Etter en runde med kalkulatoren etter resultatfremleggelse er det tydelig at noen har funnet fasiten på hvilken solaksje det er smart å sitte i fremover...

https://shifter.no/nyheter/naer-tredobling-for-otovo-batterier-stadig-viktigere/247399

https://finansavisen.no/nyheter/energi/2022/05/05/7860288/otovo-doblet-tapet-i-forste-kvartal?internal_source=Siste nytt

Doblet tapet overskrift hjelper vel ikke akkurat på det heller, når en slik vinkling av saken velges.

Litt under hva jeg trudde de skulle levere av vekst, så spennende å se åssen denne går i dag.

02.05.2022 11:30:00: Otovo sign Manuel Pina from Uber to lead Otovo in Portugal

Manuel Pina will join Otovo to be General Manager for Portugal. Pina will join Otovo in May after 7 years in Uber. An experienced executive, Pina has been the Head of Uber Portugal, where he has proved his ability to rapidly scale up a platform business.

— We are proud and happy to get Manuel on the team. He is an exceptionally talented manager, with a proven track record. I am highly confident in his ability to make Portugal another successful market launch, remarked Andreas Thorsheim, CEO of Otovo.

— This type of hire shows Otovo’s continuing ability to attract great talent to the mission to install solar panels and batteries in Europe’s homes. This calibre of people can choose from all of the venture backed ideas and global platforms out there, and we take pride in them reliably putting their confidence in us, Thorsheim added.

As the first in the string of six countries to be launched in the coming year, Portugal represents a great opportunity. The market is experiencing significant growth on the back of exceptional solar conditions, favourable subsidies and a very supportive regulatory environment.

Otovo expects Portugal to have similar characteristics as the Spanish market, with high propensity for leasing and batteries, both of which are favourable for Otovo. Electricity prices in Portugal are currently above 200 euros per megawatt, similar levels to Spain and Italy, where demand for solar panels has soared over the last year.

Otovo’s Portuguese office will be located in Lisbon, where Pina will lead the local team in rapidly securing installers and customers on the platform. This will build on the success Otovo has seen in the Spanish market, further strengthening Otovo’s leading position on the Iberian peninsula.

In addition to Portugal, Austria and UK will be launched this summer, followed by three yet to be announced markets in the second half of the year. Otovo will exit 2022 with a presence in 13 countries, covering approximately 90% of the European residential solar market.

https://newsweb.oslobors.no/message/560819

Veldig spent på guidingen for Q2, da det ser ut som salget er langt høyere enn tidligere guiding ;)

Vært med flere runder i Otovo nå, hadde håpet på litt mer nedgang før Q1 men dessverre så er det flere som skjønner at det kommer noe veldig bra resultater.

Og på torsdag kommer Q1🙂

Otovo inn i top pick porteføljen til Sparebank 1 Markets for mai

Ikke en eneste kommentar til dette altså?

“In Otovo we are currently installing 1.5MW of solar systems per week - in April”. We had to raise our eyebrows, as this implies way more than what we have assumed in our Q2 estimates"

"Minutes of annual general meeting and approval of merger plan

The annual general meeting of Otovo AS ("Otovo" or the "Company") was held today on 26 April 2022. All proposals on the agenda were adopted. Minutes of the meeting are attached hereto and made available on the Company's investor website (https://investor.otovo.com/.

The general meeting approved the conversion of the Company to a public limited liability company (ASA), and the corresponding bonus issue in connection with the merger. The conversion of the Company to a public limited liability company (ASA) will have effect from the date on which the conversion is registered with the Norwegian Register of Business Enterprises.

Furthermore, the general meeting approved the merger plan for the merger of Otovo (as the acquiring company) and European Distributed Energy Assets Holding AS (as the transferring company), and the corresponding share capital increase in connection with the merger. Registration of completion of the merger with the Norwegian Register of Business Enterprises is expected during June 2022"

https://newsweb.oslobors.no/message/560009

Oppdatering fra Sparebank 1 Markets idag. Her er et lite utdrag:

"OTOVO: This morning, CEO in Otovo, Andreas Thorsheim, held a presentation for “Norsk Klimastiftelse” (Norwegian Climate Foundation). During his presentation Mr. Thorsheim commented that “In Otovo we are currently installing 1.5MW of solar systems per week - in April”. We had to raise our eyebrows, as this implies way more than what we have assumed in our Q2 estimates"

Minner om kursmålet til Sparebank 1 Markets på kr 50. Det blir vell oppjustert nå?