Aktiesnakken — Marts 2022
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E24 28.03.2022:<br>
«Hvor mye er egentlig Quantafuels "bevis" verdt?»<br>
https://i.ibb.co/GT3tbRm/image.png -
Tak @Ellsine
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QFUEL: NORDEA OPPJUSTERER TIL KURSMÅL 17 (13), GJENTAR SALG
Oslo (Infront TDN Direkt): Nordea Markets oppjusterer Quantafuel til 17 kroner pr aksje, fra tidligere 13 kroner pr aksje og gjentar salgsanbefaling.Det fremgår av en oppdatering publisert onsdag.
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Gentager salg, jeg kan ikke tage dem seriøst. Hvordan kan de på nogen måde mene aktien skal ligge i 17, med deres fremtidsudsigter
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Ja, jeg undlader at komme med mine konspirationsteoretiske tanker
Om ikke andet er det da en del op fra 13 ! -
Ja hele 4 kr op fra 13, de har godt nok haft den store støbeske fremme denne gang
(ironi kan forekomme) -
oge: Det var da ikke gætteri før. Problemet er jo at det er lidt tilfældigt med dem der bor i Skive og omegn, lige kører forbi fabrikken når der står en tank bil og rapportere det til FB gruppen.
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Og så længe der ikke er nogen nyheder om andesender de vel 3-4 tanke afsted ugentligt når begge linjer kører nu
ellers hører vi jo noget -
jeps. Her kommer skrivet fra Nordea:
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<b>Investment case</b><br>
Despite Quantafuel's unique proposition – an elegant solution that has not been achieved before,
in our view – we are troubled by its track record of struggling to meet targets
(for example, it now guides for capex at the Skive operation that is three times the level of its initial guidance in Q1 2020). -
Despite proof of concept being achieved at the end of March 2022,
we still see several further hurdles that need to be overcome before we can consider a full de-risked
case for a rollout of Quantafuel's production method in the longer term. -
<br><b>Main risks</b><br>
While our base case highlights downside risks for Quantafuel, we see certain points that may warrant upside in the share.
These include the addition of new strategic/financial partners, a quick ramp-up at Skive and further facilities beginning construction. -
<b>Estimates and valuation</b><br>
We maintain our capacity estimate of ~10,600 tonnes at Skive in 2022 (versus guidance of 12,000 tonnes) and leave our future facility rollout forecasts unchanged.
Given the news on proof of concept, we increase the probability of success for future chemical recycling. -
Holding all other valuation drivers constant and updating for FX, this change results in a DCF-based target price of NOK 17 (13) per share.
Future triggers for investors include company commentary on Skive's progress and its 2022 targets, as well as news about future chemical recycling facilities. -
--- Slut.
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Det synes jeg da er meget sober beskrivelse...
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De har helt ret i de mange missede mål mm. Og at vi mangler eksterne penge i form af en FID for at de-riske yderligere.
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Jeps, modsat af da han havde kursmål 100+
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De skriver også hvad der kan komme af påositive triggers. De mangler blot her og nu mere evidens i form af flere stabile produktions data og FID
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