2Yr·
Opinion for $AKER
🤷‍♂🤷‍♀️ Neutral

Aker ASA

https://www.akerasa.com/en


Almost a year ago, some here discovered "Aker Carbon Capture". The largest shareholder, Aker Horizons, is still invested in a few other companies and in turn owns 76% of Aker ASA😵 Maybe you can find similar interesting companies and businesses there? Or is Aker Horizons even THE investment in renewable energies?


This is the introductory post in a series looking at the companies within Aker ASA holdings. Aker has MANY investments in several other companies and businesses. I will break down and analyze the largest and most exciting of these into individual posts.


Industrial Holdings make up 85% of Aker investments; the largest are:



Aker BP ( $AKRBP (-0.25%)
)

https://akerbp.com/en/

ownerhship: 37.1%

Oil and gas industry. Exploration and production of oil and gas offshore.


Value 2021 in NOK million: 36.329

[insert contribution here]



Aker Horizons ( $AKH (+2.15%) )

https://www.akerhorizons.com/portfolio

ownership: 76.1%

Aker Horizons is Aker's investment in renewable energy and green technologies. This includes the following companies, for example:

Aker Carbon capture/ Mainstream renewable power/ Aker offshore wind/ Supernode


Value 2021 in NOK million: 15.342

[insert post here]



Cognite

https://www.cognite.com/en/

ownership: 50.5%

Software company providing software and internet-of-things services to industrial companies.


Value in 2021 in NOK million: 6.684



Aker Solution ( $AKSO (+1.53%) )/ Aker BioMarine/ Aker Energy

Ownership: 33.3%/ 77.8%/ 50.8%

https://www.akersolutions.com/who-we-are/

https://www.akerbiomarine.com/who-we-are

https://www.akerenergy.com/who-we-are


combined value 2021 in NOK million: approx. 8,500



In addition, there are/have been investments in other companies (see chart); furthermore, the remaining share of assets (15%) is in the financial area (annual report 2021 page 10).


Market capitalization Aker ASA ( $AKER (+1.06%) ) : US $ 5.5 billion

with a profit before tax (2021) of approx. 1.2 billion US $


Assessment of this valuation comes after the individual analyses.







To read:

https://www.akerasa.com/en/investors/financial-reports-presentations

https://akerasa.ams3.cdn.digitaloceanspaces.com/interim-reports/Aker-ASA-Fourth-quarter-and-preliminary-annual-Report-2021.pdf


@KapriolenSonne
@RoronoaZoro is the view getting clearer now?


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19 Comments

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Really interesting your view and interconnections👍 I must look at the smallest detail times in peace
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Okay, so n bit check Ichs :D But still sounds like you could write n book about it haha
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Yes, now already, I also think it's good that they use $DOCN, that puts me in a positive mood 🌝 I'm curious to see what else you come up with.
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@leveragegrinding Moin, haven't quite caught it... are you still creating more posts here. It all sounds very interesting. 😬
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2Yr
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