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Scatec Solar
OldNick
11.09.2014 09:40
#15993

Endre
Et av Bjørseth's selskaper (det største dog) som opererer under Scatec-paraplyen tilbys for investorer på Oslo Børs.

Personlig synes jeg prisingen er drøy, selskapet har ikke operert lenge og marginene de presenterer (ref. intervju på Hegnar-TV forleden) synes for astronomiske. Finnes det ikke konkurrenter?

Noen som har synspunkter?

SSO: Scatec Solar ASA - Announcement of terms in the Initial Public Offering ("IPO")

Børsmelding
11.09.2014

Oslo: As previously announced, Scatec Solar ASA ("Scatec Solar" or the "Company") has applied for a listing of its shares (the "Shares") on the Oslo Stock Exchange and has resolved to launch an initial public offering (the "Offering"). Subject to approval of the listing application and successful completion of the Offering, the shares of Scatec Solar is expected to be admitted to listing on Oslo Stock Exchange on or about 29 September 2014.

The Shares to be offered in the Offering (the "Offer Shares") are expected to be offered at a price between NOK 28 and NOK 36 per Offer Share, which implies a pre-IPO value of Scatec Solar of between NOK 1,890 million and NOK 2,430 million. The final price per Offer Share may, however, at the discretion of the Company be set above or below this indicative price range.

Scatec AS which currently holds 36.8% of the Shares in the Company, ITOCHU Corporation and ITOCHU Europe PLC which together currently hold 36.1% of the Shares in the Company, Scatec Invest AS which currently holds 16.4% of the Shares in the Company, Scatec Solar Ansatte AS which currently holds 2.7% of the Shares in the Company, Argentos AS which currently holds 4.1% of the Shares in the Company, Rearden AS which currently holds 0.5% of the Shares in the Company and certain employees which together currently hold 2.8% of the Shares in the Company (the "Selling Shareholders"), intend to offer for sale up to 19,835,413 Shares in the Company (the "Secondary Shares") in the Offering, raising gross proceeds to the Selling Shareholders of up to NOK 714 million. The Company intends to raise gross proceeds of about NOK 500 million by issuing new Shares (the "New Shares") in the Offering. In addition, pursuant to an over-allotment facility, the managers of the Offering (the "Managers") may elect to over-allot a number of additional Shares equalling up to 15 % of the number of Offer Shares. These shares will be provided by Scatec AS, ITOCHU Corporation, Scatec Invest AS and Scatec Solar Ansatte AS (the "Principal Shareholders") through a share lending arrangement with the Managers.

The Selling Shareholders will be subject to a customary lock-up period of 9 months, except for Selling Shareholders that are members of the Company's board of directors and executive management, which will be subject to a lock-up period of 12 months starting the first day of listing.

The Company is in the process of preparing a prospectus (the "Prospectus") which is expected to be published on the morning of 15 September 2014, presenting the full terms and conditions for the Offering comprising:

(i) a retail offering, in which Offer Shares are being offered to the public in Norway subject to a lower limit per application of NOK 10,500 and an upper limit per application of NOK 999,999 (the "Retail Offering"). Applicants in the Retail Offering will receive a discount of NOK 1,500 on their aggregate application amount for the Offer Shares allocated to such applicants;

Endret 11.09.2014 09:42 av OldNick
OldNick
11.09.2014 09:42
#15994

Endre
(ii) an employee offering, in which Offer Shares are being offered to certain eligible employees of the Company, subject to a lower limit of application of an amount of NOK 10,500 (NOK 2,000 for eligible South African employees) and an upper limit per application of NOK 999,999 (the "Employee Offering"). Each eligible employee will receive a discount of NOK 1,500 (14,3% for eligible South African employees, limited to NOK 1,500) on the aggregate application amount for the Offer Shares allocated to such applicants; and

(iii) an institutional offering, in which Offer Shares are being offered to investors subject to applicable exemptions from the prospectus requirements, and subject to a lower limit per application of NOK 1,000,000 (the "Institutional
Offering").

The bookbuilding for the Institutional Offering is expected to commence on 15 September 2014 at 09:00 a.m. (CET), and run until 4:30 p.m. (CET) on 25 September 2014, and the application period for the Retail Offering and the Employee Offering is expected to commence on 15 September 2014 at 09:00 a.m. (CET) and run until 12:00 (CET) on 25 September 2014, both subject to shortening or extensions. The final number of Offer Shares to be allocated, and the final price per Offer Share, will be determined by the board of directors of the Company, in consultation with the Managers, after completion of the bookbuilding period for the Institutional Offering. The final pricing of the transaction is expected to take place on or about 25 September 2014 with first day of trading on the Oslo Stock Exchange to commence on or around 29 September 2014.

Completion of the Offering is conditional upon (i) the board of directors of the Oslo Stock Exchange approving the application for listing of the Shares in a board meeting on 24 September 2014 and the satisfaction of the conditions for
admission to listing set by the Oslo Stock Exchange, and (ii) the board of directors of the Company, in consultation with the Managers, following the bookbuilding process having approved the offer price and the allocation of the Offer Shares and resolved to issue the New Shares and omplete the Offering. There can be no assurance that these conditions will be satisfied.

The terms and conditions of the Offering will be presented in the Prospectus to be prepared in connection with the Offering and listing of Scatec Solar, and which is expected to be published on the morning of 15 September 2014. The Prospectus is, subject to regulatory restrictions in certain jurisdictions, expected to be available at www.abgsc.com and www.carnegie.com, and at www.scatecsolar.com through a link to the website of ABG Sundal Collier Norge ASA/Carnegie AS from the commencement of the bookbuilding period and the application period for the Offering, 15 September 2014 at 09:00 a.m. (CET). Hard copies of the Prospectus may also be obtained free of charge from the same date by contacting the Company or one of the Managers.

ABG Sundal Collier Norge ASA and Carnegie AS are acting as Managers in the Offering. Advokatfirmaet Selmer DA is legal advisor to the Company.

For more information, please contact:
Raymond Carlsen, CEO, Tel: +47 454 11 280, E-mail: raymond.carlsen@scatecsolar.com
Mikkel Tørud, CFO, Tel: +47 976 99 144, E-mail: mikkel.torud@scatecsolar.com

Endret 11.09.2014 09:42 av OldNick
OldNick
15.09.2014 12:50
#16017

Endre
Så er Scatec Solar prospektet publisert, og emisjon/utsalg igang.

Det avsluttes 25 sept kl. 12:00 for privat-investorer (bestiller
Vi får sette oss ned og lese dette først.

SSO: Scatec Solar ASA - Approved prospectus

Børsmelding
15.09.2014

Oslo - The Financial Supervisory Authority of Norway has approved the prospectus dated 12 September 2014 that has been prepared in connection with the initial public offering (the "Offering") and the expected listing of the shares of Scatec Solar ASA ("Scatec Solar" or the "Company") on the Oslo Stock Exchange.

The prospectus will, subject to regulatory restrictions in certain jurisdictions, be available at www.abgsc.com, www.carnegie.no and www.scatecsolar.com (through a link to the website of the Managers), from the start of the bookbuilding period and application period for the Offering, 15 September at 09:00 hours (CET). Hard copies of the prospectus may also be obtained free of charge from the same date by contacting the Company or one of the Managers.

Reference is made to the stock exchange announcement on 11 September 2014 with further transaction details regarding the Offering.

ABG Sundal Collier Norge ASA and Carnegie AS are acting as Managers in the Offering. Advokatfirmaet Selmer DA is legal advisor to the Company.

For more information, please contact:
Raymond Carlsen, CEO, Tel: +47 4541 1280, E-mail: raymond.carlsen@scatecsolar.com

Mikkel Tørud, CFO, Tel: +47 9769 9144, E-mail: mikkel.torud@scatecsolar.com
______

Scatec Solar Prospectus (PDF)

Scatec Solar hjemmeside
motbedreviten
22.09.2014 23:49
#2391

Endre
Vel, a bli medeier eller å tjene/tape raske penger.

Jeg tar en personlig vurdering av et par punkt:

1) Timing for børsgang
- nylig terminering av aktivitene i Tyskland
-mer fokus på u-land
-usikker fremtid for CO2 hysteri?

2)Hvem skal få til (lede) den forventede vekst
-gamle Bjørseth med familie
-sjefer fra det gamle-gammle kværner, aker, aker-solution.
-sjefer fra REC
-har disse fått det til der?

3)Branche, drift
-bedriften har løpende kontrakter
-Hvormye subsidie avhengig er disse i fremtiden.

Alle må bare gjøre sin vurdering.
OldNick
25.09.2014 09:06
#16097

Endre
Det ser ut til å gå trått for Bjørseth og Co.


SSO: Scatec Solar ASA - Extension of bookbuilding and application period

Børsmelding
25 September 2014

Oslo - Scatec Solar ASA ("Scatec Solar") hereby announces a decision to extend the bookbuilding and application period.

The bookbuilding period for the institutional offering will end on Friday 26 September at 16:30 CET, while the application period for the retail offering and the employee offering will end on Friday 26 September at 12:00 CET. All other dates, as further described in the prospectus dated 12 September 2014, will be changed accordingly.

ABG Sundal Collier Norge ASA and Carnegie AS are acting as Joint Lead Managers and Joint Bookrunners in the Offering. Advokatfirmaet Selmer DA is legal advisor to the Company.
______

Spørs om det ikke er like smart å hamstre aksjer i REC og RECSOL på de litt depressive kursene der i stedet, dersom man ønsker å ha en posisjon innen PV-industrien.
OldNick
29.09.2014 08:57
#16111

Endre
Det gikk virkelig trått for Bjørseth.
Så trått at han måtte dumpe pris-intervallet, fra tidligere: 28-36, til nå: 19-21.
Og emisjonsperioden er forlenget til 30 sept.

SSO: Scatec Solar ASA - Update on the Initial Public Offering

Børsmelding
29.09.2014

Oslo - Scatec Solar ASA ("Scatec Solar" or the "Company") hereby announces the extension of the bookbuilding and application period for the Company's initial public offering on the Oslo Stock Exchange (the "Offering"). The bookbuilding period for the institutional offering will now end on Tuesday 30 September at 16:30 CET, while the application period for the retail offering and the employee offering will end on Tuesday 30 September at 12:00 CET. All other dates, as further described in the prospectus dated 12 September 2014, will be changed accordingly.

Furthermore, the board of directors of the Company, after consultation with the Joint Bookrunners and the Selling Shareholders, has set a new and revised indicative price range for the Offering ranging from NOK 19 to NOK 21 per Offer Share, which implies a pre-money equity value of Scatec Solar of between NOK 1,283 million and NOK 1,418 million (USD 199 and USD 220 million).

The Company will still raise gross proceeds of NOK 500 million by issuing new shares in the Offering to execute on the communicated strategy while, as a result of the lowered indicative price range, the Selling Shareholders intend to sell no more than 10 million existing shares in the Company. In addition, pursuant to an over-allotment facility, the Joint Bookrunners may elect to over-allot a number of additional existing shares equalling up to 15 % of the number of Offer Shares.

The Company has been informed that the Joint Bookrunners in the Offering have secured orders at the revised terms such that the Offering is oversubscribed within the new indicative price range by domestic and international institutional investors.

The scale back in the number of existing shares to be sold is expected to be approximately pro rata between the selling shareholders with the exception of the members of the Company's management team which will not sell any shares in the Offering (save for a reduction in the ownership in the Company resulting from the indirect ownership in the Company through Scatec Invest AS and Scatec Solar Ansatte AS, as further described in the prospectus dated 12 September 2014).

Completion of the Offering is conditional upon (i) the satisfaction of the conditions for admission to listing set by the Oslo Stock Exchange, and (ii) the board of directors of the Company, in consultation with the Joint Bookrunners, following the bookbuilding process having approved the offer price and the allocation of the Offer Shares and resolved to issue the New Shares and complete the Offering. Subject to the successful completion of the offering, the first day of listing on the Oslo Stock Exchange is expected to be on or about Thursday 2 October 2014.

On 28 September 2014, the Financial Supervisory Authority of Norway approved a supplemental prospectus reflecting the revised indicative price range. The supplemental prospectus and the prospectus will, subject to regulatory restrictions in certain jurisdictions, be available at www.abgsc.com, www.carnegie.no and www.scatecsolar.com (through a link to the website of the managers). Hard copies of the supplemental prospectus and the prospectus may also be obtained free of charge by contacting the Company or one of the managers.

ABG Sundal Collier Norge ASA and Carnegie AS are acting as Joint Lead Managers and Joint Bookrunners in the Offering. Advokatfirmaet Selmer DA is legal advisor to the Company.
OldNick
01.10.2014 08:58
#16127

Endre
Det ble ikke mye hurra-rop fra Bjørseth denne gangen (forrige gang var børsnoteringen av REC på OSE i 2006)

Resultat av IPO:

- Aksjer for 690mill solgt (500mill nye aksjer utstedt, 190mill "gamle aksjer" solgt ut)
- Pris: NOK 19/aksje
- Selskapsverdi ved denne kursen: 1.78mrd NOK
- Fri flyt: ca. 39% av aksjene i selskapet

SSO: Scatec Solar ASA - Completion of the Initial Public Offering

Børsmelding
01.10.2014

Oslo - Scatec Solar ASA ("Scatec Solar" or the "Company", Oslo Børs ticker symbol: "SSO") announces the successful completion of the bookbuilding period for the initial public offering of shares of the Company (the "Offering").

In summary:

- The Offering is comprised of 36,315,790 shares, consisting of 26,315,790 new shares and 10,000,000 existing shares. In addition, the Joint Bookrunners of the Offering have over-allotted 5,447,368 shares, representing 15% of the total number of shares issued and sold in the Offering, and borrowed the same number of shares from Scatec Invest AS, Scatec Solar Ansatte AS and ITOCHU Corporation for the purpose of covering over-allotments (who have also granted the Joint Bookrunners a corresponding green-shoe option)

- The shares are priced at NOK 19.00 per share implying a market capitalisation of Scatec Solar after the completion of the IPO of NOK 1 783 million

- Gross proceeds from the new shares to be issued by the Company are NOK 500 million while the size of the total Offering (including the over-allotment facility) is approximately NOK 794 million

- Trading of the shares in Scatec Solar on the Oslo Stock Exchange is expected to commence on Thursday 2 October 2014 under the ticker symbol "SSO"


Following the Offering, Scatec Solar is expected to have approximately 650 shareholders and a free float of approximately 39% (increasing to approximately 45% upon exercise of the over-allotment option), and accordingly, the criteria set by the Board of directors of the Oslo Stock Exchange for listing of Scatec Solar on the Oslo Stock Exchange have been met. Approximately 97.6% of the shares in the Offering were allotted to investors in the institutional offering and 2.4% of the shares were allotted to investors in the retail and employee offering. The number of ordinary shares in issue following the Offering will be 93,816,230, each with a nominal value of NOK 0.025.

After completion of the Offering, but before any exercise of the green-shoe option, Scatec AS will own 20,881,116 shares (corresponding to a shareholding of approximately 22.3%), ITOCHU Europe PLC and ITOCHU Corporation (jointly referred to as "ITOCHU") combined will own 20,495,709 shares (21.8%), Scatec Invest AS will own 9,327,614 shares (9.9%) and Scatec Solar Ansatte AS will own 1,554,602 shares (1.7%). Assuming full exercise of the green-shoe option, ITOCHU, Scatec Invest AS and Scatec Solar Ansatte AS will own 16,182,679 (17.2%), 8,335,324 (8.9%) and 1,392,554 (1.5%) shares, respectively.

Shares owned by the selling shareholders and the Company's board members are subject to standard lock-up undertakings for a period of 9 months following the first day of listing. The Company and shares owned, directly or indirectly, by the Company's executive management are subject to standard lock-up undertakings for a period of 12 months following the first day of listing.

Notifications of allotted shares and the corresponding amount to be paid by each investor will be distributed to the investors on 1 October 2014. Investors having access to investor services through their VPS account manager will be able to check the number of shares allocated to them from approximately 10:00 hours (CET) on 1 October 2014. The Joint Bookrunners may also be contacted for information regarding allocation.

Carnegie AS, acting as stabilisation manager, may carry out stabilisation activities by purchasing the Co

Endret 01.10.2014 08:58 av OldNick
OldNick
02.10.2014 09:08
#16142

Endre
SSO: Scatec Solar - Stabilisation and over-allotment option notice

Børsmelding
02.10.2014

Reference is made to stock exchange notice of 1 October 2014, in which Scatec Solar ASA ("Scatec Solar" or the "Company", OSE ticker: SSO) announced the completion of the bookbuilding period for its initial public offering on the Oslo Stock Exchange (the "Offering").

Carnegie AS (the "Stabilisation Manager"), on behalf of the Joint Bookrunners, may engage in stabilisation activities in the shares of Scatec Solar from the opening of trading on the Oslo Stock Exchange on 2 October 2014 until the close of trading on 31 October 2014 (the "Stabilisation Period"). The stabilisation transactions are aimed to support the market price of the shares of Scatec Solar.

In connection with the Offering, the Joint Bookrunners have over-allotted to the applicants in the Offering 5,447,368 shares in the Company, which equals approximately 15% of the number of shares sold in the Offering before over-allotments. In order to permit the delivery in respect of over allotments made, the Stabilisation Manager has, on behalf of the Joint Bookrunners, borrowed a number of shares in the Company equal to the number of over-allotted shares from Scatec Invest AS, Scatec Solar Ansatte AS and ITOCHU Corporation.

Furthermore, the abovementioned shareholders have granted the Stabilisation Manager an over-allotment option (the "Over-Allotment Option") pursuant to which the Stabilisation Manager may purchase up to 5,447,368 existing shares in Scatec Solar at a price per share of NOK 19.00, which is equal to the offer price in the Offering (the "Offer Price"). The Over-Allotment Option may be exercised at any time, and from time to time, within the Stabilisation Period. The Stabilisation Manager may close out the short position created by over-allotting shares by buying shares in the open market through stabilisation
activities and/or by exercising the Over-Allotment Option.

The Stabilisation Manager (or persons acting on behalf of the Stabilisation Manager) may effect transactions that stabilise or maintain the price of the shares of Scatec Solar at a level higher than that which might otherwise prevail, by buying shares in Scatec Solar in the open market at prices equal to or lower than (but not above) the Offer Price. However, there is no obligation on the Stabilisation Manager (or any person acting on behalf of the Stabilisation Manager) to do so. Moreover, there is no assurance that the Stabilisation Manager (or persons acting on behalf of the Stabilisation Manager) will undertake stabilisation activities. If stabilisation activities are undertaken they may be stopped at any time, and must be brought to an end upon or before expiry of the Stabilisation Period.

Within one week after the end of the Stabilisation Period, the Stabilisation Manager and the Company will jointly publish a statement through the information system of the Oslo Stock Exchange under the Company's ticker with information as to whether or not any stabilisation activities have been undertaken, including the date at which stabilisation started, the date at which stabilisation last occurred, and the price range within which stabilisation was carried out for each of the dates during which stabilisation transactions were carried out.

Any stabilisation activities will be conducted in accordance with section 3-12 of the Norwegian Securities Trading Act and Commission Regulation (EC) No. 2273/2003 implementing Directive 2003/6/EC of the European Parliament and of the Council as regards exemptions for buy-back programmes and stabilisation of financial instruments.

For further details, please refer to the prospectus dated 12 September 2014 and the supplementary prospectus dated 28 September 2014 issued by Scatec Solar in connection with the Offering and the listing of the Company's shares on the Oslo Stock Exchange.

***

2 October 2014
Ca
OldNick
25.03.2015 11:46
#16665

Endre
Scatec Solar foreslår utbytte for 2014. Ikke mye, mer symbolsk.

På tross av en trang start, har denne børsdebuten blitt en ubetinget suksess, aksjen har snart doblet seg siden introduksjonen i fjor høst.

SSO: Scatec Solar ASA - Annual accounts and proposed dividend

Børsmelding
25-03-2015

Oslo - The board of directors of Scatec Solar ASA ('SSO') has resolved the annual accounts and annual report for the financial year 2014. The annual accounts were resolved without changes from the preliminary results published on February 11, 2015.

The board of directors of Scatec Solar ASA ('SSO') has furthermore resolved to propose to the annual general meeting a dividend of NOK 0.27 per share (based on 93,816,230 shares outstanding).

The annual general meeting is contemplated for May 7, 2015. The company's shares will trade on the Oslo Stock Exchange exclusive the right to receive dividend from May 8, 2015.

For further information, please contact:
Mr. Mikkel Tørud, CFO, tel: +47 9769 9144, E-mail: mikkel.torud@scatecsolar.com
highlander
14.04.2015 03:05
#4190

Endre
Teknisk analyse fra Aksjeanalyser.com:



"Vi hadde nylig en positiv analyse på Scatec Solar den 25. februar da aksjen var rundt 32,50 kroner, og hvor vi hadde kursmål for aksjen ved 40 kroner på 3-6 måneders sikt.

Nå nærmer aksjen seg allerede vårt kursmål ved 40 kroner, og vi gjentar i dag vår positive analyse på aksjen og øker kursmålet fra 40 kroner til 48 kroner på 3-6 måneders sikt.

Aksjen viser en sterk utvikling innenfor en langsiktig stigende trend, og hvor videre kursoppgang altså signaliseres i tiden fremover innenfor denne stigende trenden.

Både RSI og Stochastics momentum-indikatorer signaliserer videre oppgang for aksjen i tiden fremover.

MACD momentum-indikator utløser også nytt kjøpssignal for aksjen nå, og er således med og underbygger de øvrige positive tekniske signaler for den videre utviklingen for aksjen.

Det er nå lite teknisk motstand for aksjen videre oppover før opp mot øvre trendlinje i den stigende trenden, rundt 48 kroner.

Basert på dette samlede positive tekniske bildet for Scatec Solar så gjentar vi i dag vår tidligere positive analyse på aksjen, og vi oppjusterer vårt kursmål for aksjen fra tidligere 40 kroner til nå 48 kroner på 3-6 måneders sikt."
highlander
06.05.2015 10:22
#4293

Endre
Sterk vekst for Scatec Solar:

Solarselskap firedobler inntektene

Solenergiselskapet Scatec Solar kan vise til sterk vekst i årets tre første måneder.

For kvartalet økte inntektene til 225 millioner kroner fra 57 millioner i tilsvarende kvartal i fjor. Veksten reflekterer salg av elektrisitet fra nye solcelleparker i Sør-Afrika og Rwanda, opplyser selskapet i kvartalsrapporten.

Lenger i regnskapet havnet driftsresultatet på 139 millioner kroner, opp fra 10 millioner, mens resultatet før skatt steg til 73 fra 9 millioner kroner.

- Vi rapporterer solide resultater for det første kvartalet i 2015 med stødig økning i kontantgenerering fra vår aktiva-portefølje, sier Scatec Solar-sjef Raymond Carlsen.

Selskapet utvikler, bygger, eier og opererer solcelleparker, og har 266 megawatt i ordrereserve.
OldNick
21.07.2015 13:43
#17122

Endre
Nok et milliardkjøp innen solenergi

Private equity-selskapet KKR kjøper en eierandel på 80 prosent i Gestamp Renewables' Gestamp Asetym Solar


Helene Kleppe, Hegnar.no
21.07.2015

Kjøpet er ifølge TDN Finans basert på en selskapsverdi (EV) på rundt en milliard dollar.

Gestamp Solar er en global PV-utvikler og solaroperatør med vekstambisjoner som idag har tilstedeværelse i 18 land, 300 megawatt PV-prosjekter i drift eller under bygging, samt ytterligere 2,2 gigawatt i prosjekter under utvikling.
______

KKR Acquires an 80% Stake in Gestamp Solar

BUSINESS WIRE
July 21, 2015

MADRID & LONDON -- KKR a leading global investor, has reached a definitive agreement to acquire from Gestamp Renewables an 80% stake in Gestamp Asetym Solar, S.L. ("Gestamp Solar"), a premier global solar PV developer and operator. The investment is funded by KKR Global Infrastructure Investors II, a $3.1 billion global fund.

The transaction values Gestamp Solar at a total enterprise value of around $1 billion. Both partners have committed to fully support Gestamp Solar´s ambitious strategic plan to have in operation up to 2.5GW of installed capacity by 2020.

Gestamp Solar, founded in 2005, has rapidly grown into a globally recognized player in the PV space. Today, the business is present in 18 countries and has 300 MW of PV projects in operation or in construction, with a further 2.2 GW of PV projects in development.

"We feel that this alliance between a well-established industrial group like Corporación Gestamp and a leading global investor like KKR creates a winning formula for our respective companies," said Jon Riberas, President of Gestamp Renewables. "We are very happy to announce this transaction which provides a solid platform to ensure the continuing success of our solar business. Meanwhile, we continue to evaluate our options for Gestamp Wind."

Jésus Olmos, Member and Head of European Infrastructure at KKR, commented, "This is an attractive time to invest in a leading owner and developer of solar PV plants. The Company has a highly experienced and entrepreneurial management team, an outstanding track record of developing and constructing its own assets, and an attractive advanced portfolio of development projects. We are excited to work with Corporación Gestamp in the further development of the Company. This investment adds to our strong belief and track record of investing in renewable energy. Gestamp Solar will be a key platform for KKR, developing utility scale solar PV on a global level and offers the opportunity to own development capabilities in solar PV complementary to our presence in operational wind and solar assets worldwide through our partnership with Acciona and KKR investments in the US and Canada."
OldNick
29.07.2015 09:45
#17138

Endre
http://www.netfonds.no/quotes/release.php?id=20150729.GlobeNewswire.1941882

SSO: Scatec Solar ASA - Second quarter 2015 results - Strong growth in project pipeline

Børsmelding
29.07.2015

Oslo - Scatec Solar added gross 747 MW to the project pipeline
this quarter. The projects are located in Pakistan, Egypt, Kenya and South
Africa and total pipeline is by these additions 1,172 MW.

Consolidated revenues reached NOK 205 million, up from NOK 93 million in the
same period last year and down from NOK 225 million in the previous quarter.
Consolidated EBITDA reached NOK 146 million up from NOK 52 million last year
while the previous quarter was NOK 178 million. Due to the winter season in
South Africa it was expected that both revenues and EBITDA would decrease
compared to the previous quarter.

Scatec Solar develops, builds, owns and operates solar power plants. Scatec
Solar's proportionate share of cash flow to equity across these business
activities reached NOK 71 million in the second quarter 2015, up from NOK 42
million in the previous quarter.

Construction of 207 MW of new solar power plants in the USA, Honduras and Jordan
is well under way. The 60 MW Agua Fria plant in Honduras has reached mechanical
completion, and production is expected to commence in the third quarter 2015.

With the recent agreement for a 33 MW project in Mali, Scatec Solar now holds
299 MW in project backlog. The company has furthermore increased its project
pipeline to 1,172 MW and additional project opportunities of 1,200 MW are under
development in Africa, Middle East, Americas and Asia.

"We report solid results for the second quarter 2015 with construction
activities driving a significant increase in cash generation. The current
project backlog and pipeline represents a robust platform for increased growth
in 2016 and beyond," says CEO Raymond Carlsen in Scatec Solar ASA.

For more details, please see attached the second quarter report and
presentation.

For further information, please contact:

Mr. Raymond Carlsen, CEO, tel: +47 454 11 280
raymond.carlsen@scatecsolar.com

Mr. Mikkel Tørud, CFO, tel: +47 976 99 144
mikkel.torud@scatecsolar.com

Q2 2015 Presentation:
http://hugin.info/162249/R/1941882/702119.pdf

Q2 2015 Report:
http://hugin.info/162249/R/1941882/702117.pdf
______

http://www.hegnar.no/bors/artikkel556617.ece

Hegnar: Scatec Solar vokser så det knaket
Beins
25.10.2016 17:19
#8985

Endre
Kan denne bli interessant igjen? Pareto er ute med hausse-budskap:

Artikkel av: Øystein Byberg

Scatac Solar stiger 7,2 prosent til 31,10 kroner i kjølvannet av dagens resultatfremleggelse.

Pareto Securities mener det alt i alt var en positiv rapport med et sterkt driftsresultat for kvartalet, melder TDN Finans.

Meglerhuset har en kjøpsanbefaling på Scatec Solar-aksjen og et kursmål på 53 kroner. Det betyr at den potensielle oppsiden er på hele 70 prosent.

Analytiker Preben Rasch-Olsen i Carnegie viser til at dagens oppgang kommer etter svak kursutvikling i det siste.

- Mange har nok sett for seg at det ikke skulle bli prosjekter i Egypt, og det har også vært økt usikkerhet rundt andre prosjekter. Men i dag sa administrerende direktør Raymond Carlsen at selskapet regner med å signere en avtale med egyptiske myndigheter denne uken, sier Rasch-Olsen til nyhetsbyrået.

http://www.hegnar.no/Nyheter/Boers-finans/2016/10/Rasch-Olsen-ser-Scatec-Solar-opp-70-prosent
highlander
26.10.2016 23:52
#6525

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Scatec Solar sier til Finansavisen at de skal undertegne kontrakten for det første prosjektet i løpet av denne uken. De ser for seg produksjonsstart i slutten av 2017. Selskapet driver med utvikling, bygging og drift av solparker. Egyptiske myndigheter kuttet tidligere i år tariffene (eller subsidiene) for slike prosjekt, men selskapets første avtale i Egypt vil likevel inngås på de høyeste tariffene. Scatec ser muligheten til å sikre seg ytterligere fire kontrakter i Egypt i løpet av første kvartal 2017, disse vil imidlertid få ny lavere tariff. Konsernsjef Raymond Carlsen sier han er veldig optimist på selskapets vegne.

Nordea gjentar kjøpsanbefaling og kursmål NOK 46 for Scatec Solar etter gårsdagens Q3 rapport. NAV anslås til NOK 47. (Kilder: FA, Xi)
highlander
20.01.2017 08:26
#6828

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ABG Sundal Collier har økt kursmålet i Scatec Solar fra 42 til 54 kr pr aksje.

Meglerhuset gjentar kjøpsanbefalingen.
highlander
26.01.2017 02:56
#6857

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Også Norne Securities har gjentatt kjøpsanbefalingen på aksjen samtidig som de øker kursmålet fra 40 til 51 kr.
highlander
15.02.2017 15:35
#6922

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Swedbank-analytiker Andreas Bertheussen anbefaler kjøp av REC Silicon med kursmål NOK 1,60 og Scatec Solar med kursmål NOK 50. (Kilde: FA/Xi)
OldNick
24.03.2017 09:22
#18932

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Scatec Solar gjorde en rettet emisjon i går.

Bakgrunnen: De ønsker å styrke egenkapitalen og investere med høyere EK-andel i nye prosjekter.

SSO: Contemplated private placement

Børsmelding
23.03.2017

______

9.38m aksjer ble hentet inn til NOK 40.50/aksje, brutto ca. NOK 380m.

SSO: Scatec Solar ASA - Private placement successfully completed

Børsmelding
24.03.2017

Reference is made to the stock exchange announcement release from Scatec Solar ASA ("SSO" or the "Company") published yesterday regarding the contemplated private placement of new shares in the Company.

The Company has raised approximately NOK 380 million in gross proceeds through a private placement consisting of 9,380,000 new shares (the "New Shares") at a price of NOK 40.50 per share (the "Private Placement").

The Private Placement took place through an accelerated bookbuilding process after close of markets yesterday. The Private Placement attracted strong interest from both existing shareholders as well as new high quality institutional investors, and was significantly oversubscribed.

The net proceeds from the Private Placement will be used to fund the equity portion of investments in backlog and pipeline projects on top of the Company's current self-funded growth capacity, further supporting the Company's growth.

The share issue has been carried out as a Private Placement in order to take advantage of the current market conditions. The Company believes it is well positioned for further profitable growth, which forms the background for carrying out the Private Placement and strengthening its equity capital. The board of directors of the Company has considered different transaction alternatives and concluded that the Private Placement structure would best attend to the common interest of the Company and its shareholders. Taking into consideration inter alia limited discount, size of placement, utilisation of market conditions, pre-announced and broadly marketed placement, transaction risk, costs, as well as dilution effects, the board of directors has, after thorough assessments found that there are sufficient and objective grounds for setting aside existing shareholders pre-emptive rights to subscribe for shares.

The New Shares will be issued based on a board authorisation given by the Annual General Meeting held 4 May 2016. The New Shares will be settled through a delivery versus payment transaction on a regular t+2 basis by delivery of existing and unencumbered shares in the Company that are already listed on the Oslo Stock Exchange pursuant to a share lending agreement between the Company, the Managers and Scatec AS.

ABG Sundal Collier ASA, Carnegie AS and Nordea Bank AB (publ), filial i Norge acted as Joint Bookrunners in the private placement. Advokatfirmaet Selmer DA is acting as legal advisor for Scatec Solar ASA in connection with the Private Placement.

For further information, please contact:
Raymond Carlsen, CEO, tel: +47 4541 1280, raymond.carlsen@scatecsolar.com
______

Hovedeier Scatec AS, Alf Børseth's selskap, deltok ikke i emisjonen.

SSO: Scatec Solar ASA - Subscription of shares by primary insider

Børsmelding
24.03.2017

______

Scatec har etter emisjonen fortsatt ca. 19.5m aksjer, nå tilsvarende 18.88% andel.

SSO: Scatec Solar ASA - Disclosure of large shareholdings

Børsmelding
24.03.2017

Stockamateur
24.03.2017 11:25
#11723

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Kan virke som emisjonsnivå blir LOD. Drøyer dog til etter lunsj med å ta inn SSO.
Stockamateur
05.04.2017 11:53
#11797

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Det ble ingen stor suksess. Stopper ut under 36.
OldNick
18.04.2017 11:56
#19018

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Ny, stor kontrakt Scatec.

Og vi ser de har gått følge av et norsk pensjonsselskap, KLP.

De eneste som ikke kan glede seg er egyptiske skattebetalere, eller er det saudiske gaver de lever av?


SSO: Scatec Solar and partners sign Power Purchase Agreements for 400 MW in Egypt

Oslo, April 18, 2017: Scatec Solar and partners have signed 25-year Power Purchase Agreements for delivery of electricity from six solar plants totaling 400 MW (DC) with the Government of Egypt. The signing ceremony took place in Cairo on April 13 in the presence of Egyptian Minister of Electricity and Renewable Energy Dr. Mohamed Shaker El-Markabi and the Ambassador of Norway Mr. Sten Arne Rosnes.

All located in Ben Ban area near Aswan in Upper Egypt, the solar plants are expected to generate about 870 GWh of solar electricity per year. These projects are part of the 2 GW solar FiT programme launched by the Egyptian Government in 2015. The electricity produced from the 400 MW is expected to replace about 350,000 tons of CO2 emissions per year, supporting Egypt's emission reduction targets under the Paris Climate Agreement.

'With this programme the Government of Egypt is making important steps towards accessing clean and low cost electricity to drive development and economic prosperity. Scatec Solar and partners are making significant investments and long term commitment to Egypt'' said Raymond Carlsen, CEO of Scatec Solar.

Total investments for the 400 MW of solar plants is estimated to USD 450 million and the plants are expected to generate annual revenues of about USD 60 million over the 25-year contract period. Scatec Solar will build, own and operate all six projects and Scatec Solar's share of equity investments will be in the range of USD 50-70 million. Scatec Solar is partnering with local developers and with KLP Norfund Investments for equity investments in the projects and may add additional partners to an equity consortium before financial close.

European Bank for Reconstruction and Development (EBRD) is leading a consortium of banks that is expected to support the six projects with a total debt of up to USD 350 million.

Scatec Solar is a leading developer and owner of large-scale solar plants in Africa, Europe, Middle East and Americas. With the latest addition, Scatec Solar's project backlog consists of 1,131 MW.

Endret 18.04.2017 11:57 av OldNick
gorwell
18.04.2017 18:32
#22669

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Noen indikasjon på hvor mange kvadratmeter de trenger å montere for å produsere disse 870 mill kilowatt?

gorwell
OldNick
19.04.2017 00:02
#19019

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re. gorwell,

Det sier ikke denne meldingen noe om.
Kanskje det finnes noe info på SSO's hjemmesider, men jeg har ikke sett etter.
Det beste ville sikkert være å spørre Scatec direkte, sende dem en E-mail og se om du får svar?

Men, ellers går det an å gjøre noen enkle overslag.

Her er et forsøk.

Man trenger å finne noen data, samt evt. gjøre noen anslag der man mangler data.

En av de viktigste parametrene er antall sol-timer, eller data på sol-innstråling.

Det finnes et antall solinnstrålings-kalkulatorer tilgjengelig på nettet som kan gi data for et område, men ikke nødvendigvis nøyaktig nok for en som vil gjøre investeringer. Normalt vil jeg tro at investoren vil ha gjort innstrålingsmålinger på stedet for å supplere data fra en kalkulator. Men det har vi ikke, så vi kan bruke kalkulatoren som et anslag.

Jeg Googlet Insolation calculator, og lastet opp første treff:

http://solarelectricityhandbook.com/solar-irradiance.html

Jeg lette opp Egypt og Aswan, som da gav meg gj.snitt: 6.4 [kWh/m3,d] for dette stedet, varierende mellom 5 på vinteren (Des-Jan) og 7 om sommeren (Apr-Sept). Dette gjelder fastmonterte paneler som vender rett sør og har en vinkel vertikalt på 66°. Det er mer optimalt å ha variabel vinkel, men det betyr el-motor som styrer vinkelen, avhengig av årstiden. Da kan man få ca. 10% mer ut av innstrålingen.

De 2 andre parametrene man trenger er panelets sol-energi utnyttelse, hvor jeg velger (antar) 15%.

Og så er det areal-utnyttelsen, dvs. hvor mye av landarealet de har tilgjengelig kan dekkes av panel-areal. Her vet jeg ikke, men tipper 25%.

Scatec har angitt at anleggene skal yte: Peak effekt 400MW, og forventet årlig prod. på 870GWh

Peak effekt er normalt definert som hva panelene skal yte når de er utsatt for 1000W (1kW) per m2 sol-innstråling rett på panelene.

Da har vi:

Gjennomsnittlig sol-innstråling som panelen er utsatt for året: 6 400 Wh/m2,d = 6 400 / 24 = 267 W / m2 sol-innstråling.

Med 15% energiutnyttelse, skal panelene i snitt kunne produsere: 267 x 0.15 = 40 W per m2 panel-areal over året.

Siden de forventes å produsere 870GWh/år, så trengs det å installeres: 870 000 000 000 / (40 x 24 x 365) = 2.48 mill m2 panel-areal, som tilsvarer ca. 2 500 mål eller 2.5 km2 areal (1 mål = 1 000 m2 = 0.001 km2)

Dersom parkene utnytter arealet 25% mhp. effektivt panel-areal, trengs altså et totalt areal på ca. 10 000 mål = 10 km2.

Så kan man sjekke dette oppimot peak effekt og kapasitetsfaktor.

Kapasitetsfaktoren Scatec har antatt er: 870GWh/400MW = 870 000 / 24 x 365 x 400) = 0.248 = 24.8% (dvs. peak-effekten kapasiteten blir utnytte i gj.snitt 24.8% over året).

Dette er en rimelig høy kapasitetsfaktor, men det er nok veldig solrike områder sør i Egypt.

Dette stemmer goså OK med de oppgitte sol-innstråling dataene fra kalkulatoren jeg linket til over.

6.4 KWh/m2,d = 267 W/m2 = 267 / 1 000W ved solen i Zenith v/Aswan (siden dette ikke ligger langt unna equator, indikerer at utnyttelsefaktoren for panelene Scatec benytter nok er litt høyere enn 15%, og at arealbehovet kanskje er litt lavere enn jeg kom til over, men alt avhenger av faktorene man legger inn i regnestykkene.

______


Globalt installert PV-sol anlegg ytet bare usle 12.5% kapasitetsfaktor pr. 2015.




Source: BP Statistical Review 2016.



Jeg er imøtekommende for kritikk dersom regnestykkene eller forutsetningene er gale?

Endret 19.04.2017 00:05 av OldNick
Beins
19.04.2017 01:21
#10244

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Hvorfor kan ikke et slikt anlegg være (tilnærmet) selvfinansierende? Solarpack skal produsere til 25 øre kwh i Chile med kalkulert fortjeneste. Egypt er trolig i samme klasse mht sol - og lokalt kostnadsnivå.

Nåværende el-produksjon Egypt: In statements, the minister said the cost of producing 3.6 megajoules (1 kWh) has increased from EGP 0.47 to EGP 0.63, resulting in a need for higher electricity prices.

Kostnaden tilsvarer 0,30 NOK per KWH.

Jeg tenkte at solenergi-utnyttelsen som du og skriver, kan være noe høyere enn 15%.

Jeg leser f.eks: With well over 200,000 workers in the U.S. PV industry, it's no surprise that new panel efficiencies and product improvements are announced practically every week. In some cases, it's difficult to stay up to date on all of the developments in solar panel technology. In the past two years, the concept of "average solar efficiency" has risen from the 14-15 percent range up to 16-17 percent - a significant margin. In 2017, there will be 60-cell solar panels that have comparable outputs to 72-cell panels. Efficiency is changing the affordability of solar and the residential market is set to reap the benefits.

One company to note is Panasonic, which is challenging the likes of SunPower with premium PV efficiencies (upwards of 19%) offered at mid-tier prices. A big reason for the success of this manufacturer and tech giant is their dynamic heterojunction panel product (HIT) that combines maximum efficiency and optimized temperature control to allow for top performance under extreme conditions of sunlight.


http://news.energysage.com/new-solar-panels-whats-coming-market-2017/

På minussiden kommer noe synkende utnyttelsesgrad av solenergien - jeg tror REC garanterer 97% første år og avtakende linært til 90% etter 10 år. Deretter gradvis svekkelse. Men realitet er gjerne bedre enn garantien om minstenivå.

NREL oppga 88% virkningsgrad etter 25 år i en undersøkelse.

For øvrig leste jeg at Egypt bruker 15 mrd NOK på strømsubsidier per år.

Endret 19.04.2017 01:22 av Beins
highlander
25.04.2017 12:26
#7160

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Folketrygdfondet mener opsjons­programmet for ledelsen i solpark­selskapet Scatec Solar er for omfangsrikt og stemte mot ordningen i generalforsamlingen.

Trass i deres stemmegivning ble forslaget som innebærer at ledelsen over en treårsperiode kan bli tildelt opsjoner tilsvarende 4,6 millioner aksjer i selskapet, tilsvarende fem prosent av antall utestående aksjer, vedtatt. (Kilde: DN/Xi)
highlander
04.05.2017 14:13
#7205

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