guidance is based on 120 unique parts in serial production, implying a significant uptick in ARR per part, due to larger parts with higher volumes. We expect the contribution from Boeing to be limited, as it is still struggling with production rates. On the other hand, we expect the third wave of Airbus parts to be announced during 2025. As opposed to Boeing, Airbus production rates are healthy, making it easier for NTI to gain contracts for new parts. The third wave from Airbus has slipped somewhat in time, to support a larger DED strategy, which may include narrow-body aircraft, such as the A320, but as production rates for narrow-body aircraft are significantly higher than wide-body, we believe the third wave to be an important part of NTI’s long-term revenue target. For comparison, Airbus delivered 677 narrow-body aircraft in 2024, compared to 58 A350’s
We expect 2025 to be an eventful year with significant new contracts wins
NTI currently has an ARR-target of USD 70-90m by year-end 2025, implying significant growth from YE’24e of USD 15m (USD 12.2m in ARR from 54 unique parts as of Oct/24). The YE’25 guidance is based on 120 unique parts in serial production, implying a significant uptick in ARR per part, due to larger parts with higher volumes. We expect the contribution from Boeing to be limited, as it is still struggling with production rates. On the other hand, we expect the third wave of Airbus parts to be announced during 2025. As opposed to Boeing, Airbus production rates are healthy, making it easier for NTI to gain contracts for new parts. The third wave from Airbus has slipped somewhat in time, to support a larger DED strategy, which may include narrow-body aircraft, such as the A320, but as production rates for narrow-body aircraft are significantly higher than wide-body, we believe the third wave to be an important part of NTI’s long-term revenue target. For comparison, Airbus delivered 677 narrow-body aircraft in 2024, compared to 58 A350’s