contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


cambi-asa-key-information-relating-to-a-proposed-cash-dividend-payment

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companies

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publishers

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Cambi is a Norwegian company operating in the energy sector. The company is a developer of technological systems and processes used to break down various waste and sludge. The technology is mainly used for wastewater treatment and for handling food waste, which is later broken down into biogas. The business is operated through several production facilities around the Nordic home market.

Let’s link this biomethane industry forecast for 2030 here as well.  Cambi announced two major orders from the UK last week.  1)           tools.eurolandir.com              Cambi signs large THP contract for Ellesmere Port bioresources hub in...                              2)           tools.eurolandir.com              Cambi signs large THP contract for Blackburn bioresources hub in Lancashire, UK                              Both are in the 100-200 MNOK range, which is quite significant compared to the 1,000 MNOK order backlog reported in the Q4 results. In DNB’s analyses (to which I no longer have access), these UK orders have been predicted in relation to the UK’s five-year AMP8 transformation regarding water industry regulation. Here is an excerpt from Q4.  Projects are running smoothly, and milestones were achieved to the extent that 135 MNOK landed in the account during the quarter, which is the highest figure in my own records.    There is also a good amount of future revenue from ongoing projects in the pipeline.    Operating profit follows revenue quite steadily.

@_TeemuHinkula It looks like you’ve been keeping this thread alive practically on your own here. Let me contribute at least a little something to this thread from my part. I am still a shareholder in this “sh*t plant”, which I still find to be an interesting and competitive investment option as a company. Unfortunately, due to other commitments, I haven’t been following the company’s progress very closely. Nothing very significant has happened in the company recently either, if I’ve understood correctly. Fairly steady going, even though quarterly results for this type of company fluctuate heavily. I personally like to follow the order backlog and its development in quarterly reports, as well as the news published by the company about new projects sold. The company issues a press release whenever a larger deal is made. As I understand it, the threshold is a 15 million (NOK) deal, which triggers a press release. Yesterday, a release came out about a slightly larger project sold to Mumbai. The size of the deal is 100-200m (NOK) and it will be completed by the end of next year. This is already a fairly large deal since the company’s annual revenue is around a billion. Below is a link to the press release. NewsWeb The share price has recently been fluctuating around the 15-20 NOK range. A rise of about 10 percent following this news. I indeed still find the company interesting due to the growing market. There are risks, of course, but I believe the upside potential is also great, if the market grows at the expected double-digit rate per year and Cambi manages to maintain its position as a market leader in this small niche field. So far, the stock doesn’t seem to attract much interest from retail investors. It’s interesting to be involved at the so-called early stage, if the company grows to be even moderately large and reaches the billion-euro scale. Market cap in euros is now around 200m.

Let’s continue the monologue in this thread in case someone ever gets interested in the company. Cambi published its Q1 results a couple of weeks ago.           143588439.fs1.hubspotusercontent-eu1.net              cambi-q1-2025-report.pdf    6.06 MB                            Revenue grew only slightly from a weak year ago, and after personnel investments, this is also reflected in poor profitability.    Edit: Chart updated The company commented that the stagnation is due to delayed projects:  “On several projects, delays in workstreams outside Cambi’s scope resulted in limited or no registered progress during the period.” There are a total of 17 projects underway, and for 5 additional projects, the client’s green light is awaited. A couple of projects are on the drawing board. Four new orders were received, but they were small enough that the order backlog continued to decline. However, there is a record number of projects in the pipeline awaiting completion, so revenue should be forthcoming. (Accumulated revenue in the chart)   The share price took a hit immediately after the release but recovered quite quickly, probably as soon as investors had time to sift through the end of the report, where the revenue in the pipeline is announced. Of course, trading volume has been very low and spreads wide.    Over the last year, the share price development has been quite good, so apparently, a certain group of investors still has confidence in the company.   No new report was published by DNB, and the target price of 24 NOK announced in the earnings forecast has remained. The company commented on U.S. tariffs during the earnings call as follows: “Manufacturing continued in San Francisco, Louisville, Perth, Wellington, and Lviv. For the U.S. projects, part of the scope is manufactured locally to avoid the recently introduced tariffs.” “Project milestone delays are still deferring some revenue recognition. We do, however, expect delays in project execution in quarter 1 to end and progress to be resumed in the coming quarters of 2025. In the U.S., the introduction of tariffs in April has created additional uncertainty. The latest announcement has waived steel tariffs while keeping a 10% tariff for U.K. origin. Cambi’s main concern was related to the steel tariffs, which affected 3 ongoing U.S. projects with shipments scheduled from the U.K. in the near future. It is important to mention that all ongoing U.S. contracts exclude tariffs from the base price and cost recovery mechanisms are available. However, there are risks tied to approval processes and the timing of milestone payments. Parts of our U.S. projects will be produced in the U.S. and thereby avoiding tariffs.” "The trade agreement between the U.S. and the U.K., recently announced, reduces the uncertainty regarding tariffs for projects in the U.S. "

Cambi, in its traditional manner, published its earnings report the evening before the announced date, after the stock market closed.                   newsweb.oslobors.no              NewsWeb                              No cheers, at least not regarding the order backlog: "Key highlights Q4 2024 (Q4 2023):  Operating income: 234 (294) EBITDA: 39 (59) Order intake: 143 (46) Order backlog: 1,232 (1,542)  Key highlights FY 2024 (FY 2023):  Operating income: 1,033 (977) EBITDA: 226 (249) Order intake: 724 (1,453)  "  Slightly below DNB’s forecasts.   CMP4_253470.pdf (378.3 KB)   The decrease in the order backlog is starting to show in revenue. However, a couple of orders had come in earlier this year. One from a new market in India and another from an old one in Spain. On the Solution side, some project in England had gone wrong, causing costs and partly contributing to the decline in profitability.

Thanks @Contrafun for digging up the information.  I had missed that DNB had already significantly raised the target price to NOK 23 in December. The justifications were:  "In our view, AMP8 (2025–2030 water utility investment  cycle in England and Wales) could trigger a sharp uptick  in activity for Cambi (which covers 50% of the UK  market), with: 1) Ofwat proposing a 73% increase in  spending; and 2) a higher focus on emissions reductions  and biosolids handling." "Given a typical lead time of ~18 months between the start of  an AMP and capex being deployed, we do not expect any material revenues from AMP8  for Cambi until 2026–2027." https://www.dnb.no/seg-fundamental/fundamentalweb/inst/GetReport.aspx?file=CMP4_248952.pdf&uid=&auth=&pwd=&popup=n This seems like a nice stock to hold.

No news related to Cambi seems to be available for the past week. One factor in Cambi’s stock is the share purchases by the Norwegian investment company of E. Stenshagen (Stenshagen Invest AS). The investment company bought almost 3 million Cambi shares last year. With these purchases, Stenshagen’s investment company rose to 4th place on Cambi’s list of largest shareholders last year. → https://www.investors.cambi.com/share#largest-shareholders  According to tables from Finansavisen newspaper, Stenshagen Invest bought an additional 800,000 shares in January, as shown on the January shareholder list. Now in February, an additional 500,000 shares have been purchased, meaning the ownership has now risen to over 4.2 million shares, representing a 2.65% ownership stake.  Purchases on Jan 23 and Feb 5.

Something is going on. The results will be published on March 4th, meaning probably traditionally on March 3rd after the stock market closes.

Cambi

The Board of Directors of Cambi ASA proposes the following cash dividend payment for the financial year 2025: - Dividend amount: 0.30 - Declared currency: NOK - Last day including right: 8 May...

<pre>The Board of Directors of Cambi ASA proposes the following cash dividend payment for the financial year 2025: - Dividend amount: 0.30 - Declared currency: NOK - Last day including right: 8 May 2026 - Ex-date: 11 May 2026 - Record date: 12 May 2026 - Payment date: on or about 20 May 2026 - Date of approval: 7 May 2026 at the annual general meeting This information is published in accordance with Cambi ASA's continuing obligations as a listed company under section 5-12 of the Norwegian Securities Trading Act. For more information, please contact: - Per Olav Collin, Acting CFO, per.olav.collin@cambi.com, +47 986 48 572 - Dragos Talvescu, Senior Corporate Relations Manager, dragos.talvescu@cambi.com, +47 907 99 522 About Cambi Cambi is a global supplier of biogas technology and solutions for wastewater treatment plants and anaerobic digestion facilities. Since 1992, Cambi has maintained market leadership through continuous innovation and a robust portfolio of proven and patented technologies. With strong project delivery and customer support capabilities, the company has delivered more than 100 well-performing installations in 28 countries on six continents. Cambi's thermal hydrolysis process increases renewable energy output, improves dewatering, reduces operating costs, and minimises greenhouse gas emissions. The technology is suitable for both new and existing anaerobic digestion sites and compatible with all biosolids outlets, including land application and downstream thermal processes such as drying, pyrolysis and incineration. Thermal hydrolysis is robust to regulatory changes and supports compliance with legal requirements for biosolids and waste treatment. Cambi is listed on Euronext Growth Oslo, a multilateral trading facility in Euronext, Europe's largest stock exchange platform. Find out more at cambi.com. </pre>