AB InBev 2022Q2

tommycarstensen

AB InBev er kommet med Q2-regnskab foer Carlsberg og Heineken. Jeg har lavet et par figurer, der opsummerer kvartalet. Klik for at goere dem stoerre. Bemaerk de faldende margener.

Omsaetning +11,3%
Rumfang +3,4%
Normaliseret EBITDA +7,2%
Normaliseret profit -2,6%

Beer Prices Are Lagging Global Inflation, AB InBev CEO Says
https://www.bloomberg.com/news/articles/2022-07-28/beer-prices-are-lagging-global-inflation-ab-inbev-ceo-says#xj4y7vzkg

AB InBev boosts profit on higher prices, Latam drinkers
https://www.reuters.com/business/retail-consumer/ab-inbev-reports-higher-than-expected-q2-earnings-2022-07-28/

Transcript - BUD earnings call for the period ending June 30, 2022.
https://www.fool.com/earnings/call-transcripts/2022/07/28/anheuser-busch-inbev-nv-bud-q2-2022-earnings-call/

Her de kommentarer fra telekonferencen jeg bed mest maerke i:

28:14
"And because of that, we had our plans in place. we look globally to date, I would say that it's clear that beer prices are lagging inflation while I just said before that we are carefully balancing consumer demand, value proposition of our brands and input costs as we build our revenue management strategy. But globally, prices that is likely below inflation."

38:55
"And then second question, you've made some really good progress on deleveraging in H1. And you usually generate much more cash in H2. Would it be fair to to assume that you could end the year closer 3.5 times net debt to EBITDA. And from a cash flow perspective, would you be willing to reinstate the the interim dividend as you've done in past on top of the final dividend? Thank you."

41:37
"But what I can tell you is that right now, we can create more value from the leveraging than anything else. So that should be more of the leveraging to come."

Den sidste saetning er transkriberet forkert. Han siger deleveraging og ikke leveraging.

tommycarstensen

Denne gang med figurer...

Aktie-Zlatan

Måske af interesse.

Absolicon (solfanger istedet for solceller) er muligvis et fremtidigt svenskt Vestas. Bryggerier viser et stort interesse da de benytter meget hedvand.

AB InBev
Carlsberg
Asahi
muligvis Heineken

Solar solutions for Brewery & Beverage industry - Solar heat integration - Absolicon

We help the Brewery industry with the transition from fossil fuels providing turnkey solutions with profitable, easy integrated solar energy resources

Absolicon (www.absolicon.com)

AB InBev invests in solar thermal energy to meet ambitious sustainability goals - Absolicon

Brewery giant AB InBev partnered with Absolicon and its partner GreenLine Africa to install a solar thermal energy plant at a brewery in Maputo, Mozambique

Absolicon (www.absolicon.com)

Absolicon News update March 2022 - Absolicon

SWCC in Saudi Arabia receives funds for extended solar installation The desalination company SWCC has received positive news about financing a project with 660 m2 of solar collectors for desalination in Saudi Arabia. Absolicon has in 2021 installed a pilot plant at a research institute owned by SWCC and the company has now been granted […]

Absolicon (www.absolicon.com)

Carlsberg Group brewery Solar plant in Greece with Absolicon - Absolicon

Absolicon and Carlsberg Group agreed to install renewable solar heat at Olympic brewery in Sidons plant in Greece in 2022, for sustainable brewing processes

Absolicon (www.absolicon.com)

Birra Peroni go for zero carbon production with concentrated solar heat from Absolicon - Absolicon

Absolicon and Birra Peroni s.r.l.(Birra Peroni), have signed an agreement to start preparations for a first solar collector field at Birra Peroni plant in Bari, Italy. Birra Peroni is part of global brewer Asahi Group. The Bari plant in Italy is part of Asahi Europe & International that produces the beer Peroni and Peroni Nastro […]

Absolicon (www.absolicon.com)

Facebook

(www.facebook.com)

Absolicon sælger primært produktionslinier (ikke solfanger) og det er en årsag til at Absolicon muligvis kommer at ekspandere hurtigere end konkurrenter.

Absolicon teams up with global automation leader ABB for development and service of Absolicon production line - Absolicon

Absolicon Solar Collector has developed the T160 Solar collector, the leading concentrator for solar heat for industrial use. Absolicon works together with local production partners operating the robotized production line for low-cost mass production of solar collectors. By producing a solar collector every six minutes, ABB’s robots make Absolicon solar technology a cost-effective alternative to […]

Absolicon (www.absolicon.com)

Hyst

Fjernvarmeværker i landområdet har længe brugt det. Problemet er lagring af energien til vintermånederne.
Store underjodiske lagringstanke har været er blandet fornøjelse.

Damvarmelager

https://www.vestfor.dk/nyheder-og-presse/nyheder/nyt-damvarmelager-skal-mindske-co2-udledning/

Aktie-Zlatan

Jo, jeg ved at solvarme benyttes af flere danske fjernvarmeværker (Silkeborg og andre), men det nye er Absolicons effektivitet (>76 %), men først og fremmest de robotiserede produktionslinierne, som muliggør hurtig ekspansion. Danmark og Sverige er ikke prio 1 uden Afrika, Latinamerika, Middelhavet, USA og andre.

"Absolicon T160 har den högsta uppmätta optiska effektiviteten någonsin för en kommersiellt tillgänglig koncentrerande solfångare, över 76 %."

https://www.absolicon.com/sv/#:~:text=Absolicon T160 har den högsta uppmätta optiska effektiviteten,koncentrerande solfångare%2C över 76 %25. Absolicon T160 Solfångare

Hyst

Ok- godt for vore grossister/producenter!

Men energilagring er en svær størrelse:

https://energiwatch.dk/Energinyt/Energiselskaber/article10706611.ece
https://ing.dk/artikel/fjernvarmelager-fuglene-utaetheder-sender-solvarmen-pengene-blaa-212987

Aktie-Zlatan

Apropos fjernvarme. Fra igår:

Staatliche Beihilfen: Kommission genehmigt mit 2,98 Mrd. EUR ausgestattete deutsche Regelung zur Förderung grüner Fernwärme

Die Europäische Kommission hat nach den EU-Beihilfevorschriften eine mit 2,98 Mrd. EUR ausgestattete deutsche Regelung genehmigt, die die Förderung grüner Fernwärme auf Basis von erneuerbaren Energieträgern und Abwärme vorsieht.

European Commission - European Commission (ec.europa.eu)

Fjärrvärme - Absolicon

Absolicons solfångare förser miljövänlig och hållbar fjärrvärme. 90% av flerfamiljshusen i Sverige får sin värme från fjärrvärme.

Absolicon (www.absolicon.com)

A new interactive map "Share of District Heating and Cooling across Europe" - Wedistrict

The market penetration of DHC systems varies strongly amongst the EU member states. Our new interactive map gives you an ... Read more

Wedistrict (www.wedistrict.eu)

Hyst

Ja, det ser godt ud - nu mangler vi et godt energilager!

Aktie-Zlatan

Hydroc

Hydroc ruckar på gamla strukturer, utforskar nya idéer och utvecklar unika och patenterade värmelager för en hållbar framtid.

Hydroc (www.hydroc.se)

Desuden:

"Hos Rambøll anerkender de problemerne, men ser processen som en modning af teknologien."

"Men hvis de kunne gøre beslutningen om, ville de stadig investere i et damvarmelager."