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Gjeldsinnkrevingsselskapet Axactor
highlander
08:20 14.03.2016
#5850

Lenke til Axactors hjemmeside

Selskapet er i skrivende stund kapitalisert til en drøy milliard kroner.

Etter en bunn på rundt kr 0,60 pr aksje i september i fjor kom det en opptur til 2,00 rett før nyttår.

I dag vil nok Myrseth-effekten gjøre seg gjeldende, da aksjen tas inn i Dovreporteføljen med følgende begrunnelse:

"[...]Forannevnte er et gjeldsinnkrevingsselskap med Spetalen som hovedeier. Selskapet har ambisiøse vekstplaner, og innfris guidingen, er aksjen en doblingskandidat. Dette sammen med en dyktig ledelse og sterke eiere gjør oss positive."

Endret 14.03.2016 08:21 av highlander
highlander
10:34 14.03.2016
#5855

De 30 største aksjonærene pr i dag (NB! husk det er 2+1 virkedag etterslep fra handledato til det er ajour i VPS).

(endring siden en referanseliste av 07.03. i parentes)

1 STRATA MARINE & OFFSHORE AS 7,95% 52 151 999
2 ARCTIC FUNDS PLC IRL 6,16% 40 437 195
3 SOLAN CAPITAL AS 5,49% 36 000 000
4 TVENGE TORSTEIN INGVALD 4,57% 30 000 000
5 LOPEZ SANCHEZ ANDRES ESP 3,49% 22 902 500
6 MARTIN IBEAS DAVID ESP 3,49% 22 902 500
7 VERDIPAPIRFONDET ALFRED BERG NORGE 2,95% 19 368 370
8 SWEDBANK GENERATOR 2,71% 17 803 435
9 VERDIPAPIRFONDET HANDELSBANKEN 2,57% 16 851 801
10 VERDIPAPIRFONDET ALFRED BERG GAMBA 2,24% 14 670 426
11 MP PENSJON PK 2,12% 13 939 039 (- 528 663)
12 ALPETTE AS 1,83% 12 000 000
13 STATOIL PENSJON 1,76% 11 527 500
14 STOREBRAND VEKST 1,62% 10 602 615
15 VERDIPAPIRFONDET DNB SMB 1,45% 9 521 486
16 LATINO INVEST AS 1,45% 9 500 000
17 CIPRIANO AS 1,32% 8 650 000
18 DUKAT AS 1,21% 7 933 612
19 VERDIPAPIRFONDET STOREBRAND OPTIMA 1,21% 7 913 492
20 PORTIA AS 1,14% 7 500 000 (- 1 000 000)
21 SILVERCOIN INDUSTRIES AS 1,03% 6 756 028 (+ 1 000 000)
22 BORGEN INVESTMENT GROUP NORWAY AS 0,96% 6 275 000 (+ 2 000 000)
23 CIPI LAMP UCITS SWEDBANK SMB IRL 0,95% 6 227 914
24 INTELCO CONCEPT AS 0,92% 6 037 313
25 DNB NOR MARKETS, AKSJEHAND/ANALYSE 0,92% 6 035 256 (- 1 000)
26 SKANDINAVISKA ENSKILDA BANKEN S.A. LUX nom 0,87% 5 703 404
27 DELPHI NORGE 0,83% 5 425 000
28 CIPI LAMP UCITS SWEDBANK IRL 0,77% 5 077 371
29 NORDNET LIVSFORSIKRING AS 0,65% 4 249 238 264 435
30 MERTOUN CAPITAL AS 0,61% 4 000 000 (INN)

UT av listen:

HIGH SEAS AS 9 000 000 (UT)
wrangler
10:53 16.03.2016
#971

Dette er minst like interessant som Ige var for 15 år siden, men nå bare med motsatt kurs.
Jeg har latt et lille som var igjen i IGE/NMG fortsette i AXA, og gleder meg over det. :o)
highlander
10:16 18.03.2016
#5895

Ser at Axactor-sjef Endre Ragnes peker på at misligholdet øker i Norge.

I går meldte Axactor om kjøp av den norske inkassoaktøren Ikas for 291 millioner kroner.

Ragnes sier at Axactor har kjøpt tre gjeldsporteføljer og må selv finansiere 65 prosent av kjøpene med egenkapital. Når de når syv porteføljer kan de begynne å gire porteføljene med 50 prosent. Dette nivået skal de ha passert i løpet av 2016, ifølge Ragnes.
highlander
12:41 21.03.2016
#5903

Tore Aksel Voldbergs selskap Dukat AS solgte har solgt seg ut av topp 30 og har følgelig redusert med minst 4 millioner aksjer siden siste oppdatering:

De 30 største aksjonærene pr i dag (NB! husk det er 2+1 virkedag etterslep fra handledato til det er ajour i VPS).

(endring siden forrige liste av 14.03. i parentes)

1 STRATA MARINE & OFFSHORE AS 7,95% 52 151 999
2 ARCTIC FUNDS PLC IRL 6,16% 40 437 195
3 SOLAN CAPITAL AS 5,49% 36 000 000
4 TVENGE TORSTEIN INGVALD 4,57% 30 000 000
5 LOPEZ SANCHEZ ANDRES ESP 3,49% 22 902 500
6 MARTIN IBEAS DAVID ESP 3,49% 22 902 500
7 VERDIPAPIRFONDET ALFRED BERG NORGE 2,95% 19 368 370
8 SWEDBANK GENERATOR 2,71% 17 803 435
9 VERDIPAPIRFONDET HANDELSBANKEN 2,57% 16 851 801
10 VERDIPAPIRFONDET ALFRED BERG GAMBA 2,24% 14 670 426
11 MP PENSJON PK 2,12% 13 939 039
12 ALPETTE AS 1,83% 12 000 000
13 STATOIL PENSJON 1,76% 11 527 500
14 STOREBRAND VEKST 1,62% 10 602 615
15 BORGEN INVESTMENT GROUP NORWAY AS 1,52% 10 000 000 (+ 3 725 000)
16 VERDIPAPIRFONDET DNB SMB 1,45% 9 521 486
17 LATINO INVEST AS 1,45% 9 500 000
18 CIPRIANO AS 1,32% 8 650 000
19 VERDIPAPIRFONDET STOREBRAND OPTIMA 1,21% 7 913 492
20 SILVERCOIN INDUSTRIES AS 0,99% 6 506 028 (- 250 000)
21 CIPI LAMP UCITS SWEDBANK SMB IRL 0,95% 6 227 914
22 INTELCO CONCEPT AS 0,92% 6 037 313
23 PORTIA AS 0,88% 5 800 000 (- 1 700 000)
24 SKANDINAVISKA ENSKILDA BANKEN S.A. LUX nom 0,87% 5 703 204 (INN)
25 DNB NOR MARKETS, AKSJEHAND/ANALYSE 0,84% 5 485 256 (- 550 000)
26 DELPHI NORGE 0,83% 5 425 000
27 CIPI LAMP UCITS SWEDBANK IRL 0,77% 5 077 371
28 VERDIPAPIRFONDET ALFRED BERG AKTIV 0,69% 4 535 518 (INN)
29 NORDNET LIVSFORSIKRING AS 0,64% 4 194 388 (- 54 850)
30 MERTOUN CAPITAL AS 0,61% 4 000 000

UT av listen:

DUKAT AS 7 933 612 (UT)
SKANDINAVISKA ENSKILDA BANKEN S.A. LUX nom 5 703 404 (UT)
highlander
18:01 29.03.2016
#5962

De 30 største aksjonærene pr i dag (NB! husk det er 2+1 virkedag etterslep fra handledato til det er ajour i VPS).

(endring siden forrige liste av 21.03. i parentes)

1 STRATA MARINE & OFFSHORE AS 7,95% 52 151 999
2 ARCTIC FUNDS PLC IRL 6,16% 40 437 195
3 SOLAN CAPITAL AS 5,49% 36 000 000
4 TVENGE TORSTEIN INGVALD 4,57% 30 000 000
5 LOPEZ SANCHEZ ANDRES ESP 3,49% 22 902 500
6 MARTIN IBEAS DAVID ESP 3,49% 22 902 500
7 VERDIPAPIRFONDET ALFRED BERG NORGE 2,95% 19 368 370
8 VERDIPAPIRFONDET HANDELSBANKEN 2,57% 16 851 801
9 SWEDBANK GENERATOR 2,47% 16 217 435 (- 1 586 000)
10 VERDIPAPIRFONDET ALFRED BERG GAMBA 2,24% 14 670 426
11 MP PENSJON PK 2,06% 13 539 039 (- 400 000)
12 ALPETTE AS 1,83% 12 000 000
13 STATOIL PENSJON 1,76% 11 527 500
14 STOREBRAND VEKST 1,62% 10 602 615
15 LATINO INVEST AS 1,45% 9 500 000
16 VERDIPAPIRFONDET DNB SMB 1,44% 9 458 606 (- 62 880)
17 CIPRIANO AS 1,32% 8 650 000
18 VERDIPAPIRFONDET STOREBRAND OPTIMA 1,21% 7 913 492
19 SILVERCOIN INDUSTRIES AS 1,03% 6 756 028 (+ 250 000)
20 SKANDINAVISKA ENSKILDA BANKEN S.A. LUX nom 0,95% 6 203 204 (+ 500 000)
21 INTELCO CONCEPT AS 0,92% 6 037 313
22 CIPI LAMP UCITS SWEDBANK SMB IRL 0,92% 6 014 702 (- 213 212)
23 NORDNET LIVSFORSIKRING AS 0,90% 5 883 399 1 689 011
24 BORGEN INVESTMENT GROUP NORWAY AS 0,84% 5 500 000 (- 4 500 000)
25 DELPHI NORGE 0,83% 5 425 000
26 DNB NOR MARKETS, AKSJEHAND/ANALYSE 0,79% 5 162 256 (- 323 000)
27 PORTIA AS 0,76% 5 000 000 (- 800 000)
28 CIPI LAMP UCITS SWEDBANK IRL 0,74% 4 877 371 (- 200 000)
29 VERDIPAPIRFONDET ALFRED BERG AKTIV 0,69% 4 535 518
30 MERTOUN CAPITAL AS 0,61% 4 000 000
highlander
16:52 04.04.2016
#6005

De 30 største aksjonærene pr i dag (NB! husk det er 2+1 virkedag etterslep fra handledato til det er ajour i VPS).

(endring siden forrige liste av 29.03. i parentes)

1 STRATA MARINE & OFFSHORE AS 7,95% 52 151 999
2 ARCTIC FUNDS PLC IRL 6,16% 40 437 195
3 SOLAN CAPITAL AS 5,49% 36 000 000
4 TVENGE TORSTEIN INGVALD 4,57% 30 000 000
5 LOPEZ SANCHEZ ANDRES ESP 3,49% 22 902 500
6 MARTIN IBEAS DAVID ESP 3,49% 22 902 500
7 VERDIPAPIRFONDET ALFRED BERG NORGE 2,95% 19 368 370
8 VERDIPAPIRFONDET HANDELSBANKEN 2,57% 16 851 801
9 SWEDBANK GENERATOR 2,47% 16 217 435
10 VERDIPAPIRFONDET ALFRED BERG GAMBA 2,24% 14 670 426
11 MP PENSJON PK 2,06% 13 539 039
12 ALPETTE AS 1,83% 12 000 000
13 STATOIL PENSJON 1,76% 11 527 500
14 STOREBRAND VEKST 1,62% 10 602 615
15 LATINO INVEST AS 1,45% 9 500 000
16 VERDIPAPIRFONDET DNB SMB 1,44% 9 458 606
17 CIPRIANO AS 1,32% 8 650 000
18 VERDIPAPIRFONDET STOREBRAND OPTIMA 1,21% 7 913 492
19 SKANDINAVISKA ENSKILDA BANKEN S.A. LUX nom 1,00% 6 593 204 (+ 390 000)
20 SILVERCOIN INDUSTRIES AS 0,99% 6 506 028 (- 250 000)
21 NORDNET LIVSFORSIKRING AS 0,92% 6 042 008 (+ 158 609)
22 INTELCO CONCEPT AS 0,92% 6 037 313
23 CIPI LAMP UCITS SWEDBANK SMB IRL 0,92% 6 014 702
24 BORGEN INVESTMENT GROUP NORWAY AS 0,84% 5 500 000
25 DELPHI NORGE 0,83% 5 425 000
26 DNB NOR MARKETS, AKSJEHAND/ANALYSE 0,79% 5 162 254 (- 2)
27 PORTIA AS 0,76% 5 000 000
28 CIPI LAMP UCITS SWEDBANK IRL 0,74% 4 877 371
29 VERDIPAPIRFONDET ALFRED BERG AKTIV 0,69% 4 535 518
30 ENGELSVOLD ARNT OVE 0,61% 4 000 000 (INN)

UT, men har ikke nødvendigvis solgt pga annen aksjonær ny og tangerer samme antall:

MERTOUN CAPITAL AS 4 000 000 (UT)
OldNick
15:20 05.04.2016
#17962

Axactor ASA: Selskapspresentasjon (PDF), 31.03.2016


Hvis noen har gått glipp av den :-)
highlander
12:51 08.04.2016
#6026

Axavtor stiger i dag fordi Pareto Securities har startet analysedekning av aksjen med kjøpsanbefaling og et kursmål på 5 kr pr aksje.

Meglerhuset fremholder at Axactor er et svensk selskap og ikke blant de Spetalen-kontrollerte selskapene som er gjenstand for granskning fra norske skattemyndigheter.

Endret 08.04.2016 12:51 av highlander
wrangler
17:15 08.04.2016
#972

Oslo (TDN Finans): Pareto Securities starter dekning av Axactor-aksjen med kjøpsanbefaling og kursmål fem kroner, ifølge en oppdatering fra meglerhuset fredag.
Pareto mener at Axactor er en spennende mulighet i det voksende markedet for gjeldsrestrukturering i Europa.
Kursmålet baserer seg på et scenarie med inntil 75 prosent giring, og økning i gjelden over dagens nivå, men ingen ny egenkapital. De årlige porteføljekjøpene anslås til 1.250 millioner svenske kroner i 2016, 1.500 millioner i 2017 og 2.500 millioner i 2018.



HFJ finans@tdn.no

TDN Finans, +47 22 00 11 55
renud
19:03 08.04.2016
#12360

Det gikk et kryss i går på 10 millioner aksjer med SP1M som motpart (hvis jeg husker riktig), og ett til på 10 millioner aksjer ved 4-tiden i dag med Nordea Bank Finland som motpart.

Relativt umiddelbart etter krysset på torsdag startet et kraftig nedsalg fra et stykke over 2 kroner, som kulminerte med at Platou la seg på salg og dumpet 6-7 millioner aksjer på "best" like før børsslutt, hvorav ca halvparten i sluttauksjonen på 1,81.

I dag skjedde noe av det samme, etter kryssingen på høyt 1,90-tallet, men nedsalget ble aldri like voldsomt som i går. Platou dukket forøvrig opp også i dag, men nøyde seg med å selge nøyaktig 2 millioner aksjer på "best" i en bolk.

Begge dagene var det utvilsomt fullt mulig å få vesentlig bedre betalt for aksjene som ble solgt ved å følge en annen strategi, ettersom momentum retning opp var stort. Spesielt i dag, etter Paretos mildt sagt meget hyggelige, 3-scenario kursmål på henholdsvis 3, 5 og 7 kroner (vel og merke for 2018)

Spørsmålet er da hva og hvorfor dette skjer.
- Shorting?
- "Spetalen/-sfæren", som ikke er registrert som innsider(e), som selger seg ned/ut?
- Spetalens tidligere våpendragere som nå gjør det samme i AXA som de har gjort i en rekke andre Spetalen-selskap de siste par månedene og selger seg ut?
- Rent teknisk salg ettersom kursen touchet toppen av trendkanalen på intradag 2,20 på onsdag?
- Andre forslag?
wrangler
22:03 08.04.2016
#973

Kan det være så enkel at at noen av de som gikk inn på 1 krone for noe måneder siden går ut på 2 kroner nå ??
Kanskje litt for enkelt. Hvorfor ha det så jævla travelt ?? :o|
highlander
12:14 11.04.2016
#6054

De 30 største aksjonærene pr i dag (NB! husk det er 2+1 virkedag etterslep fra handledato til det er ajour i VPS).

(endring siden forrige liste av 04.04. i parentes)

1 STRATA MARINE & OFFSHORE AS 7,95% 52 151 999
2 ARCTIC FUNDS PLC IRL 6,16% 40 437 195
3 SOLAN CAPITAL AS 5,49% 36 000 000
4 TVENGE TORSTEIN INGVALD 4,57% 30 000 000
5 LOPEZ SANCHEZ ANDRES ESP 3,49% 22 902 500
6 MARTIN IBEAS DAVID ESP 3,49% 22 902 500
7 VERDIPAPIRFONDET ALFRED BERG NORGE 2,95% 19 368 370
8 VERDIPAPIRFONDET HANDELSBANKEN 2,57% 16 851 801
9 SWEDBANK GENERATOR 2,38% 15 617 435 (- 600 000)
10 VERDIPAPIRFONDET ALFRED BERG GAMBA 2,24% 14 670 426
11 STATOIL PENSJON 2,12% 13 915 500 2 388 000
12 MP PENSJON PK 2,06% 13 539 039
13 ALPETTE AS 1,83% 12 000 000
14 STOREBRAND VEKST 1,62% 10 602 615
15 VERDIPAPIRFONDET DNB SMB 1,58% 10 337 167 (+ 878 561)
16 LATINO INVEST AS 1,45% 9 500 000
17 CIPRIANO AS 1,32% 8 650 000
18 VERDIPAPIRFONDET STOREBRAND OPTIMA 1,21% 7 913 492
19 BORGEN INVESTMENT GROUP NORWAY AS 1,14% 7 500 000 (+ 2 000 000)
20 NORDNET LIVSFORSIKRING AS 1,13% 7 418 289 (+ 1 376 281)
21 SKANDINAVISKA ENSKILDA BANKEN S.A. LUX nom 1,00% 6 593 204
22 INTELCO CONCEPT AS 0,92% 6 037 313
23 DELPHI NORGE 0,83% 5 425 000
24 VERDIPAPIRFONDET ALFRED BERG AKTIV 0,81% 5 285 518 (+ 750 000)
25 CIPI LAMP UCITS SWEDBANK IRL 0,72% 4 727 371 (- 150 000)
26 DNB NOR MARKETS, AKSJEHAND/ANALYSE 0,65% 4 232 256 (- 929 998)
27 PORTIA AS 0,61% 4 000 000 (- 1 000 000)
28 FRYDEN AS 0,55% 3 600 000 (INN)
29 STATOIL FORSIKRING A.S 0,55% 3 584 500 (INN)
30 HAWK INVEST AS 0,54% 3 515 000 (INN)

UT av listen:

SILVERCOIN INDUSTRIES AS 6 506 028 (UT)
CIPI LAMP UCITS SWEDBANK SMB IRL 6 014 702 (UT)
ENGELSVOLD ARNT OVE 4 000 000 (UT)
OldNick
10:55 13.04.2016
#17988

Dette var vel postene som renud #12360 omtaler?

Er det noen Strata-ansatte som er innsidere i Axactor?


AXA: Disclosure of shareholdings

Børsmeding
12.04.2016

On 7 April 2016, Strata Marine & Offshore AS, a company controlled by Øystein Stray Spetalen, sold 22 million shares in Axactor AB (publ). After the transaction Mr. Spetalen and associated companies hold 43,736,999 shares, representing 6.67% of the total outstanding 656,214,360 shares of Axactor.
______

Spetalen tar noen penger av bordet.

Aksjer kjøpt for kr. 1/aksje, og selges for ca. 2, det er OK butikk det.

Salget har markedet tydeligvis visst om siden forrige uke, det forklarer nedsalget til 1.80.


Spetalen selger - DNB sier kjøp

DNB Markets ser en solid oppside i Axactor-aksjen


Øystein Byberg, Hegnar
13.04.2016

DNB Markets har ifølge TDN Finans startertdekning på Axactor-aksjen med kjøpsanbefaling og kursmål tre kroner.

Det vises til at selskapet har en erfaren ledelse, etablert nettverk av kunder og en tydelig strategi. Det pekes også på gunstige finansieringskostnader og en moderne og kostnadseffektiv drift.

Det understrekes at risikoen er høy.
OldNick
21:59 13.04.2016
#17990

Spetalen ser ut til å ville forlate sin gruvesatsing helt.

Men, hvorfor melde en uke forsinket?

AXA: Disclosure of large shareholding - AXA

Børsmelding
13.04.2016

On 8 April 2016, companies controlled by Øystein Stray
Spetalen, sold 21 million shares in Axactor AB (publ).
After the transaction Mr. Spetalen and associated
companies hold 22,736,999 shares, representing 3.46%
of the total outstanding 656,214,360 shares of
Axactor.
Kjell T. Ringen
22:16 13.04.2016
#13111

er vel ikke en uke for sent meldt?
Så vidt jeg forstår helt i henhold til reglene.
OldNick
16:37 14.04.2016
#17994

OK, takk for det, KTR.

Jeg var usikker på reglene.
______

Solide innsidekjøp i AXA. Det fikk fart på aksjen

AXA: Axactor AB - Mandatory Notification of Trade

Børsmelding
14.04.2016

Oslo - Chairman of the Board Mr. Einar J. Greve has today purchased 5 000 000 shares in the Company at an average price of 1.7500 per share. After this transaction Mr. Greve controls 13 650 000 shares in the Company.
______

AXA: Axactor AB - Mandatory Notification of Trade

Børsmelding
14.04.2016

Oslo - CEO of the Company Endre Rangnes has today through his 100% owned company Alpette AS purchased 550 000 shares in the Company at an average price of 1.7589 per share. After this transaction Mr. Rangnes controls 12 550 000 shares in the Company.
highlander
20:13 19.04.2016
#6084

De 30 største aksjonærene pr 18.04. (NB! husk det er 2+1 virkedag etterslep fra handledato til det er ajour i VPS).

(endring siden forrige liste av 11.04. i parentes)

1 ARCTIC FUNDS PLC IRL 6,16% 40 437 195
2 SOLAN CAPITAL AS 5,49% 36 000 000
3 TVENGE TORSTEIN INGVALD 4,42% 29 000 000 (- 1 000 000)
4 LOPEZ SANCHEZ ANDRES ESP 3,49% 22 902 500
5 MARTIN IBEAS DAVID ESP 3,49% 22 902 500
6 VERDIPAPIRFONDET ALFRED BERG NORGE 2,95% 19 368 370
7 SWEDBANK GENERATOR 2,73% 17 917 435 (+ 2 300 000)
8 VERDIPAPIRFONDET HANDELSBANKEN 2,57% 16 851 801
9 VERDIPAPIRFONDET ALFRED BERG GAMBA 2,24% 14 670 426
10 VERDIPAPIRFONDET DNB SMB 2,14% 14 053 073 (+ 3 715 906)
11 STATOIL PENSJON 2,12% 13 915 500
12 MP PENSJON PK 2,06% 13 539 039
13 ALPETTE AS 1,83% 12 000 000
14 STOREBRAND VEKST 1,62% 10 602 615
15 SKANDINAVISKA ENSKILDA BANKEN S.A. LUX nom 1,60% 10 500 000 (+ 3 906 796)
16 NORDNET LIVSFORSIKRING AS 1,46% 9 604 388 (+ 2 186 099)
17 LATINO INVEST AS 1,45% 9 500 000
18 CIPRIANO AS 1,32% 8 650 000
19 VERDIPAPIRFONDET STOREBRAND OPTIMA 1,21% 7 913 492
20 STRATA MARINE & OFFSHORE AS 1,00% 6 562 954 (- 45 589 045)
21 INTELCO CONCEPT AS 0,92% 6 037 313
22 DELPHI NORGE 0,83% 5 425 000
23 CIPI LAMP UCITS SWEDBANK IRL 0,81% 5 327 371 (+ 600 000)
24 VERDIPAPIRFONDET ALFRED BERG AKTIV 0,81% 5 285 518
25 ENGELSVOLD ARNT OVE 0,76% 5 000 000 (INN)
26 HOLBERG NORGE VERDIPAPIRFONDET 0,74% 4 834 410 (INN)
27 BORGEN INVESTMENT GROUP NORWAY AS 0,69% 4 500 000 (- 3 000 000)
28 MERTOUN CAPITAL AS 0,61% 4 000 000 (INN)
29 DNB NOR MARKETS, AKSJEHAND/ANALYSE 0,60% 3 912 256 (- 320 000)
30 FRYDEN AS 0,55% 3 600 000

UT av listen:

PORTIA AS 4 000 000 (UT)
STATOIL FORSIKRING A.S 3 584 500 (UT, men har ikke nødvendigvis solgt)
HAWK INVEST AS 3 515 000 (UT, men har ikke nødvendigvis solgt)

wrangler
10:37 21.04.2016
#974

AXA er blitt en særs interessant aksje.
Det kom tydelig fram i går når en Nordnetter hele 29 ganger mellom 0900 og 1200 greide å kjøpe 1 aksje til kurs 1 øre over siste omsetning når kursen hadde falt 1 øre.
Og han fortsetter i dag.
Lykke til. :o)
Provence
13:28 25.04.2016
#9121

I samarbeid med Highlander, har jeg tilbudt meg å automatisere denne topp30 listen slik at det hele går automatisk slik tilfellet er for aksjekonkurransen. Jeg for min del mener dette er verdifull informasjon for alle som investerer i aksjer og er forbeholdt ST brukere.
highlander
13:11 02.05.2016
#6153

Nå har den automatiske applikasjonen til Provence oppdatert aksjonærlistene - slik at ST's brukere kan holde seg oppdatert over endringene blant de 30 største aksjonærene - se tabellen i innlegget rett over dette.

Listene er nå ajour i VPS pr i dag, inkludert handler t.o.m. 27.04.16.

Verdt å merke seg at Tycoon Industrier AS nå er helt ute av listen, og at Cipriano AS har kjøpt ytterligere 5 millioner aksjer.

Endret 02.05.2016 13:18 av highlander
OldNick
20:03 03.05.2016
#18049

Info-skriv ifm. med Axactor's siste oppkjøp, gjeldsinnkrevings-selskapet IKAS AS.

AXA: Information Memorandum regarding the acquisition of IKAS

Børsmelding
03.05.2016

Oslo - Reference is made to the announcement by Axactor AB (publ) ("Axactor") on 17 March 2016 concerning the acquisition of the Norwegian credit management company IKAS and the announcement on 7 April 2016 concerning the completion of the acquisition.

Attached is the Information Memorandum regarding the acquisition of IKAS.

The 49,033,589 consideration shares to be delivered to the previous shareholders of IKAS, as settlement for 30% of the purchase price for IKAS, are expected to be listed on the Oslo Stock Exchange following the publication of a listing prospectus approved by the Swedish Financial Supervisory Authority.

For further information:
Geir Johansen, CFO & Investor Relations, +47 4771 0451

AXA: Informasjons-skriv (PDF)
highlander
09:54 09.05.2016
#6164

Stig Myrseth kaster i dag Axactor ut av Dovreporteføljen, etter 7 uker i varmen...
agarmo
13:16 12.05.2016
#158

Oslo May 12, 2016 - Axactor AB (publ. ) ("Axactor") acquires Geslico and
obtains access to a modern and industry leading IT systems required for its
existing operations enabling time and cost savings. In addition, Axactor
significantly increases its market share within the Spanish debt collection
and debt purchase market. With the addition of Geslico, Axactor will be
positioned as one of the largest players in the Spanish non-performing-loans
market (NPL).

Geslico is a complete supplier of services within debt collection. The
company was founded in 1985 and is now one of Spain's leading debt
collection companies, with 300 employees and offices in Madrid, Barcelona,
Sevilla, Alicante, Valencia, Córdoba, Zaragoza and Bilbao. The company was
originally established and owned by several Spanish saving banks.
Geslico has established long-term customer relationships with leading
financial institutions, international investment funds, and Spanish utility
companies. In 2015, the company delivered revenues of EUR 13.6 million,
EBITDA of EUR minus 4.6 million and adjusted EBITDA of EUR 0.9 million.

Geslico has since 2014 been owned by an international investment fund and
has been through a thorough restructuring process, and has recently launched
a unique, modern and scalable collection platform/infrastructure that
ensures the efficient debt collection of third-party claims and debt
portfolios.

Axactor planned to purchase and implement a new full scale IT system
covering the total collection value chain. This acquisition enables Axactor
to roll out Geslico's IT platform in Axactor's existing Spanish business and
save time and costs related to the implementation. Geslico will also enable
access to further portfolio acquisitions in Spain through Geslico's
established customer relationships. With the size and market position of
Axactor following the transaction, Axactor will be uniquely positioned in
the Spanish market.

- Through this acquisition we get access to a large client base with long
term relations, as well as well-trained people and a modern IT platform for
collection. Additionally Axactor gets access to one of the largest databases
of NPL information/ historic collection data in Spain that will enable us to
be even more efficient and improve our pricing intelligence in respect of
future debt portfolios acquisitions. Axactor will strengthen its position as
the natural partner for financial institutions in Spain, says Endre Rangnes,
CEO of Axactor Group.

For further information:
Endre Rangnes, CEO, +4748221111
Geir Johansen, CFO & Investor Relations, +4747710451
OldNick
21:20 25.05.2016
#18102

Axactor har levert Q1-2016 i ettermiddag.

AXA: Q1-report Axactor AB

Børsmelding
25.05.2016

Enclosed is the Q1-report for Axactor AB.

Contact CFO Geir Johansen, +47 4771 0451


AXA: Q1-2016 Report (PDF)

AXA: Q1-2016 Presentation (PDF)
______

Samtidig skal selskapet gjøre en emisjon (nr. i rekken??) for å betale for nye oppkjøp av gjeldsportefølger i Spania (som er nær konklusjon), såvel som andre assets.

Mellom 170 og 220 mill nye aksjer vil bli solgt i en rettet emisjon i løpet av kvelden, og eksist. aksjonærers fortrinnsrett fratredes. En reperasjonsemisjon vil bli vurdert senere.

Dette selskapet er virkelig blitt en propell.

AXA: Contemplated private placement

Børsmelding
25.05.2016

Axactor AB (the "Company") has retained Carnegie and DNB Markets (the
"Managers") to advise on and effect a private placement of new shares
directed towards Norwegian and international investors after the close of
Oslo Stock Exchange today (the "Private Placement").

In the Private Placement, the Company is offering between 171 and 220
million new shares, representing between 24% and 31% of the currently
outstanding capital of the Company not taking into account the additional
shares pending issuance to the sellers of IKAS. The subscription price in
the Private Placement will be determined through an accelerated bookbuilding
process. The minimum subscription in the Private Placement has been set to
the number of new shares that equals an aggregate subscription price of at
least the NOK equivalent of EUR 100,000.

The Company has received significant pre-commitments from existing
shareholders, as well as new institutional investors to subscribe for shares
in the Private Placement.

The Company is well advanced in negotiations regarding acquisitions of
multiple sizable debt portfolios in Spain, which may be concluded over the
shorter term and require capital. In addition, the Company is actively
considering strong platforms to acquire in the Italian and German markets
which are believed to represent opportunities for further growth of the
Axactor brand. In order to be in the best possible position to secure a
successful outcome of the ongoing acquisition processes, the Company is
raising new capital. In addition to raising new equity, a large Nordic
bank with deep knowledge and extensive experience from the credit management
industry is committed to make available EUR 25 million in additional
financing under the current loan facility that the company has in place with
DNB. The funds are expected to be made available after the documentation
process which normally takes 2-3 weeks.

The net proceeds from the Private Placement will thus be used for
acquisitions of non-performing loan portfolios and collection platforms, as
well as for general corporate purposes.

The bookbuilding period for the Private Placement opens today at 16:30 CET
and closes 26 May 2016 at 08:00 CET. The Company may, however, at any time
resolve to close or extend the bookbuilding period at its sole discretion
and on short notice.

...

For further information, please contact:
Endre Rangnes , CEO, Mail: endre.rangnes@axactor.com, Tel: +46 8 402 28 00, Cell: +47 4822 111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
renud
00:48 26.05.2016
#12725

Fulltegnet til kurs 1,77, visstnok.
OldNick
08:26 26.05.2016
#18103

Info'en din var litt upresis :-)

De måtte gi litt rabatt, emisjonen ble gjort på 1.70.

Pga. den "lille" rabatten vil det ikke bli gjort noen rep.emisjon.

AXA: Axactor - Completed private placement

Børsmelding
26.05.2016

Oslo - Reference is made to the stock exchange release from
Axactor AB ("AXA" or the "Company") published yesterday regarding the
contemplated private placement of between 171 and 220 million new shares in
the Company.

The Company announces today that it has raised approximately NOK 375 million
in gross proceeds through a private placement consisting of 220,400,000 new
shares (the "New Shares") at a price of NOK 1.70 per share (the "Private
Placement"). The Private Placement took place through an accelerated
bookbuilding process after close of markets yesterday. The Private
Placement, which was well oversubscribed, attracted strong interest from
both existing shareholders as well as new high quality institutional
investors.

The net proceeds from the Private Placement will be used for acquisitions of
non-performing loan portfolios and collection platforms, as well as for
general corporate purposes.

Notification of allotment and payment instructions will be sent to the
applicants by the
Managers on or about 26 May 2016. In order to provide for prompt
registration of the share capital increase, the Company and the Managers
expect to enter into an agreement related to pre-funding of the payment for
the New Shares allocated in the Private Placement, such agreement regulating
inter alia certain rights and obligations of the Company and the Managers
related to the pre-funding. Payment for the allocated new shares is expected
to take place on or about 3 June 2016 with delivery on or about 6 June 2016,
subject to approval of a listing prospectus (the "Prospectus") by the
Swedish Financial Supervisory Authority which is expected on or about 2 June
2016.

The new shares to be issued in connection with the Private Placement will be
issued based on the board authorisation granted by the Company's
extraordinary general meeting on 23 December 2015. The waiver of the
preferential rights inherent in a private placement is considered necessary
in the interest of time and successful completion. The previously announced
resolution to issue 49,033,589 shares to the previous shareholders of IKAS
has been reversed pursuant to agreement with said shareholders, and these
shares are now expected to be issued and delivered following approval of the
Prospectus.

The share issuance was carried out as a private placement in order to
complete a transaction and without the significant discount typically seen
in rights issues, and also for the Company to be able to complete a
transaction in today's market conditions. As a consequence of the private
placement structure, the shareholders' preferential rights will be deviated
from.

The price of NOK 1.70 per share in the Private Placement equals a discount
to the close price of less than 4 per cent. Consequently, the Board of
Directors has decided that it will not propose a subsequent offering.

Carnegie and DNB Markets (the "Managers") acted as joint bookrunners in the
Private Placement.

For further information, please contact:

Endre Rangnes
Chief Executive Officer
Mail: endre.rangnes@axactor.com
Tel: +46 8 402 28 00
Cell Phone: +47 48 22 11 11

Geir Johansen
Chief Financial Officer
Mail: geir.johansen@axactor.com
Cell Phone: +47 477 10 451

Endret 26.05.2016 08:26 av OldNick
renud
09:12 26.05.2016
#12726

Ja, ja. Beklager det. Infoen ble videreformidlet fra en vanligvis seriøs kilde, men som tydeligvis hadde hentet sin info like ukritisk som meg fra HO...
Phoebus
12:38 26.05.2016
#11052

Husk at det er en vanskelig sentral eier her.
renud
13:19 26.05.2016
#12727

Phoebus
Hvem?

"Spetalen" har, så vidt jeg har fått med meg, solgt seg helt ut etter denne meldingen:

On 8 April 2016, companies controlled by Øystein Stray Spetalen, sold 21 million shares in Axactor AB (publ). After the transaction Mr. Spetalen and associated companies hold 22,736,999 shares, representing 3.46% of the total outstanding 656,214,360 shares of Axactor.
Phoebus
09:22 27.05.2016
#11053

Tja, en bekreftelse på at han er helt ute og milevis unna, så skal jeg vurdere denne. De driver jo i et voksende marked.
LAKSESLAKTERN
13:16 28.05.2016
#99

Kan noen hjelpe meg meg med svar på følgende spm.

Når må emisjonsaksjene meldes inn til OSE/ut i markedet? tenker da på flagging av % og innsidere, er det dato for da emisjonen ble annonsert 25.05, er det dagen etter 26.05 eller er det dagen da aksjene blir noterte?

Ser at Arctic flagget den 26 og SWB flagget 27, tenker vi da kan få nye flagg til neste uke?

Endret 28.05.2016 13:22 av LAKSESLAKTERN
FjellRev1
07:54 20.06.2016
#1

Noen med kunnskap fra inkasso her?
Kjell T. Ringen
13:36 22.06.2016
#13132

Pareto i dag

Axactor (AXA) announced earlier today that it will acquire 90% of the shares in the Italian debt collection company CS Union for EUR 9.9m. The transaction will be settled 60% in cash and 40% in new AXA shares at a price of ~NOK 1.8 p.s. (implying 20.6m new shares). According to AXA, CS Union has currently EUR 1bn under management, with revenues of EUR 8.2m and an EBITDA of EUR 2.1m for 2015. Today's acquisition and entry into Italy is mainly line the with communication on the Q1'16 presentation, where management commented that it was in concrete talks with one potential Italian target with a top-line of EUR 8-10m. We have currently a Buy recommendation and target price of NOK 5.00 for AXA.
OldNick
14:39 22.06.2016
#18161

AXA: AXACTOR ACQUIRES CS UNION AND ENTERS INTO A STRATEGIC PARTNERSHIP WITH BANCA SISTEMA IN ITALY

Børsmelding
22.06.2016

Oslo - Axactor AB (publ.) ("Axactor") acquires CS Union in Italy. CS Union is a leading independent debt purchase/debt collection company with EUR1bn under management. Banca Sistema will continue as a 10% shareholder of the new entity and will provide attractive financing as part of the strategic partnership.

Located in Piemonte, CS Union has operated in the Italian market for more than 20 years and has approximately 105 employees and an external network of more than 100 field collectors. Over the last four years, the company has acquired 21 NPL portfolios with a total face value of more than EUR710m. CS Union has a lean but highly scalable collection platform to manage EUR290m in debt on behalf of banks and financial institutions. In 2015, the company delivered revenues of EUR8.2m and EBITDA of EUR2.1m. Prior to this transaction, Banca Sistema has been a 26% shareholder of CS Union. The bank will retain 10% ownership stake post-closing of the transaction, and will continue the partnership with Axactor in Italy. The partnership will include an attractive financing arrangement, board representation and joint market development in Italy, based on a 3-years Shareholders' agreement.

Axactor will pay EUR9.9m for 90% of the shares in CS Union of which 60% will be settled in cash and 40% in Axactor shares. 75% of the shares will be subject to a 24-months lock-up period while the remaining 25% will have a 12-months lock-up period. Banca Sistema will realize a capital gain from the stake sold to Axactor of c. EUR2.3m before taxes.

Closing of the transaction is expected by the end of June.

Stefano Inguscio and Davide Graneris, the two founders of CS Union and majority shareholders, will continue to support the future development of the Company as members of the new management team.

The gross Italian NPL (non-performing loans) stock is in excess of EUR200bn, grown five times larger since 2008. NPL portfolios with a value of approximately EUR19bn was disposed last year, and hence, Italy remains one of the largest global markets for Non-Performing Assets. With the size and the expected continued growth of the Italian NPL market, Axactor regards this market particularly important in its Pan-European growth strategy and the ambition is to become a leading player in the debt collection/debt purchase segments. The regulatory environment has shown new favourable developments during the last year. This includes improving procedures and shortening foreclosure timelines via legal and regulatory measures such as facilitating NPL portfolio funding (GACS) and improving the tax regime. Also, the newly established Atlante fund is intended to be an accelerator of deal flow.

"We are excited about the acquisition of CS Union and the strategic partnership with Banca Sistema, and are looking forward to leveraging our joint talent, resources and capabilities in the Italian market. The CS Union management team has built a very successful company over the years by focusing on high quality customer service and a very efficient collection platform. Through this acquisition, we will enhance our European footprint and strengthen our partnerships in the financial services sector", said Endre Rangnes, CEO of Axactor.

Gianluca Garbi, CEO of Banca Sistema, said: "In the last three years we have supported the NPL market in Italy by investing in the growth of CS Union. This 10% strategic stake in the new business represents a recognition of the
conomic value created and a new starting point for CS Union, from today as part of a global network that we will keep supporting it in partnership with Axactor. Our investment has helped to build the story to date and future results will be directly evaluated by the market, as Axactor is a listed company".

Endret 22.06.2016 14:38 av OldNick
OldNick
14:39 22.06.2016
#18162

PwC Deals acted as sole Strategic and Financial Advisor to the transaction and PwC Legal as the Legal Advisor to Axactor.

Contacts:
CEO Axactor: Endre Rangnes, Tel. +47 4822 1111, E-mail: endre.rangnes@axactor.com

CFO/IR Axactor: Geir Johansen, Tel. +47 4771 0451, E-mail: geir.johansen@axactor.com

IR Banca Sistema: Carlo Di Pierro, Tel. +39 02 80280.358, E-mail: carlo.dipierro@bancasistema.it

Media Relations Banca Sistema: Anna Mascioni, Tel. +39 02 80280.354, E-mail: anna.mascioni@bancasistema.it
_____

Fra DNB Markets idag:


AXA: Ny aktivitet i Italia

Axactor melder i dag at selskapet har overtatt 90% i et innkrevingsselskap i Italia. Selskapet har tidligere overtatt lignende virksomheter i Spania og vi venter at den nye aktiviteten i Italia vil bli benyttet til å etablere en tilsvarende vekstplattform i dette markedet. Vi har en kjøpsanbefaling på Axactor med et kursmål på NOK 3 pr aksje. Kursen stengte i går på NOK 1.77 pr aksje.

Mvh
DNB Markets
Aksjehandel Online
Tlf: 08940
E-post: ah.markets@dnb.no
agarmo
08:36 30.06.2016
#159

Axactor acquires the 4th unsecured Non Performing Loan (NPL) portfolio in Spain
Tekst

Oslo , June 30 2016 - Axactor has acquired a Prime unsecured NPL portfolio
originated by a large Spanish consumer finance institution BMN (Banco Mare
Nostrum). The portfolio includes unsecured and secured loans with a total
Outstanding Balance (OB) of approximately EUR 144 million, with more than six
thousand open accounts of individuals and a solid paying book.

Axactor will pay around 5% of the Outstanding Balance. This price has been based
on the relatively young age of the claims in the portfolio and the strong recent
payment profile which Axactor expects to continue developing going forward.

"This is our 4th portfolio acquisition this year, and is an evidence of our
competitiveness and active presence in this market. The portfolio will add new
volumes to our amicable and legal operations in Spain. We are positioning Axactor
to gain more business in Spain and other countries in Europe", says Endre
Rangnes, Axactor CEO.

We continue to be well positioned to gain new business in Spain and other
countries in Europe", says Geir Johansen, Axactor CFO

The investments will be financed by Axactor's available cash and our credit
facilities with DNB.

For additional information, please contact:

Geir Johansen, CFO & Investor Relations, Axactor
Mobile phone: +4747710451
Email: geir.johansen@axactor.com
www.axactor.com

FjellRev1
20:31 10.07.2016
#5

Forundrer meg over hvor liten interesse det er for OSE beste vekstaksje. De er som Endre sier i FA 'vi vil være cash break-even i andre kvartal og gå i pluss i tredje og fjerde kvartal, sier Rangnes.'

Etter intervjuet har de nå nærmere 150mill EUR tilgjengelig om de ønsker.

'Vi har en veldig kostnadsfordel og bankene vet at vi kan gjøre jobben, sier Endre Rangnes om hva som gjør nordmennene så offensive i europeisk inkasso.
Italia er det landet i Europa med mest misligholdt gjeld, og nå har myndighetene ifølge Rangnes gjort det enklere å drive inkasso. Deretter kommer Polen og så Storbritannia, Spania og Tyskland.
Henter 2,5-3 ganger kostprisen
Rangnes betaler mellom 1,6 og 6 prosent av gjeldens pålydende.
- Vi kjøper aldri til en internrente på under ti prosent selv om andre er nede på ensifret. Vi har som mål å hente inn 2,5 til 3 ganger prisen på gjelden, hvilket gir en payback på 3-4 år i Spania og Italia, men med inntekter i mange år etter dette, sier Rangnes.
- Så hvorfor har Axactor-kursen stått i ro mens andre finansselskaper har skutt i været?
- Det kan du si. Noe skyldes at vi har tatt mye oppstartskostnader. Det tar tid å få porteføljene i full produksjon, men vi vil være cash break-even i andre kvartal og gå i pluss i tredje og fjerde kvartal, sier Rangnes.'

Noen hær som kan forklare hva får kursen til å prise Axactor tilnærmet tilgjengelig kapital? De har alle forutsetninger for å lykkes, ledelsen og styre har betydelige eiendeler. Hva er det som gjør at AXA prises til siste kurs på fredag 1,71??

Et annet spørsmål til dere.

Hvorfor ønsker eier av CS Union å ikke selge 100%? HN ønsker å sitte på 10% selv, hva får han til å ønske det?
FjellRev1
20:15 13.07.2016
#6

Kan noen fortelle meg hvorfor det er så liten interesse for AXA?

Det er jo tidenes kjøp!

Les dagens FA,
highlander
09:54 02.08.2016
#6291

AXA meldte i går om oppkjøp av en ny låneportefølje i Spania.

DNB Markets opprettholder kjøpsanbefalingen og kursmålet på 3 kr pr aksje. Meglerhuset tror at omsetningstakten allerede nå er på et nivå rundt 60 millioner euro per år vs tidligere kommunisert målsetting om omsetningstakt på 40 millioner euro innen utgangen av 2016.
highlander
07:39 24.08.2016
#6375

Arctic Securities har startet analysedekning av AXA, og konkluderer med en kjøpsanbefaling og kursmål 3,50 kr pr aksje.
OldNick
09:10 24.08.2016
#18246

En positiv rapport fra et raskt ekspanderende selskap.

I løpet av noen korte måneder har selskapet nå kjøpt 27 ulike NPL portefølger med utestående ca. SEK18.9 mrd.

AXA: Q2-2016 report Axactor AB

Børsmelding
24.08.2016

Highlights

Second Quarter of 2016


- EBITDA adjusted for non-cash items and non-recurring items is MSEK -2.2 million for the quarter.
- On April 7 the IKAS transaction closed and simultaneously the company made the first drawdown of NOK 135 million under the DNB/Nordea loan facility to part finance the acquisition.
- On May 12 Axactor acquires Geslico to complement its current operating platform in Spain and becomes a leading player in the Spanish debt collection market.
- On May 26 Axactor raised NOK 375 million in gross proceeds through a private placement of 220,400,000 new shares at a price of NOK 1.70 per share.
- On June 15 Axactor signed a new 3rd party collection (3PC) contract with the largest electrical company in Spain, Endesa. The three-year contract is expected to generate an annual revenue in excess of one million euros.
- On June 22 Axactor acquired 90% of CS Union and entered into a strategic partnership with Banca Sistema in Italy. CS Union has 100 employees, 22 NPL portfolios and a 3PC business with approximately EUR 290 million under management. Axactor paid EUR 9,9 million for the 90% ownership and 40% of the purchase price was settled with Axactor shares.
- On June 30 Axactor acquired its fourth unsecured NPL portfolio in Spain from Banco Mare Nostrum. The portfolio includes unsecured and secured loans with a total Outstanding Balance (OB) of approx. EUR 144 million. Axactor paid around 5% of the Outstanding Balance.

Key event after end of the report period

- On July 5 Axactor increased the existing loan facility and brought Nordea in as a second banking partner, thus increasing the existing facility from EUR 25 million up to EUR 50 million, with an additional EUR 50 million accordion option.
- On August 1 Axactor acquired its 5th unsecured NPL portfolio in Spain. The portfolio was originally generated by a large Spanish consumer finance institution. The portfolio has an Open Balance (OB) of approximately ? 565 million, with close to thirty thousand open accounts of individuals and SMEs.
- In July 2016 the company had positive Cash EBITDA for the month isolated.

Enclosed is the consolidated Q2 Financial Report for Axactor AB.

For additional information, please contact:
Geir Johansen, CFO & Investor Relations, Axactor
Mob: +47 4771 0451
Email: geir.johansen@axactor.com

AXA: Q2-2016 Report (PDF)

Endret 24.08.2016 09:28 av OldNick
highlander
11:45 01.09.2016
#6397

Pussig nok nedjusterer Pareto Securities AXA etter Q2-rapporten:

Meglerhuset justerer kursmålet fra 5 til 4 kroner pr aksje, men gjentar kjøpsanbefalingen.
OldNick
20:57 13.09.2016
#18339

DNB tok Axactor inn i sin ukes-portefølge i går, og har denne kommentaren i dag.


DNB Markets: Kjøp Axactor

Vi tok i går Axactor inn i den ukentlige porteføljen med anbefalte aksjer. Basert på våre estimater har selskapet allerede kommet opp i en omsetningstakt på EUR 64 mill, mot en tidligere målsetting om en takt på EUR 40 mill ved utgangen av året. Den stigende takten innebærer at sannsynligheten også stiger for at selskapet utvikler seg i henhold til vårt basisscenario. I dette scenarioet ser vi en fair verdi på NOK 2.70 pr aksje. Flere europeiske banker har fremdeles misligholdte lån på balansen og vil se etter muligheter for avhende disse. Vi ser ytterligere vekstpotensial for selskapet fremover og har en kjøpsanbefaling med et kursmål på NOK 3 pr aksje. Kursen stengte i går på NOK 2.30 pr aksje.

Mvh
DNB Markets
Aksjehandel Online
Tlf: 08940
E-post: ah.markets@dnb.no
______

Egentlig ingen endring fra tidligere publisert AXA-analyse.
OldNick
16:49 29.09.2016
#18381

Axactor på kjøpern igjen.
Middels stor NPL-portefølge fra en større, italiensk bank.

AXA: Axactor acquires unsecured Non Performing Loan (NPL) portfolio in Italy

Børsmelding
29.09.2016

Axactor has acquired another unsecured NPL portfolio originally generated by a large Italian Bank. The portfolio includes unsecured claims with a total Outstanding Balance (OB) of approximately EUR 59 million, with close to twenty thousand open accounts of individuals and SMEs.

The portfolio transaction is a secondary market purchase, with the final acquisition cost around 5% of the outstanding balance. This price reflects a controlled takeover process from the current owner, including an element of actively paying cases which is core to Axactor's strategy of developing portfolio revenues after acquisition.

"This is our 1st portfolio acquisition since the acquisition of CS Union Spa and the 7th acquired by the company in 2016, demonstrating continued evidence of our ability to acquire portfolios whether in the prime or secondary markets. The portfolio will continue to increase volumes in our amicable and legal operations in Italy, while we look for further acquisitions across Europe ", says Endre Rangnes, Axactor CEO.

"This portfolio represents further diversification and growth across the Axactor's expanding geographical footprint", says Geir Johansen, Axactor CFO.

The investments will be 100% financed by Axactor's existing credit facilities provided by the company's Italian banking partners.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: +46 8402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
OldNick
08:44 30.09.2016
#18384

Nok et betydelig oppkjøp av Axactor, denne gangen selskapet ALTOR i Tyskland.

De kjøper et veletablert gjeldsoppkrevings-selskap med betydelig gjeldsportefølger under oppkreving.

Oppgjør i cash, som betales delvis fra egen cashbeholdning, delvis ved trekk på kredittfasiliteten de har hos DNB/Nordea.

Meget bra fra Axactor!

AXA: AXACTOR ACQUIRES ALTOR GROUP AND ENTERS THE GERMAN MARKET

Børsmelding
30.09.2016

Heidelberg/Oslo - Axactor AB (publ.) ("Axactor") acquires ALTOR Group ("ALTOR") in Germany.

ALTOR is a leading independent debt purchase/debt collection company in Germany with EUR 2bn under management. The company has a strong position in the financial sector for both 3rd party collection (3PC) and debt portfolio acquisitions.

Located in Heidelberg close to Frankfurt, ALTOR has operated in the German market for more than 30 years and has currently about 200 employees. Over the last 5 years, the company has acquired 16 NPL (non-performing loans) portfolios with a total face value of more than EUR 800m. ALTOR works with a ighly scalable collection platform and has invested significantly in a new collection system ver the last 3-4 years. The company manages more than EUR bn in debt on behalf of banks and financial institutions. In 2015, the group delivered revenues of EUR 21.6m and EBITDA of EUR 4.1m (German GAAP).

Axactor will pay an enterprise value of EUR 34,1m for 100% of the shares in the ALTOR Group which will be settled in cash. The net financial position is approximately EUR 16,5m. The transaction will be fully financed through the existing credit facility Axactor has with DNB/Nordea as well as use of available cash. The current management team of ALTOR will continue to manage the company and will take part in the Axactor share option program.

As one of the largest European markets with an expected EUR 53bn NPL (for the private sector and small and medium enterprises) by the end of 2016 Germany is a key market in Axactors Pan-European growth strategy and its ambition to become a leading player in the debt collection/debt purchase segment. As the market for servicers and debt collection agencies is currently consolidating, Axactor consider this a perfect timing to enter the German market. The acquisition of a well-known and successful company managing an attractive portfolio with a high growth potential in in line with the Axactor strategy. For ALTOR the new owner brings the opportunity to gain market shares by purchasing large and medium sized NPL portfolios.

"With the acquisition of the ALTOR Group, Axactor is acquiring a solid platform in Germany and will instantly be well positioned in the financial segment, focusing both on 3PC and portfolio acquisitions. We are excited to get onboard an experienced management team and organization. The previous owners, Mr. Strack and Mrs. Grebe and the management team, have over the past years built a successful business with impressive results. With an entrance into the German market, Axactor is also further expanding the geographical footprint in Europe and strengthening our position in the financial services sector", says Endre Rangnes, CEO Axactor Group.

The former owners of the ALTOR Group Mrs Grebe (67) and Mr Strack (83) says, "the decision to sell the company we have not only successfully managed but lived for since 1987 was not an easy one. With Axactor we found a company with an excellent knowledge of the market. For us it was important that the buyer made a clear commitment to the location, the employees and the management of ALTOR in Heidelberg. We feel certain, that Axactor will ensure the future success of ALTOR and continue our lifetime achievement."

Endret 30.09.2016 08:58 av OldNick
OldNick
08:49 30.09.2016
#18385

PwC Deals acted as sole Strategic and Financial Advisor to the transaction.

Closing of the transaction is expected by the end of September.

About Axactor
Axactor Group is a debt collection and debt purchase company, currently operating in Italy, Norway and Spain. The company has a Nordic base and an ambitious Pan-European growth strategy, which targets the market for non-performing loans (NPL) in Europe. This market is estimated to be about EUR 1,500 billion, and Axactor's main focus is debt collection and purchase of NPL portfolios. With the purchase of ALTOR and herewith the entry into the very important German market we will operate with a workforce of more than 900 employees.

About ALTOR
The ALTOR Group unites the companies around Heidelberger Inkasso GmbH which was founded back in 1980, to form one of Germany's largest independent service providers in the field of debt collection/debt purchasing. ALTOR has a special expertise in the banking sector, for utility companies and e-commerce. When it comes to liquidity ALTOR covers the entire life cycle of customer relationships - from early intervention through to the handling and purchase of non-performing loans. Innovative and customer tailored services, committed and highly qualified staff, a state-of-the-art and secure infrastructure and reliable partners are just some of the tools ALTOR uses to achieve mutual success.

Contacts:
CEO Axactor: Endre Rangnes, Tel. +47 4822 1111, E-mail: endre.rangnes@axactor.com
CFO/IR Axactor: Geir Johansen, Tel. +47 4771 0451, E-mail: geir.johansen@axactor.com
CEO ALTOR: Doris Pleil, Tel. +49 6221 987 750, E-Mail: doris.pleil@altor-group.com

Endret 30.09.2016 08:50 av OldNick
Savepig
13:23 30.09.2016
#48

Rett og slett imponerende.
OldNick
15:51 03.10.2016
#18391

2 flaggemeldinger i AXA idag.

AXA: Flaggemelding Axactor ASA

Børsmelding
03.10.2016

Fond forvaltet av Storebrand Asset Management har den 03.oktober kjøpt 11 575 859 aksjer i Axactor AB. Etter kjøpet eier fondene 48 625 217 aksjer, tilsvarende 5,14 % av aksjekapitalen i selskapet, basert på et aksjeantall på 946 488 769.
______

Den siste er mest interessant, fra CEO selv, som fik kursen til å "ta av" i ettermiddag.

AXA: Axactor AB - Mandatory Notification of Trade

Børsmelding
03.10.2016

Oslo - CEO of the Company Endre Rangnes has today through his 100% owned company Alpette AS purchased 2 788 244 shares in the Company at an average price of 2.5105 per share. After this transaction Mr. Rangnes controls 15 338 244 shares in the Company.

In addition Susanne Lene R. Schneider, who is a related party to Mr. Endre Rangnes, has today purchased 398 320 shares at an average price of 2.5105 per share. After this transaction Mrs. Schneider controls 398 320 shares in the Company.
______

Oppdatert aksjonæroversikt - 20 største:

Investor, Number of shares, % of top 20, % of total, Type, Country
TVENGE TORSTEIN INGVALD, 42 500 000, 9.14%, 4.49%, Priv., NOR
ARCTIC FUNDS PLC, 38 237 195, 8.22%, 4.04%, Comp., IRL
SOLAN CAPITAL AS, 36 000 000, 7.74%, 3.80%, Comp., NOR
SWEDBANK GENERATOR, 25 762 056, 5.54%, 2.72%, Comp., NOR
VERDIPAPIRFONDET ALFRED BERG NORGE, 24 918 370, 5.36%, 2.63%, Comp., NOR
SKANDINAVISKA ENSKILDA BANKEN S.A., 24 848 159, 5.34%, 2.63%, Nom., LUX
VERDIPAPIRFONDET HANDELSBANKEN, 24 651 801, 5.30%, 2.61%, Comp., NOR
LOPEZ SANCHEZ ANDRES, 22 902 500, 4.92%, 2.42%, Priv., ESP
MARTIN IBEAS DAVID, 22 902 500, 4.92%, 2.42%, Priv., ESP
NOMURA INTERNATIONAL PLC, 22 550 096, 4.85%, 2.38%, Nom., GBR
VERDIPAPIRFONDET ALFRED BERG GAMBA, 22 420 426, 4.82%, 2.37%, Comp., NOR
DNB NOR MARKETS, AKSJEHAND/ANALYSE, 22 389 465, 4.81%, 2.37%, Comp., NOR
GVEPSEBORG AS, 20 364 945, 4.38%, 2.15%, Comp., NOR
SPENCER TRADING INC, 20 000 000, 4.30%,2.11%,Comp.,LBR
STATOIL PENSJON, 18 344 092, 3.94%, 1.94%, Comp., NOR
ELTEK HOLDING AS, 17 600 000, 3.78%, 1.86%, Comp., NOR
NORDNET LIVSFORSIKRING AS, 15 333 140, 3.30%, 1.62%, Comp., NOR
STOREBRAND VEKST, 15 157 615, 3.26%, 1.60%, Comp., NOR
MOHN STEIN, 14 290 013, 3.07%, 1.51%, Priv., NOR
FURUSET KJØPESENTER HOLDING AS, 13 900 000, 2.99%, 1.47%, Comp., NOR

Total number owned by top 20: 465 072 373, 100%, 49.15%
Total number of shares: 946 302 155, 100%

Last updated: 03.10.2016
Savepig
16:06 03.10.2016
#51

I kategorien 'meget overbevisende innsidekjøp' er det der ganske heftig.

Han satt med en utrolig fin inngang fra før, og så øker han så mye nå.
wrangler
21:43 05.10.2016
#975

Det er nok flere enn han som har trua på dette. Som gammel IGE-aksjonær koser jeg
meg nå, og har nesten glemt alle nedturene.
Det er tydeligvis ikke så mange av de gamle småfolkene igjen her, for det er jo så gudsjammerlig stille på stringen nå om dagen.:o)
bjth
11:45 10.10.2016
#15

Hegnar.no 10.10.2016

ABG tar opp dekning på Axactor

Har kjøpsanbefaling.

Meglerhuset ABG Sundal Collier tar opp dekning på Axactor og anbefaler kjøp av aksjen.

Kursmålet er satt 3,25 kroner. Aksjen handles i skrivende stund til 2,84 kroner og tallknuserne i ABG ser dermed en oppside på 14 prosent fra dagens nivå.

http://www.hegnar.no/Nyheter/Boers-finans/2016/10/ABG-tar-opp-dekning-paa-Axactor
Savepig
18:39 10.10.2016
#62

Hmm. Dette er vel nesten et så klart salgssignal som man kan få det? :/
OldNick
21:07 12.10.2016
#18424

Rangnes og ledelsen i Axactor er virkelig aggressive.

Ny emisjon i kveld, denne gangen 230 mill aksjer, kanskje etterfulgt av en reparasjonemisjon mot mindre aksjonærer (som ikke deltar i kveldens emisjon).

Det kommer vel bl.a. an på hvor mye rabatt de må gi mot sluttkursen idag.

Tipper emisjonen blir gjort over 2.50/aksje (sluttkurs 2.72 idag).

Minste beløp i emisjonen: Euro 100 000.

AXA: Axactor AB - Contemplated private placement

Børsmelding
12.10.2016

Axactor AB (the "Company") has retained Carnegie and DNB Markets (the "Managers") to advise on and effect a private placement of new shares directed towards Norwegian and international investors after the close of Oslo Stock Exchange today (the "Private Placement").

In the Private Placement, the Company is offering up to 230 million new shares (the "Offer Shares"), representing approximately 24% of the currently outstanding capital of the Company. The subscription price in the Private Placement will be determined through an accelerated bookbuilding process. The minimum subscription and allocation in the Private Placement has been set to the number of New Shares that equals an aggregate subscription price of at least the NOK equivalent of EUR 100,000.

The Company has received significant indications of interest from existing shareholders, as well as new institutional investors to subscribe for shares in the Private Placement.

The net proceeds from the Private Placement will be used for acquisitions of non-performing loan portfolios in existing geographies, as well as for general corporate purposes.

The bookbuilding period for the Private Placement opens today at 16:30 CET and closes 13 October 2016 at 08:00 CET. The Company may, however, at any time resolve to close or extend the bookbuilding period at its sole discretion and on short notice.

The Company will announce the final number of shares placed and the final subscription price in the Private Placement in a stock exchange announcement expected to be published before opening of trading on the Oslo Stock Exchange tomorrow, 13 October 2016.

The Offer Shares to be issued in connection with the Private Placement will be issued based on the board authorisation granted by the Company's annual general meeting on 26 May 2016. Allocation of the New Shares will be determined at the end of the book-building process, and final allocation will be made by the Company's Board of Directors as its sole discretion, following advice from the Managers. The waiver of the preferential rights inherent in a private placement is considered necessary in the interest of time and successful completion.

Notification of allotment and payment instructions will be sent to the applicants by the Managers on or about 13 October 2016, subject to any shortenings or extensions of the book building period. In order to provide for prompt registration of the share capital increase, the Company and the Managers expect to enter into an agreement related to pre-funding of the payment for the Offer Shares allocated in the Private Placement, such agreement regulating inter alia certain rights and obligations of the Company and the Managers related to the pre-funding.

The Private Placement will be divided into i) a Tranche 1 consisting of up to 71.7 million Offer Shares, and ii) a Tranche 2 consisting of up to 158.3 million Offer Shares.

The Tranche 1 shares are tradable once the share capital has been registered in the Swedish Companies Registry and announced by the Company, expected on or about 18 October 2016. The Offer Shares in Tranche 1 will be settled through a delivery versus payment transaction expected on or about 19 October 2016.

Endret 12.10.2016 21:09 av OldNick
OldNick
21:08 12.10.2016
#18425

The Tranche 2 shares are tradable once the share capital has been registered in the Swedish Companies Registry and the listing prospectus has been approved by the Swedish Financial Supervisory Authority and published, expected within November 2016. The Offer Shares in Tranche 2 will be settled through a delivery versus payment transaction following the registration of the share capital and approval of the prospectus.

The share issuance will be carried out as a private placement in order to complete a transaction and without the significant discount typically seen in rights issues, and also for the Company to be able to complete a transaction in today's market conditions. As a consequence of the private placement structure, the shareholders' preferential rights will be deviated from.

Subject to the completion of the Private Placement, the Board of Directors will consider to carry out a subsequent offering directed towards shareholders in the Company as of close of trading today, 12 October 2016 (and as registered in the VPS on 14 October 2016) who were not allocated shares in the Private Placement, and who are not resident in a jurisdiction where such offering would be unlawful, or would (in jurisdictions other than Sweden or Norway) require any prospectus filing, registration or similar action (the "Subsequent Offering").

The subscription price in the Subsequent Offering will be equal to the subscription price in the Private Placement. The decision to propose the Subsequent Offering is, among other things, dependent upon the subscription price in the Private Placement and it cannot be guaranteed that the Board of Directors will propose the Subsequent Offering.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: +46 8402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451

AXA: Pressemeldingen (PDF)

Endret 12.10.2016 21:24 av OldNick
OldNick
10:36 13.10.2016
#18427

Axactor fikk gjennomført emisjonen i går kveld til 2.60/aksje, hvilket gav selskapet brutto-proveny på 598 mill.

Iflg. meldingen nedenfor, var det stor interesse og mangfoldig overtegning!

Styret foreslår å gjennomføre en reparasjonsemisjon på inntil 50 mill. aksjer til samme pris - 2.60/aksje, til aksjonærer av 12 okt. som ikke deltok i gårsdagens private emisjon. Det er bra.

AXA: Private placement successfully completed

Børsmelding
13.10.2016

Oslo - Reference is made to the stock exchange release from Axactor AB ("AXA" or the "Company") published yesterday regarding the contemplated private placement of 230 million new shares in the Company (the "Private Placement").

The Company announces today that it has raised NOK 598 million in gross proceeds through a private placement consisting of 230 million new shares (the "New Shares") at a price of NOK 2.60 per share (the "Private Placement"). The Private Placement took place through an accelerated bookbuilding process after close of markets yesterday.

The Private Placement, which was multiple times oversubscribed, attracted strong interest from both existing shareholders as well as new high quality institutional investors both in the Nordics, the UK and the US.

The net proceeds from the Private Placement will be used for acquisitions of
on-performing loan portfolios in existing geographies, as well as for general corporate purposes.

Notification of allotment will be sent to the applicants by the Managers on or about 13 October 2016. In order to provide for prompt registration of the
hare capital increase, the Company and the Managers have entered into an agreement related to pre-funding of the payment for the Offer Shares allocated in the Private Placement, such agreement regulating inter alia certain rights and obligations of the Company and the Managers related to the pre-funding.

The Private Placement is divided into i) a Tranche 1 consisting of 71.7 million New Shares, and ii) a Tranche 2 consisting of 158.3 million New Shares.

The Tranche 1 shares are tradable once the share capital has been registered in the Swedish Companies Registry and announced by the Company, expected on or about 18 October 2016. The Offer Shares in Tranche 1 will be settled through a delivery versus payment transaction expected on or about 19 October 2016.

The Tranche 2 shares are tradable once the share capital has been registered in the Swedish Companies Registry and the listing prospectus has been approved by the Swedish Financial Supervisory Authority and published, expected within November 2016. The Offer Shares in Tranche 2 will be settled through a delivery versus payment transaction following the registration of the share capital and approval of the prospectus.

The New Shares to be issued in connection with the Private Placement will be issued based on the board authorisation granted by the Company's annual general meeting on 26 May 2016. The waiver of the preferential rights inherent in a private placement is considered necessary in the interest of time and successful completion.

The share issuance was carried out as a private placement in order to complete a transaction and without the significant discount typically seen in rights issues, and also for the Company to be able to complete a transaction in today's market conditions. As a consequence of the private placement structure, the shareholders' preferential rights will be deviated from.

The price of NOK 2.60 per share in the Private Placement equals a discount to yesterday's close price of less than 5% per cent.

Endret 13.10.2016 10:36 av OldNick
OldNick
10:36 13.10.2016
#18428

The Board of Directors propose to conduct a subsequent offering of up to 50 million new shares directed towards shareholders in the Company as of close of trading yesterday, 12 October 2016 (and as registered in the VPS on 14 October 2016) who were not allocated shares in the Private Placement, and who are not resident in a jurisdiction where such offering would be unlawful, or would (in jurisdictions other than Sweden or Norway) require any prospectus filing, registration or similar action (the "Subsequent Offering"). The subscription price in the Subsequent Offering will be NOK 2.60, i.e. equal to the subscription price in the Private Placement.

Carnegie and DNB Markets (the "Managers") acted as joint bookrunners in the Private Placement.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: + 46 8402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
______

AXA: Key information relating to the repair issue to be carried out by Axactor AB

Børsmelding
13.10.2016

Date on which the terms and conditions of the repair issue were announced:
13 October 2016
Last day including right: 12 October 2016
Ex-date: 13 October 2016
Record date: 14 October 2016
Date of approval: 12 October 2016
Maximum number of new shares: 50,000,000
Subscription price: NOK 2.60
OldNick
07:29 18.10.2016
#18439

Betingelsene vedr. reparasjonsemisjonen er klare.

Iflg. børsmeldingen vil aksjonærer ved børsslutt 12 okt., som ikke fikk tildelt aksjer i den private, 230 mill aksje-emisjonen i forrige uke - få tildelt 1 tegningsrett pr. aksje man eier. 12 tegningsretter trengs for å kjøpe 1 ny aksje.

Rettene blir børsnoterte, og noteringen vil vare 2 uker. Dato blir offentliggjort senere, men ASAP.

Etter forrige eemisjon på 1.70 i sommer, ble det ikke gjennomført en rep.emisjon (rabatten til børskurs var bare <5%, men da kunne man få kjøpt (noen) aksjer ned på emisjonskursen senere. Det tror jeg man kan få nå også, for de som er tålmodige.

AXA: Axactor AB - Additional information regarding the subsequent offering

Børsmelding
17.10.2016

Reference is made to the stock exchange notice from Axactor AB ("Axactor" or the "Company") on 13 October 2016 regarding the completion of the private placement of 230,000,000 new shares (the "Private Placement") and the subsequent offering of 50,000,000 new shares (the "Subsequent Offering").

The Subsequent Offering will be directed towards shareholders in the Company as of close of trading on 12 October 2016 and as registered in the VPS on 14 October 2016 (the "Record Date") who were not allocated shares in the Private Placement, whether they had subscribed for shares in the Private Placement or not, and who are not resident in a jurisdiction where such offering would be unlawful, or would (in jurisdictions other than Sweden or Norway) require any prospectus filing, registration or similar action (the "Eligible Shareholders").

The subscription price in the Subsequent Offering will be NOK 2.60, i.e. equal to the subscription price in the Private Placement.

For each share recorded as held as of expiry of the Record Date, each Eligible Shareholder will be granted one subscription right. Twelve subscription rights give the holder a right to subscribe for one offer share in the Subsequent Offering. The subscription rights will not be listed and tradeable. Subscription rights not used to subscribe for shares prior to the expiry of the subscription period will lapse without compensation to the holder and will consequently be of no value.

The subscription period for the Subsequent Offering will last for ten business days and commences as soon as practically possible following the approval of a prospectus by the Swedish Financial Supervisory Authority, expected in the second half of November 2016. Such approval and the commencement of the subscription period will be further announced by the Company in due course. No action is currently required by the Eligible Shareholders at this point.

Carnegie and DNB Markets (the "Managers") act as joint bookrunners for the Subsequent Offering.

Further details regarding the Subsequent Offering will be made in due course.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: +46 8402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
______

AXA: Flaggemelding Axactor AB

Børsmelding
13.10.2016

Fond forvaltet av Storebrand Asset Management AS ble 13. oktober 2016 tildelt 6 000 000 aksjer i den rettede emisjonen i Axactor AB. Etter tildelingen eier fondene 53 870 087 aksjer i selskapet, tilsvarende 5,69 % av den nåværende registrerte aksjekapitalen i Axactor AB. Når tranche 1 på 71 700 000 aksjer og tranche 2 på 158 300 000 aksjer i den rettede emisjonen er registrert vil fondenes eierandel bli redusert til 4,58 % og når reparasjonsemisjonen på 50 000 000 aksjer er registrert vil fondenes eierandel bli ytterligere redusert til 4,39 %.
______

AXA: Axactor AB - Increase in share capital related to the Tranche 1 of the pr

Endret 18.10.2016 07:39 av OldNick
Savepig
21:24 26.10.2016
#96

Det er et eller annet med dette selskapet som får frem det aller verste forummennesket i folk.
Kjell T. Ringen
21:39 26.10.2016
#13171

kan du forklare den?
Savepig
21:55 26.10.2016
#97

Observerer bare hvordan Hegnar Online har vært i hele høst, og hva shareville degenereres til, ren barnehage.

Ut over det så sitter jeg plett i ro med mesteparten av aksjene mine. Full tiltro til at de styrer skipet stødig videre.

Endret 26.10.2016 21:55 av Savepig
Kjell T. Ringen
22:02 26.10.2016
#13172

aha! Jeg trodde det var her på ST - og da hang jeg ikke med. Hva som skjer på HO driter jeg i.
OldNick
11:27 03.11.2016
#18495

AXA-sjef Endre Rangnes' oppfatning av stevningen han har fått fra sin tidligere arbeidsgiver med påstand om brudd på avtaler han hadde med Lindorff, bl.a. om å ikke starte konkurrerende virksomhet (for tidlig).

En hevnaksjon

Beskyldningene hagler når Endre Rangnes og tidligere arbeidsgiver Lindorff barker sammen i Oslo tingrett


Eline Hvamstad, Hegnar.no
03.11.2016

Endre Rangnes er saksøkt av sin tidligere arbeidsgiver Lindorff for brudd på lojalitets- og konfidensialitetsavtaler da han forsøkte å starte opp konkurrerende virksomhet etter exiten fra inkassoselskapet høsten 2014, skriver DN, og opplyser om at partene har kranglet i to år.

Han sa dette om Lindorffs motiv i retten:

- Jeg oppfatter søksmålet som en hevnaksjon.

Ifølge DN hoppet Rangnes tilbake til sommeren 2014, da oppkjøpsfondet Nordic Capital kjøpte Lindorff, for å utdype dette i sin forklaring i retten.

- Jeg fikk ikke noe godt inntrykk av Nordic Capital. De hadde svært liten kunnskap om bransjen. Vi ble kalt inn fra ferie, og skjelt ut i telefonen, sa Rangnes, og forteller at han høsten 2014 sa opp da han ikke kom til enighet med oppkjøpsfondet.

DN skriver at det kom frem i retten at mandagen etter skulle Nordic Capital utvide et obligasjonslån det hadde tatt opp for å kjøpe Lindorff. Å hente penger til et selskap som mangler sjef, er langt fra noe drømmescenario.

Rangnes tror dette er bakgrunnen for søksmålet.

Geir Inge Skålevik, som er Lindorffs representant i retten, protesterte ikke i retten på Rangnes' fremstilling, men sier til DN at fremstillingen er «fargerik».

Hans Larsson, styremedlem i Lindorff, avviser overfor DN at dette er noen hevnaksjon, slik Rangnes påstår.
______

Ga broren 100 millioner

Stein Mohn har forvaltet gaven på 100 millioner kroner fra broren Trond svært bra


Øysten Byberg, Hegnar.no
24.10.2016

Stein Mohn (73) forlot i 1982 familie­selskapet Frank Mohn etter et bittert brudd med broren Trond og faren Frank. Han arvet nesten ingenting av den svært verdifulle familiebedriften.

I 2015 fikk Stein Mohn en telefon fra tvillingbroren som ville ha brorens kontonummer. Rett etterpå dukket rundt 100 millioner kroner opp på Stein Mohns konto.

Ifølge DNs beregninger har Stein Mohn tjent over 40 millioner kroner på å investere de 100 millionene. Mye ble investert i Tomra, som i året fra sommeren 2015 har steget 30 prosent på børsen. I juli solgte Stein Mohn seg ut. Avisen har regnet seg frem til at Tomra-gevinsten ble på rundt 20 millioner kroner.

- Jeg var rimelig godt fornøyd, men jeg har ikke lyst til å snakke om penger. Jeg liker ikke det, sier Stein Mohn til avisen.

Mohn har etter nedsalget i Tomra gjort det bra i Marine Harvest, men nå har han lagt sin elsk på Axactor.

- (...) Axactor er en veksthistorie uten sidestykke, jeg kan godt beholde den posten i to til tre år (...) Jeg har allerede pen gevinst. Det går så det suser, sier Mohn til DN.
highlander
16:53 06.11.2016
#6555

DNB Markets har gjentatt kjøp av AXA i en analyseoppdatering, samtidig som de øker kursmålet fra 3 til 5 kr.
OldNick
21:04 09.11.2016
#18524

Et par meldinger fra AXA idag, ang. det siste oppkjøpet de gjorde av det privateide, tyske inkassoselskapet Altor Group.

Information memorandum regarding the acquisition of Altor Group

Børsmelding
09.11.2016

Oslo - Reference is made to the announcement by Axactor AB ("Axactor") on 30 September 2016 concerning the acquisition of Altor Group, a debt collection/debt purchasing company in Germany, and the announcement on 30 September 2016 concerning the completion of the acquisition.

Attached is the information memorandum regarding the acquisition of Altor Group.

For further information, please contact:
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451

AXA: Information memorandum (PDF)
______

AXA: German ALTOR Group, part of Axactor, wins big tender for third party collection in the banking sector

Børsmelding
09.11.2016

Oslo - Heidelberger Inkasso GmbH, part of Altor Group, succeeds in the tender for the "Legal & Non-Legal Claims Collection" of one of the top 5 private banks in Germany. Starting on the first of November ALTOR receives 40% of the claims in this segment.

During the contractual period of two years ALTOR will receive the bank's terminated loan contracts from direct sales, credits and commodity transactions for both B2C and B2B customers. ALTOR will be responsible for the whole legal and non-legal collection process including insolvencies. Due to the fact that ALTOR will receive higher volumes and will also take over the legal collection of the bank's claims, the successful partnership, which started in 2008, will be widely enlarged. The expected overall turnover for the contractual period of two years for Heidelberger Inkasso GmbH is EUR1.6m.

Apart from attractive terms and conditions Heidelberger Inkasso GmbH was able to outline the special expertise in the banking sector the group has achieved over the past 30 years. About 80% of the outstanding balance of claims ALTOR successfully works on derive from the financial sector.

An up-to date collection software, the permanent optimization of the collection process, the strong focus on data security and compliance as well as high investments in the IT infrastructure are - apart from the workforce - some of the factors of ALTOR's success.

This was also proven by an external audit which Heidelberger Inkasso GmbH has successfully completed. In March 2016 the company was granted - as the first and until now only collection agency - the "GBB-Gütesiegel für Sicherheit, Qualität und Vertrauen". The quality seal was awarded by GBB-Rating Gesellschaft für Bonitätsbeurteilung, which is an independent, external rating agency with special expertise in the financial services sector.

Doris Pleil, CEO of the ALTOR Group, is very positive about the outcome of this important tender: "We are very delighted by the trust our long term customer expresses by extending our collaboration and take this fact as an acknowledgement of our successful work in the past. At the same time we take this as an obligation for continuous improvement."

For further information, please contact:
Endre Rangnes, CeO, Mail: endre.rangnes@axactor.com, Tel: +46 8402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
OldNick
08:37 10.11.2016
#18526

AXA kom med Q3-2016 rapport idag.


AXA: Q3-2016 report from Axactor

Børsmelding
10.11.2016

Enclosed is the consolidated Q3 Financial Report for Axactor.


For additional information, please contact:
Geir Johansen, CFO & IR, Axactor, Mob: +47 4771 0451, Email: geir.johansen@axactor.com

AXA: Q3-2016 Report (PDF)
OldNick
15:43 25.11.2016
#18549

AXA har kommet med prospekt ifm. reparasjonsemisjon og datoene er klare.

AXA: Publication of prospectus and commencement of subscription period in the subsequent repair offering on Monday 28 November 2016

Børsmelding
25.11.2016

Oslo - Reference is made to the stock exchange releases from Axactor AB ("AXA" or the "Company") published 13.10.2016 regarding the successful completion of the private placement of 230 million new shares in the Company (the "Private Placement") and the subsequent repair offering of up to 50,000,000 new shares in the Company (the "Subsequent Offering").

Publication and availability of the Prospectus The Swedish Financial Supervisory Authority has approved the prospectus of the Company dated 25.11.2016 (the "Prospectus"), for the (i) listing of 158,276,107 Private Placement Tranche 2 Shares to be issued in connection with the Private Placement, each with a par value of SEK 0.50; and (ii) the subsequent repair offering (the "Subsequent Offering") and listing of up to 50,000,000 new shares (the "Offer Shares"), each with a par value of SEK 0.50.

The Prospectus can be obtained electronically by downloading it from www.axactor.com, www.carnegie.no or www.dnb.no/emisjoner, or by contacting Carnegie and DNB Markets, a part of DNB Bank ASA (the "Managers"):

Carnegie AS Settlement Department
Grundingen 2, Aker Brygge
P.O. Box 684 Sentrum
N-0106 Oslo
Norway
Tel.: +47 2200 9300
Email: subscriptions@carnegie.no
www.carnegie.no

DNB Markets, Registrars Department
Dronning Eufemias gate 30
P.O. Box 1600 Sentrum
N-0021 Oslo
Norway
Telephone: +47 2326 8101
Email: retail@dnb.no
www.dnb.no/emisjoner

Settlement of the Private Placement Tranche 2The share capital increase in connection with the Private Placement Tranche 2 Shares is expected to be registered in the Swedish Companies Registry on or about 25.12.2016 and settlement to the investors in the Private Placement Tranche 2 is expected on DVP basis on or about 29.12.2016.

Subsequent Offering

In the Subsequent Offering, the Company will, subject to applicable securities laws, grant rights to subscribe for Offer Shares to shareholders in the Company as of close of trading on 12 October 2016 as registered in the Norwegian Central Securities Depository (the "VPS") on 14 October 2016 (the "Record Date") and who were not allocated Shares in the Private Placement, whether they had subscribed for shares in the Private Placement or not, and who are not resident in a jurisdiction where such offering would be unlawful, or would (in jurisdictions other than Sweden or Norway) require any prospectus filing, registration or similar action (each such shareholder an "Eligible Shareholder", and collectively, "Eligible Shareholders"). Please see section 20.5 in the Prospectus regarding record date for shareholders registered in Euroclear Sweden.

The subscription period in the Repair Offering commences on 28.11.2016 at 09:00 CET and will end on 12.12.2016 at 16:30 CET (the "Subscription Period").

The subscription price in the Repair Offering is NOK 2.60 per Offer Share, which is the equal to the subscription price in the Private Placement.

For each share held on the Record Date, each Eligible Shareholder will be granted one Subscription Right. Twelve Subscription Rights give the holder a right to subscribe for one Offer Share in the Subsequent Offering. The Subscription Rights will not be tradable or listed on the Oslo Stock Exchange. Over-subscription in the Subsequent Offering is permitted, while subscription without Subscription Rights is not allowed.

In order to subscribe for shares, one of the Managers must receive a complete and duly signed subscription form within the end of the Subscription Period. Further instructions regarding the subscription procedure is available in the Prospectus.

Endret 25.11.2016 15:43 av OldNick
OldNick
15:44 25.11.2016
#18550

Subscription Rights not used to subscribe for Offer Shares prior to 16:30 CET on 12.12.2016 will lapse without compensations to the holder and consequently be of no value.

Notifications of allocation in the Subsequent Offering are expected to be issued on or about 13.12.2016. The due date for payment of allocated Offer Shares is 16.12.2016 (the "Payment Due Date"). Delivery of the Offer Shares to investors' VPS accounts is expected to take place on or about 28.12.2016. Trading in the Offer Shares on the Oslo Stock Exchange is expected to commence on or about 28.12.2016 under the trading symbol "AXA".

Carnegie and DNB Markets acted as joint bookrunners in the Private Placement.

mer på link

For further information, please contact:
Endre Rangnes, CEO, E-mail: endre.rangnes@axactor.com, Tel: + 46 8 402 28 00, Cell: +47 4822 1111
Geir Johansen, CFO, E-mail: geir.johansen@axactor.com, Cell Phone: +47 4771 0451

AXA: Prospectus per 25.11.2016 (PDF)
Harry
18:57 25.11.2016
#6825

DNB har løftet kursmålet fra kr 3 til kr 5. Dette skrev de i ukerapporten mandag 21. november 2016. "Axactor (AXA): Selskapet driver med gjeldsinnkreving, Forretningsmodellen er oppkjøp av misligholdte lån (med rabatt) og deretter innkreving av det som kreves kan. Suksessen avhenger av forholdet mellom det man betaler for gjeldsporteføljene, hvor mye man får krevet inn og hvor mye det koster å gjøre det. Dette er et marked i vekst. Flere europeiske banker har fremdeles en del misligholdte lån på balansen, og fokus på økt egenkapitalandel gjør det hensiktsmessig for disse å selge gjeldsporteføljene. Vi ser ingen tegn til at denne trenden stopper. Vi har hevet kursmålet til 5 kroner."
Gpd aften fra Harry.

Endret 25.11.2016 18:57 av Harry
Kjell T. Ringen
21:17 12.12.2016
#13201

Som vanlig er det ikke så stor interesse for dette selskapet her på ST. Tiden fremover er derimot veldig spennende, og for de som ikke har tatt plass kan det være på høg tid - før høgtiden!

I dag var siste tegningsmulighet i reperasjonsemisjonen på 2,60. Også i dag var det mange med Nordnet-konto som solgte - dette har vi sett over litt tid nå. Kan det være noen som har misforstått den litt rare emisjonen og solgt aksjer man trodde man kunne kjøpe tilbake? Jeg tenker da på at man fikk 1 tegn-rett pr aksje, men får kun tegne 1 aksje pr 12 tegn-retter - og dette er jo en litt uvanlig framgangsmåte.

Og hva kommer nå? Jo, jeg forventer kjøp av nye porteføljer før nyttår - gjerne flere avtaler ettersom det nok er en del banker som vil rydde i bøkene sine før nyttår. Og dette blir triggere kortsiktig!
Kjell T. Ringen
21:30 12.12.2016
#13202

Bør vel gjerne ta med tidsplanen for fullføring av rep-emien også:

Allocation of Offer Shares: On or about 13 December 2016
Distribution of allocation letters: On or about 13 December 2016
Payment Due Date: 16 December 2016

Date of issuance of the Offer Shares / registration of share capital increase with the Swedish Companies Registry: On or about 23 December 2016

Delivery of Offer Shares to investors VPS accounts: On or about 28 December 2016
FjellRev1
22:15 12.12.2016
#9

Jeg forstår ikke at et selskap som AXA kan bli priset til over 3mrd på det de har levert til nå. De vet ikke hva oppkjøpt gjeld vil produsere, og mye er usikrede. jeg er spent på hvor aksjen går nå fremover, for DNB og de større investorene trenger ikke å holde kursen opp over 2,60 lengre.

Jeg har tro på selskapet, men nå er det priset inn mye forventninger...

Q4 blir spenende, og ikke minst Q1.

Har fortsatt en liten post i selskapet. Øker om de faller ned til noe mer fornuftig prising.
OldNick
09:11 13.12.2016
#18607

Ca. 150% overtegning i rep.emisjonen i Axactor.

AXA: Axactor - Preliminary results of the subsequent offering

Børsmelding
13.12.2016

Oslo - Reference is made to the stock exchange releases from Axactor AB (publ) ("AXA" or the "Company") published 25 October 2016 regarding the commencement of the subscription period for the subsequent repair offering of up to 50,000,000 new shares ("Offer Shares") in the Company (the "Subsequent Offering").

The subscription period in the Subsequent Offering expired at 16:30 hours (CET) yesterday, 12 December 2016. The preliminary results indicate that a total of 125.8 million shares were subscribed for and the Subsequent Offering was consequently oversubscribed. The preliminary result indicates that 421.1 million subscription rights were utilised. Twelve subscription rights gave the holder a right to subscribe and be allocated for one Offer Share in the Subsequent Offering.

The Board of Directors will resolve the allocation of the Offer Shares as soon as possible and according to the allocation principles set out in the prospectus dated 25 November 2016. The final result will be made available as soon as the allocation has been resolved by the Board of Directors.

Carnegie and DNB Markets acted as Managers for the Subsequent Offering.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: + 46 8 4022 800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
OldNick
20:32 13.12.2016
#18609

Axactor kom også med en melding nr. 2 om rep.emisjonen idag.

Der går det frem hvor stor tildeling ledende ansatte og styrets formann og medlemmer har fått.

Fra dette kan vi beregne følgende:

E.Greve (styreformann), gjennom eid selskap Cipriano AS: mottatt 0.1429 nye aksjer per 1 gammel aksje
G.Hvammen (styremedlem), gjennom eid selskap Solan Capital AS: mottatt 0.1429 nye aksjer per 1 gammel aksje
E.Rangsnes (CEO), gjennom eid selskap Alpette AS: mottatt 0.0834 nye aksjer per 1 gammel aksje
J.Tsolis (EVP Strategy & Projects), gjennom eid selskap Latino Invest AS: mottatt 0.0842 nye aksjer per 1 gammel aksje.

Iflg. prospekt fikk inviterte aksjonærer i rep.emisjon utdelt tegn.rett til 1 ny aksje pr. 12 gamle aksjer eid pr. 12.10.2016, hvilket tilsvarer 0.0833 nye aksjer pr. 1 gammel aksje.

Slik sett kan vi si at Rangnes og Tsolis ikke overtegnet, mens de to andre i styret overtegnet kraftig, og de fikk tildelt ca. 71.5% overtildeling.

Da kan vi vel gå ut ifra at det blir resultatet også for andre som deltok, og overtegnet minst 71.5% ift. hva de fikk tildelt av retter, mens de som ikke overtegnet, eller overtegnet mindre enn ca. 71.5% får full tildeling.

Vel, vi trenger ikke vente lenge, brev i posten ventes i morgen, og uansett, betaling blir trukket fra konto fredag.

AXA: Axactor - Allocation of shares in the subsequent offering

Børsmelding
13.12.2016

Oslo - Reference is made to the stock exchange releases from Axactor AB (publ) ("AXA" or the "Company") published 13 October 2016 regarding the preliminary results of the subsequent repair offering of up to 50,000,000 new shares ("Offer Shares") in the Company (the "Subsequent Offering").

The subscription period in the Subsequent Offering expired at 16:30 hours (CET) yesterday, 12 December 2016.

Based on the Subsequent Offering being oversubscribed, the Board of Directors has resolved to allocate and issue 50,000,000 shares at NOK 2.60 per Offer Share raising gross proceeds of NOK 130,000,000. The allocation of the Offer Shares was made according to the allocation principles set out in the prospectus dated 25 November 2016.

Cipriano AS, a company owned by the Chairman of the Board of Directors, Einar J. Greve, was allocated 1,950,084 Offer Shares in the Subsequent Offering and will after the completion of the Subsequent Offering hold 15,600,084 shares in the Company representing 1.3% per cent of the share capital of the Company after completion of the Subsequent Offering.

Solan Capital AS, a company owned by the member of Board of Directors, Gunnar Hvammen, was allocated 5,143,079 Offer Shares in the Subsequent Offering and will after the completion of the Subsequent Offering hold 41,143,079 shares in the Company representing 3.4% per cent of the share capital of the Company after completion of the Subsequent Offering.

Alpette AS, a company owned by the CEO, Endre Rangnes, was allocated 1,278,187 Offer Shares in the Subsequent Offering and will after the completion of the Subsequent Offering hold 16,616,431 shares in the Company representing 1.4% per cent of the share capital of the Company after completion of the Subsequent Offering.

Latino Invest AS, a company owned by Executive Vice President, Strategy & Projects Johnny Tsolis, was allocated 800,000 Offer Shares in the Subsequent Offering and will after the completion of the Subsequent Offering hold 10,300,000 shares in the Company representing 0.8% per cent of the share capital of the Company after completion of the Subsequent Offering.

All subscribers being allocated Offer Shares will receive an allocation letter confirming the number of Offer Shares allocated to the subscriber and the corresponding amount to be paid. This allocation letter is expected to be distributed today, 13 December 2016.

Endret 13.12.2016 20:33 av OldNick
OldNick
20:34 13.12.2016
#18610

Payment of the Offer Shares will fall due on or about 16 December 2016. The Offer Shares are expected to registered in the Swedish Companies Registry on or about 23 December 2016. Delivery of the Offer Shares to investors' accounts in the Norwegian Central Securities Depository (VPS) is expected to take place on or about 28 December 2016. Trading in the Offer Shares on the Oslo Stock Exchange is expected to commence on or about 28 December 2016 under the trading symbol "AXA".

Following registration of the share capital related to the Subsequent Offering, the Company will have 1,226,488,769 shares outstanding with a par value of SEK 0.50 per share. The total share capital will thus be SEK 613,244,384.50 following completion of the Subsequent Offering.

Carnegie and DNB Markets acted as Managers for the Subsequent Offering.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: + 46 8 402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
Kjell T. Ringen
20:46 13.12.2016
#13203

Kan bekrefte fra VPS-melding at jeg også har fått omlag 71.5% "overtildeling".

Jeg må si jeg er veldig overrasket over at det ble så stor tildeling. Hadde forventet maks 10% ekstra.
OldNick
19:07 14.12.2016
#18615

re. KTR,

Fikk samme utteling når jeg sjekket VPS.
______

Ellers ser det ut til at Axactor svarer på utfordringen din (over, se KTR #13201), de skaffer seg sin første portefølge i Norge.

Og slik de har utformet meldingen, indikeres de at vi kan forvente flere.

AXA: Axactor enters 1st agreement to acquire unsecured Non Performing Loan (NPL) portfolio in Norway

Børsmelding
14.12.2016

Oslo - Axactor has entered an agreement to acquire portfolios on a monthly basis from a large Nordic Financial Institution. The portfolios will contain freshly terminated B2C cases, allowing Axactor to manage the cases throughout the whole collection process.

The portfolio transaction provides Axactor with a solid entry to the Norwegian market and results from several key discussions currently ongoing. The transaction will be important to move the business into the hybrid model which is core to Axactor's strategy and further build on this with other portfolios in 2017.

"This portfolio not only increases our geographical profile in portfolio acquisitions, but it also demonstrates our ability to enter markets commonly perceived as closed to new players. Using Axactor's focus on data and analysis, we expect this to be one of many acquisitions over the coming years", says Endre Rangnes, Axactor CEO.

"Axactor will now own portfolios in all existing markets, showing strong commitment by the team to achieve this within the first year of trading as a receivable management business", says Robin Knowles, Axactor EVP Portfolio.

The acquisition will be financed by Axactor's available cash and our existing credit facilities.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: + 46 8 402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451

Endret 14.12.2016 19:07 av OldNick
OldNick
17:45 15.12.2016
#18624

Igjen, må berømme KTR for hans "klarsynthet".

Ny låneportefølge i Spania, betydelig beløp, det hjalp til å løfte AXA-kursen tilbake til gårsdagens idet den var i ferd med å falle av (sammen med resten av børsen).

AXA: Axactor acquires the 6th unsecured Non Performing Loan (NPL) portfolio in Spain

Børsmelding
15.12.2016

Oslo - Axactor has acquired another unsecured NPL portfolio originally generated by Unicaja Banco and España Duero, two large Spanish Banks. The portfolio includes unsecured loans with a total Outstanding Balance (OB) of approximately EUR 450 million, with close to one hundred thousand open accounts of individuals and SMEs.

The portfolio transaction is another primary market purchase as well as representing the company's largest portfolio investment to date, securing a significant increase to the existing cash collection generated on Axactor's owned portfolios.

"This is our 6th portfolio in Spain and with the existing paying book providing strong revenue growth as we move forward into 2017. This Portfolio also confirms Axactor's commitment to making Spain a key market within the Group.", says Endre Rangnes, Axactor CEO.

"The portfolio demonstrates Axactor's ability to close key portfolio purchases, we expect many more to follow across the group in 2017.", says Robin Knowles, Axactor EVP Portfolio.

The investments will be financed by Axactor's available cash and our existing credit facilities.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Tel: + 46 8 402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
Kjell T. Ringen
17:56 15.12.2016
#13209

Ja, jeg traff bra med forventningene mine til kjøp av porteføljer før nyttår. Men må si jeg er skuffet over reaksjonen i markedet. Jalla går på jalla-meldinger, men kvalitet går ikke på kvalitets-meldinger.
Kjell T. Ringen
07:41 21.12.2016
#13218

Styreleder Greve har solgt 10.6 mill aksjer! Så nå går det vel kraftig utforbakke. Men mannen må jo kjøpe julegaver!
Savepig
08:47 21.12.2016
#222

Ja det er nok skralt med kontanter der i gården. :p
OldNick
15:55 21.12.2016
#18649

Det er noe "dritt" når selskaper har såvidt kortsiktige (les: "illojale") ledere og medlemmer av selskaps-styrene.

Det bør egentlig føre til en prisings-rabatt.

Vi ser jo dette nå i flere av de selskapene som Spetalen og Spetalen-sfæren er betydelige. Einar Greve er (eller var?) Spetalens advokat?

Vi så det også i NEL ASA, der Spetalen-medarbeider Martin Nes var (og er) styreformann. I vår (6 Apr.) solgte han hele beholdningen av NEL-aksjer (via Hanekamb Invest AS) til 3.53. En drøy måned etterpå lanserte Spetalen salg av storedeler av sin post, og dette dannet inngangen til den nedgangen den aksjen har vært i siden.

Folk kan sikkert grave opp et dusinvis andre eksempler av dette.

Den riktige fremgangsmåten burde være at styremedlemmene frasier seg posisjonen (evt. gjenvalg), går ut og deretter evt. selger seg ned/ut.

Vil tro det er mange, mange aksjonærer som er ganske forbannet pga. dette.
______

AXA: - Notification of trade

Børsmelding
21.12.2016

Cipriano AS, a company controlled by chairman of the board of Axactor AB Einar J. Greve, has sold 10.600.084 shares in Axactor AB at an average price
NOK 2,6955 per share. After this transaction, Cipriano AS holds 5.000.000 shares in Axactor AB.
______

Ser ut som om andre aksjonærer nå tar affære overfor denne "grisete" (illojale) opptreden av styreformann Greve.

AXA: Krav om ekstraordinær generalforsamlingen i Axactor - styrevalg

Børsmelding
21.12.2016

Aksjeeiere som representerer mer enn 10 % av aksjene i Axactor AB har under henvisning til kapittel 7, § 13 i den svenske aktiebolagslagen bedt om at styret innkaller til ekstraordinær generalforsamling for valg av nytt styre.
______

Rangnes: Naturlig med et bredere styre

Axactor er i fokus etter flere meldinger fra selskapet


Are Strandli, Hegnar.no
21.12.2016

Onsdag morgen kom det først en melding fra Axactor om at styreleder Einar Greve, gjennom selskapet sitt Cipriano AS, hadde solgt 10.600.084 Axactor-aksjer, tilsvarende rundt to tredjedeler av den opprinnelige aksjebeholdningen sin.

Litt senere kom det en ny melding fra Axactor der det fremkommer at aksjeeiere som representerer mer enn 10 prosent av aksjene i Axactor AB har bedt styret innkalle til ekstraordinær generalforsamling.

Årsaken er at de vil ha et nytt styre.

Konsernsjef i Axactor, Endre Rangnes mener ifølge TDN Finans at det er naturlig med en bredere styresammensetning i selskapets nåværende fase der de posisjonerer seg for ytterligere vekst.

De signalene jeg har fått fra aksjonærene er at man ønsker en litt annen sammensetning i styret fremover, basert på de vekstambisjonene selskapet har, samt størrelsen og kompleksiteten til selskapet etter den kraftige veksten det seneste året, sier han til nyhetsbyrået og fortsetter:

Det er jo opp til valgkomité og generalforsamling, men jeg ser det som naturlig å ha et bredere styre.

Overfor Dagens Næringsliv understreker han at han ikke vet hvem de aktuelle aksjeeierne er.

Det nåværende styret i Axactor er ledet av Greve, og foruten han så består det av styremedlemmene Gunnar Hvammen og Per Dalemo.

Aksjen reagerte negativt på nyheten, men ved lunsjtider er den opp 3,07 prosent til 2,69 kroner på høyt volum.

Endret 21.12.2016 16:12 av OldNick
OldNick
15:56 21.12.2016
#18650

Oppdatert aksjonærliste (20 største), oppdatret pr. 19.12.2016

Investor, Number of shares, % of top 20, % of total, Type, Country
TVENGE, TORSTEIN INGVALD 52 500 000, 9.84%, 4.46%, Priv., NOR
MOHN, STEIN 45 519 193, 8.53%, 3.87%; Priv., NOR
SOLAN CAPITAL AS 36 000 000, 6.75%, 3.06%, Comp., NOR
VERDIPAPIRFONDET ALFRED BERG GAMBA 35 553 765, 6.67%, 3.02%, Comp., NOR
FERD AS 34 000 000, 6.37%, 2.89%, Comp., NOR
VERDIPAPIRFONDET HANDELSBANKEN 30 651 801, 5.75%, 2.61%, Comp., NOR
SPENCER TRADING INC 28 850 000, 5.41%, 2.45%, Comp., NOR
ARCTIC FUNDS PLC 28 237 195, 5.29%, 2.40%, Comp., IRL
VERDIPAPIRFONDET ALFRED BERG NORGE 27 995 293, 5.25%, 2.38%, Comp., NOR
STATOIL PENSJON 23 124 142, 4.34%, 1.97%, Comp., NOR
VERDIPAPIRFONDET DNB NORGE (IV) 23 099 380, 4.33%, 1.96%, Comp., NOR
LOPEZ SANCHEZ ANDRES 22 902 500, 4.29%, 1.95%, Priv., ESP
MARTIN IBEAS DAVID 22 902 500, 4.29%, 1.95%, Priv., ESP
NOMURA INTERNATIONAL PLC 20 485 000, 3.84%, 1.74%, Nom., GBR
GVEPSEBORG AS 20 364 945, 3.82%, 1.73%, Comp., NOR
VERDIPAPIRFONDET DNB SMB 18 788 766, 3.52%, 1.60%, Comp., NOR
NORRON SICAV - TARGET 17 000 000, 3.19%, 1.45%, Comp., LUX
ALPETTE AS 15 338 244, 2.88%, 1.30%, Comp., NOR
DNB LIVSFORSIKRING ASA 15 179 256, 2.85%, 1.29%, Comp., NOR
DNB NOR MARKETS, AKSJEHAND/ANALYSE 14 892 950, 2.79%, 1.27%, Comp., NOR

Total number owned by top 20: 533 384 930, 100%, 45.35%

Total number of shares: 1 176 273 658, 100%
OldNick
13:22 23.12.2016
#18666

Man kan lure på om denne meldingen var lekket på forhånd, fordi AXA-aksjen begynte stigningen i dag formiddag ca. 1 time før meldingen kom ut på newsweb.no, og steg ingenting etterpå.


AXA: Axactor acquires small unsecured portfolio from Caja Rural del Sur in Spain

Børsmelding
23.12.2016

Oslo - Axactor has acquired another unsecured NPL portfolio generated by Caja Rural del Sur. The portfolio includes unsecured loans with a total Outstanding Balance (OB) of approximately EUR 55 million, across 2.000 claims.

The portfolio transaction although small provides clear evidence of Axactor's ability to develop relationships with clients who have not actively sold in the past.

"The Spanish team are pleased to close another Prime transaction in 2016 and are looking forward to close more opportunities in 2017", says Andres Lopez (Head of capital Spain).

"The local team have demonstrated their strong focus on developing our product offering in Spain across a wider audience and we expect this to be one of many transactions over the next few years", says Robin Knowles, Axactor EVP Portfolio.

The investment will be financed by Axactor's available cash and our existing credit facilities.

For further information, please contact:
Endre Rangnes , DEO, Mail: endre.rangnes@axactor.com, Tel: +46 8 402 2800, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451

Endret 23.12.2016 13:23 av OldNick
OldNick
17:49 23.12.2016
#18671

AXA melder at betaling og registrering av nye aksjer fra rep.emisjonen er i rute.

Aksjene kan forventes å være på konto ca. 28.12.2016.

Det vil da være 1 226 488 769 aksjer i selskapet.

Personlig kan jeg si at jeg ikke har sett trekk av beløpet for betaling av de aksjer jeg fikk tildelt pr. dato, og det ble skrevet at det skulle skje ca. 16 des. Men, de trekkes vel rett over helgen.


AXA: AXA - Increase in share capital related to the subsequent offering

Børsmelding
23.12.2016

Oslo - Reference is made to the stock exchange release from Axactor AB (the "Company") published 13 December 2016 regarding allocation and issuance of 50 000 000 new shares (the "Offer Shares") in the subsequent offering at NOK 2.60 per Offer Share raising gross proceeds of NOK 130 000 000 (the "Subsequent Offering").

The Company has received confirmation that the share capital increase of SEK 25 000 000 divided into 50 000 000 new shares has been registered by the Swedish Companies Registry. The new registered share capital of the Company is consequently SEK 613 244 384.50 divided into shares, each with a par value of SEK 0.50.

Delivery of the Offer Shares to investors' accounts in the Norwegian Central Securities Depository (VPS) is expected to take place on or about 28 December 2016. Trading in the Offer Shares on the Oslo Stock Exchange is expected to commence on or about 28 December 2016 under the trading symbol "AXA".

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com, Cell: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
Kjell T. Ringen
21:02 23.12.2016
#13220

OldNick

mine penger ble trukket for en ukes tid siden - så da er jeg redd det betyr at du ikke får aksjer.
OldNick
10:21 11.01.2017
#18704

re. KTR,

fikk mine aksjer, ja. På dagen.
______

Som referert tidligere (se f.eks. OldNick #18649 tidligere i topic), så er det kommet krav fra noen aksjonærer om EOG for å velge nytt styre i Axactor.

Nå er det kommet forslag på styremedlemmer fra de selvsamme aksjonærene.

AXA: Requesting shareholders' proposal for new board of directors - Extraordinary general meeting on 20 Jan. 2017 at 11:00 cet in Stockholm

Børsmelding
06.01.2017

With reference to the notice of EGM announced on 23.12.2016, the Requesting Shareholders' have notified that their proposal for agenda items 7 and 8 are as follows:

Item 7, Determination of the number of directors and deputy directors
Requesting Shareholders propose that the Board of Directors until the end of the next AGM shall be composed of five members and no deputies to be appointed.

Item 8, Election of Directors
Requesting Shareholders propose that current Board members are removed and that the Extraordinary General Meeting elect the following five directors, who have confirmed their willingness to be elected.

- Bjørn Erik Næss, Chairman of the Board
- Brita Eilertsen, Board member
- Dag W. R. Strømme, Board Member
- Merete Haugli, Board member
- Michael Hylander, Board member

I tillegg følger en del beskrivelse av erfaringen og kompetansen til de ulike personene listet over.
______

Senere har det kommet følgende justeringer i styreforslaget (fra de selvsamme aksjonærene).

AXA: Proposal from certain shareholders after consultation with the Nomination Committee to the Extraordinary General Meeting in Axactor AB to be held on 20 January 2017

Børsmelding
11.01.2017

On 23 December 2016, Axactor AB announced that upon request from certain shareholders (the "Requesting Shareholders"), an extraordinary general meeting is to be held on 20 January 2017, with the agenda to replace the current board of directors and nomination committee and to elect new a board of directors and to elect a new nomination committee.

The Requesting Shareholders and the Nomination Committee, which consists of Gunnar Hvammen (leader) and Magnus Tvenge, has since the announcement on 23 December 2016 of the Extraordinary General Meeting, held meetings and discussions regarding potential new members of the board bearing in mind that Axactor AB is going from a start-up company into a new phase, requiring a different structure and involvement from the board of directors.

The Requesting Shareholders have after consultation with the Nomination Committee, come up with the following proposal for a new Board of Directors to be elected at the Extraordinary General Meeting on 20 January 2017.

- Bjørn Erik Næss (Chairman of the Board from March 1,2017)
- Beate Skjerven Nygårdshaug
- Brita Eilertsen
- Merethe Haugli
- Terje Mjøs
- Dag Strømme (temporary Chairman until March 1,2017)

- Michael Hylander (deputy board member)


Due to Bjørn Erik Næss' current employment with DNB ASA, the Requesting Shareholders and the Nomination Committee in consensus propose that Bjørn Erik will chair the board from 1 March 2017 and that Mr. Dag Strømme acts as chairman of the board in the period from the Extraordinary General Meeting until 1 March 2017.

Further, it is proposed that the following new Nomination Committee is elected at the Extraordinary General Meeting on 20 January 2017:

- Jarle Sjo Chairman of the Nomination Committee
- Magnus Tvenge as re-elected Member of Nomination Committee
- Female Norwegian lawyer age 35. Awaiting formal approval of proposed engagement with employer, disclosed and proposed at Extraordinary General Meeting.


Further information:
Gunnar Hvammen, +47 9089 9999
Magnus Tvenge, + 47 9704 4220
OldNick
12:35 25.01.2017
#18770

Resultat fra styrevalget i EOG

AXA: Summary of the Extraordinary General Meeting in Axactor AB (publ) conducted today

Børsmelding
20.01.2017

The Extraordinary General Meeting in Axactor AB (publ) ("Axactor" or the "Company") was held in Stockholm today (the "EGM").

On the agenda was election of new Board of Directors and a new Nomination Committee.

The EGM elected, in accordance with the amended proposal from requesting shareholders, as announced on 10.01.17, the following persons as new Board of Directors:

Bjørn Erik Næss (Chairman of the Board from 01.03.17)
Dag Strømme (acting Chairman until 01.03.17)
Merete Haugli
Brita Eilertsen
Beate Skjerven Nygårdshaug
Terje Mjøs

Michael Hylander (deputy board member)

Due to Bjørn Erik Næss' current employment with DNB ASA up to 1 March 2017, Mr. Næss will be participating in board meetings as of 1 March 2017.

The EGM elected the following persons as new Nomination Committee:

Jarle Sjo, Chairman of the Nomination Committee
Magnus Tvenge
Cathrine Lofterød Fegth

The two first mentioned members of Nomination Committee are pursuant to the proposal in the notice of EGM dated 23.01.17 and Cathrine Lofterød Fegth replaces the third proposed member.

All resolutions were unanimously resolved by the EGM.

At the EGM a total of 395 702 319 shares were present directly or through proxies, corresponding to 32.26 % of the Company's 1 226 488 769 outstanding ordinary shares at the record date.

For further information:
Endre Rangnes, CEO, tel: +47 4822 1111
Geir Johansen, CFO & IR, tel: +47 4771 0451
______

AXA: Flaggemelding Axactor AB

Børsmelding
23.01.2017

Fond forvaltet av Storebrand Asset Management AS har 23.januar 2017 kjøpt 2 177 878 aksjer i Axactor AB. Etter kjøpet eier fondene 62 405 775 aksjer i selskapet, tilsvarende 5,09 % av den registrerte aksjekapitalen.
______

Axactor v/E.Rangnes hadde investor-presentasjon hos DNB Markets Web-TV idag (16 min).

Axactor Investorpresentasjon

DNB Markets Web-TV
25.01.2017


Endret 25.01.2017 12:55 av OldNick
OldNick
11:03 20.02.2017
#18839

AXA: Axactor increases existing loan facility

Børsmelding
06.02.2017

Oslo - On February 3, 2017 the 3rd tranche under the EUR 100 million Recurring Credit Facility which Axactor has with DNB Bank ASA and Nordea Bank AS was made available to the company, thereby increasing the available amount under the facility from EUR 50 million to EUR 75 million. After this event, an additional EUR 25 million is remaining under the facility.

For additional information, please contact:
Geir Johansen, CFO & IR, Axactor , Mob: +47 4771 0451, geir.johansen@axactor.com www.axactor.com
______

DNB har 12m kursmål på NOK 5.


Axactor: A quarter of preparations
Recommendation: BUY
Price target: NOK5

We expect the Q4 results (due at 7:30 CET on 28 February) to show a significant impact of the start-up phase that Axactor is in, and estimate EBITDA of SEK-4m. We expect investor focus to be on any forward-looking statements rather than the reported Q4 results, as we believe the uncertain timing of revenue streams from purchased entities and one-off costs will not make the figures a reliable proxy for estimating future profits.

Axactor's investments in Q4 were in line with our estimate (~EUR30m); thus we have made negligible estimate changes ahead of the results, and reiterate our BUY recommendation with a NOK5 target price.

Mvh
DNB Markets
Ypsilon
11:15 27.02.2017
#3890

Da fant jeg tråden, men skal klokelig holde meg langt unna.
renud
11:52 27.02.2017
#14887

Ypsilon
Ikke bry deg om at du fikk litt kjeft av OldNick ;)

Han er litt gretten en gang i blant, men er sikkert god på bunnen og bidrar med mye god dybdeinformasjon, som gir gode inputs til å ta riktige avgjørelser.
Ypsilon
11:59 27.02.2017
#3892

renud

Skal ta det til etterretning. Viktig å ha de med solid erfaring og tyngde med i slike forum, - faktisk derfor jeg har meldt meg inn igjen, - for å lære.
Synes forøvrig da at tråder bør startes med nicket, og ikke noe annet. Lettere å fange opp trådene da.
OldNick
12:49 27.02.2017
#18871

Ypsilon,

Alle her er velkomne til å skrive.
Det skrives faktisk for lite her, for få bidragsytere.

Mine kommentarer var ikke vondt ment.

I søkefeltet, så er det som oftest greiest å søke på stikkord, og legge inn selskapstickeren.

For de fleste selskaps-trådene som opprettes så legger folk inn ticker som stikkord i Pit'en, eller for tilsvarende selskapstråder for unoterte eller utenlandske selskaper.
Ypsilon
14:15 27.02.2017
#3893

OldNick

Takker. Synes søkefunksjonene på ST ikke er så intuitive som de burde være og gikk derfor 5 på. Som belegg for dette vil jeg påstå at jeg kan litt data, da jeg mer eller mindre daglig har befattet meg det siden C64 dagene.
wrangler
21:58 27.02.2017
#977

Og i morgen er det 2016 resultater.
Synd de ikke fulgte opp den gamle stilen fra IGE- og NMG-tiden med direkteoverført TV fra presentasjonen. Har i hvert fall ikke ett noe som tyder på at det kommer.

SS 5
08:17 28.02.2017
#230

Spent på hva vi får presentert i dag....magefølelsen er vel et misfornøyd marked og gode kjøpsmuligheter de første par timene.Ned mot 2,30 bør det være før jeg synes det er interessant å handle.

Endret 28.02.2017 08:18 av SS 5
Ypsilon
08:26 28.02.2017
#3897

SS5

Tipper at du kan bli skuffet, men håper du får noen billige aksjer.
SS 5
08:37 28.02.2017
#231

Solgte meg ut på 3.13,synes nok ikke AXA forsvarer sånne priser ennå(2018 kanskje)Tror på et fall og kjøpsanledning fra morgenen i dag...vi får se :-)
OldNick
09:01 28.02.2017
#18876

AXA: Q4-2016 report from Axactor AB

Børsmelding
28.02.2017

Enclosed is the consolidated Q4 Financial Report for Axactor AB.

For additional information, please contact:
Geir Johansen, CFO & IR, Axactor, Mob: +47 4771 0451, Email: geir.johansen@axactor.com

AXA: Q4-2016 Report (PDF)

AXA: Q4-2016 Presentation (PDF)

Endret 28.02.2017 09:05 av OldNick
OldNick
11:03 28.02.2017
#18878

Så ikke dette i farten da jeg la inn forrige resultat-melding.

Axactor gjør et lite oppkjøp i Sverige av Profact AB, relativt ubetydelig men kan bli et nytt, godt marked for Axactor, som jo er registrert i Sverige.

De inngår også en kontrakt om software-leie fra selgende selskap Aptic AB.

Dette hindrer dog ikke en kursnedgang idag fra kortsiktige som forventet mer.

AXA: Axactor enters the Swedish market through the acquisition of Profact AB

Børsmelding
28.02.2017

Oslo - Axactor AB (publ.) ("Axactor") acquires Profact AB from Aptic AB. Profact offering credit management services and customer services in the Swedish market. The company will serve as a stepping stone for implementing the full collection value chain in Sweden and hence play an important role in Axactor's Nordic roll-out plan.

Located in Gothenburg, Profact has built solid foundations for further growth within the debt collection and debt purchase market in Sweden. The company has approximately 35 FTEs and has delivered strong growth particularly in the Customer Service area over the last few years. The 2016 revenues were approximately 2 mEUR with a moderate margin. The company was established in 2008 by the CEO Fredrik Kessler who has 24 years' experience in collection industry.

Axactor continues to establish a "Nordic value proposition". Through the acquisition of Profact, Axactor now has immediate access to the Swedish debt collection market. The company has a strong competence within the industry, particularly in the debt surveillance area, with Profact holding the necessary collection licence to collect on behalf of third party customers. Axactor, will as part of the transaction, sign a long term licence agreement with Aptic for the use of the Aptic core collection system in Sweden.

"We clearly see customers requesting Pan Nordic value propositions in the 3PC business and portfolio sales area. In addition, Sweden represents an attractive market in its own right due to favourable regulatory framework and the possibilities to perform automated and efficient collections. With a market size approximately double that of the Norwegian market and a regular flow of NPL portfolio sales, Axactor is ready to make a solid footprint in the Swedish market. Furthermore, the acquisition will give additional geographical diversification to the company" says Endre Rangnes, CEO of Axactor.

Fredrik Kessler, CEO at Profact, said: "Axactor and Profact will be a very good match in the Swedish market. Combining Profact's experience of the Swedish credit management industry, with Axactor's Organisational and Financial support, the company will offer comprehensive debt collection solutions in Sweden".

Axactor will pay EURO 1.25 mill. for 100% of the shares in Profact AB. Closing of the transaction is expected to be 28 February 2017, and the acquisition will be financed using the existing credit facility with DNB/Nordea and available cash.

Contacts:
IR Axactor Geir Johansen, Tel. +47 4771 0451, E-mail: geir.johansen@axactor.com

Profact AB Fredrik Kessler, Tel. +46 708 282 445, E-mail: fredrik.kessler@profact.se
SS 5
12:05 28.02.2017
#232

OldNick 18878:"Dette hindrer dog ikke en kursnedgang idag fra kortsiktige som forventet mer".

:-) Aksjehandel er vel egentlig et veddemål mellom kjøper og selger,kortsiktige eller langsiktige....vi har vel bruk for begge kategorier?

SS 5
15:40 28.02.2017
#233

Uten massive støttekjøp av DNB i dag hadde dette blitt ordentlig stygt.....tror faktisk jeg får aksjer på 2,30 tallet i løpet av uka :-)

Endret 28.02.2017 15:44 av SS 5
Ypsilon
18:28 28.02.2017
#3900

OldNick

Sendte mld til adm og ba de slette tråden jeg opprettet. Den er nå slettet, til din info.
Ypsilon
22:08 01.03.2017
#3901

ACQUISITION OF PROFACT, SWEDEN SUCCESSFULLY COMPLETED

Oslo, 1 March 2017 - Reference is made to the announcement
by Axactor AB (publ) ("Axactor") on 28 February 2017 concerning
the acquisition of Profact, Sweden.

The Company is pleased to announce that on 1 March 2017, the
acquisition was successfully completed.
OldNick
21:25 06.03.2017
#18898

Solan Capital AS (et Gunnar Hvammen-kontrollert selskap) med sine 41 143 049 aksjer (= ca. 3.36%) solgte eller flyttet hele posten sin i ettermiddag.

AXA falt umiddelbart 10 øre.


Oppdatert liste over 20 største eiere pr 6/3-2017

Shareholder lists are provided by Oslo Market Solutions AS, with data from VPS ASA.

Investor, Number of shares, % of top 20, % of total, Type, Country
VERDIPAPIRFONDET DNB NORGE (IV) 57 468 548, 9.39%, 4.69%, Comp., NOR
MOHN STEIN 54 088 682, 8.83%, 4.41%, Priv., NOR
TVENGE TORSTEIN INGVALD 52 500 000, 8.57%, 4.28%, Priv., NOR
SOLAN CAPITAL AS 41 143 079, 6.72%, 3.36%, Comp., NOR
SPENCER TRADING INC 40 000 000, 6.53%, 3.26%, Comp., NOR
VERDIPAPIRFONDET ALFRED BERG GAMBA 35 553 765, 5.81%, 2.90%, Comp., NOR
FERD AS 34 000 000, 5.55%, 2.77%, Comp., NOR
ARCTIC FUNDS PLC 31 423 627, 5.13%, 2.56%, Comp., IRL
VERDIPAPIRFONDET HANDELSBANKEN 30 651 801, 5.01%, 2.50%, Comp., NOR
VERDIPAPIRFONDET ALFRED BERG NORGE 27 995 293, 4.57%, 2.28%, Comp., NOR
VERDIPAPIRFONDET DELPHI NORDEN 24 583 459, 4.01%, 2.00%, Comp., NOR
VERDIPAPIRFONDET DNB SMB 22 920 327, 3.74%, 1.87%, Comp., NOR
LOPEZ SANCHEZ ANDRES 22 902 500, 3.74%, 1.87%, Priv., ESP
MARTIN IBEAS DAVID 22 902 500, 3.74%, 1.87%, Priv., ESP
GVEPSEBORG AS 20 364 945, 3.33%, 1.66%, Comp., NOR
NORDNET LIVSFORSIKRING AS 19 578 421, 3.20%, 1.60%, Comp., NOR
STATOIL PENSJON 19 504 342, 3.19%, 1.59%, Comp., NOR
DNB NOR MARKETS, AKSJEHAND/ANALYSE 19 166 880, 3.13%, 1.56%, Comp., NOR
NOMURA INTERNATIONAL PLC 18 965 000, 3.10%, 1.55%, Nom., GBR
ALPETTE AS 16 616 431, 2.71%, 1.36%, Comp., NOR

Total number owned by top 20 612 329 600, 100%, 49.93%
Total number of shares 1 226 264 398, 100%

Last updated 06.03.2017
Ypsilon
21:34 06.03.2017
#3909

Takker for info, OldNick.
wrangler
09:09 07.03.2017
#978

Det var vel noen som kjøpte den, så det er vel ikke helt håpløst :o)
SS 5
15:37 17.03.2017
#234

Ypsilon 3897
Tok 3 uker før jeg fikk kjøpt....:-)

Endret 17.03.2017 15:38 av SS 5
SS 5
16:31 17.03.2017
#235

Ingen salg i sluttauksjonen fra DNB,PAR og VFG (Virtu Financial, de 3 klart største selgerne i dag)
Vi skal videre opp mandag :-)

Endret 17.03.2017 16:33 av SS 5
Ypsilon
09:36 18.03.2017
#3918

Med den kompetansen og erfaringen selskapet besitter skal det mye til at ikke markedet vil prise det høyere. Paradoksalt nok er det dette enkelte analytikere setter spørsmålstegn ved.
highlander
19:39 19.03.2017
#7061

DNB Markets trakk frem sin kjøpsanbefaling på Axactor i fredagens morgenrapport.
Meglerhuset mener at AXA prises med betydelig rabatt til sammenlignbare europeiske aktører basert på 2018-2019 estimatene.

Ifølge DNB's estimater vil inntjeningen øke fra SEK 0,18 pr aksje i 2017 til SEK 0,42 pr aksje for 2018 og videre til SEK 0,58 pr aksje for 2019.

Meglerhuset opererer med kursmål på 5 kr.
SS 5
10:04 20.03.2017
#236

DNB var også største selger fredag.....
OldNick
17:42 30.03.2017
#18948

AXA: Axactor enters 1st agreement to acquire unsecured non-performing loan (NPL) portfolio in Sweden

Børsmelding
30.03.2017

Oslo - Axactor has extended an agreement to acquire portfolios from a large Nordic Financial Institution, to cover the Swedish market as well as Norway. The portfolio will be acquired on a similar basis to Norway, where the cases are acquired monthly. The cases are freshly terminated B2C, allowing Axactor to have control over the entire collection process.

This first NPL transaction in Sweden will have a single digit mEUR annual capex value. Further, given the strong pipeline it is expected that Axactor will significantly increase its position in Sweden during 2017.

"This portfolio clearly shows Axactor's focus on investing in portfolios across all Axactor geographies as well as showing our ability to build strong relationships with partners in more than one country. The expectation is for this trend to continue over the next few years.", says Endre Rangnes, Axactor CEO.

"Acquiring our first portfolio in Sweden so soon after acquiring the platform, clearly demonstrates the emphasis that the portfolio team put on supporting the overall Axactor growth strategy.", says Robin Knowles, Axactor EVP Portfolio.

Axactor plans to finance this acquisition by use of available cash existing credit facilities.

For further information, please contact:
Endre Rangnes, CEO, Mail: endre.rangnes@axactor.com
Tel: +46 8 402 2800, Cell: +47 4822 1111

Geir Johansen, CFO, Mail: geir.johansen@axactor.com
Cell Phone: +47 4771 0451
Ypsilon
07:56 31.03.2017
#3926

Noen sletter gjeld, noen kvitter seg med gjelden på andre måter, noen stifter gjeld, men enkelte, slik som Axactor, - kjøper gjeld. I dag fra NOFI ...
OldNick
21:41 31.03.2017
#18950

NOFI: Bank Norwegian AS - BANK NORWEGIAN SELGER PORTEFØLJE AV MISLIGHOLDTE LÅN I SVERIGE

Børsmelding
31.03.2017

Bank Norwegian har inngått en avtale med Axactor om salg av portefølje av misligholdte lån i Sverige med en estimert bokført verdi på SEK 585 millioner. Transaksjon forventes gjennomført 21 april, 2017 og gir en estimert resultateffekt på SEK 43 millioner. Salget forbedrer kapitaldekningen, reduserer løpende driftskostnader og eliminerer usikkerhet forbundet med fremtidig gjenvinning av utestående krav.

Kontaktinformasjon:
Konstituert adm. dir. Pål Svenkerud; +47 9340 3904
______

AXA: Axactor acquires a large unsecured non-performing loan (NPL) portfolio from Bank Norwegian in Sweden

Børsmelding
31.03.2017

Oslo - Axactor has acquired the largest unsecured NPL portfolio since starting up in the fourth quarter of 2015. The portfolio is originated by Bank Norwegian in Sweden and includes unsecured credit with a total Outstanding Balance (OB) of approximately EUR 105 million, across close to 15,200 open accounts of individual loans and credit card debt. This portfolio acquisition will increase Axactor's ERC by more than 30%.

The portfolio transaction is another primary market purchase, which will secure a significant increase in the existing cash collection, generated by Axactor's owned portfolios.

"This is our largest portfolio acquisition ever and will quantum leap our business in Sweden, contributing to the strong and profitable revenue growth in 2017 and future years. This Portfolio reinforces Axactor's commitment to making Sweden a key market within the Group. We are very honoured by the confidence Bank Norwegian has shown in Axactor by granting us this contract.", says Endre Rangnes, Axactor CEO.

"This acquisition demonstrates Axactor's ability to close key large portfolio purchases in the Nordics. Taking account of the strong portfolio pipeline outside of this transaction, we can expect many more to follow across the group in 2017.", says Robin Knowles, Axactor EVP Portfolio.

The investments will be financed by Axactor's available cash and our existing credit facilities with a 50/50 split of equity/debt. Closing of the transaction is expected to be 21st April.

For further information, please contact:
Endre Rangnes , CEO, Mail: endre.rangnes@axactor.com, Tel: +46 8 402 2800, Cell Phone: +47 4822 1111
Geir Johansen, CFO, Mail: geir.johansen@axactor.com, Cell: +47 4771 0451
wrangler
16:23 01.04.2017
#981

34/285 er vel sånn ca 17 %. Det er vel kanskje ikke urimelig. Kan de få hver sjette skyldner til å betale så er de jo omtrent break even. Vet jo sammensetningen av debitormassen, men er det kortbrukere av billige flybilletter så må dete jaggu være mange, trolig over en halv million.
OldNick
08:21 03.04.2017
#18953

Nydelig innsidekjøp fra den nye styreformannen.

Etter å ha annonsert 2 nye portefølje-kjøp, har Næss fått tak i aksjer for nesten 1 mill NOK, for en pris som kanskje er nær bunnen i denne kurskorreksjonen.

AXA: Axactor AB - Mandatory Notification of Trade

Børsmelding
03.04.2017

Oslo - The Chairman of Axactor AB Mr Bjørn Erik Næss has on 31 March 2017 purchased 425,000 shares in the Company at an average price of 2.2550 per share. After this transaction Mr. Næss controls 425.000 shares in the Company.
Ypsilon
09:28 03.04.2017
#3929

Hehe. Svenskene (SHB/ESO) ble tydeligvis fornærmet da AXA skal begynne å kreve inn gjeld i hjemlandet deres. Dette liker de absolutt ikke ser det ut til, av en eller annen merkelig grunn ...

Endret 03.04.2017 09:28 av Ypsilon
wrangler
10:07 04.04.2017
#982

Kan se ut som at de er flere som ikke liker det. 2,18 siste. :o|
Ypsilon
10:30 04.04.2017
#3932

Axactor tilbyr ikke forbrukslån, - de bare kjøper dem og krever inn. For utenforstående litt russisk rulett, etter min mening. Men aktørene som tilbyr forbrukslån ser ut til nå å måtte endre sin politikk noe:

http://e24.no/makro-og-politikk/forbrukslaan/strengere-tiltak-mot-forbrukslaan/23966787

(Forøvrig en gammeldags og håpløs måte på ST for å kunne legge inn hyperlenker, kursiv, fontvalg osv)
OldNick
15:08 04.04.2017
#18964

re. Ypsilon #3932,

Du må skrive inn HTML-koden som tekst og tegn i redigeringsboksen.
Det fungerer helt utmerket.
______

Innside-kjøp fra nytt styremedlem i Axactor.

AXA: Axactor AB - Mandatory Notification of Trade

Børsmelding
04.04.2017

Oslo - Brita Eilertsen, Board member of Axactor AB, has today purchased 100,000 shares in the Company at an average price of 2.1900 per share. After this transaction Mrs. Eilertsen controls 100.000 shares in the Company.
______

En liten merkverdighet.

I Netfonds nyhetsliste, så er tidspunkt for Hegnar's artikkel om innsidekjøpet satt 43 sek. før tidspunktet for børsnyheten ble publisert (og Netfonds' tidsangivelse er identisk med Oslo Børs sin).

Og teksten i de to meldingene er ikke identisk.

How come?

Endret 04.04.2017 15:16 av OldNick
Ypsilon
22:51 04.04.2017
#3935

I kveld denne meldingen:


Axactor has signed 3 new servicing contracts with 2 large Financial
Institutions and a Large Fund specializing in Receivables management
and Debt Purchase. The one year renewable contracts have a total
revenue value of circa five million euros over the next 12 months.

" The Agreements represent a clear indication that Axactor is able to
provide an effective and comprehensive legal and collection service
to Financial Institutions, covering Retail, Banking and SME products
in Spain. The Axactor team is very focused on ensuring they tailor
solutions to meet each clients specific needs and hope these
contracts will be the first of many during the current financial
year." Says Andrés López and David Martín, Country Managers of
Axactor Spain.
wrangler
09:31 06.04.2017
#983

Klippet fra Xtrainvestor:

Fra DNB-konferansen:
CEO Ranges i Axactor mener at markedet ikke tar inn over seg sterk cash flow fra de allerede kjøpte porteføljene når det spekuleres i emisjon. Hevder at basert på guidet investeringer så er det ikke slikt behov og sier også at de forhandler om å få økt gearingen ved porteføljekjøp. AXA skal være cash flow positiv i Q1.

Derfor: Trolig ingen grunn til å frykte nye emisjoner. :o)
wrangler
12:15 07.04.2017
#984

Jeg lurer på hva det egentlig er som skjer når det "off book" plutselig omsettes 4.1 mill aksjer til 3,43 når omsetningen nesten hele dagen har gått på 3,38 ?
Kl. 11.45 i dag kjøpte Carneige dette fra Sparenken 1 Møre, og siden har den fortsatt på 3,38 , som normalt.
Noen som vet hva "off book" innebærer, og kan forklare det, med enkle ord, til en enkel sjel. Dette fenomenet startet etter at AXA kom inn i bildet.
,
LAKSESLAKTERN
21:04 08.04.2017
#100

Noen som kan hjelpe?

Jeg leser fra forskjellige forum at Nordbrekken kom inn på Topp50 med 4millioner aksjer. Noen som har tilgang på topp50 i Axactor som kan bekrefte eller link? Hvor finner jeg topplister i AXA, Svensk ISIN nummer.

Interessant hva Finans2017 kom med på Hegnar Forum i dag. Co-Investor (Fond, B2H?)

Ypsilon
09:59 09.04.2017
#3950

🤔

Endret 09.04.2017 10:01 av Ypsilon
LAKSESLAKTERN
22:16 10.04.2017
#104

Noen tanker rundt Axactor flytter Q1 23.dager nærmere? Nekter å tro det er pga de stresser med å vise frem et dårlig resultat. Så at resultatet er bra kan man vel ta som ja. Jeg har da en følelse på at der kan være noe mer? Kan Q1 være flyttet pga logistikk rundt Co-Investors og oppkjøp? AXA og Q1 kan vel ha en sammenheng med utvidelse og belåningsdgrad fra DNB/Nordea. At det er Co-Investor og Lånerammen som er hovedårsak til å flytte Q1? Tenker da om det kun er for å vise frem resultatet, kunne de vel sendt ut en driftsmelding?

Vet ikke. Hva tror dere?
OldNick
08:32 08.05.2017
#19062



AXA: Q1-2017 report Axactor AB

Børsmelding
08.07.2017

Enclosed is the consolidated Q1-2017 Financial Report for Axactor AB.

Axactor AB had a revenue of EUR 19.7 million for first quarter 2017. This represents a 615% growth compared to same quarter last year.

EBITDA is positive for the first time with EUR 1.0 million and cash EBITDA is positive with EUR 3.9 million.

ERC at the end of the quarter was EUR 427 million which represents a growth compared to Q4-2016 of 36%.


For additional information, please contact:
Geir Johansen, CFO & Investor Relations, Axactor, Mob: +47 4771 0451, Email: geir.johansen@axactor.com

www.axactor.com
______

AXA: Q1-2017 Report (PDF)

AXA: Q1-2017 Presentation (PDF)
OldNick
10:14 23.05.2017
#19109

Axactor gjør en liten, rettet emisjon, gå. 5% av utestående til NOK 2.15/aksje.

Denne får godkjent -, kanskje dobbelt minus, avhengig av hvilke nye investorer de har fått.

http://www.netfonds.no/quotes/release.php?id=20170523.OBI.20170523S8

AXA: Axactor AB - Completed Private Placement

Oslo, 23 May 2017 - The Board of Directors of Axactor AB (Axactor or
the Company) has decided to issue 50 million new shares through a
private placement (the Private Placement), raising total gross
proceeds to the Company of approximately NOK 107.50 million. The
shares are issued at a price of NOK 2.15 per share, which is equal
to the closing price on May 22, 2017.

The Private Placement was based on strong interest from high quality
institutional investors. These investors both support the Company
today through the share-issue, but also potentially longer-term as
the Company pursues strategic growth initiatives. Axactor has
experienced a high deal flow in the market lately and also noticed a
recent increase in size of portfolio opportunities, highlighting the
need to be well-funded and supported by strong shareholders.

The net proceeds from the Private Placement will be used for
acquisitions of non-performing loan portfolios in existing
geographies, as well as for general corporate purposes.

Notification of allotment will be sent to the applicants by Carnegie
(as the Manager) on or about 23 May, 2017.

The new shares will be issued under the Company's existing authority
to issue shares, adopted by the annual general meeting in 2016.
Following the registration of the new share capital, the Company
will have 1,276,488,769 shares outstanding and a total share capital
outstanding of EUR 66,814,382.05.

The share issuance was carried out as a private placement to secure
completion of a transaction at a time when specific interest
surfaced in the market and in order to complete a transaction
without the significant discount typically seen in rights issues.
Additionally, Axactor recognizes the benefit in further developing
the Company's shareholder base.

As a consequence of the private placement structure, the
shareholders' preferential rights were deviated from. After due
considerations, the Board of Directors of the Company is of the
opinion that the Private Placement is in the best interest of the
Company and its shareholders. The Board of Directors has taken into
consideration, among other things, the fact that the Private
Placement will further strengthen Axactor's financial position and
support the Company in its continued pursuit of growth
opportunities, that the Private Placement only constitutes 4.08% of
the issued and outstanding shares in the Company, and the fact that
the subscription price is equal to the current market price of the
shares. The Board of Directors is of the opinion that there are
sufficient reasons to deviate from the shareholders' pre-emption
right to subscribe for the new shares.

Carnegie acted as financial adviser to the Company in connection
with the Private Placement.

For further information, contact:


Endre Rangnes
Chief Executive Officer
Mail: endre.rangnes@axactor.com
Tel: + 46 8 402 28 00
Cell Phone: +47 48 22 11 11

Geir Johansen
Chief Financial Officer
Mail: geir.johansen@axactor.com
Cell Phone: +47 477 10 451
OldNick
11:53 12.06.2017
#19184

Axactor har kjøpt opp en større spansk gjeldsportefølje fra storbanken Santander.

AXA: Axactor acquires a new large primary portfolio in Spain

Børsmelding
12.06.2017

Oslo - Axactor has closed another large primary transaction in Spain, this transaction is from Santander. The portfolio has an outstanding balance in excess of EUR 300 million across more than 60.000 cases. The portfolio represents close to 40% ERC growth in Spain and 16% for the Axactor Group, which means that over the last 6 months the portfolio business has now deployed Capex of EUR 110 million outside Italy - close to what has been expected for the whole of 2017.

"This transaction closes a very interesting initial 18 months period for the Axactor Group. During the last 5-6 months, we have managed to deploy EUR 110 million in portfolio acquisitions of our expected annual capex of EUR 120-140 million for 2017. Based on current market trends, our short-term focus will be on a number of Forward Flow transactions (acquiring debt at monthly basis in 12-18 months contracts), which will be put into production later this year or early in 2018.

Furthermore, with the number of NPL and carve-out opportunities expected during the second half 2017 and first half 2018, the Axactor team will focus on the bank refinancing, and the on-boarding of a Co-Investment partner to support the strong growth potential going forward" says Endre Rangnes, CEO Axactor.

"The addition of this portfolio is significant for Axactor as it moves the company into not only the large primary transaction market, but also focusing on fresher claims, which will form the basis for much of the volumes sold across Europe over the coming years. These cases allow the company to manage the claims from an early stage and implement long term strategies for building and maintaining a solid cashflow. This purchase is not only a fantastic purchase for Spain but for the Group where it will sit alongside the large Swedish acquisition, waiting for many more to join." Says Robin Knowles, EVP Portfolio Acquisition, Axactor.

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
OldNick
16:19 19.06.2017
#19217

Axactor følger opp med nytt, men mindre portefølje-kjøp i Tyskland, under Altor, datterselskapet.

AXA: Axactor acquires unsecured Non Performing Loan (NPL) portfolio in Germany

Børsmelding
19.06.2017

Oslo - Axactor has acquired its first unsecured NPL portfolio originated by a large German Bank. The portfolio includes unsecured claims with a total Outstanding Balance (OB) of approximately EUR 32 million, with close to three thousand open accounts of individuals. Although a first in Germany, this acquisition means Axactor has now acquired portfolios in all Axactor countries during 2017, ensuring that the business continues to grow across the whole group.

"This is our 1st portfolio acquisition since the acquisition of ALTOR GmbH and complements the existing seasoned book that we acquired at the same time. The portfolio demonstrates our first step in building a solid pipeline of portfolios in what is a very attractive as well as competitive market for NPL sales", says Endre Rangnes, Axactor CEO.

"We are delighted to purchase our first portfolio as Axactor Germany and will be working hard to find many more and larger opportunities over the next 6 to 12 months in Germany", says Doris Pleil, Country Manager Germany.

The investments will be 100% financed by Axactor's existing cash and 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
______

DNB markets gjentar sitt gamle kursmål på AXA, 5.00/aksje, med anbefaling: Kjøp.

Axactor er en doblingskandidat<7big>

DNB Markets er optimister.

Odd S. Parr, Hegnar.no
19.06.2017
OldNick
20:38 28.06.2017
#19246

Axactor skifter regnskapsvaluta for konsernet, fra SEK til EURO.

AXA: Axactor AB - Changes to share capital related to change in currency and increase in share capital completed

Børsmelding
14.06.2017

Oslo - Reference is made to the stock exchange release from Axactor AB (publ) the ("Company") published 23 May 2017 regarding the issuance of 50 million new shares (the "New Shares") in a private placement (the "Private Placement") at a price of NOK 2.15 per share raising total gross proceeds to the Company of approximately NOK 107.50 million. Reference is also made to the announcement published 31 May 2017 regarding the approval by the general meeting the Company of a change in the par value per share from SEK 0.50 to EUR 0.0523.

The Company has received confirmation that the change in currency from SEK to EUR and the subsequent share capital increase from EUR 64,197,266.11 to EUR 66,814,382.05 through the issue of 50,000,000 new shares in the Private Placement has now been registered by the Swedish Companies Registry.

Following these changes, the new registered share capital of the Company is EUR 66,814,382.05 divided into 1,276,488,769 shares, each with a par value of EUR 0.0523.

For further information, 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: Axactor has acquired its first secured portfolio in Spain

Børsmelding
22.06.2017

Oslo - Axactor has purchased its first secured transaction in Spain. The portfolio is being sold by a large financial Institution and contains roughly 600 assets with an Appraisal Value of around EUR 50m. This purchase will allow Axactor to access another large and growing market, where the existing business in Spain already has some of the competencies required to manage large volumes both on its own portfolios as well as for third party clients. The diversification is expected to offer significant opportunities given the continued trend in portfolio sales to include a variety of asset classes, both when Axactor is investing on it's own or as part of a co-investment, where including secured assets will make certain investments more attractive.

"This transaction has been an exciting project to expand the Axactor model beyond the unsecured space and to allow the business to benefit from the broader NPL market, not only in Spain but also potentially across other European markets. This level of diversification will allow the business to maintain the focus on delivering healthy margins through access to a much broader number of opportunities coming to market over the coming years. ", says Endre Rangnes, CEO Axactor.

"The Axactor team in Spain is delighted to close the first Secured transaction for Axactor, demonstrating clearly the determination of the team to develop the business across all NPL segments. The team are also highly motivated to move into this new asset class, increasing the profitability both on our owned assets and for our third party servicing business.", says Andrés López and David Martín, General Managers of Axactor Spain.

This transaction will be funded from existing cash and credit lines.

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

Endret 28.06.2017 20:44 av OldNick
OldNick
20:44 28.06.2017
#19247

AXA: Axactor acquires another primary portfolio in Spain

Børsmelding
28.06.2017

Oslo - Axactor has closed another primary transaction in Spain, this transaction is from BMN. The portfolio has an outstanding balance in excess of EUR 165 million across more than 7.500 cases. The portfolio is a mix of SME cases with a private Guarantor and cases of unsecured individuals.

"This transaction confirms a fantastic end to Axactor's second quarter, not only in Spain but across the Group. Although working in a highly competitive marketplace, the team have been able to prioritize the key transactions generating the best returns for Axactor and close them. We are all looking forward to continuing this momentum into the rest of the year." says Endre Rangnes, CEO Axactor.

"We are really pleased to close this portfolio before the summer, it represents a key acquisition, which will ensure we carry the momentum from the first half of 2017 into the rest of the year. In addition, the SME portfolio has a secured element, which will help us to continue developing the services we can provide to the NPL market and our customers." Says Andres Lopez and David Martin, General Managers, Axactor Spain.

The transaction will be financed from existing cash and 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
OldNick
15:22 05.07.2017
#19272

Axactor får økte lånerammer fra DNB og Nordea.

Tyder på tillit til selskapet og dets ledelse.

Så får i håpe at Axactor kan forvandle det ned til økt omsetning og marginer over noen kvartaler.

AXA: Axactor secures additional funding for NPL acquisitions

Børsmelding
05.07.2017

Oslo - Axactor has today signed an agreement with DNB and Nordea (the Banks) whereby the banks will make a 5th tranche available under the existing loan agreement. The 5th tranche will make another EUR 40 million available to the company, and increases the total loan facility with the Banks from EUR 120 million to EUR 160 million.

This 5th tranche will be earmarked for the financing of new NPL portfolios and the Banks have agreed to allow for 100% gearing on the NPLs acquired using this tranche. Furthermore, the Banks have agreed to allow for 100% gearing on NPLs acquired using the remaining portion of the 4th tranche, approximately EUR 22 million, with the condition that approximately 50% of this amount will be repaid as soon as the 5th tranche is made available by the Banks.

The above agreements will in total make another EUR 52 million available for investments in NPL portfolios, up to such time that the refinancing is in place This amount comes in addition to the EUR 24 million already available for NPL investments in Italy. A cap on total LTV for the group remains in place.

As previously communicated the company has already started the refinancing process of its entire loan facility with the Banks and the parties plan to have this process completed within Q3-2017.


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
OldNick
13:05 28.07.2017
#19375

Axactor henter inn en nny kontrakt, denne gangen i Tyskland.

Ikke stor, riktignok, men de sementerer samarbeidet med det som tydeligvis er en eksisterende AXA-kunde. Det er positivt.

Og så er kursen igjen opp på (rettelse: over) emisjonskurs (2.60) fra desember i fjor.


AXA: Axactor Group wins a tender for debt collection services with a leading private bank in Germany

Børsmelding
28.07.2017

Oslo - Axactor Mobile Services Germany GmbH, a company in the Axactor group, has successfully closed a large tender for field service with one of the top 5 private banks in Germany. The contract has a duration of two years and includes the processing of defaulting receivables of loan and lease agreements in the field service according to the allocation scheme.

This marks a very positive expansion in the current cooperation of the German companies of the Axactor group with this bank and confirms the customer's confidence in the competence and the success of the Axactor group. For the coming two years, Axactor Mobile Services Germany GmbH expects sales of about EUR 1.3 million.

The company was the most convincing choice due to attractive prices coupled with modern IT solutions, our salaried field service employees and high success rates.

For Doris Pleil, country manager and managing director Germany, this contract conclusion in the banking sector, a core business for Axactor, is a positive signal. "We are very delighted to be able to expand the cooperation with our long-term customer to the field service. In line with our motto: Claims management from one source."


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

Endret 28.07.2017 13:10 av OldNick
OldNick
08:39 31.07.2017
#19387

Flere nye kontrakter, om enn små.


AXA: Axactor wins 3 new annual contracts from large financial institutions in Spain

Børsmeldingen
31.07.2017

Oslo - Axactor has signed 3 new contracts providing outsourcing services for 3 large Financial Institutions. The combined annual contract value is EUR 4.5m and all 3 contracts are signed on the basis of 12 months, renewable each year. "These transactions demonstrate the Spanish teams dedication to developing both Legal and Amicable outsourcing as well as the more prominent Debt Purchase business. In addition, the timing of these contracts before the summer break, puts the business in great shape for the second half of 2017 and into 2018.", says Endre Rangnes, CEO Axactor

"The Axactor team in Spain is delighted to close 3 separate contracts with significant FI players in the Spanish market. We have invested significant time and resources into building new relationships to complement the existing business, with special thanks to the new Axactor Spain Sales team demonstrating their value so quickly after joining the business.", says Andrés López and David Martín, General Managers of Axactor Spain.


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
OldNick
09:29 14.08.2017
#19409

Axactor leverte Q2-2017 resultat idag.

Bra kvartal, vekst i omsetning og de leverte sitt første, positive resultat.

Dog hjulpet av at de greide å få erstatning fra gamle IGE-styremedlemmer tilsvarende Euro 2 mill.

AXA: AXACTOR Q2-2017 REPORT - RECORD STRONG OPERATIONAL PERFORMANCE

Børsmelding
14.08.2017

Highlights
- Strong operational performance and significant margin expansion for the quarter
- Continued to grow the business through new NPL acquisitions and contracts
- Growth also fueled by additional funding facilities from the banks in addition to private placement

- Gross Revenue of EUR 26.9 million (7.8) - up 341% vs Q2-2016
- EBITDA of EUR 6.1 million (-3.4) - up 179% vs Q2-2016
- Cash EBITDA of EUR 9.4 million (-2.1) - up 447% vs Q2-2016
- Net result positive with 4.6 million (-2.8) - up 164% vs Q2-2016
- ERC at end of Q2 EUR 511 million (126) - up 305% vs Q2-2016
- Settlement with former IGE Board members increased Q2 revenue and EBITDA by EUR 2 million

Axactor shows strong operating performance during Q2-2017 and continues to grow the business through acquisitions of NPL (none performing loan) portfolios and signing of new 3PC (third party collection) contracts. To fuel the growth the company has secured additional funding facilities from the banks in addition to the private placement which was successfully completed during the quarter.

The strong performance resulted in an EBITDA of EUR 6.1 million and an operating margin of 26.3%. The gross collection of EUR 26.9 million was in line with company expectations.

The Group posted a record-high quarterly cash EBITDA of EUR 9.4 million, an increase of EUR 11.5 million compared to Q2-2016 and an increase of EUR 5.8 million compared to the previous quarter.

A settlement with the former IGE Board members contributed with a positive one-time effect of approx. EUR 2 million to revenue and EBITDA as Axactor in June received EUR 1.6 million cash and 0.4 million in none cash compensation.

The major contributor to the enhanced operational result is the Bank Norwegian portfolio where the portfolio shows performance well ahead of the initial investment case. Additionally, 3PC revenue was up by 17 % compared to previous quarter. These two elements, combined with the mentioned settlement, resulted in a significant margin expansion for the quarter.

"Second quarter was a good quarter for Axactor, where we achieved a good performance in our operations and continued the growth of the company as planned. The Bank Norwegian portfolio we acquired at the very end of Q1 has performed well in Q2, and significantly contributed to the EBITDA uplift we now are seeing", says Endre Rangnes, CEO in Axactor.

During the quarter Axactor acquired its first portfolio in Germany and the first secured portfolio in Spain. In total Axactor invested EUR 54 million across 6 portfolios which increased ERC at the end of the quarter to EUR 515 million.

Axactor increased the borrowing facilities in Norway and Italy by a total of EUR 72 million during the quarter, bringing the total borrowing facilities earmarked for investments up to EUR 175 million. In July, DNB and Nordea further made a 5th tranche of EUR 40 million available, bringing total borrowing facilities for investments to EUR 215 million.

The market for purchases of NPL portfolios remains buoyant, with Spain and the Nordics being the most active markets. New contracts within the 3PC segment are showing positive developments, particularly in Spain, where a total of 7 new contracts with a combined annual value of EUR 8 million have been announced during the quarter. "We continue to focus on profitable growth within Axactor's current markets. We are staying true to our strategy and have reached several important milestones ahead of time. It is inspiring for the whole Axactor team to see that our strategy is bearing fruits",

Endret 14.08.2017 09:29 av OldNick
OldNick
09:29 14.08.2017
#19410

says Endre Rangnes.

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
www.axactor.com


AXA: Q2-2017 Report

AXA: Q2-2017 Presentation
______

Axactor melder også at de har gjennomført en rettet emisjon på 240mill. aksjer a NOK 2.49/aksje, primært mot J.Fredriksen-kontrollerte Geveran Trading (som tegner seg for 151mill aksjer), dernest mot andre, "utvagte" (eksisterende) AXA-aksjonærer. De har ikke varslet en rep.emisjon for andre aksjonærer.

I tillegg tegner Frdriksen seg for 130mill "amerikansk type" warrants, som kan omsettes til AXA-aksjer for NOK 3.25/aksje.

Etter emisjonen vil Axactor har 1 516 488 769 aksjer utestående, og en aksjekapital tilsvarende EURO 79 312 362.62.

AXA: Axactor completes NOK 598 million private placement to finance participation in co-investment partnership and further growth

Børsmelding
14.08.2017

Oslo - Axactor AB (publ) ("Axactor" or the "Company") has today completed a private placement with gross proceeds of NOK 598 million (the "Private Placement") in order to fund Axactor's equity investment in the portfolio investment company to be established together with Geveran Trading Co. Limited, a company indirectly controlled by trusts established by Mr. John Fredriksen for the benefit of his immediate family ("Geveran"), and further portfolio acquisitions.

Axactor has through the Private Placement placed 240 million new shares (the "Offer Shares") for gross proceeds of NOK 598 million. The subscription price per Offer Share (the "Offer Price") was set at NOK 2.49, equal to the close price on 11 August 2017.

The Private Placement was directed at Geveran and existing shareholders of Axactor. Following completion of the Private Placement, Geveran will own 151 million shares, representing 9.96 per cent of the outstanding shares. Management did not participate in the Private Placement due to certain restrictions under Swedish law.

DNB Markets, a part of DNB Bank ASA acted as manager for the Private Placement (the "Manager").

Notification of allotment will be sent to the applicants by the Manager on or about 14 August 2016.

In order to provide for prompt registration of the share capital increase, the Company and the Manager have entered into an agreement related to pre-funding of the payment for the Offer Shares allocated in the Private Placement, such agreement regulating inter alia certain rights and obligations of the Company and the Manager related to the pre-funding.

The Private Placement is divided into i) a tranche 1 consisting of 75,610,500 Offer Shares (the "Tranche 1"), and ii) a tranche 2 consisting of 164,389,500 Offer Shares (the "Tranche 2").

The Tranche 1 shares are tradable once the share capital has been registered in the Swedish Companies Registry and announced by the Company, expected on or about 17 August 2017. The Offer Shares in Tranche 1 will be settled through a delivery versus payment transaction expected on or about 18 August 2017.

The Offer Shares in Tranche 2 will be settled through a delivery versus payment transaction following the registration of the share capital in the Swedish Companies Registry and approval of a listing prospectus by the Swedish Financial Supervisory Authority. The settlement of Tranche 2 is expected in the second half of September 2017 and the Offer Shares in Tranche 2 will be tradable from the same time.

Endret 14.08.2017 09:46 av OldNick
OldNick
09:31 14.08.2017
#19411

The Offer Shares to be issued in connection with the Private Placement will be issued based on the board authorisation granted by the Company's annual general meeting on 31 May 2017. Following the registration of the new share capital in Tranche 1 and Tranche 2, the Company will have 1,516,488,769 shares outstanding and a total share capital of EUR 79,312,362.62.

As a consequence of the private placement structure, the shareholders' preferential rights were deviated from. After due considerations, the Board of Directors of the Company is of the opinion that the Private Placement is in the best interest of the Company and its shareholders. The Board of Directors has taken into consideration, among other things, the fact that the Private Placement was required in order to agree the letter of intent regarding the establishment of the portfolio investment company with Geveran and that the Private Placement will enable Axactor to further strengthen its shareholder base with Geveran, a strategic and high quality investor with long experience within the sector, and that the Offer Price is equal to the market price of the shares. The Board of Directors is of the opinion that there are sufficient reasons to deviate from the shareholders' pre-emption right to subscribe for the new shares.

As described in the Company's stock exchange notice regarding the establishment of the investment portfolio company with Geveran, Axactor has resolved to grant 130,000,000 American style warrants in Axactor to Geveran in relation to the establishment of the portfolio investment company.

Due to the changes in the ownership structure following completion of the Private Placement, Geveran has requested that the Board of Directors call for an extraordinary general meeting in order for Geveran to have one representative in the Board of Directors. The nomination committee has been notified and will start its work to evaluate changes to the new Board of Directors. The Board of Directors will call for an extraordinary general meeting as soon as the nomination committee has made a proposal.
______

Axactor og Geveran skal i tillegg etablere et 50/50% sam-investerings-selskap (JV) som skal ha investeringskapital opptil Euro 300 mill. AXA skal investere Euro 30 mill. i EK, Geveran d.samme. resten skal være gjeld, bl.a. Euro 120 mill. fra Geveran.

AXA: Axactor and Geveran enter into co-investment partnership securing EUR 300 million in investment capacity

Børsmelding
14.08.2017

Oslo - Axactor AB (publ) ("Axactor") and Geveran Trading Co. Limited, a company indirectly controlled by trusts established by Mr. John Fredriksen for the benefit of his immediate family ("Geveran"), have signed a letter of intent regarding the establishment of a jointly owned portfolio investment company (the "Portfolio Investment Company"). Axactor and Geveran will both invest EUR 30 million of equity and hold a 50 per cent ownership each. In addition, Geveran will provide a subordinated debt facility of up to EUR 120 million. The Portfolio Investment Company will in addition seek bank financing. The targeted investment capacity of the Portfolio Investment Company will be around EUR 300 million.

The Portfolio Investment Company will focus on larger portfolios above EUR 30 million in Capex and have a first right of refusal on such portfolios. The Portfolio Investment Company will invest in new portfolios for a period of 24 months after which the Portfolio Investment Company will continue to manage the portfolios acquired up until then. Axactor will continue to acquire commercially attractive portfolios below the EUR 30 million threshold on its own.

Endret 14.08.2017 09:38 av OldNick
OldNick
09:32 14.08.2017
#19412

The Portfolio Investment Company may acquire portfolios below EURm 30 that Axactor does not acquire. Axactor will have an exclusive service agreement with the Portfolio Investment Company under which Axactor will manage and collect the claims owned by the Portfolio Investment Company. Axactor will charge the Portfolio Investment Company a 5 per cent mark-up on debt collection services.

The Portfolio Investment Company will be capitalised with EUR 60 million of equity, a subordinated debt facility with Geveran (or one of its affiliates) of EUR 120 million and bank financing of around EUR 120 million. The subordinated debt facility will have a 5 year tenor with an interest margin of 650 bps over EURIBOR. Consequently, the Portfolio Investment Company will have a target leverage of up to 80 per cent loan-to-value securing a highly competitive capital structure with attractive equity returns.

"We are very pleased to have Geveran as our co-investment partner. They have long experience in the sector and significant capital available. This partnership enables Axactor to substantially increase our total investment capacity, and is an important strategic milestone for the company. We can pursue larger acquisitions while optimising the cost of capital and managing the risk of larger purchases. The service agreement between Axactor and the Portfolio Investment Company will secure immediate and attractive cash flow generation to Axactor, while the capital structure of the Portfolio Investment Company will secure attractive equity returns to the Axactor shareholders", says Endre Rangnes, CEO of Axactor.

Axactor and Geveran will each have 50 per cent of the representatives of the Board of Directors of the Portfolio Investment Company. Axactor will prepare and present the business case for portfolio purchases within scope to the Board of Directors of the Portfolio Investment Company. Each party shall have veto right regarding portfolio purchases.

The establishment of the Portfolio Investment Company is subject to the parties entering into final agreements. The target is for the Portfolio Investment Company to be operational from early Q4 2017.

Related to the establishment of the Portfolio Investment Company, Axactor has resolved to grant 130,000,000 American style warrants in Axactor to Geveran with an exercise price of NOK 3.25. The warrants will only be exercisable if the Portfolio Investment Company is established, and will expire 2 years thereafter. The warrants are subject to customary recalculation provisions following certain capital events.

Endre Rangnes, CEO of Axactor, Oddgeir Hansen, Chief Operating Officer of Axactor and Johnny Tsolis, Executive Vice President, Strategy & Projects of Axactor, have agreed to enter into a 2 year lock-up undertaking in relation to the shares currently owned by them.

DNB Markets, a part of DNB Bank ASA, acted as financial adviser for Axactor relating to the Portfolio Investment Company.

Endret 14.08.2017 09:35 av OldNick
OldNick
09:32 14.08.2017
#19413

Synes dette setter godkjent-stempel på Axactor som selskap.

AXA: Mandatory notification of trade

Børsmelding
14.08.2017

Geveran Trading Co. Limited ("Geveran"), a company indirectly controlled by trusts established by Mr. John Fredriksen for the benefit of his immediate family, has on 13 August 2017 subscribed for and been allocated 151,000,000 ordinary shares in Axactor AB (publ.) ("Axactor") in a private placement announced by Axactor on even date hereof (the "Share Issue"). Following completion and registration of the Share Issue, Geveran will own 151,000,000 shares in Axactor which will constitute 9.96% percent of the shares and votes in Axactor (adjusted for the Share Issue).

Simultaneously with its subscription in the Share Issue, Geveran has subscribed for 130,000,000 warrants exchangeable into 130,000,000 ordinary shares in Axactor (the "Warrants"). The Warrants entitles Geveran to subscribe Axactor shares at NOK 3.25 per share from such time when Geveran and Axactor have established a jointly owned SPV as detailed in the announcement by Axactor earlier today and until two years thereafter. Assuming all Warrants are exercised, Geveran would own 281,000,000 shares in Axactor constituting 18.53% percent of the shares and votes in Axactor when adjusted for the Share Issue but not the exercise of the Warrants.

Endret 14.08.2017 09:49 av OldNick
OldNick
08:41 30.08.2017
#19440

Axactor har offentliggjort nytt opsjonsprogram for ledelse og nøkkelpersonell.

Programmet er stort, men rimelig fair, siden ingen av opsjonene (innløsbare mellom 1 Juni-15 Juli, 2018 til tilsvarende periode i 2021, fordelt på 1/4-del av opsjonene i hver av de 4 årene) er lagt under nåværende børskurs. Innløsningskurser er; 3.00 i 2018, 3.20 i 2019, 3.0 i 202 og 3.75 i 2021.

Mottakerne kan velge flere innløsnings-alternativer (inkl. cash), forklart i vedlegget.

AXA: Allotment of employee stock options

Børsmelding
28.08.2017

Oslo - On 31 May 2017, the annual general meeting of Axactor AB (publ) resolved to issue a new incentive program for the group management, country managers, employees in managing positions within each country manager's organizations respectively and other key employees (the "Program").The new Program is based on the same principles as the previous program issued in November 2015. The duration of the Program is four years. Under the Program, the board of directors was authorised to award employee stock options that in total give the right to subscribe for up to 40 million new shares in Axactor AB (publ).

As per today, a total of 14,500,000 employee stock options have been awarded to members in the group management and other important key employees on the group level.


The following primary insiders have been awarded employee stock
options under the Program:


Endre Rangnes, CEO, has been awarded 5,000,000 options in Axactor AB (publ)

Johnny Tsolis, EVP & S&P, has been awarded 3,000,000 options in Axactor AB (publ)

Oddgeir Hansen, COO, has been awarded 3,000,000 options in Axactor AB (publ)

Geir Johansen, CFO, has been awarded 750,000 options in Axactor AB (publ)

Robin Knowles, EVP PA, has been awarded 1,250,000 options in Axactor AB (publ)

Siv Farstad, EVP HR, has been awarded 1,000,000 options in Axactor AB (publ)

Anders Gulbrandsen, Treasury Manager, has been awarded 200,000 options in Axactor AB (publ)

Eilif Drageseth, Business Controller, has been awarded 100,000 options in Axactor AB (publ)

Anita Høst, Head of Legal and Compliance, has been awarded 200,000 options in Axactor AB (publ)

One option can be converted into one share in Axactor AB (publ).


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
www.axactor.com


Axactor opsjonsprogram 2018-2021: Complete terms and conditions (PDF)

Endret 30.08.2017 08:41 av OldNick
OldNick
16:08 27.09.2017
#19536

AXA: Axactor Germany makes two NPL acquisitions from two large financial institutions

Børsmelding
11.09.2017

Oslo - Axactor has acquired two portfolios of NPL Loans including auto financing and personal loans in Germany. The portfolios have an outstanding balance of EUR25.7m across over 4,000 cases, with both containing a significant number of existing payment plans, generating cashflow right from the acquisition.

The transactions complement the recent service contract announced last month, further strengthening the Axactor hybrid model focusing both on servicing and purchasing NPL claims across key European markets.

Doris Pleil, country manager and managing director Germany, commented "These purchases show further growth in the owned portfolios in Germany for Axactor. I am very happy with the development in Germany and expect to see further purchases soon."
______

Den ekstraordinære GF i Axactor valgte Harald Thorstein som nytt styremedlem. Han erstattet Dag Strømme.

AXA: Axactor AB - Translation of earlier released bulletins from the Extraordinary General Meeting

Børsmelding
26.09.2017

______

Det er nå en aksjekapital i Axactor på EURO 79 376 538.55, fordelt på 1 516 488 769 shares.

AXA: Axactor AB - Increase in share capital related to the Tranche 2 of the Private Placement

Børsmelding
27.09.2017

Oslo - Reference is made to the stock exchange announcement from Axactor AB ("Axactor" or the "Company") published 14 August 2017 regarding the successfully completed private placement of 240,000,000 new shares (the "Private Placement Shares") at a price of NOK 2.49 per share (the "Private Placement"), and the stock exchange announcement regarding the approval of the prospectus of the Company by the Swedish Financial Supervisory Authority. DNB Markets, a part of DNB Bank ASA, acted as manager for the Private Placement (the "Manager").

The Private Placement is divided into i) a Tranche 1 consisting of 75.6 million Private Placement Shares, and ii) a Tranche 2 consisting of 164.4 million Private Placement Shares.

The Company has received confirmation that the share capital increase of EUR 8,605,077.21 divided into 164,400,000 Private Placement Shares related to Tranche 2 of the Private Placement has been registered by the Swedish Companies Registry. The 164,400,000 Private Placement Shares are consequently tradable. The new registered share capital of Axactor is EUR 79,376,538.55 divided into 1,516,488,769 shares.

The payment and registration of the Private Placement Shares has been done based on pre-funding from the Manager. As previously announced, the Company and the Manager have entered into an agreement related to pre-funding of the payment for the Private Placement Shares (the "Pre Funding Agreement"). The Pre Funding Agreement regulates inter alia certain rights and obligations of the Company and the Manager related to the pre-funding.

The Private Placement Shares in Tranche 2 will be settled through a delivery versus payment transaction expected on or about 29 September 2017.

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: Siste prospekt (PDF)

Endret 27.09.2017 16:13 av OldNick
OldNick
19:13 24.10.2017
#19606

AXA: Axactor acquires an Auto Loan Portfolio in Spain from major European car manufacturer

Børsmelding
16.10.2017

Oslo - Axactor has acquired an Auto Loan Portfolio in Spain from one of the major European car manufacturers, the total outstanding balance was close to EURO 100m and there were more than 10.000 claims in the portfolio. The portfolio contains a high level of cases in the legal process and contains a high quality of data and documentation. The acquisition will be closed with a co-investment partner, Plataforma Legal, taking a minority interest along with providing specialist collection services. The combination of Axactor and Plataforma Legal was a key factor in successfully closing this deal.

"Axactor's focus on quality in the Spanish market continues to deliver growth. This portfolio, given its legal status, was a perfect fit for Axactor as well as enabling the relationship with Plataforma Legal, which could potentially lead to further acquisitions in the future. The whole team are very pleased to have been successful in this transaction", says Andrés López and David Martín, General Managers of Axactor Spain.

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

Endret 24.10.2017 19:13 av OldNick
OldNick
19:13 24.10.2017
#19607

Axactor og Geveran har signert avtalen om å opprette et JV investerings-selskap for å kjøpe større gjeldsportefølger.

Axactor får jobben med å administrere og kreve inn utestående.

Meldingen førte ikke til noe varig løft i ettermiddag, da aksjen fortsatte å falle og havnet under 2.80 igjen.

AXA: Axactor and Geveran enter into binding agreements for the establishment of the Portfolio Investment Company

Børsmelding
24.10.2017

Oslo - Reference is made to the announcement of 14 August 2017 that Axactor AB (publ) ("Axactor") and Geveran Trading Co. Limited, a company indirectly controlled by trusts established by Mr. John Fredriksen for the benefit of his immediate family ("Geveran"), had signed a letter of intent regarding the establishment of a jointly owned portfolio investment company (the "Portfolio Investment Company"). Axactor is pleased to announce that the investment partnership agreement (the "Investment Partnership Agreement") for the establishment of the Portfolio Investment Company has now been entered into.

As previously announced, the Portfolio Investment Company will focus on larger portfolios above EUR 30 million in Capex and have a first right of refusal on such portfolios. The Portfolio Investment Company will invest in new portfolios for a period of 24 months after which the Portfolio Investment Company will continue to manage the portfolios acquired up until then. Axactor will continue to acquire commercially attractive portfolios below the EUR 30 million threshold on its own. The Portfolio Investment Company may acquire portfolios below EUR 30 million that Axactor does not acquire. The country operating subsidiaries of Axactor will enter into service agreements with the Portfolio Investment Company for the purpose of sourcing, managing and collecting on portfolios acquired and owned by the Portfolio Investment Company.

The Portfolio Investment Company will be capitalised with minimum share capital of EUR 12,000 and with additional capital in the form of deeply subordinated income sharing notes (the "Income Sharing Notes") in the total amount of EUR 60 million. Axactor and Geveran will each own 50 per cent of the share capital of the Portfolio Investment Company, and each of Axactor and a company affiliated with Geveran will invest EUR 30 million in the Income Sharing Notes. The affiliate of Geveran has also committed to provide additional financing in the form of subordinated loan notes (the "Subordinated Loan Notes") in the amount of EUR 120 million with an interest margin of 650 bps over EURIBOR. In addition, the Portfolio Investment Company has obtained commitment from a leading Nordic bank for a senior secured debt facility (the "Senior Secured Debt Facility") in the amount of EUR 120 million with a two year tenor whereof 40 million is an accordion facility. It is expected that final documentation for the Income Sharing Notes, the Subordinated Loan Notes and the Senior Secured Debt Facility will be completed in early Q4-2017.

Subject to final loan documentation, the Portfolio Investment Company will have a total investment capacity of around EUR 300 million and a highly competitive capital structure with attractive
equity returns.

Both Axactor and Geveran will be represented in the Board of Directors of the Portfolio Investment Company and will have veto rights on major decisions such as portfolio acquisitions and additional financing of the Portfolio Investment Company. Axactor will prepare and present business cases for portfolio purchases within the scope of the Portfolio Investment Company's business objective to the Board of Directors of the Portfolio Investment Company. The Investment Partnership Agreement also includes other customary provisions for this type of partnerships.

"We are very pleased to have entered into binding agreements for the establishment of the Portfolio Investment Partnership and soon be ready to make portfolio acquisitions in line with the plan that was communicated earlier. The Portfolio Investment Company alone has capacity to invest close to EUR 300 million with the total financing that has been secured at an attractive cost of capital. We see a strong pipeline of opportunities of portfolios of all sizes." says Endre Rangnes, CEO of Axactor.

DNB Markets, a part of DNB Bank ASA is acting as financial adviser and Advokatfirmaet Haavind AS is acting as legal adviser to Axactor in relation to the Portfolio Investment Company.

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
OldNick
11:52 01.11.2017
#19636

Axactor kom med sin Q3-rapport i dag morges.

Resultatene er ikke allverden, men som de påpeker, Q3 er vanligvis et stille kvartal da det er feriemåned i Europa.

Det ble dog positivt resultat - for 2'dre kvartal på rad. Vil regne med at det vil fortsette.

AXA: Axactor Q3-2017 - Continues to deliver on strategy, with rapid development and growth

Børsmelding
01.11.2017

Highlights third Quarter of 2017

- Continued positive operational performance and to grow the business.
- Signed and closed a co-investment partnership with Geveran Trading Co. Limited, with a EUR 300 million investment capacity.
- Future growth opportunities fueled by additional funding facilities from the banks, in addition to the partnership with Geveran.

- Gross Revenue of EUR 23.6 million (11.1)
- EBITDA of EUR 2.0 million (-0.8)
- Cash EBITDA at EUR 6.2 million (-0.1)
- Net result positive with EUR 0.3 million (-2.1)

Axactor continued to show positive operational performance in the third quarter of 2017, and to grow the business according to the communicated strategy through acquisitions of NPL (non-performing loan) portfolios and signing of new 3PC (third party collection) contracts. As notified in Q2, summer holiday both for our staff and debtors, and less number of available portfolios from banks and financial institutions during this period, led to lower activity.

Axactor achieved an EBITDA of EUR 2.0 million and Cash EBITDA of EUR 6.2 million in Q3. The corresponding numbers for the same period in 2016 was EUR -0.8 million and EUR -0.1 million. The operating margin was 10 % in Q3, compared to -7 % in the same quarter in 2016. The gross revenue of EUR 23.6 million was in line with the company's expectations.

The main event of the quarter was the signing of a letter of intent with Geveran Trading Co. Limited to enter in to a co-investment partnership (SPV) with a EUR 300 million investment capacity. The transaction was closed in October 2017. This was an important strategic milestone for Axactor, bringing the company to a new level, and puts Axactor in a position to compete for larger portfolios. In addition, Axactor has an exclusive service agreement for debt collection on behalf of the SPV, which will generate additional 3PC revenue for Axactor.

In conjunction with the signing of the partnership with Geveran, Axactor did a private placement directed at Geveran Trading Co. Limited and other large existing shareholders of Axactor, bringing Geveran to own 9.96 per cent of the outstanding shares in Axactor. Axactor's total investment capacity at the end of Q3 totals more than EUR 430 million and this could be further increased as we
conclude the re-financing discussion of the current RCF with our Nordic banks during Q4. The company's total financial position supports continued rapid development and growth, in line with the
communicated strategy.

Axactor's development over the last two years, and the opportunities that have emerged as a result of the partnership with Geveran, means that Axactor in record time has evolved from being a startup company to being a long-term challenger with a strong position in our markets. But the ambitions are considerably higher.

"We are pleased with the development and implementation of our strategy in Axactor's first two years, and are impressed by the organization's ability to execute initiatives to reach our growth targets. From the start in December 2015, we have developed the company to be a top 10 provider in Europe, with ambitions of significant growth over the coming years. Q3 is usually the quarter of the year with the lowest activity level in our industry, primarily because of the summer holiday and consequently less portfolios available in the market. Despite this, we maintain rapid development and growth, in line with our high ambitions", says Rangnes.

On 11 September Axactor acquired two portfolios of NPL Loans including auto financing and personal loans in Germany, with an outstanding balance of EUR 25.7m across more than 4,000 cases. In July Axactor signed a total of 4 new 3PC contracts with financial institutions in Spain and Germany for a combined estimated annual revenue of EUR 5 million. The contracts are renewable every 12 months.

The market for sales of NPL portfolios remains strong, with Spain and the Nordics currently being the most active markets. The fourth quarter has started on a strong note, with a significant ramp up of available portfolios. In October Axactor acquired an Auto Loan Portfolio in Spain from one of the major European car manufacturers, with a total outstanding balance close to EUR 100 million and more than 10.000 claims.

With a strong capital base which enables larger portfolio acquisitions, Axactor will pursue both medium- and large sized portfolios within the secured and unsecured consumer debt space. As a continuance of the secured portfolio which Axactor acquired in Spain in Q2, we are now actively seeking portfolio opportunities within the Real Estate Owned (REOs) segment. Through AxactorŽs excellent relationship with financial institutions the company has access to a large and highly attractive pipeline, particularly in Spain. The REOs segments offers significantly higher IRRs than what we currently can expect in the unsecured market and provides further diversification to our business model. International banks have both long experience and great appetite for financing such transactions due to the portfolios high cash flow generation and short payback time.


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
OldNick
11:52 01.11.2017
#19637

AXA: Q3-2017 Report (PDF)

AXA: Q3-2017 Presentation (PPT)
______

Og så har Axactor kontraktert første store portefølge i JV med Geveran Tr. også.
Det kan være en god kurs-støtte.

AXA: Axactor closed first transaction in partnership with Geveran Trading Co. Ltd.

Børsmelding
01.11.2017

Axactor has reach an agreement with one of the leading financial institutions to execute a large primary transaction in Spain. The portfolio can be split into 3 distinct segments, one is composed of unsecured NPL's with an outstanding balance of close to EUR300m across more than 11.000 cases. The second segment contains in excess of EUR94m in secured NPL's across circa 150 cases and finally the third segment contains roughly 450 Real Estate Owned assets with an Appraisal Value of around EUR40m. This combined transaction will be one of the largest portfolios acquired by Axactor and is of a similar size to the acquisition made in Sweden earlier in the year.

This agreement will allow Axactor to reinforce its position in the Spanish NPL's market and elevate its presence in the large and growing REO's market, where the existing business in Spain already has some of the competencies required to manage large volumes both on its own portfolios as well as for third party clients. The diversification is expected to offer significant opportunities given the continued trend in portfolio sales including a variety of asset classes, both when Axactor is investing on its own or as part of a co-investment, where including secured assets will make certain investments more attractive.

"The addition of this portfolio will be significant for Axactor since the composition of the portfolio will allow Axactor to increase its presence in REO's market while reinforcing Axactor position in NPLs market. This level of diversification will allow the business to maintain the focus on delivering healthy margins through access to a much broader number of opportunities coming to market over the coming years. ", says Endre Rangnes, CEO Axactor.

"The Axactor team in Spain is delighted to close this agreement, demonstrating clearly the determination of the team to develop the business across all NPL segments..", says Andrés López and David Martín, General Managers of Axactor Spain.

This transaction will be funded from existing cash and credit lines.

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
______

DNB's kommentar til AXA Q3-rapport:

Axactor - SPV hits the ground running

Initial comment
Recommendation: BUY
Price target: NOK5

Axactor reported Q3 results that were slightly below consensus expectations with a net profit of EUR0.3m, vs consensus at EUR1.3m and our estimate of EUR1.6m. The deviation was a result of somewhat weaker results on most revenue lines and slightly higher costs. However, we believe consensus 2018-2019 EPS estimate will be fairly unchanged on the back of the Q3 result, given the minor size of the miss. Axactor also announces a NPL acquisition in Spain with a purchasing price of around EUR60-70m, composed of a mix of secured, unsecured and Real Estate Owner claims, of which the majority of the NPL size will be allocated to the newly established SPV.

Mvh
DNB Markets
highlander
14:36 06.11.2017
#7608

DNB Markets har i dag kastet Axactor ut av sin ukesportefølje, men de har trolig fortsatt kjøpsanbefaling på aksjen...
OldNick
01:26 17.11.2017
#19676

Flere interessante meldinger fra Axactor de siste dagene, bl.a. et innsidekjøp.


AXA: Axactor enters a new forward flow agreement to acquire unsecured Non Performing Loan (NPL) portfolio in Norway

Børsmelding
14.11.2017

Oslo - Axactor has entered an agreement to acquire portfolios on a monthly basis from an International Financial Institution. The portfolios contain freshly terminated B2C cases, allowing Axactor to manage the cases throughout the whole collection process. The cases are all B2C claims with an annual balance of around EUR 2 mill.

The portfolio commitment will further strengthen Axactor's base in the Norwegian market. The transaction is, according to Axactor's strategy for further NPL development.

This portfolio demonstrates our ability to enter markets commonly perceived as closed to new players. Using Axactor's focus on data and analysis, we expect this to be one of many acquisitions over the coming years", says Oddgeir Hansen, Axactor COO.

With different types off strong portfolios in all existing markets, The Axactor team once again shows that they have managed to position themselves within trade in the Nordic region says Robin Knowles, Axactor EVP Portfolio.

The acquisition will be financed by Axactor's available cash and our existing credit facilities.


For further information, please contact:
Oddgeir Hansen, COO, Mail: oddgeir.hansen@axactor.com, Cell Phone: +47 9588 1106
Robin Knowles, EVP Portfolio Acquisitions, Mail: robin.knowles@axactor.com, Cell Phone: +44 7930 941 687
______

AXA: AXACTOR ENTERS INTO A BINDING AGREEMENT FOR THE ACQUISITION OF A 75% MAJORITY SHAREHOLDING IN A SPECIAL PURPOSE VEHICLE HOLDING SPANISH REO ASSETS

Børsmelding
15.11.2017

______

AXA: Axactor AB - Mandatory Notification of Trade

Børsmelding
15.11.2017

Oslo - A member of the Board of Directors of Axactor AB, Mrs. Beate Nygardshaug has on 15 November 2017 purchased 63,000 shares in the Company at an average price of 2.6700 per share. After this transaction Mrs. Nygardshaug controls 63.000 shares in the Company.
OldNick
16:18 23.11.2017
#19697

Idag har det blitt gjort 2 (3) meldepliktige handler.


Først et salg av aksjer fra vederlag for et oppkjøpt spansk selskap i 2015.


AXA: Country managers in Spain agrees to additional 12 months lock up period on their shareholdings

Børsmelding
23.11.2017

Oslo - Reference is made to the company's announcement made on October 16, 2015 regarding the acquisition of ALD Abogados S.L. in Spain, where part of the acquisition price would be settled with up to 47 million new shares (the consideration shares) issued by the company (NMG).

The sellers, Mr. David Martín Ibeas and Mr. Andrés Lópes Sánchez each subsequently received 22.902.500 consideration shares with a lock-up period of 24 months. The lock-up period has now expired and both Mr. David Martín Ibeas and Mr. Andrés Lópes Sánchez has agreed to sell 50% of their consideration shares to Geveran Trading Co. Limited and have further agreed to extend the lock-up period for the remaining 50% of their consideration shares for another 12 months.

Mr. David Martín Ibeas and Mr. Andrés Lópes Sánchez are today sharing the country manager role for Axactor Spain.

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
______

Etterfulgt av melding om at Fredriksen via Geveran Trading har kjøpt disse aksjene til kurs 2.65.

AXA: Axactor - Shareholding disclosure

Børsmelding
23.11.2017

Geveran Trading Co. Limited ("Geveran"), a company indirectly controlled by trusts established by Mr. John Fredriksen for the benefit of his immediate family, has on 23 November 2017 acquired 22,902,500 shares in Axactor AB (publ) ("Axactor") at a purchase price of NOK 2.65 per share. Following the acquisition, Geveran will own 173,902,500 shares in Axactor which will constitute 11.47% percent of the shares and votes in Axactor.

Geveran also holds 130,000,000 warrants exchangeable into 130,000,000 ordinary shares in Axactor (the "Warrants"). The Warrants entitles Geveran to subscribe Axactor shares at NOK 3.25 per share until 24 October 2019. Assuming all Warrants are exercised, Geveran would own 303,902,500 shares in Axactor constituting 20.04 % percent of the shares and votes in Axactor. The foregoing calculations are based on 1,516,488,769 outstanding shares in Axactor.
______

Det var litt ufint at kjøperen's melding (Geveran) kom før selgernes melding, som medførete at tradere kjørte aksjen opp 2.88 før de fikk den andre meldingen, sikkert noen millioner aksjer kjøpt for høyt.

Men, shit happens.

Endret 23.11.2017 16:18 av OldNick
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

[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!]
OldNick
22:25 22.03.2018
#19976

[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!]
tåka
10:40 23.03.2018
#9239

[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!]
tåka
10:40 23.03.2018
#9240

[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!]
highlander
08:18 17.04.2018
#9182

[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!]
highlander
07:37 03.05.2018
#9714

[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!]
OldNick
08:00 03.05.2018
#20085

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highlander
15:19 03.05.2018
#9777

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OldNick
15:50 03.05.2018
#20086

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OldNick
19:54 04.05.2018
#20093

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OldNick
07:26 09.05.2018
#20113

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la5yv
08:12 09.05.2018
#2125

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highlander
09:33 14.05.2018
#9965

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OldNick
21:12 18.05.2018
#20153

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