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$VOW.OL new contract
Vow subsidiary C.H. Evensen has been awarded a contract to supply a rotation moulding furnace to a leading manufacturer of polyethylene boats valued NOK 16.5 million. Delivery is scheduled for 2nd quarter 2023.

If you haven‘t heard yet of Vow Asa here is my write up:

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Leon's avatar
$10.6m follower assets
Vow Asa plastics-to-olefins
$VOW.OL Vow's pyrolysis technology is part of a Horizon Europe programme, aimed at qualifying plastic waste as a circular carbon feedstock.
The project has a total budget oder EUR 33m of which EUR 18m is funded by the EU.
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Leon's avatar
$10.6m follower assets
Portfolio ende of May '22
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+wikifolio „Zukunftsbranchen“
Leon's avatar
$10.6m follower assets
$VOW.OL has entered into an agreement with an undisclosed North American renewable energy company to deliver a complete biocarbon production system within the US valued at USD 27m - the largest single landbased contract in Vow‘s history.
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Leon's avatar
$10.6m follower assets
$VOW.OL Q1 results
▫️Revenue +97%
*Cruise +25%
*Aftersales +180%
*Landbased +350%
▫️EBITDA +131%
*Margin of 12.9% (vs. 11%)
▫️Order Backlog +32%
▫️Cruise industry is returning to normal
▫️Pyrolysis emerging as preferred solution for renewable gas

Leon's avatar
$10.6m follower assets
$VOW.OL new contract
Vow ASA (“Vow”) subsidiary C.H. Evensen Industriovner (“C.H. Evensen”) has secured a contract to deliver a preheating furnace to an undisclosed aluminium producer. The contract is valued at almost EUR 1.3 million.
C.H. Evensen develops, designs, and produces industrial furnaces and equipment for a variety of heat treatment processes and applications. For one of the world’s leading aluminium producers, the company will deliver an electric furnace for preheating of aluminium ingots. Delivery is scheduled for Q1 2023.
“We are thrilled to supply one of the world’s leading aluminium producers with a state-of-the-art furnace. As C.H. Evensen’s technology is energy efficient, our solution is attractive from an environmental point of view. This contract demonstrates our attractiveness within industrial heat treatment,” said Henrik Wulff, managing director of C.H. Evensen.
“This is the second contract of significant size announced in just a couple of weeks, underlining the strong position C.H. Evensen has within industrial processes that demand very high temperatures. Increasing our customer base, this contract demonstrates the strong position the company has among large industrial players in power-intensive industries, who all are looking to lower their emissions,” said Henrik Badin, CEO of Vow ASA.
In addition to heat treatment furnaces and ovens, C.H. Evensen’s product range for industries to lower emissions and improve operational efficiencies comprises hot-dip galvanising solutions and pyrolysis. Lately, the company has also developed solutions within a growing market for battery production and recycling.
C.H. Evensen is contributing significantly to Vow’s ‘green technology offering’, which is expected to expand significantly in the coming years, as players across a wide range of industry verticals continue to reduce their dependence of fossil fuels and fossil carbon.
The Norwegian heat! Thanks for sharing this insight. Are you going to be buying a holding in Vow? What are the odds of these contracts continuing for them?
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Leon's avatar
$10.6m follower assets
VOW ASA - The solution for Europe's energy problems? $VOW.OL
#2 of my substack Under-Followed-Stocks is about VOW ASA:

Investment summary:

  • clean-tech company with world leading technologies to eliminate pollution, enhance circular economy and mitigate climate change

  • patented unique solutions that turn waste & biomass into CO2 neutral energy like synthetic gas

  • #1 market leader within cruise waste handling systems

  • beneficiary of decarbonization & “revenge travelling” trends

  • Management with skin in the game

  • Revenues expected to nearly double in 2022 & NTM EV/EBIT of 23x

You can read the full write-up here:

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