Emisjon på 9,99% rettet mot bl.a. hydrogen-businessen
https://www.hexagongroup.com/news--media?press_id=2236662×tamp=201902
...The net proceeds of the Private Placement will be used for continued investment in growth opportunities across all of Hexagon's business areas, hereunder hydrogen opportunities and new market development
...The Company has received significant indications from both existing shareholders and new investors to apply for Offer Shares in the Private Placement. Further, Flakk Composites AS, controlled by Mr. Knut Flakk, has pre-committed to subscribe for NOK 10 million in the Private Placement. Mr. Knut Flakk is the Chairman of the Company's Board of Directors....
....The share issuance will be carried out as a private placement in order to complete a transaction in an efficient manner without the significant discount typically seen in rights issues, and without the need for a guarantee consortium....
...The net proceeds of the Private Placement will be used for continued investment in growth opportunities across all of Hexagon's business areas, hereunder hydrogen opportunities and new market development
...The Company has received significant indications from both existing shareholders and new investors to apply for Offer Shares in the Private Placement. Further, Flakk Composites AS, controlled by Mr. Knut Flakk, has pre-committed to subscribe for NOK 10 million in the Private Placement. Mr. Knut Flakk is the Chairman of the Company's Board of Directors....
....The share issuance will be carried out as a private placement in order to complete a transaction in an efficient manner without the significant discount typically seen in rights issues, and without the need for a guarantee consortium....
Redigert 21.01.2021 kl 09:11
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Adjit
25.03.2019 kl 00:27
2151
Well, looks that Japanese talked about hydrogen societies already 3 years ago when they made this placement. They really predicted, what will happen.
Nanoq, you wrote in NEL discussion: '' Godt å se at Kina nå for alvor tar hydrogen-grep. Det blir Japan, Syd-Korea og Kina som kommer til å drive fram hydrogen-samfunnet i verden IMO. ''
It is true that those countries are driving the development but the rest of the world is not sleeping either. I'm surprised to see how many countries have already initiated national hydrogen plans or strategies or major H2 projects: France, Australia, Germany, Swizerland, UK, Denmark, Norway, Canada, USA, Chile, Austria....
https://fuelcellsworks.com/news/government-of-chile-supports-green-hydrogen/
https://fuelcellsworks.com/news/austrian-minister-kostinger-launches-the-development-of-a-hydrogen-strategy/
And there is more to come weekly. Funny thing is that many of these countries want to be leaders in H2 technologies. Anyway nobody can stop this music anymore.
The more I have read the news, studied NEL, HEX and other companies like Plug Power and Hydrogenics, the more convinced I am that we have a rare opportunity to take advantage of this huge megatrend. There are lot of application areas already now but within some years there will be much more e.g. the following:
https://safety4sea.com/japan-toyota-to-build-fishing-boat-powered-with-hydrogen-fuel-cells/
https://www.thegreenvillage.org/projects/hydrogen-scooter-power-plant
https://www.forbes.com/sites/quora/2019/03/11/what-are-the-most-promising-uses-for-hydrogen-fuel-cells/#592366427e2e
Fuel cells can be used practically everywhere, when there is a need for power (heat or electricity). On top of that H2 can be produced almost everywhere, so it's a real game changer. Within 5-10 years you can buy fuel cells and H2 production devices so that you can heat your home, drive your car, boat, snow scooter and prepare H2 for all your needs. That will be interesting when part of the consumers will be producers.
All this means glorious future for H2 business, hopefully for all of the above mentioned companies as well.
PS: 3 years ago HEX share price was round 20. After all this development, new deals and plans the price of today is not very high. The same counts for PP and Hydrogenics as well.
Nanoq, you wrote in NEL discussion: '' Godt å se at Kina nå for alvor tar hydrogen-grep. Det blir Japan, Syd-Korea og Kina som kommer til å drive fram hydrogen-samfunnet i verden IMO. ''
It is true that those countries are driving the development but the rest of the world is not sleeping either. I'm surprised to see how many countries have already initiated national hydrogen plans or strategies or major H2 projects: France, Australia, Germany, Swizerland, UK, Denmark, Norway, Canada, USA, Chile, Austria....
https://fuelcellsworks.com/news/government-of-chile-supports-green-hydrogen/
https://fuelcellsworks.com/news/austrian-minister-kostinger-launches-the-development-of-a-hydrogen-strategy/
And there is more to come weekly. Funny thing is that many of these countries want to be leaders in H2 technologies. Anyway nobody can stop this music anymore.
The more I have read the news, studied NEL, HEX and other companies like Plug Power and Hydrogenics, the more convinced I am that we have a rare opportunity to take advantage of this huge megatrend. There are lot of application areas already now but within some years there will be much more e.g. the following:
https://safety4sea.com/japan-toyota-to-build-fishing-boat-powered-with-hydrogen-fuel-cells/
https://www.thegreenvillage.org/projects/hydrogen-scooter-power-plant
https://www.forbes.com/sites/quora/2019/03/11/what-are-the-most-promising-uses-for-hydrogen-fuel-cells/#592366427e2e
Fuel cells can be used practically everywhere, when there is a need for power (heat or electricity). On top of that H2 can be produced almost everywhere, so it's a real game changer. Within 5-10 years you can buy fuel cells and H2 production devices so that you can heat your home, drive your car, boat, snow scooter and prepare H2 for all your needs. That will be interesting when part of the consumers will be producers.
All this means glorious future for H2 business, hopefully for all of the above mentioned companies as well.
PS: 3 years ago HEX share price was round 20. After all this development, new deals and plans the price of today is not very high. The same counts for PP and Hydrogenics as well.
Redigert 25.03.2019 kl 00:29
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optimist68
24.03.2019 kl 11:38
2357
Blir det rep. emisjon på oss vanlige aksjonærer ? Det ble vel nevnt i børsmeldingen
Nanoq
24.03.2019 kl 10:52
2406
Med Syd-Koreas og Japans utmeldinger om at hydrogen skal ha en stor og sentral plass i deres energimix i framtida, så er det ikke merkelig at Mitsui har kjøpt seg stort inn i Hexagon med 25%. Begge land er store bilprodusenter med en kjøpesterk befolkning, og med tilsammen like mange innbyggere som Tyskland + Frankrike + England.
Her er meldingen fra 2016 da den japanske giganten Mitsui kjøpte 25% av aksjene i Hexagon, og hvor ikke minst hydrogen hadde en sentral plass i denne meldingen:
HEXAGON COMPOSITES ANNOUNCES PROPOSED PRIVATE PLACEMENT OF NEW SHARES AND STRATEGIC COOPERATION AGREEMENT WITH MITSUI & CO., LTD.
29.02.2016 STOCK EXCHANGE RELEASE
Hexagon:
...«We are very pleased indeed to have Mitsui as a strategic partner and large investor. Hexagon Composites has had commercial relations with Mitsui for decades, and we fully appreciate the professionalism and integrity that characterize their way of operating. As a major global corporation, Mitsui will strongly support Hexagon Composites' strategic development of new markets and segments. With its Japanese base, Mitsui has deep experience pertaining to carbon fiber related industries. Japan has taken the lead in developing the Hydrogen society, and we look forward to drawing on Mitsui's capabilities in executing our Hydrogen strategy.
Mitsui:
..."We, Mitsui, believe that the collaboration between Mitsui and Hexagon Composites will meaningfully contribute towards creating additional value for Hexagon Composites by enhancing the development of their existing and new businesses......
...Leveraging the opportunity with Hexagon Composites and its lightweight products, we will pursue innovative solutions to reduce CO2 emission. We plan to enhance the development of Hexagon Composites' hydrogen strategy, aiming to pave our way to hydrogen societies near future" says Isao Kuroda, General Manager of Performance Materials Division in Mitsui.
Mye mer her:
https://www.hexagongroup.com/news--media/news?press_id=1990008×tamp=201602
Her er meldingen fra 2016 da den japanske giganten Mitsui kjøpte 25% av aksjene i Hexagon, og hvor ikke minst hydrogen hadde en sentral plass i denne meldingen:
HEXAGON COMPOSITES ANNOUNCES PROPOSED PRIVATE PLACEMENT OF NEW SHARES AND STRATEGIC COOPERATION AGREEMENT WITH MITSUI & CO., LTD.
29.02.2016 STOCK EXCHANGE RELEASE
Hexagon:
...«We are very pleased indeed to have Mitsui as a strategic partner and large investor. Hexagon Composites has had commercial relations with Mitsui for decades, and we fully appreciate the professionalism and integrity that characterize their way of operating. As a major global corporation, Mitsui will strongly support Hexagon Composites' strategic development of new markets and segments. With its Japanese base, Mitsui has deep experience pertaining to carbon fiber related industries. Japan has taken the lead in developing the Hydrogen society, and we look forward to drawing on Mitsui's capabilities in executing our Hydrogen strategy.
Mitsui:
..."We, Mitsui, believe that the collaboration between Mitsui and Hexagon Composites will meaningfully contribute towards creating additional value for Hexagon Composites by enhancing the development of their existing and new businesses......
...Leveraging the opportunity with Hexagon Composites and its lightweight products, we will pursue innovative solutions to reduce CO2 emission. We plan to enhance the development of Hexagon Composites' hydrogen strategy, aiming to pave our way to hydrogen societies near future" says Isao Kuroda, General Manager of Performance Materials Division in Mitsui.
Mye mer her:
https://www.hexagongroup.com/news--media/news?press_id=1990008×tamp=201602
Redigert 24.03.2019 kl 10:54
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Nanoq
21.03.2019 kl 12:26
2597
Ja, så er HEX-kursen igjen over 33 kr,, ca. 3 uker etter emisjonen som kortvarig sendte kursen ca. 10% ned.
Her er det mye oppside framover, alt som handler om hydrogen-gass og CNG (komprimert naturgass) skal bruke høytrykkstanker fra Hexagon. Dette markedet vil vokse eksponentielt i mange år, og Hexagon sitter helt sentralt plassert her.
Har selv hatt mange (noen hundre tusen) NEL-aksjer fra kurs 3,35, men har nå flyttet 75% av disse pengene over i Hexagon og i Scatec Solar, som begge ligner sikrere investeringer, og - når det gjelder HEX - med minst likeså stor potensiell oppside. Begge tjener gode penger, har fornuftig P/S og kan også utbetale direkte utbytte (SSO i år 0,95 pr. aksje, HEX gjør ikke i år). Sammenlignet med NEL er de "grisebillige" basert på nøkkeltall.
Her er det mye oppside framover, alt som handler om hydrogen-gass og CNG (komprimert naturgass) skal bruke høytrykkstanker fra Hexagon. Dette markedet vil vokse eksponentielt i mange år, og Hexagon sitter helt sentralt plassert her.
Har selv hatt mange (noen hundre tusen) NEL-aksjer fra kurs 3,35, men har nå flyttet 75% av disse pengene over i Hexagon og i Scatec Solar, som begge ligner sikrere investeringer, og - når det gjelder HEX - med minst likeså stor potensiell oppside. Begge tjener gode penger, har fornuftig P/S og kan også utbetale direkte utbytte (SSO i år 0,95 pr. aksje, HEX gjør ikke i år). Sammenlignet med NEL er de "grisebillige" basert på nøkkeltall.
Redigert 21.03.2019 kl 12:42
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Nanoq
14.03.2019 kl 20:04
2817
I dag var HEX-kursen oppe på 32,90, Det gikk altså bare ca. 2 uker før kursen var tilbake på nivået rett før emisjonen.
Teknisk ser den fin ut, både MACD, Bollinger og RSI signalerer plass til mer kursoppgang i løpet av få dager.
Time will tell...
Teknisk ser den fin ut, både MACD, Bollinger og RSI signalerer plass til mer kursoppgang i løpet av få dager.
Time will tell...
Nanoq
28.02.2019 kl 11:34
3211
Mitsui & Co, Ltd. er et av verdens største industri- og handels-konglomerater med mer enn 40.000 ansatte i 66 land. Og hvor energi utgjør den største delen av virksomhetens salg. Olje og gass fyller mye. Og snart også grønn energi.
Fordi Mitsui er den største aksjonæren i Hexagon med 25% eierskap, og med plass i styret, så skjer det ikke mye i Hexagon uten at japanerne gir grønt lys. P.g.a. HEX-emisjonen på over 500 mill. kr og planen om et obligasjonslån på det nordiske markedet på 1,1 milliard kr, så vil Hexagon snart ha ca. 1,8 milliarder kr i kassa.
Hvorfor så mye kapital? Store investeringer må åpenbart være på vei.
Mitsui vet om noen hvor veksten er og vil være fremover. Ikke minst i Japan og Asia/Kina. Det vil undre meg hvis Hexagon ikke snart melder ut om produksjonsplaner i Østen (Kina?), hvor statlig subsidiering av virksomheter spesielt i Kina er stor innenfor den grønne energisektoren. Men for å få del i denne statsstøtten kreves det at det er produksjon i landet.
Ellers er Mitsui riktig store innenfor naturgass (tenk Agility Fuel Solution). Men også med skarpt fokus på grønn energi og hydrogen:
Development of next generation energy and environmental business.
We aim to develop projects that support the prevention of global warming and realization of a low-carbon society through environmental and next-generation energy initiatives, including the commercialization of renewable energies such as biofuels, development of next-generation energy sources, and development of a hydrogen transportation and storage model.
https://www.mitsui.com/jp/en/company/business/units/energy2/index.html
Fordi Mitsui er den største aksjonæren i Hexagon med 25% eierskap, og med plass i styret, så skjer det ikke mye i Hexagon uten at japanerne gir grønt lys. P.g.a. HEX-emisjonen på over 500 mill. kr og planen om et obligasjonslån på det nordiske markedet på 1,1 milliard kr, så vil Hexagon snart ha ca. 1,8 milliarder kr i kassa.
Hvorfor så mye kapital? Store investeringer må åpenbart være på vei.
Mitsui vet om noen hvor veksten er og vil være fremover. Ikke minst i Japan og Asia/Kina. Det vil undre meg hvis Hexagon ikke snart melder ut om produksjonsplaner i Østen (Kina?), hvor statlig subsidiering av virksomheter spesielt i Kina er stor innenfor den grønne energisektoren. Men for å få del i denne statsstøtten kreves det at det er produksjon i landet.
Ellers er Mitsui riktig store innenfor naturgass (tenk Agility Fuel Solution). Men også med skarpt fokus på grønn energi og hydrogen:
Development of next generation energy and environmental business.
We aim to develop projects that support the prevention of global warming and realization of a low-carbon society through environmental and next-generation energy initiatives, including the commercialization of renewable energies such as biofuels, development of next-generation energy sources, and development of a hydrogen transportation and storage model.
https://www.mitsui.com/jp/en/company/business/units/energy2/index.html
Adjit
28.02.2019 kl 11:13
3254
Something is really cooking up. I speculate a little bit. This is from the press release few days ago:
''Through Hexagon Purus, the Company will continue to develop cutting-edge solutions working closely with supporting car, bus and truck manufacturers, fleet, rail and marine operators, gas distributors and refueling station operators.
“We strongly believe in the future of clean energy – and Hexagon Purus is our response to support this transition,” says Michael Kleschinski, President of Hexagon Purus. “For us, Purus represents something new, pure and unique. We are clarifying and sharpening our clean energy focus. Hexagon Purus gives us the opportunity to do something different!”
The Hexagon Purus business division includes manufacturing, sales & marketing, R&D locations and personnel in Norway, Germany and USA.''
Now we know that China, Japan and especially S-Korea have very aggressive expansion plans for hydrogen - even hydrogen based economy. In my opinion HEX Purus would need strong presence in Asia, which is missing at the moment. So my guess and wish is that they'll invest heavily in Asia very soon.
Bought lot of new shares today. Interesting to see the next updated top holders list.
''Through Hexagon Purus, the Company will continue to develop cutting-edge solutions working closely with supporting car, bus and truck manufacturers, fleet, rail and marine operators, gas distributors and refueling station operators.
“We strongly believe in the future of clean energy – and Hexagon Purus is our response to support this transition,” says Michael Kleschinski, President of Hexagon Purus. “For us, Purus represents something new, pure and unique. We are clarifying and sharpening our clean energy focus. Hexagon Purus gives us the opportunity to do something different!”
The Hexagon Purus business division includes manufacturing, sales & marketing, R&D locations and personnel in Norway, Germany and USA.''
Now we know that China, Japan and especially S-Korea have very aggressive expansion plans for hydrogen - even hydrogen based economy. In my opinion HEX Purus would need strong presence in Asia, which is missing at the moment. So my guess and wish is that they'll invest heavily in Asia very soon.
Bought lot of new shares today. Interesting to see the next updated top holders list.
Ecotricity skrev Hamstrer litt mer nå på 30 kroner.
Ja Eco. Smart innkjøp. Ny melding nå:Hexagon Composites ASA has mandated DNB Markets as Sole Bookrunner to arrange a series of fixed income investor meetings in the Nordics, commencing on Monday, 4 March. A NOK 1,100 million senior unsecured 4 year floating rate issue is expected to follow, subject to market conditions.
Ja et meget bra innsidekjøp som bekrefter herved at det er noe stort på gang.
Nanoq
28.02.2019 kl 08:47
3465
Marketwatch skrev Emisjonen allerede fullført til 29,60. Må sies å være bra!
Kan se at den største aksjonæren, japanske Mitsui & Co Ltd., har deltatt med 4,167,000 nye aksjer. Så de eier altså fremdeles 25% av selskapet.
Her er det de selv skriver om dette i dag:
https://www.mitsui.com/jp/en/topics/2019/1228180_11243.html
Her er det de selv skriver om dette i dag:
https://www.mitsui.com/jp/en/topics/2019/1228180_11243.html
Marketwatch skrev Emisjonen allerede fullført til 29,60. Må sies å være bra!
Enig. Kursen var helt ok. Ble raskt fulltegnet på under 1 time igår. Jeg ble med. Spennende selskapet med så mye cash. Her er det meget store kontrakter i pipeline fra Hyon tror jeg. Dette krever cash. Hex kr 640 mill i banken. Nel med kr 850 mill i banken..Begge har cash for å berike sine aksjonærer.. Hehe.. Hex og Nel kan få kraftige børs oppsving nå.
Redigert 28.02.2019 kl 08:24
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Adjit
27.02.2019 kl 20:22
3863
Stock price finally goes up and pang: emission : (
Strange that they didn't tell the share price. Anyway we got 10% dilution, which is not very nice. Just hope that we'll have opportunity to buy close to the emi price and HEX has good reasons for this emission. On the other hand everything else looks very good and promising for HEX.
Strange that they didn't tell the share price. Anyway we got 10% dilution, which is not very nice. Just hope that we'll have opportunity to buy close to the emi price and HEX has good reasons for this emission. On the other hand everything else looks very good and promising for HEX.
Nanoq
27.02.2019 kl 20:03
3922
Tipper at kursen er tilbake på 33+ i løpet av noen dager/få uker. Selskapet er fra i morgen ca. 500 mill. kr mer verd med 10% flere aksjer, og med større muligheter for ekspansjon/profitable investeringer i et H2-/CNG-marked i sterk vekst.
Ca. 80% av aksjene eies av de 20 største aksjonærene, nå kommer det noen nye store store aksjonærer inn, noe som er positivt både for eierstrukturen og for likviditeten i aksjen.
Ca. 80% av aksjene eies av de 20 største aksjonærene, nå kommer det noen nye store store aksjonærer inn, noe som er positivt både for eierstrukturen og for likviditeten i aksjen.
Titleist
27.02.2019 kl 19:32
4026
Vil tro emisjonskursen blir like under 30.
Det vil antagelig bli rep. Emi for de som ikke deltar.
Denne tilførte kapitalen vil gi hex fantastiske muligheter fremover. Husk innsidekjøpet og siste kontrakter.
Skulle aksjen falle i morgen, er det en god kjøpsmulighet.
Det vil antagelig bli rep. Emi for de som ikke deltar.
Denne tilførte kapitalen vil gi hex fantastiske muligheter fremover. Husk innsidekjøpet og siste kontrakter.
Skulle aksjen falle i morgen, er det en god kjøpsmulighet.
Hva vil skje med kursen mon tro? Får vi vite emisjonskurs i morgen?
Dette er nå meget sannsynlig at det er Hyon som har noe meget stort på gang. Se NEL tråden. Alle store henter inn mye cash. Hyon er eid er Hex,Nel og PC. Last opp med Hex og Nel aksjer. Det blir take off
Nanoq
27.02.2019 kl 17:26
4234
FOURTH QUARTER 2018 REPORT
Cash and cash equivalents at start of period 171 605 000
Cash and cash equivalents at end of period 138 531 000
Available unused credit facility 1 568 751 000
http://hugin.info/132600/R/2234756/879539.pdf
I tillegg så kommer det altså nå ca. 500 mill. kr. mer i kassa med denne emisjonen...
her er det penger nok til mye vekst framover. Mye på gang i både H2 og CNG i hele verden, forestiller meg at de planlegger å etablere en ny fabrikk i Asia (eller Kina?) for en del av pengene.
Cash and cash equivalents at start of period 171 605 000
Cash and cash equivalents at end of period 138 531 000
Available unused credit facility 1 568 751 000
http://hugin.info/132600/R/2234756/879539.pdf
I tillegg så kommer det altså nå ca. 500 mill. kr. mer i kassa med denne emisjonen...
her er det penger nok til mye vekst framover. Mye på gang i både H2 og CNG i hele verden, forestiller meg at de planlegger å etablere en ny fabrikk i Asia (eller Kina?) for en del av pengene.
Redigert 27.02.2019 kl 17:43
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