Hexagon er en af mine favoritcases. Omtalte den i går i Millionærklubben. Her er et spændende nyt indlæg sakset fra Seeking alpha.
Disclaimer: Jeg har selv aktien.
"NGV Investor
Oil & gas, small-cap, long-term horizon
Follow (152 followers)
A Near-Term Surge In Orders Is Likely For Hexagon Composites
Oct. 17, 2014 10:17 AM ET ' About: Hexagon Composites ASA (HXGCF)
Disclosure: The author is long HXGCF.
Summary
NG Advantage securing funding from Clean Energy is likely to result in significant near-term demand for Hexagon Composites' TITAN products.
Hexagon Composites holds a unique competitive position with its TITAN offering, and exceptional growth in the North American CNG distribution market indicates record revenues from TITAN products going forward.
Hexagon Composites' share price has been hammered recently, and now is a good buying opportunity.
On October 15, Clean Energy Fuels (NASDAQ:CLNE) announced that the company has acquired a controlling interest in NG Advantage.
You might wonder why this is relevant to Hexagon Composites (OTC:HXGCF)? Well, NG Advantage is one of Hexagon's largest customers, and according to this recent article, operates more than 30 of Hexagon's TITAN tube trailers. With an immediate $19 million cash infusion from CLNE, and roughly the same amount due in 1H 2015, NG Advantage is going to be cashed-up, and is looking to expand rapidly into new markets where it will take advantage of CLNE's existing CNG station infrastructure.
For Hexagon Composites' Gas Distribution Products, "GDP", division, this is likely going to mean a near-term surge in orders for its TITAN product range. As already mentioned, NG Advantage currently operates more than 30 such trailers, and it will need a lot more $400,000 TITAN trailers from Hexagon Composites if the number of customers continues to increase.
Xpress Natural Gas "XNG" is another company that operates "virtual pipelines" in the New England area, and it also operates a large fleet of TITAN trailers. In this recent article, you can read about XNG securing more customers, and here you can read that it has recently secured a permit to construct its compressor station to enable it to fill its fleet of trailers. Construction for this station is now well under way, and the station should be operational sometime in Q1 2015. The trend is very clear; XNG is expanding rapidly, which again means that a lot more TITAN trailers are needed.
Hexagon is Expanding TITAN Production Capacity
As part of the Q2 presentation, Hexagon Composites announced that its TITAN capacity is being expanded, and that a second winder would be commissioned during Q3 2014. This will double Hexagon's TITAN tank capacity, and we now understand why, as it is facing exceptional demand for its TITAN products.
In 2013, the GDP division generated sales of approx. NOK 370 million. GDP sales during 1H 2014 were NOK 200 million, and sales for 2H 2014 are expected to be strong, so let's assume total GDP sales for 2014 of approx. NOK 450 million. For 2015, I think the GDP division will blow this number out of the water, and if the current trend continues, we could see GDP sales in the NOK 600-700 million range.
My estimates for Hexagon Lincoln's revenue for 2015 and 2016 do not reflect such strong growth in the GDP segment. I think the same can be said for the analyst community. I will wait until after Q3 has been released, but future estimates for Hexagon's earnings will have to be revised quite considerably, based on this strong growth in the GDP segment.
Summary
The Hexagon Composites stock has been bombed to bits in the past 4-6 weeks, and is now trading at levels that I did not think we would ever see again. For people like me, this offers a great buying opportunity, and the recent announcements and articles highlighted above only reinforce my conviction that Warren Buffett's quote has never been more true; now is the time to be greedy and capitalize on people not fully appreciating Hexagon Composites' unique position in an industry that is growing exponentially.
Editor's Note: This article discusses one or more securities that do not trade on a major exchange. Please be aware of the risks associated with these stocks.
This article was sent to 349 people"
Disclaimer: Jeg har selv aktien.
"NGV Investor
Oil & gas, small-cap, long-term horizon
Follow (152 followers)
A Near-Term Surge In Orders Is Likely For Hexagon Composites
Oct. 17, 2014 10:17 AM ET ' About: Hexagon Composites ASA (HXGCF)
Disclosure: The author is long HXGCF.
Summary
NG Advantage securing funding from Clean Energy is likely to result in significant near-term demand for Hexagon Composites' TITAN products.
Hexagon Composites holds a unique competitive position with its TITAN offering, and exceptional growth in the North American CNG distribution market indicates record revenues from TITAN products going forward.
Hexagon Composites' share price has been hammered recently, and now is a good buying opportunity.
On October 15, Clean Energy Fuels (NASDAQ:CLNE) announced that the company has acquired a controlling interest in NG Advantage.
You might wonder why this is relevant to Hexagon Composites (OTC:HXGCF)? Well, NG Advantage is one of Hexagon's largest customers, and according to this recent article, operates more than 30 of Hexagon's TITAN tube trailers. With an immediate $19 million cash infusion from CLNE, and roughly the same amount due in 1H 2015, NG Advantage is going to be cashed-up, and is looking to expand rapidly into new markets where it will take advantage of CLNE's existing CNG station infrastructure.
For Hexagon Composites' Gas Distribution Products, "GDP", division, this is likely going to mean a near-term surge in orders for its TITAN product range. As already mentioned, NG Advantage currently operates more than 30 such trailers, and it will need a lot more $400,000 TITAN trailers from Hexagon Composites if the number of customers continues to increase.
Xpress Natural Gas "XNG" is another company that operates "virtual pipelines" in the New England area, and it also operates a large fleet of TITAN trailers. In this recent article, you can read about XNG securing more customers, and here you can read that it has recently secured a permit to construct its compressor station to enable it to fill its fleet of trailers. Construction for this station is now well under way, and the station should be operational sometime in Q1 2015. The trend is very clear; XNG is expanding rapidly, which again means that a lot more TITAN trailers are needed.
Hexagon is Expanding TITAN Production Capacity
As part of the Q2 presentation, Hexagon Composites announced that its TITAN capacity is being expanded, and that a second winder would be commissioned during Q3 2014. This will double Hexagon's TITAN tank capacity, and we now understand why, as it is facing exceptional demand for its TITAN products.
In 2013, the GDP division generated sales of approx. NOK 370 million. GDP sales during 1H 2014 were NOK 200 million, and sales for 2H 2014 are expected to be strong, so let's assume total GDP sales for 2014 of approx. NOK 450 million. For 2015, I think the GDP division will blow this number out of the water, and if the current trend continues, we could see GDP sales in the NOK 600-700 million range.
My estimates for Hexagon Lincoln's revenue for 2015 and 2016 do not reflect such strong growth in the GDP segment. I think the same can be said for the analyst community. I will wait until after Q3 has been released, but future estimates for Hexagon's earnings will have to be revised quite considerably, based on this strong growth in the GDP segment.
Summary
The Hexagon Composites stock has been bombed to bits in the past 4-6 weeks, and is now trading at levels that I did not think we would ever see again. For people like me, this offers a great buying opportunity, and the recent announcements and articles highlighted above only reinforce my conviction that Warren Buffett's quote has never been more true; now is the time to be greedy and capitalize on people not fully appreciating Hexagon Composites' unique position in an industry that is growing exponentially.
Editor's Note: This article discusses one or more securities that do not trade on a major exchange. Please be aware of the risks associated with these stocks.
This article was sent to 349 people"
19/10 2014 12:01 Helge Larsen/PI-redaktør 0
69959 Mæglerne opjusterer HEXAGON:
14/10-2014
TDN Finans Delayed
"HEX:DNB OG PARETO OPPGRADERER TIL KJØP, KURSMÅL HHV 30 OG 32
09:58
Oslo (TDN Finans): DNB Markets oppgraderer Hexagon til kjøp fra selg, med kursmål 30 kroner aksjen, mens Pareto Securities oppgraderer til kjøp fra hold og har kursmål 32 kroner.
Det fremgår av oppdateringer tirsdag i forkant av selskapets kvartalspresentasjon 30. oktober.
Pareto oppgraderer som følge av svak kursutvikling de seneste månedene, og mener at dette er et godt inngangspunkt, da de ser aksjen som en bra case på lang sikt.
Pareto venter et moderat tredje kvartal før markedet vil normalisere seg i fjerde kvartal 2014.
Videre venter meglerhuset at fokus vil skifte fra produksjon på kort sikt, til langsiktig oppsidepotensial. Meglerhuset venter at Hexagon vil være leverandøren markedet foretrekker i flere år fremover.
I tredje kvartal venter Pareto salgsinntekter på 390 millioner kroner, EBITDA på 83 millioner kroner, noe som er under konsensus med salgsinntekter på 435 millioner kroner og EBITDA på 87 millioner.
DNB Markets skriver at selskapet tidligere har guidet dempet etterspørsel etter CNG-tanker i det amerikanske markedet, men etter deres syn vil dette bli kompensert av valutaendringer.
Videre mener DNB Markets at lavere oljepris, resultatvarsel fra Westport og Volvos kansellering av en ny motor har tynget kursen.
DNB Markets mener imidlertid at disse faktorene ikke er relevante for Hexagon og fremhever at de venter at amerikanske lastebileiere fortsatt vil konvertere deler av flåten fra diesel til naturgass.
I tredje kvartal venter DNB Markets salgsinntekter på 397 millioner kroner, EBITDA på 75 millioner kroner og resultat på 0,27 kroner pr aksje.
Danske Markets viser til at aksjen har handlet svakt sammenliknet med sammenliknbare selskaper, og har økt estimatene sine noe før kvartalsrapporten. De har kjøpsanbefaling på Hexagon-aksjen".
14/10-2014
TDN Finans Delayed
"HEX:DNB OG PARETO OPPGRADERER TIL KJØP, KURSMÅL HHV 30 OG 32
09:58
Oslo (TDN Finans): DNB Markets oppgraderer Hexagon til kjøp fra selg, med kursmål 30 kroner aksjen, mens Pareto Securities oppgraderer til kjøp fra hold og har kursmål 32 kroner.
Det fremgår av oppdateringer tirsdag i forkant av selskapets kvartalspresentasjon 30. oktober.
Pareto oppgraderer som følge av svak kursutvikling de seneste månedene, og mener at dette er et godt inngangspunkt, da de ser aksjen som en bra case på lang sikt.
Pareto venter et moderat tredje kvartal før markedet vil normalisere seg i fjerde kvartal 2014.
Videre venter meglerhuset at fokus vil skifte fra produksjon på kort sikt, til langsiktig oppsidepotensial. Meglerhuset venter at Hexagon vil være leverandøren markedet foretrekker i flere år fremover.
I tredje kvartal venter Pareto salgsinntekter på 390 millioner kroner, EBITDA på 83 millioner kroner, noe som er under konsensus med salgsinntekter på 435 millioner kroner og EBITDA på 87 millioner.
DNB Markets skriver at selskapet tidligere har guidet dempet etterspørsel etter CNG-tanker i det amerikanske markedet, men etter deres syn vil dette bli kompensert av valutaendringer.
Videre mener DNB Markets at lavere oljepris, resultatvarsel fra Westport og Volvos kansellering av en ny motor har tynget kursen.
DNB Markets mener imidlertid at disse faktorene ikke er relevante for Hexagon og fremhever at de venter at amerikanske lastebileiere fortsatt vil konvertere deler av flåten fra diesel til naturgass.
I tredje kvartal venter DNB Markets salgsinntekter på 397 millioner kroner, EBITDA på 75 millioner kroner og resultat på 0,27 kroner pr aksje.
Danske Markets viser til at aksjen har handlet svakt sammenliknet med sammenliknbare selskaper, og har økt estimatene sine noe før kvartalsrapporten. De har kjøpsanbefaling på Hexagon-aksjen".
5/11 2014 16:59 Helge Larsen/PI-redaktør 070123 HEXAGON - Den ramte NGV-investor nu meget godt. 
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HEX:TO TITAN-KONTRAKTER, VERDI CA USD 20,4M
14:34
Oslo (TDN Finans): Hexagon Composites har fått to Titan-kontrakter med verdi på rundt 20,4 millioner dollar.
Det opplyses i en melding onsdag.
Kontraktene er inngått med eksisterende kunder i Nord-Amerika og Latin-Amerika.
Hoveddelen av leveransene vil finne sted i første og andre kvartal i 2015.
HFJ [email protected]
TDN Finans, +47 22 00 11 55
" title="" style="width: 22px; height: 22px;"/>HEX:TO TITAN-KONTRAKTER, VERDI CA USD 20,4M
14:34
Oslo (TDN Finans): Hexagon Composites har fått to Titan-kontrakter med verdi på rundt 20,4 millioner dollar.
Det opplyses i en melding onsdag.
Kontraktene er inngått med eksisterende kunder i Nord-Amerika og Latin-Amerika.
Hoveddelen av leveransene vil finne sted i første og andre kvartal i 2015.
HFJ [email protected]
TDN Finans, +47 22 00 11 55
