Aker (AKER)

[mtryfoss]

Opp!

[hybrid]

Bokført verdi vel 42millioner.

Eier ca 51mrd i mcap i disse selskapene. Aker prises til 37mrd

[sulzrox]

Aker ser ut som eit spennende selskap. Kan noen som kjenner selskapet godt lage ei oppstilling av eierandeler?
Å så litt info om dei forskjellige eierandelene slik at ein kan vurdere mulige fremtidige verdier.

[aksjefokus]

Les årsrapporten, alt står der.

[Hocki]

https://eng.akerasa.com/About-Aker/Company-structure

[sulzrox]

Men da må eg jo lese og sette det opp sjølv. Det var dette eg tenkte eg skulle unngå.
Tenkte å spare meg jobben viss noe alt hadde eit oppsett. Men får vel sette meg til ein kveld da

[Joern87]

Torbjørn Kjus hadde en flott overordnet presentasjon av selskapet og diverse annet oljerelatert som kan sees i opptak inne på aksjehandelsløsningen til DNB. Mye fokus på at det er lite som er priset inn i dagens aksjekurs dersom en ser på eiendelene.

[mtryfoss]

[aksjefokus]

Om du hadde lest årsrapporten så ligger det fine diagram der…

[zappa66]

[TekBot]

Aker ASA: Invitation to Presentation of Third-Quarter 2019 Results

Aker ASA will publish its third-quarter results for 2019 on Friday 1 November
2019, at 07:00 CET. The audio webcast and audio conference will start at 09:00
a.m. CET the same morning. Please note that the results will be presented by
…

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audio webcast and audio conference only.

Aker ASA third-quarter 2019 results presentation:
Date: Friday 1 November 2019
Time: 09:00 a.m. CET
Format: Live audio webcast and audio conference
Language: English

To join the audio webcast:
The audio webcast can be followed on
https://webtv.hegnar.no/presentation.php?webcastId=98164385 or at
www.akerasa.com (https://www.akerasa.com).

To join the audio conference:
Please join the audio conference 5-10 minutes prior to the start time. You will
be asked to provide the confirmation code below. Dial-in details as follows:
Norway: +47 23 50 02 96
UK: +44 (0)330 336 9411
U.S.: +1 720-543-0214
Confirmation code: 7856361

The third-quarter 2019 report and presentation will be available at
www.akerasa.com (https://www.akerasa.com/www.akerasa.com) and www.newsweb.no
(https://www.akerasa.com/www.newsweb.no)

END

For further information, please contact:

Investors:
Torbjørn Kjus, Chief Economist & Head of Investor Relations
Phone: +47 24 13 00 14
Mobile: +47 941 47 730

Media:
Atle Kigen, Head of Corporate Communications
Phone: +47 24 13 00 08
Mobile: +47 907 84 878

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

Kilde

[fish1430]

Etter to gode treff i Equinor og Frontline, så drister jeg meg til å komme med en ny het potet. Dette er ikke en kjøpsanbefaling, bare mine egne tanker rundt det tekniske. Har sett gjennom noen norske tungvektere, og jeg må si at Aker skiller seg ut denne gangen. Når jeg ser etter mulige kandidater så legger jeg mye vekt på klarhet i chartet, og der vinner aker soleklart etter min mening. En mulig omvendt hode skulder formasjon som formes, og med litt mer bekreftelse og brudd opp av halslinjen, så er det ekstremt lite motstand opp til 685(42% over nåværende kurs). Får vi brudd og bekreftelse kjapt, så kan det gå rimelig fort oppover. Blir det et litt turbulent marked fremover så kan det drøye. Mener fortsatt at 685 kommer til å nåes før sommerferien 2020 er over, mest sannsynlig før.

[TekBot]

Renteregulering

Det er fastsatt ny rente for NO0010814502.
Ny rentesats i perioden 31.10.2019 - 31.01.2020 er 4,50.
Ticker:AKER14
…

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Den nye rentesats (og rentebindindingsperiode) er fastsatt i henhold til avtale, jf. låneavtalens og tegningsinnbydelsens/lånebeskrivelsens bestemmelser.

Se vedlagt dokument for utfyllende informasjon.

(Publisert av Nordic Trustee, Cecilie Natalie Haug)

Kilde

[mtryfoss]

Samarbeid med Saudi Aramco. Cognite enda mer spennende fremover!

https://classic.nordnet.no/mux/web/analys/nyheter/visaNyhet.html?itemid=359285009&sourcecode=hugin

[TekBot]

Aker ASA: Third-quarter results 2019 - Net Asset Value of NOK 43.1 billion

The Net Asset Value (“NAV”) of Aker ASA and holding companies (“Aker”) ended at
NOK 43.1 billion in the third quarter, down from NOK 44.8 billion in the second
quarter. Year-to-date, Aker’s NAV has increased by NOK 1.4 billion.
…

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Per-share NAV amounted to NOK 580 as per 30 September 2019, compared to NOK 603
as per 30 June 2019 and NOK 562 as per 31 December 2018.

“Our portfolio is exposed to volatile industries and performance will fluctuate
with capital market sentiment and commodity prices. While these factors are
outside of our control, it is gratifying to see that things we can control -
namely operational excellence and consistent strategy on maintaining a steady
course through market changes - continue to bear fruit,” said Øyvind Eriksen,
President and CEO at Aker ASA.

As per 30 September 2019, the Aker share has increased 9.6 per cent year-to-
date, including dividend paid. The share price decreased 1.4 per cent in the
third quarter, compared to a 2.5 per cent increase for the Oslo Stock Exchange’s
benchmark index. The total value of Aker’s Industrial Holdings portfolio
declined by NOK 1.9 billion in the third quarter to NOK 47.7 billion. The value
of Aker’s Financial Investments portfolio stood at NOK 6.4 billion at the end of
the quarter, compared to NOK 7.1 billion at 30 June 2019.

“Shortly after the closing of the quarter, the Johan Sverdrup field came on
stream more than two months ahead of schedule and NOK 40 billion below budget.
The field will be a significant value contributor for Aker BP for years to come.
It is also a mark of excellent project execution by everyone involved. The field
has a record-low break-even price of less than USD 20 per barrel, and operating
costs below USD 2 per barrel at plateau. We also see the massive impact of new
technology and digitalisation with the record-low CO(2) emissions, well below 1
kg per barrel. This is a result of willingness to develop, supply and invest in
products and technologies that are leading the way in efficiency and in tackling
the industry’s climate and environmental challenges. Priorities that are setting
the stage for the industry at large,” said Eriksen.

Aker’s liquidity reserves, including undrawn credit facilities, stood at NOK
5.2 billion as per 30 September 2019.

The value-adjusted equity ratio for the third quarter was 80 per cent, compared
to 79 per cent at the end of the second quarter and 78 per cent at year-end
2018.

Aker Energy continues to be a priority for Aker. The company’s intention from
day one has been to develop a business, including development of local industry
and corporate social responsibility beyond minimum requirements, that is
attractive both to Aker’s shareholders and to the people of Ghana. In the Plan
for Development and Operations (PDO) for the main reservoir, Pecan, Aker Energy
has assumed that all resources, including future tie-ins and new discoveries,
would be produced as part of an area development similar to best practise in
other offshore oil and gas regions. Aker underestimated, however, the complexity
of such a holistic approach the entire DWT/CTP block. The strategic direction
impacted issues like regulatory framework, technical concepts prepared for
increased recovery, and execution models based on alliance contracts with global
suppliers.

Due to several significant regulatory differences between the Ghanaian and
Norwegian regulatory systems, which have impact business cases, progress and,
ultimately, production, Aker Energy proposed amendments to the regulatory
framework to make development and operations more predictable.

“Aker Energy genuinely believed that such an approach would be to the benefit of
the host country, Ghana, but that it would also enable operators to take a
strategic perspective beyond individual fields. Some regulatory changes are
likely to be proposed by the government of Ghana, though not to the extent
requested in the PDO. Hence, Aker Energy is changing its strategic approach,”
said Eriksen.

Going forward, the priority will be to work with Ghanaian authorities to further
optimise and de-risk the development of the already discovered 450-550 million
barrels of contingent resources in the Pecan reservoir and tie-ins within the
applicable regulatory framework and agreements.

“Our sole objective will be to make the Pecan development even more economically
robust on a stand-alone basis. Opportunities to simplify the technical concept,
reduce the amount of investment and cost reductions will be implemented.
Furthermore, execution models including involvement of local industry and
commercial terms offered by alliance partners will be benchmarked against
proposals from other suppliers,” said Eriksen.

The Petroleum Agreement already approved by the government of Ghana contains a
stability provision protecting Aker Energy from adverse consequences of changes
in legislation or administrative practices after it was approved by the Ghanaian
Parliament in 2006.

“The change in strategy is likely to trigger delays, but I am confident that it
will de-risk the project and, hence, protect significant values in Ghana,” said
Eriksen, and continues:

“The next milestones will be to have the Pecan PDO approved under the Petroleum
Agreement and regulations from 2006, and ultimately make a Final Investment
Decision (FID). Aker Energy will in parallel explore M&A opportunities that may
grow and diversify the portfolio beyond the organic approach we have pursued to
date.”

The full report and presentation can be downloaded from www.akerasa.com
(http://www.akerasa.com)

                                  END

Net asset value (NAV) is Aker ASA’s core performance indicator. Aker is an
investment company with a majority of listed companies in its portfolio.
Therefore, NAV is a more relevant indicator of the development of Aker’s
underlying value than the company’s consolidated accounts.

For further information, please contact:

Investors:
Torbjørn Kjus, Chief Economist and Head of Investor Relations
Phone: +47 94 14 77 30

Media:
Atle Kigen, Head of Corporate Communications
Phone: +47 90 78 48 78

This information is subject to the disclosure requirements pursuant to Section
5-12 of the Norwegian Securities Trading Act.

Kilde

[Joern87]

DNB kom med en oppdatert analyse i går.
AKER ASA
Attractive NAV upside potential
We have trimmed our target price to NOK661 (689) but
continue to find the value proposition in Aker attractive
and maintain our BUY. We still find solid NAV support
in its listed industrial holdings, but see meaningful
upside potential from its exposure to Aker Energy and
Cognite. Our current base-case NAV of NOK677/share
implies a 28% NAV discount, which we find excessive,
and our target prices on Aker’s listed assets imply 30%
potential upside to its NAV.

[Sjokk]

Må si jeg var litt skeptisk når jeg så denne analysen @fish1430 , ser ut som du er i nærheten av blinken denne gangen også. Om det blir innertier må vi avvente, men det ser ut som vi nærmer oss.

1 dag	500,00	0,70%
1 uke	480,00	4,90%
1 måned	448,00	12,39%
3 måneder	465,00	8,28%
6 måneder	564,50	-10,81%
1 år	629,00	-19,95%
Hittil i år	462,00	8,98%

[fish1430]

Fortsatt tidlig å si, men de siste dagene har ikke gjort meg mer i tvil i hvertfall

[fish1430]

Følg med utover

[TekBot]

Aker ASA: Contemplating issuance of senior unsecured NOK bonds

Aker ASA is contemplating the issuance of a new 5-year senior unsecured NOK
bond. DNB Markets, Nordea, Pareto and SEB have been mandated as joint lead
managers for the potential bond issue. In conjunction with the potential bond
…

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issue, the company will consider buy backs of AKER10 (ISIN: NO0010680317) and
AKER 13 (ISIN: NO0010737158).

For further information, please contact:
Torbjørn Kjus, Chief Economist and Head of Investor Relations
Mobile: +47 941 47 730

This information is subject to the disclosure requirements pursuant to section
5-12 the Norwegian Securities Trading Act.

Kilde