Aker ASA

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 (+0.62%)
)

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 (+3.91%) )

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 (+0.41%) )/ 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 (+1.42%) ) : 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?

Michael@Wellenreiter

2Yr

Really interesting your view and interconnections👍 I must look at the smallest detail times in peace

•

Moritz@leveragegrinding

@Wellenreiter still it is very superficial :)

••

Zoro@RoronoaZoro

Okay, so n bit check Ichs :D But still sounds like you could write n book about it haha

@RoronoaZoro would only no one read through :/ to the 2 interesting parts I write 2 small books

@leveragegrinding That could be true, yes :D that's enough for me for now ;)

Lucrash@KapriolenCapital

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.

@KapriolenSonne me too tbh How do you know they use it?

@leveragegrinding In the 2nd report link you can see that they use their CDN, but it is certainly insignificant.

@KapriolenSonne ahso. and the bumms is good? Or how👀 really have no idea at all about it

Nicolas Professioneller Rolls Royce Großaktionär Coole Leute: @leveragegrinding, @SharkAce und @Lorena(aber die ist nen bisschen schüchtern)@getquinfuermerchverkauft

@leveragegrinding probably not, but in its depot😵

@getquinfuermerchverkauft Do you say with your French fries 🤡

@leveragegrinding for simple things like that mostly cheaper than AWS or Google Cloud. Maybe I should write to the cloud 🤔

@KapriolenSonne you should.

Kevin@VPT

@leveragegrinding Moin, haven't quite caught it... are you still creating more posts here. It all sounds very interesting. 😬

@VP yes still follows, but only at Zeit😵‍💫🙃

Deleted User

Comment was deleted

@investolli Why did you go in then?

@investolli I look at the numbers and projects more closely, if the 0assen I will also buy, certainly even larger. :) The global Clean energy should fly for it