Aker Carbon Capture+++ein engagiertes Dienstleistungsunternehmen für Klimalösungen der Zukunft (Seite 16)

[Jo1]

Die einzige impact Aktie, welche von Ukraine nicht profitiert, weil es um Fossile geht... ugly...

[Lumpy24]

stück für stück

Aker Carbon Capture and Northern Lights JV have signed a non-exclusive Memorandum of Understanding (MoU) to collaborate on realization of Carbon Capture and Storage (CCS) projects in Norway and across Europe. Together, the two companies represent a full value chain offering from carbon capture through transport and storage. The MoU also seeks to optimize logistics and standardize ship-shore interfaces. Valborg Lundegaard, Chief Executive Officer of Aker Carbon Capture said: "Through the Longship project, Norway has taken a leadership position in enabling industrial decarbonization through Carbon Capture and Storage. This collaboration between Northern Lights and Aker Carbon Capture aims to build on learnings from the Longship project and enable the accelerated deployment of CCS projects across Europe". Børre Jacobsen, Managing Director of Northern Lights JV said: "Interest in CCS is picking up across Europe. Northern Lights is well positioned to contribute accelerating the development and we are looking forward to working with Aker Carbon Capture to realize the potential of the CCS market in support of climate targets. This will require technical and commercial innovation as well as cross -sector collaboration". The collaboration will allow emitters access to full value chain offerings at locations where the combined technical concept of Aker Carbon Capture's technology and the CO2 transport and storage capabilities of Northern Lights is best suited. Jon Christopher Knudsen, Chief Commercial Officer of Aker Carbon Capture said: "Northern Lights is a first-mover in enabling open-source CO2 transport and storage infrastructure across north-west Europe. With operations starting in 2024 they are an essential player in enabling the accelerated deployment of the CCS industry. Their ambitious plans link very well with Aker Carbon Capture's ambition to have 10 million tonnes of CO2 on contract by 2025. Together with Northern Lights and with our 'Carbon Capture as a Service' offering, we can now develop source-to-storage decarbonization on a pay per tonne of captured CO2 model". Northern Lights is developing an open and flexible infrastructure to transport CO2 from industrial emitters by ship to a receiving terminal in western Norway for intermediate storage, before being transported by pipeline for permanent storage in a geological reservoir 2,600 meters under the seabed. Operations are scheduled to start in 2024. The facilities are under construction and will enable Northern Lights to offer a safe and reliable shipping and storage service to industrial emitters from across Europe. With increased interest from industrial sectors in Europe, additional shipping and storage capacity will be developed as demand grows.

[Aptamilla]

Antwort auf Beitrag Nr.: 70.780.421 von Lumpy24 am 09.02.22 09:18:09

Da bin ich ganz Deiner Meinung.
Mittlerweile wird alles was im diesen Sektor runtergeprügelt.
Es lag heute bestimmt nicht an den Zahlenwerk.Die waren m.E.besser als erwartet.
Zinsängste,Inflation und die geopolitische Unsicherheiten sind momentan die Krux der Börsianer.
Momentan werden viele gute Unternehmen in Sippenhaft genommen und ohne jeglichen Hintergrund verkauft.Das nennt man den Herdentrieb.einer galoppiert hektisch voran und die Herde rennt panisch hinterher.Das läuft auch schonmal ruhiger oder im Rückwärtsgang.Die Baisse bestimmt das aktuelle Börsengeschehen und falls nun irgendwann die richtigen Mechanismen wieder greifen sollte die Hausse lebendiger denn je sein.Es sitzen viele Kleinanleger in Wartestellung um Ihr Geld zu investieren,auch ETF Fonds wollen ihr Portfolio aufbessern um mit dabei zu sein wenn es wieder aufwärts geht.Die gedrückte Stimmung ist das Barometer der Börse.Volatilität geht einher mit Hüh und Hot.Es ist nicht leicht alles zu bewerten.
Meine Strategie mit Augen zu und durch ist vielleicht die einfachste und beste Lösung um das ganze komplexe Börsengeschehen auszusitzen.
Es werden bessere Zeiten kommen und ein wenig Geduld sollte man dem Unternehmen ACC schon einräumen auch wenn es derzeit mit dem Kursverlauf schwer zu ertragen ist.
Wie sagte ein Börsenguru damals:erst kommen die Schmerzen...dann das Geld was soviel heisst wie Schmerzensgeld.

[BaronVonDude]

Selling in good news?!?

[Orioon]

Warum ist die Reaktion so negativ ?

[Stanni]

Gibt es eigentlich einen aktuellen Stand, wie viele von den 10 Mio to. CO2/ Jahr schon über Verträge „gesichert“ wurden? Hier fehlt mir jegliche Info in den Präsentationen.

[Jo1]

Hier nun Q4, der Cash Burn ist lächerlich, nach dem könnte ACC noch ca. 5 Jahre ohne fresh money weiter arbeiten. Interessanter sind sicher die Fortschritte in den Projekten, welche ich als Laie aber nicht beurteilen kann. Q/Q revenues +30% ist zumindest auf dem Papier erfreulich. Revenue Y/Y bei 1.200%.

Aker Carbon Capture ASA: Fourth-quarter results 2021
Aker Carbon Capture's project portfolio developed favorably in the fourth
quarter of 2021, as the company secured new work in its key strategic markets.

"The contracts we won in the last three months of the year, combined with
progress in existing projects and rising revenue made sure we ended last year on
a high note," said Valborg Lundegaard, Chief Executive Officer of Aker Carbon
Capture. "Growth in the CCS industry remains supported by record high CO2 quota
prices and a rising number of industrial companies that want to reduce their
emissions and establish sustainable business models".

Operational highlights

Highlights in the fourth quarter included securing a FEED (Front End Engineering
and Design) study for the Net Zero Teesside project in the UK, where Aker Carbon
Capture is the technology partner to a consortium of Aker Solutions, Siemens
Energy and Doosan Babcock. The CCS facility at the Net Zero Teesside gas power
station will have a capacity of about 2 million tonnes CO2.

Aker Carbon Capture secured another firm EPC project in December, when it
started delivering a Just CatchT modular carbon capture plant to Twence's waste
-to-energy plant in Hengelo in the Netherlands. The plant will capture 100,000
tonnes of CO2 per year and is scheduled to start operating in late 2023.

Viridor, the UK recycling and waste management company, selected Aker Carbon
Capture for its plans to install modular CCUS plants on five waste-to-energy
sites across the UK - enabling Viridor to bring forward its net zero timeline by
a decade to 2030.

In the domestic market, Aker Carbon Capture continued to mature the Brevik CCS
project according to schedule, with fabrication work on site expected to
commence this summer. Brevik CCS is the world's first industrial-scale carbon
capture plant at a cement factory.

The number of ongoing studies for new CCS projects continued to grow, with
several new potential projects in the waste to energy, gas to power and cement
industries.

Securing strategic partnerships with transport and storage providers is key to
the company's strategy of offering compelling offerings, including Carbon
Capture as a Service, to industrial CO2 emitters. After the end of the fourth
quarter, Aker Carbon Capture announced collaboration agreements with Altera
Infra and Höegh LNG and with Dan-Unity CO2 for sea-based CO2 transport.

Financial result

Revenue for the quarter was NOK 130 million, up from NOK 101 million from the
previous quarter. This reflected mostly the good progress on the Norcem Brevik
EPC project in the quarter. Mobile Test Unit operations in Poland, pre-FEED and
feasibility studies also contributed positively. EBITDA (Earnings before
interest, tax, depreciation and amortisation) for the quarter was negative NOK
66 million, driven by high activity across tendering, technology and
digitalisation efforts, and supporting the company's international growth.

Full year revenue was NOK 363 million and the EBITDA was negative by NOK 190
million.

The cash and cash equivalents balance at the end of the year was NOK 1,321
million, compared with NOK 1,398 million at the end of the previous quarter.
This reflected an underlying cash outflow of NOK 77 million in the quarter.

Market development

The global carbon capture market saw further strong evidence of growth during
the fourth quarter of 2021. Policy announcements from governments continued to
build momentum in Europe, the UK and in North America. In Europe, in addition to
the 'Fit for 55' targets for greenhouse gas emissions and support for carbon
capture from the EU Innovation Fund, there was also growing dialogue around
regulation for carbon removal certificates. In North America, growth prospects
were supported by the passing of the Infrastructure Investment and Jobs Act in
the US and moves towards an investment tax credit for CCUS and bids for CO2
storage in Canada.

Major corporate net zero strategies continued to progress, also with more
interest in voluntary carbon removal markets. The number of carbon capture
facilities in operation and development more than doubled in 2021, according to
the International Energy Agency. This represented a total capture capacity of
some 200 million tonnes of CO2 per year. Wood Mackenzie, the consultancy, noted
that over 2021, there were around 50 new carbon capture hub or cluster projects
announced globally. The development of such multi-industry clusters has already
proven to be a positive driver for the adoption of carbon capture in Europe.

Strategy

The European market has been a frontrunner in developing the CCUS market, aided
by record high carbon emission quota prices. However, a notable development last
year was the ascent of markets outside Europe, opening new opportunities for
Aker Carbon Capture. One example is North America, given its scale and
concentrated CO2 emissions profile. US industrial CO2 emissions are 2.3 billion
tonnes per year, the IEA says. About 75 percent of US power plants account for
some 80 percent of US emissions, and are located within 50 km of potential
storage sites.

"With our unique technology and strong presence in Europe as a base, we will
continue to focus on enabling carbon removal from hard to abate sectors. In line
with our growth strategy, we may pursue new strategic partnerships to accelerate
our business into new markets and industries," said Lundegaard. "Such strategic
partnerships may include an issuance of new shares to provide any such potential
partner with a minority equity stake in the Company."

Aker Carbon Capture aims to take a leading position in the global CCUS industry,
and the company has launched a long-term goal of '10 by 25', which states that
the company will have secured firm contracts for carbon capture plants for a
total of 10 million tonnes per year by the end of 2025.

ENDS

[Lumpy24]

hier noch die offizielle meldung


Aker Carbon Capture and Dan-Unity CO2 of Denmark have signed a collaboration agreement to develop flexible CO2 transport solutions, with the aim of establishing a full carbon capture, utilization and storage (CCUS) value chain. "By teaming up with the industry leaders in the fields of CO2 transport and storage, we aim to establish compelling full value chain offerings that will enable industrial emitters of CO2 to decarbonize their assets faster," said Jon Christopher Knudsen, Chief Commercial Officer at Aker Carbon Capture. Dan-Unity CO2 is the world's first carbon capture and storage-specific shipping entity, established by Danish shipping companies, Evergas and Navigator Gas, each a market leader within their respective segments. Thus, Dan-Unity CO2 draws upon extensive knowledge and expertise in the shipment of liquid gasses to design, build, and manage the pioneering transportation solution required for CCS projects. "The key to success for CCUS comes by strong partnerships, enabling to offer customers cost effective and safe solutions all the way," said Steffen Jacobsen, CEO of Dan-Unity CO2. "Transporting CO2 by sea allows for maximum flexibility and multiple sourcing points, thus unlocking economies of scale for many CCS projects, often delivering a lower cost per tonnes compared with other transport solutions". Aker Carbon Capture and Dan-Unity CO2 will explore the development potential of future CCS value chains by collaborating on market analysis and insight, with the aim of identifying and maturing specific opportunities. The companies will utilize their considerable collective industry expertise to identify technical and commercial risks across the CCS value chain, including capture and liquefaction technology, loading and offloading operations, offshore offloading, intermediate storage and permanent subsurface storage.

[Aptamilla]

Antwort auf Beitrag Nr.: 70.771.166 von Lumpy24 am 08.02.22 12:25:31

Deine Fragen hinsichtlich der jeweiligen Unternehmen beantwortet sich transparent auf dessen Homepage.
Man sollte bedenken,dass ACC und AOW als Spin-Off Unternehmen von Aker Solutions erst 2020 an die Börse gebracht wurden.
Es ist klar,dass diese jungen Startups erst einmal investieren müssen und sich dadurch logischerweise die Cashburnrate sukzessive verringert, das sie sich lukrative Standbeine aufbauen müssen um im Wettbewerb voranzuschreiten,Partnerschaften suchen um im Verbund neue Geschäftsfelder zu erschließen und mitunter geschehen einen der größten US Fonds(10% Beteiligung)mit ins Boot geholt zu haben.Auch ist es logisch,dass sich Manager erstmal mit den Aker Vorständen hinsichtlich der Chancen und Erfolgsaussichten austauschen um sich schließlich überzeugt an Unternehmen zu beteiligen.So ist der Stand der Dinge.Aker Horizons ist finanziell und zukunftsmäßig gut aufgestellt.

[Lumpy24]

da brauch man nur sein gehirn anstrengen bis es wehtut. wer sind denn die kunden von aker solutions? ACC, Aker wind offshore usw. wenn diese viel umsatz haben, heisst das, dass ACC und co viel in der pipeline haben sollten m.M.
eine umsatz ver10fachung ist natürlich spitze, kommt aber von einem geringen niveau.

mich interessiert vor allem der ausblick, ob 10MTonnen CO2 bis 2025 bestätigt werden und die cash-burn-rate runtergeht