SCANSHIP HOLDING WKN: A111AY ISIN: NO0010708068 Forum: Aktien Thema: Hauptdiskussion

Praktisch keine Reaktion im Kurs… markt weiter skeptisch. Immerhin bisher! Kein Abverkauf

Bestelleingang echt komisch im Q2

Umsatz gesunken, dafür EBITDA mega mega mega. Follum weiter im finalen Bereich. Liquidität autsch. Industrial deutlich verbessert, sogar leichter Gewinn (da darf der Umsatz für mich dann auch gerne mal sinken 😅), Aftersales super. Kurzum, VOW geht seinen Weg beständig weiter.

Liest sich ganz gut. Aber bei der Bude kann um 9 alles passieren

Vow Q2-26: High activity driving improved performance Oslo, 19 August 2026 – In the second quarter, Vow ASA (“Vow” or the “Group”) delivered improved operational and financial results, supported by high project activity, strong execution and continued momentum in the cruise industry. The Industrial Solutions segment made important progress in advancing the two landmark industrial projects while further developing its conventional heat treatment systems business. “I am pleased to see that our efforts to identify and implement improvement opportunities across the business have translated into improved operational performance and a return to profitability in the second quarter. The work is by no means completed as we continue to identify opportunities to strengthen our competitiveness as well as our financial performance," says CEO Gunnar Pedersen. Business continued to improve, order backlog remained solid Revenues for the quarter came in at NOK 253 million, representing an increase of NOK 25 million from the same period of 2025. Adjusted EBITDA was NOK 32 million, up from negative NOK 33 million in Q2 2025, representing an adjusted EBITDA margin of 12.8 per cent, compared with a negative margin of 14.5 per cent in the prior-year period. • Revenues in Maritime Solutions were NOK 131 million, up NOK 34 million from Q2 2025, supported by high project activity, strong execution and year-over-year effects, as revenues were impacted by catch-up effect of NOK 25 million in Q2 last year • Revenues in the Aftersales segment of NOK 63 million, up NOK 4 million from Q2 2025, supported by the growing installed base of vessels in operation and increased activity within mid-life upgrades of existing systems • Revenues in the Industrial Solutions segment were NOK 59 million, down NOK 13 million from Q2 2025, reflecting progress in the two major circular solutions projects, which are both in their final commissioning intensive phases, combined with stable revenue contribution from the heat treatment business The order backlog remained solid at NOK 1.6 billion at quarter-end, representing an increase from NOK 1.4 billion one year earlier. The order backlog provides good visibility and includes signed contracts extending to 2034. Following quarter-end, the Group secured additional orders valued at EUR 13.6 million for equipment deliveries to newbuild cruise vessels. Temporary liquidity constraint resolved Payments from one major customer, originally expected in June, were received after quarter-end. This timing shift resulted in a temporary increase in NIBD at quarter-end, impacting certain covenant ratios on 30 June. The temporary liquidity constraint was resolved in July, and Vow has obtained a formal waiver for the reporting period ending 30 June 2026. Positioned for further improvement With a strong position in the cruise market, and an increasing share of contracts with improved terms and ongoing operational improvement initiatives, the Maritime Solutions segment has a solid foundation for continued activity and margin improvement. The Aftersales segment benefits from a steady expansion of the installed base and growing demand for lifecycle services, preventive maintenance and system upgrades. In Industrial Solutions, priority remains on completing and commissioning the Follum and Rhode Island projects to demonstrate commercial scale while pursuing selected commercial opportunities, along with developing the conventional heat treatment systems, which has seen its sales pipeline expand over the past few months. Supported by a robust order backlog, strong operational execution, and continued cost discipline, Vow is well positioned to continue strengthening its operational and financial performance, while remaining a preferred partner to the cruise industry.

vielen Dank, es wird spannend

https://newsweb.oslobors.no/message/679466 Der Link für die Präsentation

In 12 Tagen werden wir es sehen

https://www.arbionindustries.com/news/deliveries-to-outokumpu?utm_source=linkedin&utm_medium=post Hat VOW asa jetzt eigentlich schon den kompletten Betrag erhalten? Bin da total blank

Also alles wie immer…

Ja, vor den Hj. Zahlen hatte ich mir da so bissle was erhofft. Kommt's, is gut. Kommt's nicht auch ok.

Gehe eher davon aus des es nächstes Monat deutlich ansteigt. Ein weiteres sinken auf 0,17€ könnte ich mir faktisch nicht erklären

So schaut's aus. Nachkaufpreise kommen leider auch nicht. Dümpelt immer so um die 0,2 Euro. Mal drunter, mal drüber. Würde auf 0,17 warten

Warten wir die nächsten Zahlen ab

Warst wieder schneller 😉

Oslo, 08 July 2026: Vow ASA (ticker OSE: VOW) and its subsidiary Scanship have received purchase orders from a major European shipyard of EUR 7.2 million for two vessels, previously mentioned as options in press release dated 26.11.2025. This order is now firm with the first equipment deliveries expected in July 2028 and January 2029. The vessels are scheduled to enter operation towards end of 2030 and end of 2031. "Through this contract, we continue our long-standing cooperation with the shipyard and the cruise line. The vessels will be fully equipped with Scanship systems, reinforcing our joint commitment to reliable and sustainable solutions," says Gunnar Pedersen, CEO of Vow ASA. With Scanship technology onboard, all wastewater on the ships will be purified according to the requirements in the Baltic Sea and Alaskan State waters, which are to date the highest standards at sea. All residue sludge from the wastewater, along with food waste and other biogenic waste from hotel operations, will undergo several processing steps such as dewatering, homogenization, drying, and finally incineration or shore delivery. The waste management system further enhances the abord circular economy, recovering valuable commodities such as glass and aluminum for landing. Scanship's integrated clean ship solutions are designed to ensure compliance with all maritime environmental requirements, reducing greenhouse gas emissions, recovering important resources from waste, and preventing pollution.