Metacon Q2'25: Progressing in the right direction
22 augusti, 06:30
Overall, Metacon’s Q2 report was good and broadly in line with our expectations. Our key takeaway from the report was that the large-scale Motor Oil project timeline remains intact, which is positive as milestone payments strengthen the financial position by supporting cash flow for both ongoing operations and new orders. As a result, we believe that the financing conditions have improved, and we are not overly concerned about short-term financing. With improved near-term revenue visibility, where our 2025 revenue estimates are largely “secured” by the existing order book, we still believe the current valuation offers an attractive risk/reward profile. As a result, we reiterate our Accumulate recommendation with an increased target price of SEK 0.30 (was SEK 0.23), reflecting the reduced risk level.
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Metacon Q2'25: Progressing in the right direction
22 augusti, 06:30
Overall, Metacon’s Q2 report was good and broadly in line with our expectations. Our key takeaway from the report was that the large-scale Motor Oil project timeline remains intact, which is positive as milestone payments strengthen the financial position by supporting cash flow for both ongoing operations and new orders. As a result, we believe that the financing conditions have improved, and we are not overly concerned about short-term financing. With improved near-term revenue visibility, where our 2025 revenue estimates are largely “secured” by the existing order book, we still believe the current valuation offers an attractive risk/reward profile. As a result, we reiterate our Accumulate recommendation with an increased target price of SEK 0.30 (was SEK 0.23), reflecting the reduced risk level.
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