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Aksjeanalyser.com har som dere vet i lang tid vært svært positiv til Magnora (MGN), og ser fortsatt et stort potensiale for denne aksjen, og det både på kort og lang sikt.

Aksjeanalyser.com har Magnora (MGN) i sin modellportefølje for Norge og med 20 prosent vekting i denne aksjen.

Nedenfor her kan dere lese en oppdatert teknisk analyse av Magnora (MGN), og hva det tekniske bildet for aksjen nå signaliserer om den videre utviklingen for aksjen i tiden fremover.

Oppdatert mandag 01/03-2021 – I dag kom Fearnley Securities med en oppdatert analyse av Magnora (MGN) og hvor de oppjusterer kursmålet for aksjen fra tidligere 40 kroner til nå 55 kroner per aksje.

Et lite utdrag av analysen fra Fearnley Securities i dag 01/03-2021 av Magnora (MGN) og hvor de altså oppjusterer kursmålet for aksjen fra 40 kroner til 55 kroner:

An Appealing Earnings Story is Materializing

What’s new: TP hiked to NOK 55/sh. Buy and Top Pick Rating reiterated
Our take: MGN has largely proven the viability of its model over the past couple of months. As we have it, the earnings story materialises way ahead of the street’s expectations. Buy

We hike our TP on MGN to NOK 55/sh (NOK 40/sh, 08.12.2020) on the back of including the Oddeheia and Bjelkeberg project with RWE, Helios and the South Africa portfolio in the mix. Importantly, the earnings story looks to materialize way ahead of the street’s expectations, with FSest Penguin FPSO milestone payments leading the way in 2021 and project exits taking over beyond. Buy recommendation and Top Pick rating reiterated.

Oppdatert mandag 22/02-2021 – Nå mandag morgen kom følgende svært positive nyhet fra Magnora ASA (MGN):

22.2.2021, 07:11 · Oslo Børs

Magnora ASA: Accelerates growth into South Africa with a project portfolio pipeline of net 1 GW potential solar PV and onshore wind

22 February 2021 – Renewable energy development company Magnora ASA has entered into agreements to acquire 100 percent of the shares in a South African company with a 775 MW greenfield renewable development portfolio. In addition, Vindr group is merging with an onshore wind and solar PV project developer in the South African market.

In connection with this, Magnora increases its ownership in Vindr group to 50 %. The transactions gives Magnora over 1 GW net potential of renewable energy projects in the South African market. After this transaction, the Vindr group will have a strong presence in Norway, Sweden, and South Africa.

«We believe these two investments have an excellent value-creating potential for our shareholders, and are delighted to land them both,» says Torstein Sanness, executive chairman of Magnora.

Enters South Africa through project portfolio acquisition

Magnora acquires 100 percent of the shares in a special purpose company, which holds a portfolio of potentially 775 MW renewable projects in South Africa.

«South African authorities are highly dedicated to the development of renewable energy. Last year it was decided to deregulate the electricity market in South

Africa, which has led to several positive developments that eases off-take from renewable energy plants. The political and regulatory framework is stable, and the wind and solar conditions are excellent. We look forward to further developing these attractive prospects,» adds Torstein Sanness. Magnora management and Board has long experience from South Africa and a local network of people who knows the market well.

Increasing ownership in Vindr

Vindr group is now a renewable project development company focusing on greenfield project development. Magnora acquired a 25 percent ownership share in

Vindr in March last year, including an option to acquire a further 25 percent of the company.

Vindr has made the decision to merge with a wind and solar PV project developer in the South African market. The project developer has close to 2,000 MW onshore

wind and solar PV under development on its own behalf and clients. Subsequent to the merger, Magnora will exercise its option to increase its ownership to 50 percent in the parent company of the merged group, Vindr group.

«The Vindr team has over the past year developed an impressive portfolio of wind power project opportunities in Norway and Sweden and will continue to focus on these markets in the years to come. We are delighted to increase our ownership to 50 percent in the company» says Peter Nygren EVP Operations in Magnora.

«With the financial and operational backing from Magnora, Vindr group’s intention is to develop the pipeline of projects in South Africa to ready-to-bid/build, and also continue to add in new projects to its portfolio.

The team merged in from South Africa is highly experienced and understand what it takes to succeed with African greenfield renewables projects,» concludes CEO of Magnora Erik Sneve.

Først her et utdrag av en ny analyse i dag (fredag 19.02.2021) av Magnora ASA (ticker på Oslo Børs: MGN) fra Clarksons Platou Securities AS

Early Bird Gets The Worm
MGN offers exposure to a diversified portfolio of early-stage renewables projects and companies with attractive economics and asymmetrical optionality, we argue. The company’s business model focuses on securing ownership stakes in projects or companies early in their lifecycle, when value creation is greatest and return potential is highest. This model involves higher risk on any single asset, but in our view, this risk is substantially mitigated by the diversity of the portfolio across technologies and the management team’s impressive track record. Magnora also benefits from a contracted cash flow stream from a legacy oil & gas technology asset. In our view, this mix of diversification, cash flow and optionality offers investors a uniquely attractive way to play the growth in the renewables economy. We initiate coverage of Magnora with a Buy rating and NOK 40 Target Price, reflecting a SOTP based on a detailed DCF of each asset, which represents 75% upside potential from current levels.

A portfolio filled with optionality and diversified for risk mitigation
Magnora has assembled a diversified portfolio of projects & ownership stakes across onshore wind, offshore wind and solar that feature early-stage participation and potential for money-multiple returns, if the investment thesis materializes. The company’s key assets include an onshore wind development portfolio in the Nordics; a stake in Evolar, a Swedish company developing technology to increase efficiency in solar panels; a stake in Helios, a developer of solar projects in Scandinavia; and a cash flow stream from a legacy offshore oil & gas engineering company; as well as other projects in offshore and floating wind. While in various stages of development, these assets in our view have the potential to grow into large businesses, creating an opportunity for spin-offs or sales to monetize value as the companies and projects mature.

Project development and technology maturing to drive value creation
From a stock perspective, several near-term events could be catalysts to drive value including regulatory approvals, successful license rounds in floating wind in Norway and/or Scotland, and perhaps most exciting is the certification and commercialization process ongoing in Evolar, the solar technology company. While there are multiple visible opportunities to grow shareholder value, the management team’s history of business development suggests new opportunities could add to the list. The legacy oil & gas business is also expected to reach key milestones in 2021, entitling the company to substantial cash payouts.

Initiating at Buy with a NOK 40 Target Price
We initiate coverage of Magnora with a Buy rating and NOK 40 Target Price, reflecting a SOTP based on a detailed DCF of each asset, which represents 75% upside potential from current levels. Reaching key milestones across the project portfolio offers the primary mechanism for closing the gap from recent trading levels to our Target Price, we argue

Kilde: Clarksons Platou Securities AS – http://www.clarksons.com
Her et lite utdrag av positiv analyse av Magnora (MGN) nå fredag 19/02-2021 fra Danske Bank og hvor de oppjusterer kursmålet for Magnora-aksjen fra tidligere 30 kroner til nå 45 kroner:

19.2.2021, 15:14 Kilde: TDN Finans

MGN: DANSKE BANK OPPJUSTERER KURSMÅLET TIL 45 (30)

Oslo (TDN Direkt): Danske Bank oppjusterer sitt tolvmåneders kursmål på Magnora til 45 kroner fra 30 kroner pr aksje, ifølge en oppdatering fredag.

Hovedårsaken til oppjusteringen stammer fra meglerhusets tro på at Magnoras prosjektportefølje vil vokse raskere enn tidligere ventet.

«Mens aksjekursen har svekket seg i 2021 mener vi at Magnora fortsatt tillegger verdi og demonstrerer sterke vekstambisjoner innen onshore, offshore, vind og solar», skriver Danske Bank.

Kilde: TDN Direkt finans@tdn.no Infront TDN Direkt

Teknisk Analyse av Magnora ASA (ticker på Oslo Børs: MGN)

Magnora ASA (ticker på Oslo Børs: MGN), en av Aksjeanalyser.com sine favorittaksjer i lengre tid på Oslo Børs, viser en sterk utvikling innenfor både en langsiktig stigende trend (jf. dag og ukediagram).

Etter å ha konsolidert og korrigert noe ned i det helt korte bildet, så kan aksjen nå være ved et svært gunstig nivå å kjøpe aksjen ved og ned mot et betydelig teknisk støttenivå rundt dagens nivå.

Aksjen finner betydelig teknisk støtte her rundt NOK 23.00 – 25.00 nivået, og hvor det også er støtte nå rundt 50-dagers glidende gjennomsnitt.

Aksjen er rundt 50-dagers og over 200-dagers glidende gjennomsnitt, og 50-dagers glidende gjennomsnitt er over 200-dagers glidende gjennomsnitt.

Dette er med og bekrefter at både den kortsiktige og langsiktige trenden for aksjen er positiv.

Aksjeanalyser.com sin egen tekniske og kvantitative analysemodell, SignalListen, er også i kjøpssignal for Magnora-aksjen, og som den har vært nå siden aksjen var rundt NOK 10.00 i juli 2020 (jf. diagram ‘SignalListen’).

Aksjen konsoliderer i det korte bildet mellom et betydelig teknisk støttenivå rundt NOK 23.00 og et motstandsnivå rundt NOK 30.00 (jf. dagdiagram).

Basert på det samlede svært positive tekniske bildet som aksjen viser så tror Aksjeanalyser.com at et brudd over NOK 30.00-nivået kan være nært forestående.

Et brudd over NOK 30.00-nivået vil utløse et svært kraftig teknisk kjøpssignal for Magnora-aksjen, og som da vil ha potensiale opp mot NOK 40.00 – 45.00 på gjerne bare 3-6 måneders sikt, og opp mot NOK 55.00 – 60.00 på 12 måneders sikt.

Basert på dette samlede svært positive tekniske bildet for Magnora (MGN) så gjentar Aksjeanalyser.com i dag sine mange tidligere positive analyser av aksjen.

Aksjeanalyser.com har 20 prosent vekting i Magnora (MGN) i sin modellportefølje for Norge, og ser altså for seg et potensiale for aksjen opp mot NOK 40.00 – 45.00 på 3-6 måneders sikt, og gjerne helt opp mot NOK 55.00 – 60.00 på 12 måneders sikt.

Teknisk Analyse av Magnora ASA (ticker på Oslo Børs: MGN):