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MAGSEIS ASA (MSEIS.OL)

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Magseis ASA, a geophysical company, engages in marine seismic operations for oil and gas companies worldwide. The company designs and manufactures its proprietary technology, the Marine Autonomous Seismic System (MASS) that consists of the in-sea cable and sensor capsules, automated handling, and data download.

Its MASS Ocean Bottom Seismic (OBS) acquisition system allows operating in water depths from 0 to 3,000 meters, as well as automated handling system provides OBS operations. The company also operates Artemis Athene vessel, an industrial robot technology, which is used onboard to automate sensor capsule handling.

Magseis ASA was founded in 2009 and is headquartered in Lysaker, Norway.

La oss starte diskusjonen! @LeStoffer @Isklar @TopMonkey @Anderix @josteinflo @Ehovis @pdx

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Denne ser vel ganske rimelig ut nå. Omvendt hode- og skulderformasjon?

Magseis Fairfield signs system sales contract for Z100 nodes

Registered share capital increase

Mandatory notification of trade primary insiders

MSEIS – Disclosure of large shareholding

MSEIS - Disclosure for voting proxy for the extraordinary general meeting

MSEIS - Minutes from extraordinary general meeting

Mark Zajac joins Magseis Fairfield as CTO

MSEIS: Issuance of stock units (RSUs/PSUs)

Magseis Fairfield secures OBN program in the North Sea for 2021

Disclosure of Partial Disposition of Large Shareholding

Bra drag i MSEIS i dag, burde ligge ann til og prøve seg på tidligere topper rundt 2,2-2,3kr

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Jøss det var positiv overraskelse. Hadde ventet at det kanskje ble litt avventende prising siden det fondet som har vært på tur ut en god stund, flagget under 5% på kontrakten i går.

Skal bli morsomt å se om Magseis fortsetter å vise styrke med flere kontrakter nå mens resten av seismikk bransjen sliter.

Tenkte og at nå olja kræsjet som verst, at mseis nå måtte ha en voldsom fordel fordi de allerede har tatt grepene for redusere kostnadsnivået, og har fått inn emisjonskronene, ved et lykketreff før alt gikk ned.

Magseis Fairfield secures additional pre-funding for ongoing multi-client project

Veldig positivt, spesielt etter å ha regnet på kvartalstallene. Det er backlog backlog og atter backlog som teller (på den fortjeneste marginen de har lagt seg på siste kvartal)

Kommende kvartal tror jeg ender veldig nær -0.30kr pr aksje. Den dagen backlog komme seg oppover minimum 25-30%, si 1 års backlog legger seg over 160Musd, så ser det plutselig ut som svarte tall på bunnlinja.

Kursen tar et skuldertrekk på veldig positiv melding og det overrasker meg ikke. Det er fortsatt 8,5M aksjer som skal selges. Og Evermore selger ikke uten at aksjen viser styrke. Dreper alt moment, så blir lite hjelp å få av traderene.

Tittet litt i CGG presentasjonen, (tall slipp i dag) https://www.cgg.com/en/Investors/Financial-Results

Uthevet ting som er veldig positivt sett med MSEIS øyne

Agree, the derisk of the MultiClient spending is just a relief. The short term liquidity risk in the coming 2-3 quarters are pretty much gone (last Quarter had 7Musd Multiclient spending, and sligtly less than 1Musd prefund) Was a bit uncomfortable with this amount of cash drain.

With the current shares / pricing these 6MUSD relates to the EPS in the order of negative 0,20NOK per share.

Might be wrong about the evermore fund, I seem to have lost track of the related nominee accounts, They have to accounts managing their holdings. And I’m not implying the QVT nominee holding exactly 8,5M shares. Unfortunately I’m not confident they are behind no 24 on the top 50.

I believe Evermore is managed by no 8 and no 24 on the T50 lists. (doesn’t really matter who, No 8 on the list is selling and has been selling shares since end of march if I remember correctly,)

I thought the other related Evermore account, had dropped out of the Top50. But checked today and I believe it’s no.24. Barclays capital. 1.380M shares currently
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The sum of 2 accounts on the top50 was a match to the shareholdings disclosure. As such I estimate ca 1.380M shares + 6.891M shares held by Evermore currently. By my reconing they probably sold off 500K maybe a little bit more 29th july.

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7,110M aksjer gjenstår på evermore.

Så har det dukket opp en ny aktiv selger.
Sirius fortsetter å selge i godt tempo, og skal antakelig ut? 1,516M aksjer gjenstår.

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MSEIS - Invitation to earnings conference call and Q&A for second quarter results 2020

.redigert grunner spekulative og feilaktige opplysninger