Grønne Aktier — Maj 2021
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Enig Mcjean - hvis det ellers var Medium Invest du dissede. De afslørede da lige at de slet slet ikke har gravet nok i konkurrerende teknologi og markedsdimensioner. Ikke at QF er i mål, men lige nu tyder det aldeles positivt. OG at det tager tid ved enhver der har arbejdet med lignende processer
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QF: ABG Sundal Collier sænker kursmål fra NOK 85 til 75. Købsanbefaling beholdes. https://investor.dn.no/#!/Oversikt/Direkte/83672
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20 virksomheder er ansvarlig for 55% af verdens engangsplastik https://industryeurope.com/sectors/chemicals-biochemicals/20-companies-produce-55pc-of-global-plastic-waste-research-reveals/?fbclid=IwAR2q8qb1stAyM7W1VnFZ0_igQNAloz4CfOcqcc3sE5sywo-dJ9ESiFfBDE0
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Fearnley today:
Quantafuel (Buy, TP NOK 95/sh)
Environmental Impact application for Esbjerg site approved
Further to QFUELs positive Q1 update to the market at the end of last week, the company announced yesterday that Esbjerg City Council has unanimously approved QFUELs Environmental impact application for their planned new recycling plant in Esbjerg, with the project consisting of a feedstock pre-treatment plant integrated with a chemical recycling plant. -
Whilst stable and continuous production (on two lines) at Skive is the key trigger point to our mind next up, we view the news as a clear sign that things are being set up for the next plant location. This news also follows key members of the management team (Dr. Christian Lach, deputy CEO and CCO and Kristian Flaten, CFO) buying shares in the company – a strong sign of support for the company’s plans. The market has clearly agreed with us on the 1q21 update and subsequent news, and our view is
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QF: Miljøgodkendelsen 75 spændende sider
https://dma.mst.dk/vis-sag/1156541?fbclid=IwAR3bytEk5eD6oEgV_ZiKZ7zPS0SizWyHbGl5qZm5_HKtO9i9-D9qrRGJot4 -
QF. Link til DB's nye kursmål https://finansavisen.no/nyheter/energi/2021/05/19/7675362/meglerhus-halverer-kursmal-i-gronn-rakett
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Formentlig dette: "Med 577 mio. NOK i kontant ved udgangen af 1. kvartal 2021 og stærk støtte fra vores tre strategiske partnere, BASF, Vitol og Kirkbi, er vi i en stærk position til at fortsætte vores rejse med at forme det kemiske genbrugsmarked for plast."
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