Grønne Aktier — November 2023

bikube

BP nedskriver 540 Mio $ på et andet vindprojekt i USA. Jeg mener, at de er sammen med Eqvinor i det projekt, så det gør de norske nok også.

JKY_VH

Equinor har masser af penge i lange stænger, så ja hvis de ikke køber Scatec, så er Ørsted nok også et bedre mål. Nedskrivninger er jo af natur en "en gangs foreteelse" og den underliggende forretning genererer jo overskud.

Pensionisten

Please, @JKY_VH - nævn venligst ikke Scatec - Den største fiasko, jeg har set i mange år.

ProinvestorNEWS

ATP om Ørsted: "2023 har udviklet sig værre for Ørsted, end vi havde forventet" https://www.proinvestor.com/investornyt/1072570/atp-om-orsted-2023-har-udviklet-sig-vaerre-for-orsted-end-vi-havde-forventet

ProinvestorNEWS

Amerikansk vrede over "skandaløse" Ørsteds skrottede havvindprojekter https://www.proinvestor.com/investornyt/1072944/amerikansk-vrede-over-skandalose-orsteds-skrottede-havvindprojekter

ProinvestorNEWS

Ørsted får sænket kursmålet hos Goldman til 440 kr. fra 515 kr. efter kæmpenedskrivning https://www.proinvestor.com/investornyt/1072948/orsted-far-saenket-kursmalet-hos-goldman-til-440-kr-fra-515-kr-efter-kaempenedskrivning

ProinvestorNEWS

Scatec reports third quarter results: Focus and discipline
2.11.2023 07.00 • GlobeNewswire •
Oslo, 2 November 2023: In the third quarter 2023, Scatec reported solid proportionate revenues of NOK 2.46 billion (1.63), with an EBITDA increase of 5 percent compared to the third quarter last year to NOK 893 billion (850).

ProinvestorNEWS

Scatec realised strong development and construction (D&C) revenues of NOK 1.32 billion (412) from its three main projects under construction and improved the gross margin for a third consecutive quarter to 13 percent. These projects are now entering the final construction phase and preparing for commercial operations. Proportionate Power Production was 1,047 GWh (1,135) and revenues in the Power Production segment were NOK 1,028 million (1,120), impacted by reduced revenues in the Philippines.

ProinvestorNEWS

Power production EBITDA was NOK 778 million (907).

ProinvestorNEWS

“We take pride in the progress we have achieved since our capital markets update and in recent months. Our dedicated team is committed to driving transformative change through world-class renewable energy initiatives spanning from South Africa to the Philippines to Brazil. Scatec has realised significant renewable growth through our highest construction activity ever and the projects have strong economics with robust returns and attractive gross margins,” says Scatec CEO Terje Pilskog.

ProinvestorNEWS

“Crossing key milestones during the quarter, we have showcased operational excellence and business model resilience amid current challenging economic conditions. In addition, we have focused our activities to ensure our readiness for profitable growth. The pipeline has been streamlined; we have reduced operational costs levels and sold assets, both to recycle capital and reduce complexity in our portfolio,” adds Pilskog.