View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBeerenberg 将来の成長Future 基準チェック /36Beerenberg利益と収益がそれぞれ年間18.8%と6.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.2% 18.8%なると予測されています。主要情報18.8%収益成長率18.79%EPS成長率Energy Services 収益成長12.3%収益成長率6.8%将来の株主資本利益率18.16%アナリストカバレッジLow最終更新日16 Aug 2024今後の成長に関する最新情報Major Estimate Revision • May 22Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from kr2.69b to kr2.78b. EPS estimate increased from kr3.93 to kr4.54 per share. Net income forecast to grow 229% next year vs 81% growth forecast for Energy Services industry in Norway. Consensus price target of kr35.00 unchanged from last update. Share price was steady at kr28.80 over the past week.すべての更新を表示Recent updatesNew Risk • Aug 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Norwegian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Dividend is not well covered by cash flows (395% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (kr992.6m market cap, or US$94.4m).Reported Earnings • Aug 22Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr802.0m (up 30% from 2Q 2023). Net income: kr43.0m (up 169% from 2Q 2023). Profit margin: 5.4% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in Norway.お知らせ • Aug 22Altrad Investment Authority S.A.S. made an unregulated voluntary cash offer to acquire remaining 75.3% stake in Beerenberg AS (OB:BBERG) from Camar and others for approximately NOK 770 million.Altrad Investment Authority S.A.S. made an unregulated voluntary cash offer to acquire remaining 75.3% stake in Beerenberg AS (OB:BBERG) from Camar and others for approximately NOK 770 million on August 21, 2024. Pursuant to the Offer, the shareholders of the Company will be offered NOK 41.5 per Share, to be settled in cash upon completion of the Offer. The acceptance period for the Offer (the "Offer Period") is expected to commence no later than 16 September 2024 and continue for a period of no less than 4 weeks, subject to any extensions up to a total Offer Period of 10 weeks. As part of the Transaction Agreement, the Board of Beerenberg has, subject to customary conditions, undertaken to only amend, qualify or withdraw its recommendation of the Offer if a competing offer is made for at least 50% of the outstanding Shares, and the Board of the Company, acting in good faith and after consulting with its financial advisors and outside legal counsel, taking into account all financial, regulatory and other relevant terms and conditions of such proposal into account, considers it to be more favourable to the shareholders of Beerenberg than the Offer, and the Offeror has not matched the superior offer within five business days. The conditions for closing of the Offer have been satisfied or waived by the Offeror, unless such date has been extended by the Offeror to a later date (not to exceed 2 May 2025) based on the principles to be set out in the offer document or otherwise agreed between the Offeror and the Company (in which event such later date will apply). In such event, the Offer Price shall be increased by an amount equal to 4% p.a. interest rate calculated from and including the Drop-dead Date until the date immediately preceding the date of completion of the Offer. Following completion of the Offer, and subject to the Offeror reaching a 90% shareholding in Beerenberg, the Offeror intends to carry out a compulsory acquisition (squeeze-out) of remaining Shares not held by the Offeror and delist Beerenberg from Euronext Growth Oslo. The Offer will be conditional upon the following conditions for completion, each of which may be waived, in whole or in part, by the Offeror: 1. the Offeror shall receive acceptances of the Offer which will lead to the Offeror holding at least 90% of the shares in the Company on a fully diluted basis; 2. relevant regulatory approvals, permits, consents and clearances have been obtained and any applicable waiting periods have expired or lapsed, including from the Norwegian Competition Authority under applicable merger control rules as well as clearance under merger control rules in any other relevant jurisdictions and any other regulatory approvals, e.g. under rules concerning foreign direct investments or foreign subsidies, all as deemed required by the Offeror to close the Offer, without conditions and otherwise to the satisfaction of the Offeror; 3. the issuance of a unanimous recommendation of the Offer by the Board in agreed form which shall not have been amended, modified or withdrawn without the Offeror's written consent; 4. the Company shall in all material respects have conducted its business in the ordinary course between the date of the Transaction Agreement (as defined below) and until settlement of the Offer, except as provided for under the Transaction Agreement, and Beerenberg shall not have entered into any agreement for, or carried out any transaction that constitutes or may constitute a competing offer from third parties; 5. no court or other governmental, regulatory authority of competent jurisdiction or other third party shall have taken or threatened to take any legal action in relation to the Offer or the closing thereof. The Board of Directors of Beerenberg (the "Board") has unanimously decided to recommend the shareholders of the Company to accept the Offer and other customary closing conditions. The Offer will not contain any conditions as to financing or due diligence. The transaction is expected to close in the end of 2024. BNP Paribas is acting as exclusive financial advisor and Advokatfirmaet Wiersholm AS is acting as legal advisor to Altrad. SpareBank 1 Markets AS is acting as financial advisor and provided fairness opinion as well and Wikborg Rein Advokatfirma AS is acting as legal advisor to Beerenberg.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr38.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Energy Services industry in Norway.分析記事 • Jul 16Is Beerenberg (OB:BBERG) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr30.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Energy Services industry in Norway.Major Estimate Revision • May 22Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from kr2.69b to kr2.78b. EPS estimate increased from kr3.93 to kr4.54 per share. Net income forecast to grow 229% next year vs 81% growth forecast for Energy Services industry in Norway. Consensus price target of kr35.00 unchanged from last update. Share price was steady at kr28.80 over the past week.New Risk • May 16New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (245% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (kr717.4m market cap, or US$67.1m).分析記事 • May 03Beerenberg's (OB:BBERG) Soft Earnings Are Actually Better Than They AppearShareholders appeared unconcerned with Beerenberg AS' ( OB:BBERG ) lackluster earnings report last week. We did some...Reported Earnings • Apr 28Full year 2023 earnings releasedFull year 2023 results: EPS: kr0.69. Revenue: kr2.34b (up 5.5% from FY 2022). Net income: kr17.1m (down 14% from FY 2022). Profit margin: 0.7% (down from 0.9% in FY 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Energy Services industry in Norway.分析記事 • Mar 31These 4 Measures Indicate That Beerenberg (OB:BBERG) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 23Full year 2023 earnings releasedFull year 2023 results: EPS: kr0.70. Revenue: kr2.34b (up 5.5% from FY 2022). Net income: kr17.1m (down 14% from FY 2022). Profit margin: 0.7% (down from 0.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Energy Services industry in Norway.お知らせ • Jan 28Beerenberg AS, Annual General Meeting, May 30, 2024Beerenberg AS, Annual General Meeting, May 30, 2024.お知らせ • Dec 23Beerenberg AS to Report Q4, 2023 Results on Feb 22, 2024Beerenberg AS announced that they will report Q4, 2023 results on Feb 22, 2024お知らせ • Dec 22+ 4 more updatesBeerenberg AS to Report Q4, 2024 Results on Feb 21, 2025Beerenberg AS announced that they will report Q4, 2024 results on Feb 21, 2025Reported Earnings • Nov 24Third quarter 2023 earnings releasedThird quarter 2023 results: kr0.76 loss per share. Revenue: kr578.9m (up 7.0% from 3Q 2022). Net loss: kr8.10m (down 235% from profit in 3Q 2022).Board Change • Oct 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Chairman of the Board Geir Aarstad was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測OB:BBERG - アナリストの将来予測と過去の財務データ ( )NOK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20263,296171179N/A112/31/20253,223163170N/A112/31/20242,89813094N/A19/30/20242,85610876167N/A6/30/20242,634641184N/A3/31/20242,44637109169N/A12/31/20232,34317189245N/A9/30/20232,29815202251N/A6/30/20232,26029278323N/A3/31/20232,21029110150N/A12/31/20222,2222082119N/A9/30/20222,26538-288N/A6/30/20222,286491958N/A3/31/20222,239531655N/A12/31/20212,1285867109N/A9/30/20212,002425086N/A6/30/20211,88155-720N/A3/31/20211,65339118143N/A12/31/20201,697477088N/A9/30/20201,80454228244N/A6/30/20202,00248206239N/A3/31/20202,246574390N/A12/31/20192,2094573126N/A9/30/20192,05218-554N/A6/30/20191,822-8-3615N/A3/31/20191,640-27-349N/A12/31/20181,519-311252N/A9/30/20181,4402-47-16N/A6/30/20181,50242N/A-6N/A3/31/20181,66172N/A82N/A12/31/20171,85278N/A87N/A9/30/20172,07885N/A261N/A6/30/20172,150-73N/A260N/A3/31/20172,163-79N/A191N/A12/31/20162,080-74N/A110N/A12/31/20152,36388N/A206N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BBERGの予測収益成長率 (年間18.8% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: BBERGの収益 ( 18.8% ) はNorwegian市場 ( 10% ) よりも速いペースで成長すると予測されています。高成長収益: BBERGの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: BBERGの収益 ( 6.8% ) Norwegian市場 ( 2.4% ) よりも速いペースで成長すると予測されています。高い収益成長: BBERGの収益 ( 6.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BBERGの 自己資本利益率 は、3年後には低くなると予測されています ( 18.2 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/11/26 09:55終値2024/11/26 00:00収益2024/09/30年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Beerenberg AS 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Bård RosefPareto Securities
Major Estimate Revision • May 22Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from kr2.69b to kr2.78b. EPS estimate increased from kr3.93 to kr4.54 per share. Net income forecast to grow 229% next year vs 81% growth forecast for Energy Services industry in Norway. Consensus price target of kr35.00 unchanged from last update. Share price was steady at kr28.80 over the past week.
New Risk • Aug 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Norwegian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Dividend is not well covered by cash flows (395% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (kr992.6m market cap, or US$94.4m).
Reported Earnings • Aug 22Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr802.0m (up 30% from 2Q 2023). Net income: kr43.0m (up 169% from 2Q 2023). Profit margin: 5.4% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in Norway.
お知らせ • Aug 22Altrad Investment Authority S.A.S. made an unregulated voluntary cash offer to acquire remaining 75.3% stake in Beerenberg AS (OB:BBERG) from Camar and others for approximately NOK 770 million.Altrad Investment Authority S.A.S. made an unregulated voluntary cash offer to acquire remaining 75.3% stake in Beerenberg AS (OB:BBERG) from Camar and others for approximately NOK 770 million on August 21, 2024. Pursuant to the Offer, the shareholders of the Company will be offered NOK 41.5 per Share, to be settled in cash upon completion of the Offer. The acceptance period for the Offer (the "Offer Period") is expected to commence no later than 16 September 2024 and continue for a period of no less than 4 weeks, subject to any extensions up to a total Offer Period of 10 weeks. As part of the Transaction Agreement, the Board of Beerenberg has, subject to customary conditions, undertaken to only amend, qualify or withdraw its recommendation of the Offer if a competing offer is made for at least 50% of the outstanding Shares, and the Board of the Company, acting in good faith and after consulting with its financial advisors and outside legal counsel, taking into account all financial, regulatory and other relevant terms and conditions of such proposal into account, considers it to be more favourable to the shareholders of Beerenberg than the Offer, and the Offeror has not matched the superior offer within five business days. The conditions for closing of the Offer have been satisfied or waived by the Offeror, unless such date has been extended by the Offeror to a later date (not to exceed 2 May 2025) based on the principles to be set out in the offer document or otherwise agreed between the Offeror and the Company (in which event such later date will apply). In such event, the Offer Price shall be increased by an amount equal to 4% p.a. interest rate calculated from and including the Drop-dead Date until the date immediately preceding the date of completion of the Offer. Following completion of the Offer, and subject to the Offeror reaching a 90% shareholding in Beerenberg, the Offeror intends to carry out a compulsory acquisition (squeeze-out) of remaining Shares not held by the Offeror and delist Beerenberg from Euronext Growth Oslo. The Offer will be conditional upon the following conditions for completion, each of which may be waived, in whole or in part, by the Offeror: 1. the Offeror shall receive acceptances of the Offer which will lead to the Offeror holding at least 90% of the shares in the Company on a fully diluted basis; 2. relevant regulatory approvals, permits, consents and clearances have been obtained and any applicable waiting periods have expired or lapsed, including from the Norwegian Competition Authority under applicable merger control rules as well as clearance under merger control rules in any other relevant jurisdictions and any other regulatory approvals, e.g. under rules concerning foreign direct investments or foreign subsidies, all as deemed required by the Offeror to close the Offer, without conditions and otherwise to the satisfaction of the Offeror; 3. the issuance of a unanimous recommendation of the Offer by the Board in agreed form which shall not have been amended, modified or withdrawn without the Offeror's written consent; 4. the Company shall in all material respects have conducted its business in the ordinary course between the date of the Transaction Agreement (as defined below) and until settlement of the Offer, except as provided for under the Transaction Agreement, and Beerenberg shall not have entered into any agreement for, or carried out any transaction that constitutes or may constitute a competing offer from third parties; 5. no court or other governmental, regulatory authority of competent jurisdiction or other third party shall have taken or threatened to take any legal action in relation to the Offer or the closing thereof. The Board of Directors of Beerenberg (the "Board") has unanimously decided to recommend the shareholders of the Company to accept the Offer and other customary closing conditions. The Offer will not contain any conditions as to financing or due diligence. The transaction is expected to close in the end of 2024. BNP Paribas is acting as exclusive financial advisor and Advokatfirmaet Wiersholm AS is acting as legal advisor to Altrad. SpareBank 1 Markets AS is acting as financial advisor and provided fairness opinion as well and Wikborg Rein Advokatfirma AS is acting as legal advisor to Beerenberg.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr38.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Energy Services industry in Norway.
分析記事 • Jul 16Is Beerenberg (OB:BBERG) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr30.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Energy Services industry in Norway.
Major Estimate Revision • May 22Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from kr2.69b to kr2.78b. EPS estimate increased from kr3.93 to kr4.54 per share. Net income forecast to grow 229% next year vs 81% growth forecast for Energy Services industry in Norway. Consensus price target of kr35.00 unchanged from last update. Share price was steady at kr28.80 over the past week.
New Risk • May 16New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Dividend is not well covered by earnings (245% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (kr717.4m market cap, or US$67.1m).
分析記事 • May 03Beerenberg's (OB:BBERG) Soft Earnings Are Actually Better Than They AppearShareholders appeared unconcerned with Beerenberg AS' ( OB:BBERG ) lackluster earnings report last week. We did some...
Reported Earnings • Apr 28Full year 2023 earnings releasedFull year 2023 results: EPS: kr0.69. Revenue: kr2.34b (up 5.5% from FY 2022). Net income: kr17.1m (down 14% from FY 2022). Profit margin: 0.7% (down from 0.9% in FY 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Energy Services industry in Norway.
分析記事 • Mar 31These 4 Measures Indicate That Beerenberg (OB:BBERG) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 23Full year 2023 earnings releasedFull year 2023 results: EPS: kr0.70. Revenue: kr2.34b (up 5.5% from FY 2022). Net income: kr17.1m (down 14% from FY 2022). Profit margin: 0.7% (down from 0.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Energy Services industry in Norway.
お知らせ • Jan 28Beerenberg AS, Annual General Meeting, May 30, 2024Beerenberg AS, Annual General Meeting, May 30, 2024.
お知らせ • Dec 23Beerenberg AS to Report Q4, 2023 Results on Feb 22, 2024Beerenberg AS announced that they will report Q4, 2023 results on Feb 22, 2024
お知らせ • Dec 22+ 4 more updatesBeerenberg AS to Report Q4, 2024 Results on Feb 21, 2025Beerenberg AS announced that they will report Q4, 2024 results on Feb 21, 2025
Reported Earnings • Nov 24Third quarter 2023 earnings releasedThird quarter 2023 results: kr0.76 loss per share. Revenue: kr578.9m (up 7.0% from 3Q 2022). Net loss: kr8.10m (down 235% from profit in 3Q 2022).
Board Change • Oct 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Chairman of the Board Geir Aarstad was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.