Plastikfresser (Seite 53)
eröffnet am 10.04.20 12:44:15 von
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ID: 1.323.136
ID: 1.323.136
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Gesamt: 101.847
Gesamt: 101.847
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ISIN: FR0011648716 · WKN: A1XA4J · Symbol: 3C1
23,800
EUR
+0,42 %
+0,100 EUR
Letzter Kurs 08:30:21 Tradegate
Neuigkeiten
02.05.24 · globenewswire  |
26.04.24 · globenewswire |
25.04.24 · globenewswire |
Werte aus der Branche Chemie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 115,63 | +62,31 | |
| 9,2500 | +48,00 | |
| 31,00 | +38,08 | |
| 43,01 | +22,89 | |
| 33,99 | +22,71 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,4650 | -10,70 | |
| 4,7143 | -13,82 | |
| 7,2000 | -14,29 | |
| 0,8630 | -18,16 | |
| 30,00 | -99,12 |
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Fast schon beängstigend wie das Teil seit dem 2. Juli unentwegt steigt und steigt. Zwar spät eingestiegen aber absolut überzeugt von der Story und der Potenzial der Aktie.
So long
So long
Antwort auf Beitrag Nr.: 64.412.552 von Fluglotse am 15.07.20 08:59:38Dito. Auch bei genau 15€ vor gut einem Monat eingestiegen. Leider nur mit ca. 2-3% des Depotvolumens. Wann hast du vor nachzukaufen?
Ich bin seit 15 Euro dabei, dank sei hier an Mission Money...
Innovation pur
Innovation pur
Noch ein letzter Punkt bevor das hier zu einem Monolog wird. Neben der schönen Tatsache, dass L'oreal über Ihren Private Equity Fund beteiligt ist, verbrennt die Company im Schnitt pro Jahr "nur" 2-3m cash (seit 2015). Die Plant ist durch die letzte Kapitalerhöhung finanziert. Break Even erwartet Kepler in 2024. Daraus könnte man schließen, das die nächsten Kapitalerhöhungen geringer ausfallen bzw. man könnte noch einmal an den Markt gehen für 10m EUR um bis break even durchfinanziert zu sein. Beim jetzigen Kurs wären das lächerliche 285k neue shares oder 4% der aktuellen ausstehenden Anteile.
Für die, die den Kepler Report nicht gelesen haben, mal ein paar Ausschnitte.
Key Findings:
(i) Carbios is developing two game-changing processes: 1) recycling, namely the production of recycled PET plastics with levels of performance identical to virgin PET even when they come from complex, coloured, multi-layered plastic wastes; and 2) biodegradation, with the creation of a new generation of polylactic acidmade plastics (PLA) that do not require specific composting conditions to degrade.
(ii) Carbios’s enzymatic depolymerisation process is unique and stands apart from the various chemical recycling processes being developed by its competitors.
(iii) Carbios has secured reliable partnerships in many crucial stages of its development (financing, engineering, enzymes sourcing, R&D).
(iv) Leading PET producers are increasing their recycling capacities to meet the everincreasing market demand from brands.
(v) Brand owners are pushing for the adoption of innovative recycling technologies to meet their commitments.
(vi) The depth of the addressable PET market provides plenty of business opportunities for Carbios.
(vii) The regulatory environment is globally supportive (requiring higher recycled content), but can be a threat to Carbios when it is too restrictive (for example, banning single-use plastics).
(viii) The sourcing of PET waste (other than bottles) is hampered by a lack of adequate collecting and sorting infrastructure and deposit schemes. This could hinder the adoption of Carbios’s recycling process by PET producers.
(ix) We estimate that Carbios could generate revenues of more than EUR300m and EBITDA of more than EUR100m by 2030 versus practically none today. EBITDA and net breakeven is expected to occur in 2024, 2025 at the latest.
Other:
Carbios’s innovative processes are being developed on solid ground. Carbios has already secured industrial partnerships both upstream and downstream with reliable academic and industry players (high-profile academic labs, Novozymes, TechnipFMC, and L’Oréal, among other brands) to assist it in various parts of the process’s development (R&D, enzymes manufacturing, industrial engineering, technical cooperation, lobbying). Partnerships will extend beyond the demonstration phase (up to 2022), to the industrialisation and marketing phases (from late 2023).
At the technological level, Carbios has successfully achieved several scientific milestones in the pilot stage, and it has built up a broad IP portfolio. Its results were commented upon in the prestigious scientific journal Nature and this process has been widely recognised by the scientific community. The funding was secured through a combination of public funding and a successful capital increase last year, with L’Oréal and Michelin entering the company’s share capital.
In terms of end-market prospects, the enzymatic recycling process looks particularly attractive. Although the first revenues are not expected before 2023, the size and dynamics of the addressable PET market suggest that there is fertile ground for Carbios to grow. The biodegradation process is at a more advanced stage (first revenues expected this year), but it targets the much narrower market of biodegradable plastics and has been developed under a profit- sharing model.
Revenue Model
PET producers will remunerate Carbios via license fees for the use of the enzymatic process and the supply of the “process book” (i.e. the implementation guide necessary for the industrialisation of the process). License fees will be one-off, upfront payments. On top of this, PET producers will acquire enzymes from Carbios via its exclusive supply agreement with Novozymes. At maturity, the sale of enzymes will account for the bulk of the revenues generated by Carbios.
Ich glaube die Einschätzungen bzgl. Umsätze in 2030 etc sind etwas aus der Luft gegriffen. Habe zumindest nicht gesehen, was die zugrunde liegenden Annahmen sind. Ich glaube persönlich, dass kann weitaus mehr sein.
Key Findings:
(i) Carbios is developing two game-changing processes: 1) recycling, namely the production of recycled PET plastics with levels of performance identical to virgin PET even when they come from complex, coloured, multi-layered plastic wastes; and 2) biodegradation, with the creation of a new generation of polylactic acidmade plastics (PLA) that do not require specific composting conditions to degrade.
(ii) Carbios’s enzymatic depolymerisation process is unique and stands apart from the various chemical recycling processes being developed by its competitors.
(iii) Carbios has secured reliable partnerships in many crucial stages of its development (financing, engineering, enzymes sourcing, R&D).
(iv) Leading PET producers are increasing their recycling capacities to meet the everincreasing market demand from brands.
(v) Brand owners are pushing for the adoption of innovative recycling technologies to meet their commitments.
(vi) The depth of the addressable PET market provides plenty of business opportunities for Carbios.
(vii) The regulatory environment is globally supportive (requiring higher recycled content), but can be a threat to Carbios when it is too restrictive (for example, banning single-use plastics).
(viii) The sourcing of PET waste (other than bottles) is hampered by a lack of adequate collecting and sorting infrastructure and deposit schemes. This could hinder the adoption of Carbios’s recycling process by PET producers.
(ix) We estimate that Carbios could generate revenues of more than EUR300m and EBITDA of more than EUR100m by 2030 versus practically none today. EBITDA and net breakeven is expected to occur in 2024, 2025 at the latest.
Other:
Carbios’s innovative processes are being developed on solid ground. Carbios has already secured industrial partnerships both upstream and downstream with reliable academic and industry players (high-profile academic labs, Novozymes, TechnipFMC, and L’Oréal, among other brands) to assist it in various parts of the process’s development (R&D, enzymes manufacturing, industrial engineering, technical cooperation, lobbying). Partnerships will extend beyond the demonstration phase (up to 2022), to the industrialisation and marketing phases (from late 2023).
At the technological level, Carbios has successfully achieved several scientific milestones in the pilot stage, and it has built up a broad IP portfolio. Its results were commented upon in the prestigious scientific journal Nature and this process has been widely recognised by the scientific community. The funding was secured through a combination of public funding and a successful capital increase last year, with L’Oréal and Michelin entering the company’s share capital.
In terms of end-market prospects, the enzymatic recycling process looks particularly attractive. Although the first revenues are not expected before 2023, the size and dynamics of the addressable PET market suggest that there is fertile ground for Carbios to grow. The biodegradation process is at a more advanced stage (first revenues expected this year), but it targets the much narrower market of biodegradable plastics and has been developed under a profit- sharing model.
Revenue Model
PET producers will remunerate Carbios via license fees for the use of the enzymatic process and the supply of the “process book” (i.e. the implementation guide necessary for the industrialisation of the process). License fees will be one-off, upfront payments. On top of this, PET producers will acquire enzymes from Carbios via its exclusive supply agreement with Novozymes. At maturity, the sale of enzymes will account for the bulk of the revenues generated by Carbios.
Ich glaube die Einschätzungen bzgl. Umsätze in 2030 etc sind etwas aus der Luft gegriffen. Habe zumindest nicht gesehen, was die zugrunde liegenden Annahmen sind. Ich glaube persönlich, dass kann weitaus mehr sein.
Trading Spotlight
Antwort auf Beitrag Nr.: 64.409.009 von Nasham am 14.07.20 21:26:25Hi, ich kann dir keine Handlungsempfehlung geben. Alles möglich hier. Eine vielversprechende Company mit noch kaum Umsätzen, aber eventuell mega potential. Bei 200m Enterprise Value kann es sein, dass der einfach so, getrieben durch die Phantasie, weitersteigt. Der nächste Milestone ist glaube ich die Eröffnung der Plant in 2021. Bis dahin wohl keine bad news zu erwarten. Vielleicht kommt eine Kapitalerhöhung, was den Kurs drücken könnte. Oder auch eine ganz normale Korrektur nach dem run. I don't know.
Antwort auf Beitrag Nr.: 64.408.781 von JBelfort am 14.07.20 21:10:39Schon zu spät zum Einsteigen?
Echt heftig wie der Kurs hier einfach täglich steigt 
. Circa 6.9m Aktien. Davon wohl 2.2m eher in festen Händen. D.h. der free float ist eigentlich um 4.7m Aktien (68%). Ist echt ein knappes Gut.
. Circa 6.9m Aktien. Davon wohl 2.2m eher in festen Händen. D.h. der free float ist eigentlich um 4.7m Aktien (68%). Ist echt ein knappes Gut.
Antwort auf Beitrag Nr.: 64.401.692 von Glück am 14.07.20 12:14:42Ja genau. Biological degradability oder einfach „biodegradability“. Wichtig ist auch immer „marine degradability“. Das am besten gleich mit anfragen.
Antwort auf Beitrag Nr.: 64.398.140 von DecEc am 14.07.20 07:53:34
Vielen Dank, um hier einmal einen Punkt unter die Sache zu setzen, habe ich gerade Avantium einmal angeschrieben. Würde biologische Abbaubarkeit dem in englisch entsprechen -biological degradability - ?
Zitat von DecEc: Hier eine anerkannte Definition zur biologischen Abbaubarkeit:
„Ein biologisch abbaubares Polymer ist ein polymeres Material, das die gleichen Funktionen wie ein konventioneller Kunststoff während des Gebrauchs erfüllt, jedoch nach seiner Verwendung durch die Aktivität von in der Natur existierenden Mikroorganismen zuerst in niedermolekulare Verbindungen und schließlich in anorganische Substanzen wie Wasser und Kohlendioxid abgebaut wird.„
- Committee for the practical use of biodegradable plastics -
Vielen Dank, um hier einmal einen Punkt unter die Sache zu setzen, habe ich gerade Avantium einmal angeschrieben. Würde biologische Abbaubarkeit dem in englisch entsprechen -biological degradability - ?
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