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  • #608

    Tommy Kristiansen

    Keymaster

    10 pages long 馃榾

    Author: Henrik_L

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    #827

    Henrik_L

    Member

    Vistin presented Q4 last week, 19th of Feb. Here are some key takeaways from the report and earnings call:

    路聽 聽 聽 聽Q4 revenue increase to MNOK 64,4 (12,7% y-o-y) driven by product mix and favorable fx

    路聽聽聽聽聽聽 Gross margin of 78% in Q4 (67-68% in the last four Q) positively affected by inventory revaluation of MNOK 2,5

    路聽聽聽聽聽聽 In Sept/Oct a new 2nd reactor was successfully installed, and new capacity is approx. 3.800MT

    路聽聽聽聽聽聽 Cash balance of MNOK 77 and no interest bearing-debt

    – Approx. MNOK 35 of 100 for MEP is paid

    路聽聽聽聽聽聽 Dividend proposal of NOK 0,5 / share for 2020

    路聽聽聽聽聽聽 Production has been sold out in 2020 and also for 2021

    路聽聽聽聽聽聽 Planned production stop in Q1 2022 due to installation of new production line

    路聽聽聽聽聽聽 Expect approx. 5000MT of production in 2022 before reaching new capacity of 7000MT for the full year of 2023

    – 2020: 3360

    – 2021E: 3800 (+13% y-o-y)

    – 2022E: 5000 (+32%)

    – 2023E: 7000 (+40%)

    路聽聽聽聽聽聽 CEO confirms that there is possible to increase production further > 7000MT, by installing a new reactor on the new production line (like they did on the existing prod. line in Q4)

    路聽聽聽聽聽聽 On the possibility of production of other products the CEO says 鈥渢ime will show鈥

     

    Vistin delivered yet another solid quarter and unexpectedly proposed a dividend of NOK 0,5. Most important, they are delivering according to previously communicated timeline.

     

    Vistin – quarterly volumes and estimates FY 2021-23 (in MT)

    • This reply was modified 7 months ago by Henrik_L.
    • This reply was modified 7 months ago by Henrik_L.
    • This reply was modified 7 months ago by Henrik_L.

    #826

    Henrik_L

    Member

    Vistin presented Q4 last week, 19th of Feb. Here are some key takeaways from the report and earnings call:

    路聽 聽 聽 聽Q4 revenue increase to MNOK 64,4 (12,7% y-o-y) driven by product mix and favorable fx

    路聽聽聽聽聽聽 Gross margin of 78% in Q4 (67-68% in the last four Q) positively affected by inventory revaluation of MNOK 2,5

    路聽聽聽聽聽聽 In Sept/Oct a new 2nd reactor was successfully installed, and new capacity is approx. 3.800MT

    路聽聽聽聽聽聽 Cash balance of MNOK 77 and no interest bearing-debt

    – Approx. MNOK 35 of 100 for MEP is paid

    路聽聽聽聽聽聽 Dividend proposal of NOK 0,5 / share for 2020

    路聽聽聽聽聽聽 Production has been sold out in 2020 and also for 2021

    路聽聽聽聽聽聽 Planned production stop in Q1 2022 due to installation of new production line

    路聽聽聽聽聽聽 Expect approx. 5000MT of production in 2022 before reaching new capacity of 7000MT for the full year of 2023

    – 2020: 3360

    – 2021E: 3800 (+13% y-o-y)

    – 2022E: 5000 (+32%)

    – 2023E: 7000 (+40%)

    路聽聽聽聽聽聽 CEO confirms that there is possible to increase production further > 7000MT, by installing a new reactor on the new production line (like they did on the existing prod. line in Q4)

    路聽聽聽聽聽聽 On the possibility of production of other products the CEO says 鈥渢ime will show鈥

     

    Vistin delivered yet another solid quarter and unexpectedly proposed a dividend of NOK 0,5. Most important, they are delivering according to previously communicated timeline.

     

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