HEX: Carnegie m. ny oppdatering + kursmål 57 kr. (nå 33 kr).
22.02.2019 11:42
HEX:CARNEGIE OPPJUSTERER KURSMÅL TIL 57 (33)
Oslo (TDN Direkt): Carnegie hever kursmålet på Hexagon Composites til 57,0 kroner pr aksje fra tidligere 33 kroner pr aksje, og viser til en revurdering av momentet og potensialet i hydrogen, konsolidering av Agility og høyere estimater for konsernet.
Det går frem av en oppdatering fra meglerhuset fredag.
Hydrogenmomentet styrket seg vesentlig i 2018, og vi tror investorer etter hvert vil reflektere dette ettersom de innser hvordan inntjening og visibilitet vil øke fra 2020, med oppside derfra og fremover, skriver Carnegie-analytiker Mikkel Nyholt.
Basert på en fem prosents markedsandel for hydrogen innen 2030 for light duty-biler (varebiler) og lastebiler, ser meglerhuset et ebitda-potensial på over 3,4 milliarder kroner og en akkumulert fri kontantstrøm med nåverdi på 5,4 milliarder kroner. Dette tilsvarer 33 kroner pr aksje.
Vi mener disse estimatene ikke er overaggressive. Type 4-sylindre er det foretrukne lagringsmediet for hydrogen og Hexagon er den største spilleren på dette området, skriver Carnegie.
Etter å ha konsolidert Agility verdsetter Carnegie Hexagon-aksjen til 24 kroner, ekskludert vekstmulighetene for hydrogen. Inkludert sistnevnte blir kursmålet 57, skriver meglerhuset.
BNS, finans@tdn.no
TDN Direkt, +47 21 95 60 70
HEX:CARNEGIE OPPJUSTERER KURSMÅL TIL 57 (33)
Oslo (TDN Direkt): Carnegie hever kursmålet på Hexagon Composites til 57,0 kroner pr aksje fra tidligere 33 kroner pr aksje, og viser til en revurdering av momentet og potensialet i hydrogen, konsolidering av Agility og høyere estimater for konsernet.
Det går frem av en oppdatering fra meglerhuset fredag.
Hydrogenmomentet styrket seg vesentlig i 2018, og vi tror investorer etter hvert vil reflektere dette ettersom de innser hvordan inntjening og visibilitet vil øke fra 2020, med oppside derfra og fremover, skriver Carnegie-analytiker Mikkel Nyholt.
Basert på en fem prosents markedsandel for hydrogen innen 2030 for light duty-biler (varebiler) og lastebiler, ser meglerhuset et ebitda-potensial på over 3,4 milliarder kroner og en akkumulert fri kontantstrøm med nåverdi på 5,4 milliarder kroner. Dette tilsvarer 33 kroner pr aksje.
Vi mener disse estimatene ikke er overaggressive. Type 4-sylindre er det foretrukne lagringsmediet for hydrogen og Hexagon er den største spilleren på dette området, skriver Carnegie.
Etter å ha konsolidert Agility verdsetter Carnegie Hexagon-aksjen til 24 kroner, ekskludert vekstmulighetene for hydrogen. Inkludert sistnevnte blir kursmålet 57, skriver meglerhuset.
BNS, finans@tdn.no
TDN Direkt, +47 21 95 60 70
Redigert 21.01.2021 kl 04:39
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Adjit
25.02.2019 kl 13:00
3401
Great news, thanks Nanoq!
Hydrogen is really breaking up everywhere. This was in NEL thread today:
https://www.financialexpress.com/auto/car-news/fuel-cell-electric-vehicles-to-have-a-bright-future-in-india-report/1497737/
Another very interesting press release from Air Liquide today:
https://en.media.airliquide.com/news/air-liquide-invests-in-the-worlds-largest-membrane-based-electrolyzer-to-develop-its-carbon-free-hydrogen-production-7f65-56033.html
This means big order for Hydrogenics. In my opinion HYGS has really big upside potential because of the AL ownwership and co-operation. (P/S of NEL is 3 times higher!)
Anyway this all means booming business for HEX : )
Hydrogen is really breaking up everywhere. This was in NEL thread today:
https://www.financialexpress.com/auto/car-news/fuel-cell-electric-vehicles-to-have-a-bright-future-in-india-report/1497737/
Another very interesting press release from Air Liquide today:
https://en.media.airliquide.com/news/air-liquide-invests-in-the-worlds-largest-membrane-based-electrolyzer-to-develop-its-carbon-free-hydrogen-production-7f65-56033.html
This means big order for Hydrogenics. In my opinion HYGS has really big upside potential because of the AL ownwership and co-operation. (P/S of NEL is 3 times higher!)
Anyway this all means booming business for HEX : )
Redigert 21.01.2021 kl 04:39
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Nanoq
26.02.2019 kl 11:46
3281
Yes. India is very interesting and promising for FCEV - for many reasons. Plenty of basic necessary components - costfree wind, sun and water. And India has plenty of windmills and sunfarms to use for cheap electrolysis. And many more to come in the future.
And millions of skilled workers to produce and establish H2-infrastructure. And produce FCEV cars and trucks.
And huge problems with air pollution and climate threats.
H2 should be a no-brainer for India. As should be for China.
You mentioned P/S for Hydrogenics and NEL. Well, for Hexagon/Agility it is about 2. Thats 1/6 of NEL. And both of them with great potential for growth.
HEX at this price level looks more attractive just now, IMO.
PS.. I noticed that Hydrogenics was up 8,5% yesterday. Thanks for your HYGS info. I will follow it and -may be - buy some HYGS-shares another day.
And millions of skilled workers to produce and establish H2-infrastructure. And produce FCEV cars and trucks.
And huge problems with air pollution and climate threats.
H2 should be a no-brainer for India. As should be for China.
You mentioned P/S for Hydrogenics and NEL. Well, for Hexagon/Agility it is about 2. Thats 1/6 of NEL. And both of them with great potential for growth.
HEX at this price level looks more attractive just now, IMO.
PS.. I noticed that Hydrogenics was up 8,5% yesterday. Thanks for your HYGS info. I will follow it and -may be - buy some HYGS-shares another day.
Redigert 21.01.2021 kl 04:39
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Adjit
26.02.2019 kl 22:39
3161
Luckily HEX has already a sales office in Bangalore.
I'd like to add this video here:
https://www.youtube.com/embed/0eu0IBhFnLs
It's Plug Powers CEO telling about the company and their prospects. This is very interesting company because they are just expanding their business to bigger vehicles, e.g. delivery trucks (of FedEx and Amazon). Amazon, by the way, made a small investment in PLUG 2 years ago.
Bottom line: big retail and logistics companies with huge fleets are moving towards hydrogen. Even more business for HEX : )
I believe that Nikola will be listed in the US stock market quite soon. That will open the eyes of many American investors and funds to see that hydrogen is really coming in a big way. That will benefit companies like HYGS and PLUG. At the moment the USA is really oil, NG and coal oriented. So I have a positive problem: how to allocate between all these Norwegian and American H2 companies. HEX is the safest, I think, but the biggest potential could be in ???? ; )
I'd like to add this video here:
https://www.youtube.com/embed/0eu0IBhFnLs
It's Plug Powers CEO telling about the company and their prospects. This is very interesting company because they are just expanding their business to bigger vehicles, e.g. delivery trucks (of FedEx and Amazon). Amazon, by the way, made a small investment in PLUG 2 years ago.
Bottom line: big retail and logistics companies with huge fleets are moving towards hydrogen. Even more business for HEX : )
I believe that Nikola will be listed in the US stock market quite soon. That will open the eyes of many American investors and funds to see that hydrogen is really coming in a big way. That will benefit companies like HYGS and PLUG. At the moment the USA is really oil, NG and coal oriented. So I have a positive problem: how to allocate between all these Norwegian and American H2 companies. HEX is the safest, I think, but the biggest potential could be in ???? ; )
Redigert 21.01.2021 kl 04:39
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Nanoq
27.02.2019 kl 08:29
3041
Interesting video. Thanks!
Yes, Nikola is heading for listing at NYSE
Trevor Milton was interviewed last summer on this topic, and he said that a stock listing probably would happen when the Nikola One and Two truck-production was up and running at a significant speed - he hoped it would happen within a couple of years...
but may be he has changed his opinion a bit on this time issue.
Yes, Nikola is heading for listing at NYSE
Trevor Milton was interviewed last summer on this topic, and he said that a stock listing probably would happen when the Nikola One and Two truck-production was up and running at a significant speed - he hoped it would happen within a couple of years...
but may be he has changed his opinion a bit on this time issue.
Redigert 21.01.2021 kl 04:39
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Ecotricity
27.02.2019 kl 08:38
3009
Litt spennende med innsidekjøp i går...
Redigert 21.01.2021 kl 04:39
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Nanoq
27.02.2019 kl 09:07
2936
Det var både innside kjøp og inside salg i går, Flakk-kona solgte til Flakk-mannen ;)
den største nyheten i går var jo nok pressemeldingen fra H2-industrimessen i Tokyo om Purus/H2 og CNG.
https://www.hexagongroup.com/news--media?newsid=2236451×tamp=201902
den største nyheten i går var jo nok pressemeldingen fra H2-industrimessen i Tokyo om Purus/H2 og CNG.
https://www.hexagongroup.com/news--media?newsid=2236451×tamp=201902
Redigert 21.01.2021 kl 04:39
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Marketwatch
27.02.2019 kl 10:03
2899
Bra melding idag også. Leveranser til Audi er ikke å kimse av. Har faktisk like stor tro på at kursen til Hex
stiger minst like mye som i Nel fremover.
stiger minst like mye som i Nel fremover.
Redigert 21.01.2021 kl 04:39
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hengleif
27.02.2019 kl 10:07
2886
Nok en tillitserklæring til hva HEX jobber med. Tror flere vil se potensialet og komme med en re-prising av selskapet
https://quotes.hegnar.no/quotes/release.php?id=20190227.GlobeNewswire.HUG2236561
https://quotes.hegnar.no/quotes/release.php?id=20190227.GlobeNewswire.HUG2236561
Redigert 21.01.2021 kl 04:39
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Nanoq
27.02.2019 kl 11:43
2808
Virkelig positiv Audi-melding:
...."to supply high-pressure tanks for a multi-year hydrogen tank development and small-serial production project."
VW Group er jo den største kunden man kunne ønske seg å få ombord.
...."to supply high-pressure tanks for a multi-year hydrogen tank development and small-serial production project."
VW Group er jo den største kunden man kunne ønske seg å få ombord.
Redigert 21.01.2021 kl 04:39
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Tobias
27.02.2019 kl 12:17
2760
Fin kjøpsmulighet dette.
Kanon melding i dag.
Kanon melding i dag.
Redigert 21.01.2021 kl 04:39
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Marketwatch
27.02.2019 kl 22:02
2648
Først en varm anbefaling med et doblet kursmål, så tilrettelegger deemisjon. Pæle opprøte!
Redigert 21.01.2021 kl 04:39
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Nanoq
27.02.2019 kl 22:19
2601
Er nok best å vente med å (for)dømme inntil vi kjenner emisjonskursen - og aksjekursen om en måneds tid...
men enig, Carnegie ser ikke rene og pene ut i øyeblikket.
men enig, Carnegie ser ikke rene og pene ut i øyeblikket.
Redigert 21.01.2021 kl 04:39
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Marketwatch
27.02.2019 kl 22:33
2558
Emisjonen allerede fullført til 29,60. Må sies å være bra!
Redigert 21.01.2021 kl 04:39
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Adjit
27.02.2019 kl 23:00
2514
How is that possible, really:
22.02.2019 HEX:CARNEGIE OPPJUSTERER KURSMÅL TIL 57 (33)
27.02.2019 Emission, Carnegie AS as Joint Bookrunner
22.02.2019 HEX:CARNEGIE OPPJUSTERER KURSMÅL TIL 57 (33)
27.02.2019 Emission, Carnegie AS as Joint Bookrunner
Redigert 21.01.2021 kl 04:39
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optimist68
27.02.2019 kl 23:11
2493
Kursen gikk ikke opp pga økt kursmål. For lite aksjer som omsettes og ikke akkurat folkeaksje. Blir spennende å se hva som skjer videre. Kursen skal opp!!
Redigert 21.01.2021 kl 04:39
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Er det Finanstilsynet man tipser om sånt som dette? Kun bære artig å prøve
Redigert 21.01.2021 kl 04:39
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