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Inkasso-selskapet Axactor SE (tidl. Axactor AB)
highlander
10:54 11.12.2017
#7733

AXA med nytt oppkjøp av svensk gjeld:

11/12-2017 10:04:40: (AXA) Axactor acquires an unsecured non-performing loan (NPL) portfolio in Sweden

Oslo, 11 December 2017 - Axactor Sweden have acquired a fresh unsecured NPL
portfolio. The portfolio includes unsecured credit with a total Outstanding
Balance (OB) of approximately EUR6 million, across close to 10,000 open accounts
of consumer loans and micro-loans. The portfolio allows Axactor Sweden to get
invaluable insight into the rapidly expanding micro-finance sector, as well as
including the more vanilla consumer loans.
"This acquisition demonstrates Axactor's ability to work with new clients in
Sweden and build a well-diversified portfolio. We expect further purchases to
follow this one in the coming months.", says Fredrik Kessler, Country Manager
Axactor Sweden.
The investments will be financed by Axactor's available cash and our existing
credit facilities.
OldNick
08:47 13.12.2017
#19749

AXA kjøper forbruker-gjeld i Italia.

AXA: Axactor Group secures significant consumer portfolio in Italy

Børsmelding
13.12.2017

Oslo - Axactor Italy, an Axactor group company, has acquired a significant portfolio of unsecured consumer claims from a large financial institution in Italy. The portfolio has an outstanding balance of approximately EUR 90m across 20.000 cases and represents Axactor's largest acquisition in Italy since acquiring CS Union in 2016. This acquisition will generate an increase in the volumes of cases under management and will benefit both the amicable and legal workstreams, which are both very important in Italy.

Massimiliano Ciferri, country manager Italy, commented "This acquisition marks a significant investment for Axactor Group in Italy and one on which we believe we can build on to generate further purchases. The new management team in Axactor are extremely excited to have successfully acquired such a high quality portfolio. "

The investments will be financed by Axactor Italy's existing credit facilities.

For additional information, please contact:
Endre Rangnes, CEO Axactor, Mob: +47 4822 1111, Email: endre.rangnes@axactor.com
Geir Johansen, CFO & IR, Axactor, Mob: +47 4771 0451, Email: geir.johansen@axactor.com
______

Legger inn en ny analyse fra Intrum Justita som også har relevans for deres konkurrent Axactor.

INTRUM.ST: Parents indebted due to social pressure to spendmore on children

Børsmelding
04.12.2017

The new European Consumer Payment Report from Intrum shows that parents are vulnerable to social pressure, forcing them to spend more money on their children than they can afford. Every third parent in Europe has experienced social pressure during the past year to buy something for their children that they feel they couldn't afford. Most of them (87 %) have also acted on it and bought something due to that social pressure. This translates into 28 per cent of all parents, or roughly every fourth parent.

Intrum, the market leading credit management services company, has presented a new European Consumer Payment Report with 24 401 European consumers as survey respondents. This year Intrum has focused its analysis on the driving forces behind consumer overspending.

"Our analysis demonstrates how a vulnerable group in society is exposed to a social pressure that can result in unsound, long-term indebtedness. With the many options of payment that exists today and the social pressure people report, we need to do more to create trust and teach every new generation how to consume in a sustainable way," says Mikael Ericson, CEO and president of Intrum.

The report reveals not only that every third parent feels exposed to social pressure to overspend, but also that young parents (aged 18 to 34) are especially vulnerable, with four out of ten (41 %) reporting that they feel the social pressure to overspend on their children.

Social media plays a key role in creating pressure on modern consumers, and not only parents or young people. Almost four out of ten (39 %) Europeans of all ages agree that social media creates a pressure to consume more than they should.

Related to the question of overspending, there is clear evidence that credit consumption is on a big rise. Intrum sees a dramatic increase in acceptance for buying on credit. Almost every third (31 %) European now think it is OK to buy goods such as TV or computers on credit, jumping up from barely a fifth (19 %) two years ago and 26 per cent last year.

"Being able to take on and give credit is a prerequisite for a growing society. At the same time, our analysis shows how important it is that the system, in which these credits are granted and taken from, works in favor of all parties involved," concludes Mikael Ericson, CEO and President of Intrum.

About the European Consumer Payment Report 2017

The answers of 24 401 respondents, between the ages of 18-65 in 24 European countries, were collected in total. The survey featured questions concerning household finances and was conducted during September 2017.

For access to the full European Consumer Payment Report 2017, please go to: www.intrum.com/ecpr2017

For further information, please contact:
Mikael Ericson, CEO & President, Tel: +46 8 546 102 02
Sofia Buhlin PR and Media Relations Director, Tel: +46 70 898 24 29, s.buhlin@intrum.com
______

Parents feel social pressure to overspend on children

European Consumer Payment Report 2017.

Intrum Justita Report
04.12.2017





mer på link


Intrum Justita: Infographics ECPR 2017 (PDF)

Intrum Justita: European Consumer Payment Report 2017 (PDF)

Endret 13.12.2017 08:48 av OldNick
tåka
09:14 13.12.2017
#9175

Et par til no før nyttår så kansje vi kan få litt kurs oppgang også.
tåka
11:08 14.12.2017
#9176

Litt økning hver dag er fint frem mot jul, så blir der litt avkastning på å sitte long.
highlander
16:28 22.12.2017
#7796

Ser at AXA fortsetter oppkjøpene i Italia:

22/12-2017 10:45:01: (AXA) Axactor Group acquires three further portfolios in Italy

Oslo, 22 December 2017 - Axactor Italy has acquired two mixed portfolios and a
small leasing portfolio in Italy. One of the mixed portfolios includes an
element of secured cases, which is being used as a test case for building
internal competence in another important NPL segment. These portfolios combined
have an outstanding balance of just over EUR 80m across approximately 750 cases,
with 20% relating to cases which are secured.

Massimiliano Ciferri, country manager Italy, commented "This acquisition is in
line with Axactor's strategy elsewhere in Europe, allowing the Italian business
to diversify across a broader range of NPL segments with the benefit of being
able to participate in an increasing number of sales going forward."

The investments will be financed by Axactor Italy's existing credit facilities.
highlander
14:05 29.12.2017
#7816

Axactor har kjøpt nok en gjeldsportefølje, denne gangen fra et av de største energiselskapene i Sverige:

29/12-2017 08:16:22: (AXA) Axactor acquires a portfolio in Sweden within the energy market

Oslo, 29 December 2017 - Axactor Sweden has acquired an old Debt Surveillance
portfolio from one of the largest energy companies in Sweden. The portfolio has
a total Outstanding Balance (OB) of approximately EUR 8 million and 10 500
debtors. The purchase is another step to grow fast in the Swedish market and in
different industries.

"This acquisition demonstrates Axactor's strength in the Swedish market. We
expect further purchases in the near future with reference to our ambitious
strategy. ", says Fredrik Kessler, Country Manager Axactor Sweden.

The investments will be financed by Axactor's available cash and our existing
credit facilities.
OldNick
17:14 06.02.2018
#19890

Lite nyheter fra Axactor i det siste.

Idag har det vært frenetisk handel i AXA, og kursen var kraftig ned til utrolige 2.41 i e.middag, før den tok seg opp til slutt-kurs 2.55.

Allikevel, dette er et glimrende kurs å komme inn på.
Personlig har jeg fyllt på beholdningen i ettermiddag.
Det har jeg ikke vært alene om ser vi.

Man har idag kunnet kjøpe til en kurs lavere enn den J.Fredriksens Geveran Trading kom inn på (2.50/aksje).

Q4-rapporten kommer 13 febr., dvs. om 1 uke.

AXA: Flagging

Børsmelding
06.02.2018

Fond forvaltet av Alfred Berg Kapitalforvaltning har kjøpt 3 500 000 aksjer i Axactor AB 6.Feb 2018.

Fond forvaltet av Alfred Berg Kapitalforvaltning eier 79 065 731 aksjer i selskapet etter dagens kjøp, tilsvarende 5,21% av utestående aksjer.

Alfred Berg Kapitalforvaltning
Profitt
13:49 12.02.2018
#14913

4. Kvartal imorgen- anyone ?.
highlander
14:43 12.02.2018
#8211

Tja, selskapet stiger i dag på forventninger til Q4-rapporten i tillegg til innhenting etter kursfall forrige uke?

Vet ikke om jeg ville sittet over resultatfremleggelsen. Selskapet har gjort en del oppkjøp av gjeld "ingen andre ville ha". "Voksesmerter" kan fort vise seg i resultatene etter hvert, men kanskje for tidlig allerede nå...?

I min enkle verden bør misligholdte gjeldsporteføljer få mindre verdi i takt med at renter for "risikofrie" plasseringer øker (lange amerikanske bonds + etter hvert bankinnskudd), pluss at betjeningsevne for "dårlige betalere" blir enda dårligere når renten stiger, men kan selvsagt ta feil...

Endret 12.02.2018 14:52 av highlander
Profitt
14:54 12.02.2018
#14914

Takk, kanskje jeg tar hintet før stenging- snitt 2,60 🤓😇
tåka
20:13 12.02.2018
#9208

Blir spennende, eg er ute så får vi se om det var lurt...
Profitt
09:07 13.02.2018
#14915

Gikk også ut på 2,75 igår- snart inn igjen high ?
OldNick
10:51 13.02.2018
#19903

re. highlander #8211,

siterer: Selskapet har gjort en del oppkjøp av gjeld "ingen andre ville ha".

Hva er begrunnelsen for dette utsagnet?
Axactor begynte forretningen i den perioden hvor europeiske banker og finansinstitusjoner var kommet i den situasjonen at de ble tvunget til å kvitte seg med dårlig gjeld, dvs. en gedigen mulighet for inkassoselskaper.

Dette var et ypperlig vindu for forretningsideen. Glimrende bakgrunn altså.
Har Axactor gjort så mye værre gjeldskjøp enn konkurrentene?
Rangnes er kjent som en dyktig mann innen feltet. Har ikke inntrykk av at han har gjort så mye feil, både investeringen fra Geveran og tilliten fra bankene bevitner noe annet?

Jeg har en følelse av at du forsøker å overbevise deg selv om at din bearishe oppfatning er det beste nå.
______

Axactor kom med sitt Q4-resultat idag.

Det var bra, bedre enn ventet, selv om nettoresultat fortsatt viste rødt.

- Bra vekst i omsetning
- ERC/aksje = ca. NOK 5.50

Men markedet var tydeligvis skuffet, aksjen er ned 5% i øyeblikket.
Er det noen analytikere som har reagert spesiellt negativt?

AXA: Axactor Q4-2017 - The growth of Axactor continues

Børsmelding
13.02.2018

Highlights from the fourth quarter of 2017

- Significant entry into the Spanish REO (Real Estate Owned) market, taking control of REOs valued at EUR 147 million in two transactions in partnership with Geveran.
- EUR 20 million deployed in NPL-portfolios in Italy, which represent Axactors largest quarterly portfolio investment in Italy.
- Concluded the refinancing of current facility with DNB and Nordea which increased the facility by nearly EUR 200 million to EUR 350 million, including EUR 150 million in accordion options.
- Gross Revenue of EUR 34.5 million (18.5)
- EBITDA of EUR 5.6 million (-1.2)
- Cash EBITDA at EUR 13.5 million (0.3)
- CAPEX deployment of EUR 234 million for the quarter

Axactor continues to grow the business and the financial results, in line with the stated ambitions. In the fourth quarter of 2017, Axactor achieved an EBITDA of EUR 5.6 million and Cash EBITDA of EUR 13.5 million. Gross revenue for the quarter ended record high at EUR 34.5 million, which is 87% above the corresponding number for the same period in 2016, and represent a growth of 46% compared to the third quarter of 2017.

During the quarter, Axactor made record high portfolio investments of EUR 234 million, bringing the total portfolio investments in 2017 to EUR 362 million. Axactor is already seeing results from the major portfolio purchases made in the second half of 2017.

The most important event in the fourth quarter was Axactor's entry in to the Spanish Real Estate Owned (REOs) segment, where EUR 147 million was invested in two transactions which also represents the first transactions in the partnership with Geveran Trading Co. The largest of the two transactions gave Axactor control of 75 % in two property companies owned by a large Spanish bank. In total, these two companies own more than 4.000 properties in Spain. The above amount includes the sellers 25% ownership of the SPVs.The REO investments already gives a positive contribution to AxactorŽs financial results, and Axactor will continue to look for attractive investment opportunities in the REO segment, together with Geveran.

As promised in the third quarter report, Axactor continued to pursue unsecured and secured NPL portfolios in the fourth quarter of 2017. In total, Axactor deployed more than EUR 100 million all five countries where the company is present. EUR 20 million of this was invested in NPLs in Italy - which represent Axactor's largest portfolio investment in Italy to date.

Rapid growth requires sound financial capacity. In the fourth quarter, Axactor concluded the refinancing process of the current RCF (Revolving Credit Facility) with DNB Bank og Nordea, bringing the size of the facility to EUR 350 million, of which EUR 15o million is in the form of accordion options. In addition to this facility comes the EUR 80+40 loan million facility the company has available in the co-investment vehicle between Axactor and Geveran Trading Co. Axactor is in a strong financial position, which opens up for higher gearing and more operational flexibility going forward.

In Axactor we are very ambitious and we have promised our shareholders significant growth from the start in 2015. The fourth quarter numbers show our ability to deliver in line with our high ambitions, carrying out several large transactions in a short period of time and thereby maintain a high rate of growth. After refinancing our RCF in December, we have an even stronger financial position which will ensure that we will continue to make portfolio investments and continue the growth story of Axactor, says CEO Endre Rangnes.

The REO market in Spain is remaining buoyant, particularly in Spain, where Axactor will continue to look for attractive investment opportunities together with partner Geveran Trading Co. Axactor has initiated discussions with several global banks with the purpose of increasing the investment capacity in this segment. The banks have experience and appetite for financing such transactions due to the portfolios high cash flow generation and short payback time.

The market for purchase of NPL portfolios also remains strong. Axactor see interesting opportunities in Spain, Italy and in the Nordics. The competition for NPLs remains robust and some of the price pressure we experienced in the fourth quarter of 2017 seems to continue in the first quarter of 2018.

For additional information, please contact:
Endre Rangnes, CEO Axactor, Mob: +47 4822 1111, Email: endre.rangnes@axactor.com
Geir Johansen, CFO & IR, Axactor, Mob: +47 4771 0451, Email: geir.johansen@axactor.com


AXA: Q4-2017 Report (PDF)

AXA: Q4-2017 Presentation (PDF)

Endret 13.02.2018 10:59 av OldNick
highlander
13:33 13.02.2018
#8223

Re. tåka #9208 og Profitt #14915

Gratulerer med greie utganger. Etter salg på formodentlig 2,75-2,80 på tampen av dagen i går er det mulig å komme inn vesentlig rimeligere i dag, sist omsatt 2,686, etter at aksjen har vært helt nede på 2,60.

Hvorvidt det er lurt tør jeg ikke mene så mye om, men noe som evt. kan trigge kursen er f.eks. et innsidekjøp.

Aksjen faller riktignok ikke på grunn av dårlige tall, for de var derimot helt greie. Imidlertid viser aksjen noe av den samme oppførselen som DNO viste her om dagen da selskapet slapp sine helt OK tall, altså at noen selger nesten for enhver pris, uansett hvordan tallene er. Ut fra dette ressonnementet kan man utlede at det hadde blitt et kraftig fall om tallene ikke hadde vært OK. Dette er typisk for flere aksjer. Har ikke lagt merke til AXA ved tidligere resultatfremleggelser, så vet ikke om dette er et fast mønster i denne aksjen.


Re. OldNick #19903

Forretningsidéen til AXA var suveren; kjøpe billig gjeld når banker etc måtte slanke balanser for "next to nothing", samtidig som selskapet fikk veldig billig funding selv, og så følge opp hovedstolen ovenfor skyldnerne til de havner i graven; sørge for å pante i tide for å hindre foreldelse, vente på at skyldneren får jobb og kan trekkes i lønn, eller får arv når skyldnerens foreldre dør, etc. Den enes død, den andres brød, osv.

Liker å sette ting litt på spissen for å skape diskusjon (men jeg prøvde så godt jeg kunne å svare på spørsmålet til Profitt i går), og beklager hvis det fremstod som provoserende, men det virker som om AXA etter hvert fikk konkurranse på oppkjøp av misligholdt bankgjeld og isteden har vokst videre gjennom å kjøpe opp misligholdt gjeld hos diverse større selskaper. Jeg har ingen forutsetninger for å uttale meg om fornuftig pris på dette, men det går jo på marginen etter hvert om kvaliteten på "utlånsporteføljen" faller samtidig som prisen på funding stiger (høyere renter) og betjeningsevnen til skyldnerene blir dårligere som følge av nettopp høyere renter. Imidlertid kan det godt være flere kvartaler eller år til eventuell "voksesyke" gjenspeiles i resultatene.

Ha en fortsatt fin dag!

Endret 13.02.2018 13:37 av highlander
tåka
13:59 13.02.2018
#9209

Ja, har vært muligheter for helt greie innganger i dag, litt opptatt selv på jobben så rakk det ikke men får se litt Ann.
highlander
13:10 15.02.2018
#8270

15/02-2018 07:31:54: (AXA) Axactor enters into a forward flow agreement with Monobank ASA in Norway

Axactor has entered into a two year forward flow contract with Monobank ASA. The
claims will be acquired on a monthly basis, and Axactor estimates the annual
capex to be 15-20 mEUR. This transaction will be a valuable contribution for
increasing the regular NPL volumes and to build critical scale in the Norwegian
business unit.

Oddgeir Hansen, Interim Country Manager for Axactor commented "This deal clearly
demonstrates the increased focus on the debt purchase product in Norway, as the
Norwegian business has traditionally been focused on third party collection and
accounts receivable management. Over the last few months we have significantly
strengthened the portfolio team to prepare for new portfolio acquisitions. I
welcome these additional volumes as well as further expected portfolios to help
drive future growth."

The investments will be financed through Axactor's available cash and our
existing credit facilities.
tåka
13:29 15.02.2018
#9210

ja, alt hjelper.

Usikker på kortsiktig retning selv om eg føler meg trygg den skal opp på sikt.
Får kjøpe litt og litt og trille litt om der kommer bevegelse ;)
highlander
15:36 22.02.2018
#8341

Enda et oppkjøp av usikret gjeld, denne gangen i Spania:

22/02-2018 14:31:58: (AXA) Axactor acquires a large unsecured portfolio from "Santander Consumer Finance" in Spain.

Axactor has acquired a portfolio with a total outstanding balance of EUR 133
million from "Santander Consumer Finance", one of the largest financial
institution in Spain. The portfolio consists of more than 15 000 cases coming
from non-performing loans on auto market.

It is the second auto portfolio Axactor Spain purchases in less than six months,
and implies a remarkable increase on the expertise and know-how of Axactor Spain
Auto management.

"Axactor Spain is delighted to close its first unsecured NPL transaction of the
year. The portfolio demonstrated our ability to keep growing the business across
all NPL segments and will contribute to strengthen our position as one of the
leading collection companies in the Spanish market", say Andrés López and David
Martín, country managers of Axactor Spain.

The investments will be financed by Axactor's available cash and our existing
credit facilities.
Profitt
13:04 16.03.2018
#14920

Ned mot 2,20 ??
OldNick
22:25 22.03.2018
#19976

Opp mot 3.20??


En del nyheter og info rundt Axactor's utvikling de siste ukene.


Artikkel i Finansavisen fra 14/2-2018


Artikkel i Finansavisen fra 14/3-2018
______

AXA: Successfully completed bond issue

Børsmelding
15.03.2018

Axactor AB has successfully completed a EUR 150 million senior unsecured bond issue with maturity in June 2021. Settlement date is expected to be 23 March 2018. The bonds will be listed on Oslo Børs.

DNB Markets and Nordea acted as joint lead managers and bookrunners for the bond issue, Arctic Securities acted as co-manager.

For additional information, please contact:
Johnny Tsolis, CFO Axactor, Mob: +47 9133 5461, Email: johnny.tsolis@axactor.com
______

AXA-ledelsen utøver en del "gamle" opsjoner fra NMG/Spetalen-perioden. Som vi ser, det er fortsatt en god del av disse billige opsjonen igjen å utøve.

AXA: Exercise of employee share options

Børsmelding
15.03.2018

On March 15th 27.992.250 options in the Company was exercised and 27.992.250 shares will be issued by the company.

Options exercised by primary insiders:

Endre Rangnes has exercised 8 640 000 options in the Company, corresponding to 8 640 000 shares at the strike price of NOK 1,075.

Johnny Tsolis has exercised 5 400 000 options in the Company, corresponding to 5 400 000 shares at the strike price of NOK 1,075.

Oddgeir Hansen has exercised 2 160 000 options in the Company, corresponding to 2 160 000 shares at the strike price of NOK 1,075.

Robin Knowles has exercised 2 160 000 options in the Company, corresponding to 2 160 000 shares at the strike price of NOK 1,075.

Siv Farstad has exercised 810 000 options in the Company, corresponding to 810 000 shares at the strike price of NOK 1,075.

Lars Valseth has exercised 216 000 options in the Company, corresponding to 216 000 shares at the strike price of NOK 1,075.

Bente Brocks has exercised 108 000 options in the Company, corresponding to 108 000 shares at the strike price of NOK 1,075.

Anders Gulbrandsen has exercised 108 000 options in the Company, corresponding to 108 000 shares at the strike price of NOK 1,075.

3. Transfer of rights

On March 15th the primary insiders Robin Knowles and Lars Valseth transferred their rights to receive shares resulting from the exercise of options to a third party. The sales amount will be finally determined on the basis of the price subsequently obtained by the third party when selling the shares in the market.

Still, primary insiders cannot be held liable for losses incurred by the third party if the shares are later sold below the strike price. Final compensation for the transferred rights will be reported to Oslo Børs when known.

4. Purchase of shares

On March 15th, the primary insiders Robin Knowles and Lars Valseth entered into an agreement to use 100 % of the compensation mentioned in item 3 to purchase shares. When known, the final number of shares, along with the compensation, will be reported to Oslo Børs.

5. New holding

After exercising options, primary insider holds;

Endre Rangnes holds unexercised options in the Company, corresponding to 7.360.000 shares at the average strike price of NOK 1,271 and unexercised options corresponding to 5.000.000 shares at the average strike price of NOK 3,350.

Johnny Tsolis holds unexercised options in the Company, corresponding to 4.600.000 shares at the average strike price of NOK 1,271 and unexercised options corresponding to 3.000.000 shares at the average strike price of NOK 3,350.

Oddgeir Hansen holds unexercised options in the Company, corresponding to 1.840.000 shares at the average strike price of NOK 1,271 and unexercised options corresponding to 3.000.000 shares at the average strike price of NOK 3,350.

Robin Knowles holds unexercised options in the Company, corresponding to 1.840.000 shares at the average strike price of NOK 1,271 and unexercised options corresponding to 1.250.000 shares at the average strike price of NOK 3,350.

Siv Farstad holds unexercised options in the Company, corresponding to 690.000 shares at the average strike price of NOK 1,271 and unexercised options corresponding to 1.000.000 shares at the average strike price of NOK 3,350.

Lars Valseth holds unexercised options in the Company, corresponding to 184.000 shares at the average strike price of NOK 1,271.

Bente Brocks holds unexercised options in the Company, corresponding to 92.000 shares at the average strike price of NOK 1,271.

Anders Gulbrandsen holds unexercised options in the Company, corresponding to 92.000 shares at the average strike price of NOK 1,271 and unexercised options corresponding to 200.000 shares at the average strike price of NOK 3,350.

For additional information, please contact:
Johnny Tsolis, CFO Axactor, Mob: +47 9133 5461, Email: johnny.tsolis@axactor.com
______

Skjønner ikk ehelt denne meldingen. Kanskje heller ikke "Johnny"?

AXA: Exercise of employee share options

Børsmelding
19.03.2018

Reference is made to the statement dated March 16. The payment has been determined based on a selling price of (price) per share.

Robin Knowles purchased 1.218.872 shares at a price of 2,5705.
Lars Valseth purchased 121.886 shares at a price of 2,5705.

After this, primary insides holds;

Robin Knowles holds unexercised options in the Company, corresponding to 1.840.000 shares at the average strike price of NOK 1,271 and unexercised options corresponding to 1.250.000 shares at the average strike price of NOK 3,350.

Lars Valseth holds unexercised options in the Company, corresponding to 184.000 shares at the average strike price of NOK 1,271.

For additional information, please contact:
Johnny Tsolis, CFO Axactor, Mob: +47 9133 5461, Email: johnny.tsolis@axactor.com
______

I går deltok Endre og Axactor på DNB's SMB-konferanse.

Der avkreftet han noe behov for ny-emisjon.

Axactor har milliarder til oppkjøp

Mye tørt krutt


Odd S. Parr, Hegnar.no
21.03.2018

DNB Markets avholder i dag sin SMB-konferanse.

Der kan Axactor-sjef Endre Rangnes bestemt avkrefte at selskapet har emisjonsplaner for øyeblikket.

- Vi har en investeringskapasitet på 350-400 millioner euro per nå, så vi har bra med ammunisjon til å gjøre porteføljekjøp, sier han ifølge TDN Direkt.

Investeringene vil ifølge Rangnes trolig skje i de fem landene selskapet er inne i nå, men utelukker ikke nye markeder.

- Det vil ikke være noen overraskelse om vi går inn i 1-2 land i løpet av året. Men det vil være en kontrollert inngang, gjennom en skalerbar plattform, sier han ifølge nyhetsbyrået.

Kjendistungt

John Fredriksens Geveran Trading er største aksjonær i Axactor, med 11,47 prosent.

Torstein Tvenge er tredje størst med sine 4,62 prosent, mens Ferd innehar 4. plassen på aksjonærlisten med 3,52 prosent.

Arne Blystads Songa Trading er 5. største aksjonær på 3,13 prosent.

Axactor stiger 0,8 prosent til 2,58 kroner på Oslo Børs onsdag ettermiddag.
______

Axactor: Presentation at DNB's SME-seminar 2018 (PDF)
______

AXA: Axactor acquires a portfolio of REOs from Cajamar

Børsmelding
22.03.2018

Madrid - Axactor has acquired a REO portfolio with the appraisal value of more than 26 mEUR from the financial institution Cajamar. The portfolio consists of approximately 650 assets and is the second portfolio acquisition in Spain this year.

Axactor continues to develop the investments in the real estate market in Spain through the fifth acquisition in this sector, and with this strengthening the position as a solid and active investor in the Spanish market.

With this acquisition from Cajamar, Axactor continues to diversify the companyŽs product portfolio by growing in the secured and unsecured NPL segments, as well as REOs and the third-party collection business in Spain.

The acquisition will be financed through Axactor's exciting funding facilities. Axactor Spain country managers said: "2018 will be the year in which Axactor will emerge as one of the most important players in Spanish debt market".

For additional information, please contact:
Johnny Tsolis, CFO Axactor, Mob: +47 9133 5461, Email: johnny.tsolis@axactor.com

Endret 22.03.2018 22:26 av OldNick
tåka
10:40 23.03.2018
#9239

Har kjøpt litt no, men kun litt slik vi kan øke om den fortsetter ned. Og nok til den kan gå opp;)
tåka
10:40 23.03.2018
#9240

23/03-2018 06:29:00: (AXA) Axactor gjør nok et oppkjøp
Tar nok en spansk en.

Ekstern link: http://www.hegnar.no/Nyheter/Boers-finans/2018/03/Axactor-gjoer-nok-et-oppkjoep

Nyheten er levert av Hegnar.
highlander
08:18 17.04.2018
#9182

AXA: Axactor enters into one of the largest NPL forward flow contracts in the Nordics

07:30
Oslo, April 17th, 2018
Axactor has successfully negotiated one of the largest unsecured NPL forward
flow contracts in the Nordics. The claims are originated by Komplett Bank in
Norway and the contract has a duration of 18 months, plus an option to extend
for a further 6 months. This contract is expected to generate an annual capex of
circa 60 mEUR per annum when fully operational. The contract represents
Axactors largest forward flow acquisition to date and when combined with other
transactions across the group, will secure significant revenue growth,
especially in Axactors unsecured receivables.

This portfolio reinforces Axactors commitment to increasing the footprint in
the Norwegian market and we appreciate the confidence Komplett Bank has shown
Axactor in granting us the contract. I am especially pleased to see an increase
in unsecured transactions coming through, it is further evidence that the
Axactor team are focusing heavily on securing significant growth in 2018 and
beyond , says Endre Rangnes, Axactor

The Axactor team in Norway is delighted to close this transactions with
Komplett Bank, a substantial player in the Nordic market . We have invested
significant time and resources into building an organization to handle NPL
claims in Norway. This transaction demonstrates Axactors ability to close key
large portfolio purchases in the Nordics., says Oddgeir Hansen acting Country
Manager Norway.

This investment will be financed by Axactors available cash and our existing
credit facilities.
highlander
07:37 03.05.2018
#9714

Rentesmell for inkassoselskapet Axactor:

Axactor har kommet med sin førstekvartalsrapport torsdag (klikk her for lenke til Q1-rapporten og - presentasjonen)

Omsetningen økte til 35,80 millioner euro i årets første kvartal, fra 17,43 millioner euro samme periode året før.

Driftsresultatet (ebidta) endte på 6,10 millioner euro i kvartalet, opp fra 1,00 million euro på samme tid året før.

Selskapet gikk i et netto underskudd på 1,00 million euro i årets tre første måneder, en forbedring fra et underskudd på 1,65 millioner euro i samme periode året før.

Høyere rentekostnader på lån bidrar negativt til bunnlinjen. Rentekostnadene steg til 4,81 millioner euro i kvartalet, opp fra 1,05 millioner euro samme tid året før. (E24)
OldNick
08:00 03.05.2018
#20085

Jeg vil si utviklingen i Axactor er tilfredstillende.

Bra vekst i både innkjøp av nye portefølger, gjeldsinnkrevingen og ERC har passert EURO 1 mrd. (ca. NOK 10 mrd.)

Megt bra omsetning, EBITDA og EBIT. "Maskineriet" til Endre & Co. ser ut til å fungere.


AXA: Axactor Q1-2018 - The growth story continues

Børsmelding
03.05.2018

Highlights from the first quarter of 2018

- Gross Revenue of EUR 41.0 million (19.7), representing a 108 % growth y/y
- EBITDA of EUR 6.1 million (1.0)
- Cash EBITDA of EUR 18.1 million (3.6)
- Portfolio investments of EUR 92 million for the quarter, whereof EUR 45 million invested in REOs
- Acquired portfolio from Santander Consumer Finance, with total outstanding balance of EUR 133 million
- Acquired a REO portfolio from the financial institution Cajamar, with an appraisal value of more than EUR 26 million and approximately 650 assets
- Acquired a combined portfolio from a large Spanish financial group, consisting of a REO segment and an unsecured consumer loans segment
- Passed EUR 1 billion in ERC (Estimated Remaining Collection)
- Completion of a EUR 150 million bond issue with maturity in June 2021

In the first quarter of 2018, Axactor achieved an EBITDA of EUR 6.1 million and Cash EBITDA of EUR 18.1 million, compared to an EBITDA of EUR 1.0 million and a Cash EBITDA of EUR 3.6 million in the corresponding quarter of 2017. Gross revenue for the quarter once again ended record high at EUR 41.0 million, which is 108% above the corresponding number for the same period in 2017, and a 19% growth compared to the fourth quarter of 2017. Thus, the growth story of Axactor continues.

The first quarter of the year is generally characterized by low activity in the market for portfolio acquisitions. Still, Axactor won portfolios with a total investment of EUR 92 million in NPL and REO portfolios during the quarter, whereof EUR 45 million was invested in REOs - a segment Axactor entered for the first time in 2017.

While NPL portfolios continue to be the largest segment in terms of gross revenue, REO portfolios has been established as a major business segment for Axactor during the last two quarters, accounting for 21% of the total gross revenue by end of the first quarter of 2018. In March, Axactor acquired two REO portfolios in Spain, whereas one was acquired from Spanish Cajamar and had an appraisal value of more than EUR 26 million.

"Our improved profitability comes through a combination of higher volumes and improved scale and skill benefits, in lines with our ambitions. In a traditionally quiet period of the year, we were able to do portfolio investments at a level that brought the ERC (Estimated Remaining Collection) to more than EUR 1 billion for the first time," says Endre Rangnes, CEO of Axactor.

The largest transaction in the quarter was a bilateral deal where Axactor acquired a bundled portfolio of unsecured NPL claims and REOs. The total capex was close to EUR 40 million and was done through the investment companies co-owned with Geveran Trading.

"This combined transaction confirms our ability to leverage on our communicated strategy of building strong relationships with key financial institutions in the markets where Axactor is present. These relationships put us in a unique position where we get access to portfolios not sold in the open market," says Rangnes.

Two new forward flow contracts were signed during the quarter in Norway and Sweden, respectively, further securing future NPL volumes. Axactor experiences great interest from Nordic banks in doing forward flow agreements, in parallel with larger one-off NPLs.

Accounts Receivable Management (ARM) is currently being rolled out as a business segment throughout the Group. The Norwegian business shows modest growth, and the product is now ready for the Swedish and German market. The ARM segment contributed MEUR 1.5, or 4% of the total gross revenue for the first quarter of 2018.

Axactor see attractive investment opportunities in the Spanish REO market and expect to deploy additional capital to this market going forward. The market for purchase of NPL portfolios remains strong and Axactor see attractive opportunities especially in Spain, but also in Italy, Germany and the Nordics. In order to fund the company's continued growth, Axactor successfully issued a EUR 150 million senior unsecured bond in Q1 2018. In addition, Axactor has signed a mandate letter and term sheet with a global bank with a view to enhance the investment capacity in the REO segment. Combined with AxactorŽs existing bank facilities, this transaction (should it be completed) ensures that Axactor is in a good position to acquire new portfolios going forward.

Oslo, 3 May 2018

For additional information, please contact:
Endre Rangnes, CEO Axactor, Mob: +47 4822 1111, Email: endre.rangnes@axactor.com
Johnny Tsolis, CFO & Investor Relations, Axactor, Mob: +47 9133 5461, Email: johnny.tsolis@axactor.com


AXA: Q1-2018 Report (PDF)

AXA: Q1-2018 Presentation (PDF)

Endret 03.05.2018 08:02 av OldNick
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