Aker Horizons

Roast me

The shares were except $AKH (+2,15%) largely bought at the end of 2021 and are held, TA I learned there and applied only to short trades....stupidity.

Part of the investment thesis has also always been that hype potential exists in the stocks.

That's why lithium recycling $AMY (+11,76%) , "green" lithium mining $VUL (+7,66%) , $ACC (+1,91%) speaks for itself, etc.

Cosmos is a bet on the crypto hype.

Jewelery are 2 watches (high 3 digits)

The call has already been sold, but since Scalable doesn't update if nothing new is bought it is still in there.

I'm still studying, returns are in the background for me while studying, learnings for afterwards are the goal; as well as >4% a year.

My complete intention and purchase times of the pile that calls itself depot can be found here:

https://app.getquin.com/activity/lfIsHTKEvm

The good news for me from Microsoft
$MSFT (+1,55%) & Aker
Carbon capture
$ACC (+1,91%) cooperation supports my theses about the Aker Horizon $AKH (+2,15%) and $ACC (+1,91%) share.

It comes you today time again some momentum in the shares, let's see how long that lasts.

$AKH (+2,15%) ⬆️ 4%

$ACC (+1,91%) ⬆️ 5%

Don't write everything off after a 40% correction unless it's trash.

🌚

Oh and ne, I still haven't written out the post on this. 😑

The explanation of my biggest position will hopefully come at the end of February.

#news
#aker

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?

Part 2 of the Aker post