Marktführer günstig zu haben
Hier bekommt man den Marktführer in diesem Bereich aktuell zu einem extrem günstigen Preis.
Ich werde heute mit einer kleinen Position einsteigen.
Group Overview
Strong performance across all business lines
Ongoing commitment to stakeholder approach, delivering the best offering to our customers and investing for long-term sustainable growth whilst meeting ESG targets
Strong balance sheet maintained, with EUR 91 million unaudited net cash (30 June 2021: EUR 69 million)
Olivier Legrain, Chief Executive Officer of IBA commented: IBA has continued to perform strongly in the second half of 2021 with solid progress across all business units. We have a highly active pipeline of new opportunities and are particularly excited about the marked revival in proton therapy activity in the important US market. Our Other Accelerators and Dosimetry businesses have also been exceptionally strong in the second half of the year with encouraging momentum as we approach 2022.
A core component of our roadmap towards sustainable growth is investment in future innovation to deliver strategic impact. In this regard, we were pleased to provide updates on a range of initiatives at the recent ASTRO conference, as well as several strategic partnerships, including in the promising field of radiotherapeutics. We are very excited about future prospects across our business lines and are in a confident position to achieve long-term profitability, with our stakeholder approach underpinning all of our business activities.
Business Unit Highlights (including post-period end)
Proton Therapy
13 Proteus®ONE[1] and 8 Proteus®PLUS1 projects currently ongoing. Strong pipeline of new global opportunities with significant activity in the US and Asia
Contract signed for a five room Proteus®PLUS System in China including a multi-year service contract
Post-period end, finalized contract with Advocate Radiation Oncology in Florida, which previously selected IBAs Proteus®ONE for its new Radiation Oncology Centre, including a multi-year service contract
Post-period end, announced updates at ASTRO, including expansion of strategic partnership with RaySearch within Flash and proton ARC therapy projects, and the launch of Campus, the worlds first online proton therapy platform
Other Accelerators (RadioPharma, Industrial) and Dosimetry
Strong performance in Other Accelerators in the third quarter, with 23 machines sold in the year to date of which 11 machines were sold in Asia
Strategic R&D partnership announced with SCK CEN to enable the production of Actinimum-225 (Ac-225), a novel therapeutic radioisotope which has significant potential in the treatment of cancer
Post-period end, announced a strategic partnership with TRAD Tests & Radiations to enable the development of a new radiation processing module, addressing an increasing unmet need in the sterilization market
Dosimetry revenues and order book have continued to strengthen, further demonstrating the success of the business units recent product launches
Outlook
During the third quarter of 2021, IBAs performance has continued to accelerate with strong progress across all business lines. Our pipeline is very active, particularly in the US and in Asia, and, coupled with the robust balance sheet and predictable revenue base of the services business, provides encouraging visibility for the period ahead. Whilst we are confident about business performance, the ongoing complex situation with the pandemic means that we are still unable to provide reliable financial guidance. We will provide a further update at the time of the 2021 full year results in March 2022.
Louvain-la-Neuve, Belgium, 1 February 2022 - IBA (Ion Beam Applications SA), the world leader in particle accelerator technology, today provides a trading update ahead of the Companys full-year results on 24 March 2022.
IBA will report FY21 Group sales in line with the prior year, with a positive REBIT and net profit at Group level and profitability across all business lines.
High order intake across all business lines
Proton Therapy saw a continued revival in activity with five systems (nine rooms) sold in Asia, Europe and the US, compared with two systems sold in the prior year
Other Accelerators had another excellent year with more than 30 systems sold, up from 17 systems last year
The Dosimetry business has continued to perform well with order intake in line with the prior year
Equipment and Services backlog at a new all-time high of EUR 1.2 billion
Highly active pipeline, particularly in the US and Asia, with continuing momentum providing significant visibility for 2022 and beyond
All time high net cash position of EUR 130.3 million (unaudited) at year end, providing the business a solid foundation to progress its strategic objectives
Olivier Legrain, Chief Executive Officer of IBA, commented: IBA performed exceptionally well in 2021, with a high order intake and profitability demonstrated across all business lines. IBAs market leading product offerings in proton therapy, other accelerators, radiopharmaceuticals and dosimetry have driven this momentum, which continued to build throughout the year. We have entered 2022 in a strong position with an active global pipeline for all businesses, particularly in the US and Asia. Our record high cash position provides us with a solid foundation from which we can explore other growth areas such as theranostics, whilst achieving our goal of long-term sustainable profitability.
IBA will publish its consolidated results for the full year 2021 on Thursday, 24 March 2022 at 7am CET.
In addition to the press release, Olivier Legrain, Chief Executive Officer, and Soumya Chandramouli, Chief Financial Officer, will host a conference call and webcast, conducted in English, to present the 2021 full year results, followed by a Q&A session.
laut Marketscreener knapp 1 Euro Gewinn je Aktie in 2025 und 1,50 Euro Gewinn in 2026
das wäre ja mittelfristig ein KGV von etwa 10 und das bei diesem starken Umsatzwachstum,
Schuldenfrei ist das Unternehmen auch noch laut Marketscreener,
kann das sein ?
hat man auch eine gewisse Burggrabenstellung in dem Sektor ?
aber dass Pantera schon ab der zweiten Jahreshälfte 2024 Actinium-225 liefern kann ist wohl zu ambitioniert oder ?
wie sieht da nun der aktuelle Zeitplan aus, weißt du das ?
eine Frage noch,
hältst du die knapp 1 Euro Nettogewinn in 2025 und etwa 1,50 Euro Nettogewinn in 2026 für realistisch wie auf marketscreener angegeben ??
hat sich dazu auch der Vorstand mal geäußerst,
damit sind die ja sozusagen auf Jahre hinaus ausgebucht,
warum hat sich dass denn auf eine so hohe Summe angestaut,
können die denke ich mal nur eine kleine Anzahl an Anlagen pro Jahr ausliefern und installieren ?!