Schade, dass der Markt heute so abschmiert. Der heutige Auftrag hat echt ein fettes Gesamtvolumen und würde den Kurs an normalen Tagen ordentlich nach oben bewegen.
Aber es bleibt dabei: An Cleantech führt in der Zukunft kein Weg vorbei. Das ganze Thema Klimaschutz und Nachhaltigkeit wird definitiv wieder viel mehr ins Bewusstsein der Menschen - und somit auch von Investoren - rücken. Dann geht es hier wieder steil hoch. Gerade VOW ASA hat sich in diesem Sektor sehr stark und klug positioniert.
Hallo, habe ich nachgehackt, diese Urteil vom Finanzhof Köln wurde angefochten bei BFH München. Habe ich dort angerufen uns erfahren dass ist schon am 01.07 21 entschieden, wird aber offiziell in ca. 8 Wochen bekanntgegeben. Die nette Frau durfte keine Auskünfte über den Urteil geben. Also 2 Monate Geduld. Schöne Grüß Jurek
Die höheren Kurse sind nur eine Frage der Zeit. Nutzt den momentanen Kurs am besten zum nachkaufen. Bald bekommt VOW die Aufträge von Green Metals und von Betula Energy (sobald die Finanzierung akzeptiert wird). Die beiden Aufträge geben VOW ca. 40 Millionen € Umsatz.
Hallo ATEX, meiner Meinung nach waren die Zahlen eher enttäuschend. Dass die Schifffahrt wieder anziehen wird, war schon bekannt. Genauso wie die Auftragslage. Was mich positiv stimmt ist, dass der Halbjahresbericht nur den Stand bis 30.06. abbildet. Danach sind mit dem Spin-Off und dem fetten Auftrag vom 19.07. Schpn neue positive Ereignisse gewesen, die erst in Q3 richtig zum tragen kommen und uns hier einiges an Auftrieb bringen dürften. Und wer weiß, welche für Q3 relevanten Nachrichten VOW ASA bis Ende September noch verkündet. Wenn dann auch irgendwann der Gesamtmarkt wieder mehr auf grüne Aktien steht, ist bei dieser Aktie hier einiges möglich.
Der Vollständigkeit halber, hier noch einmal die "kleine" Meldung vom 03.09.2021:
VOW ASA: Provides robotic ai technology for french leader in recycling
Vow ASA has through its subsidiary ETIA, been awarded an order to provide a robotic sorting system powered by artificial intelligence (AI) to the French leader in recycling, PAPREC and Bianna Recycling. The order is valued at EUR 0.3 million.
“This important achievement by our ETIA team is a breakthrough for our landbased robotic technology for waste sorting, and an important move towards building a circular economy for valorisation of waste in France,” says Henrik Badin, CEO VOW ASA.
Bianna Recycling is the engineering, procurement, and construction contractor for Paprec’s recycling plant La Courneuve in the North of France. The AI powered robot will be sorting demolition material, mainly wood and concrete.
The unit named Ascodero Intelligent Robotic Sorting System (AIRSS), will detect and sort 1000 units/hr of wood and concrete waste in a stream of 1400 kg/h of various material.
The market for waste sorting of construction and demolition material in France is large. In 2020, a total of 42 million tonnes of building waste was collected in 2020.
Paprec, plays an essential role in total waste management throughout France and Switzerland, with over 16 million tonnes collected and 280 sites.
Wie ATEX schon richtig anmerkt: Eigentlich eine gute Nachricht. Aber halt auch nicht sonderlich groß. Hoffen wir, dass das Produkt sich bewährt und ggf. Folgeaufträge nach sich zieht.
Hier noch ergänzend der von VOW gepostete Link zum YouTube-Video:
Vow ASA : Vow bags NOK 140 million clean-tech contract in cruise
Vow ASA’s subsidiary Scanship AS has been awarded a serial cruise newbuild contract valued at up to EUR 13.8 million (NOK 140 million) by a major European shipyard.
The contract includes Scanship’s clean ship systems for up to four cruise ships, of which two orders are firm at a total value of EUR 6.9 million and two are optional at a total value of EUR 6.9 million.
Each contract includes supply of state-of-the-art technology to process garbage, food waste and wastewater onboard cruise ships carrying 1 000 people aboard.
Equipment for the first ship will be delivered from Scanship to the yard in Q3 2022.
“We are very pleased to continue to supply our technology towards one of the largest cruise newbuild yards in Europe as we continue to grow our market share deploying our advanced clean-tech in the cruise newbuilding market,” said Henrik Badin, CEO of Scanship ASA.
“With this new award, we have entered cruise contracts for nearly NOK 500 million including options in 2021. We are very proud for this win, as it confirms our long-time capability to deliver advanced technology at large scale and in line with the cruise industry high-quality performance standards, and fully compliant with highest effluent standards at sea,” said Henrik Badin.
Shipyard and shipowner will be disclosed at later stage.
Vow ASA : Vow Green Metals confirms largest landbased contract for Vow ASA
Vow ASA has received confirmation of a purchase order for delivery of process equipment, engineering and project support to Vow Green Metals’ biocarbon plant at Follum in Norway. The contract is valued at NOK 215 million.
“We are excited to be able to confirm this contract for a project that we have worked on for more than a year. This order represents a milestone for us within our landbased business, where we will be supplying our advanced process technology to what will be one of the largest biocarbon production facilities in Europe,” says Henrik Badin, CEO of Vow ASA.
The equipment will be completed and shipped to Norway during 2022. The contract will be reported as part of Vow’s Landbased business.
The plant at Follum will be built, owned, and operated by Vow Green Metals AS
Vow ASA reported stable revenues of NOK 97.8 million (NOK 299.4 year-to-date) in the third quarter, and an EBITDA margin of 8.3 per cent (9.5 per cent YTD). Restrictions relating to the Covid-19 pandemic were gradually lifted during the quarter and resulted in increased activity in the cruise industry and growth in the aftersales business. Vow has secured several milestone contracts in recent months, resulting in an all-time high current order backlog of NOK 2.1 billion including options.
“At the same time, we have consistently built capacity. Since early 2020, we have increased our workforce with more than 30 per cent, invested time and resources to develop our business and strategic partnership, and increased our financial strength. Vow is robust and ready for the upturn,” said Henrik Badin, CEO of Vow ASA.
The order backlog currently stands at NOK 1 284 million, up from NOK 952 million at the start of the year. Vow secured several contracts in cruise in the third quarter which ensures good visibility into 2025/26. In Landbased, the company received confirmation of a purchase order for delivery of process equipment and engineering support to Vow Green Metals valued at NOK 215 million.
In addition to the firm backlog, shipowners have placed options on the newbuild series being equipped with Scanship systems amounting to a record-high NOK 849 million in likely future revenues related to the Projects Cruise segment.
“As predicted, the cruise industry is bouncing back after the pandemic, welcoming guests back on their ships, and with that comes increased demand for our Aftersales services. Meanwhile, ship upgrades and fleet renewals continue to provide a sound platform for our Cruise Project business,” said Badin.
“We are also eyeing a new normal for Vow with increased activity in our Landbased business. The third quarter this year will be remembered for the listing of Vow Green Metals, and Vow’s start of construction of equipment that will go into Vow Green Metals’ biocarbon production plant in Norway, the largest of its kind in Europe,” Badin added.
Outlook
Vow continues to support its customers in their quest to decarbonise their value chains and become more environmentally sustainable.
Activity in the cruise industry is increasing as society opens up, and Vow remains confident about the long-term market outlook for its cruise related operations. These growth prospects are supported by increasing demand for solutions for cleaner oceans.
Segment Aftersales started the return to growth in the third quarter as more and more cruise ships are returning to normal operations with restrictions related to Covid-19 gradually being lifted. As an increasing share of cruise ships are delivered with Vow systems, the aftersales market is growing, and Vow remains positive about the long-term market opportunities for Aftersales.
Vow continues to make investments in the Landbased segment to support growth and profitability going forward and is working closely with its valued customers and partners to refine technology and solutions.
At 09:00 CEST today, the company's CEO Henrik Badin will present the results live at Haakon VII's gate 2, 0161 Oslo. Participants are welcome to join in person or to follow the presentation via livestream. The stream will also be available for replay after the event.
Wie paßt das denn alles zusammen. Wiederholt sich immer wieder. Wäre mal angenehm wenn es in die andere Richtung ginge. So schlecht sind die Aussagen zur Auftragslage auch nicht!
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