Impact Coat.AB - mit dabei im Hype!

Wert hat sich wiederseit dem COVID Schock sehr gut erholt - heute wieder im plus!  

https://impactcoatings.com/wp-content/uploads/...ntation-AGM-2020.pdf  

Brandaktuell: HELLA ORDERS COATING SYSTEM FOR RADOMES FROM IMPACT COATINGS

https://news.cision.com/impact-coatings/r/...impact-coatings,c3111630  

 

New Service Provider for Customers in China
https://impactcoatings.com/2020/05/27/...ider-for-customers-in-china/  

Etwas spät und teuer, aber wird schon.  

eine gute Beschichtungstechnik für Brillen, Uhren, Reflektoren und entwickelt eine solche auch für BZ. Es hat dann wohl auch künftig noch Wachstumspotential. Aber in 2019 gab es bei gerade mal 32 Mitarbeitern nur einen Jahresumsatz von ca. 4,7 Mio. Euro und dies bei einem EBIT von ca. minus 2,5 Mio. Euro. Der Umsatz pro Mitarbeiter lag 2019 also bei ca. 147 Tsd. Euro, das EK lag zum Ende des 1. Quartals bei ca. 9,2 Mio. Euro und der Cash bei rund 7 Mio. Euro. Das Kleinunternehmen dürfte also auch in Coronazeiten nicht gleich pleitegehen und zusätzlich hat es wohl auch mindestens zwei potente Investoren.

Die Marktkap. von Impact Coatings liegt beim heutigen Kurs von 1,97 € bei 83,8 Mio. € und dies würde bei einer Umsatzverdoppelung in 2020 auf 9,4 Mio. Euro (also +100%) aber immer noch eine Bewertung mit dem fast 9-fachen Umsatz bedeuten und von Gewinn kann man ja erstmal noch gar nicht reden. Im ersten Quartal 2020 wurden ca. 480 Tsd. Euro Umsatz erreicht (+70% Umsatzwachstum im Vergleich zu I/2019). Man muss für die Zukunft von Impact Coatings also schon ziemlich optimistisch sein, wenn man bei dieser Bewertung hier jetzt noch weiter einsteigt. Der Wink mit Beschichtungen für BZ reicht mir dabei nicht.

 

 

Wachstumschancen in Prozent.
Grade dass sie noch so klein sind, gefallt mir.  

Korea ministry of trade industry and energy announces establishment of a krw 34-billion hydrogen economy development fund
->Hyundai
https://fuelcellsworks.com/news/...hydrogen-economy-development-fund/


Hydrogen fuel cell leader Hyundai orders coating system for metal bipolar plates.
https://fuelcellsworks.com/news/...om-impact-coatings-as-part-of-jda/  

Impact coatiing jetzt +18%
Cell Impact                    +7%

Und die Hexe ist noch etwas müde
Hexagon +5%
 

hier schweigt man sich über die anstiege aus. :D

bei dem Titel hab ich echt ??? auf der Stirn wo die Reise hingeht.

 

Sorgen für die Fragezeichen.

knappe 4mio Umsatz, konzernergebnis für 2020 so bei -2mio.  41 fache MK/Umsatz.

wie gesagt erschliesst sich mir nicht. oder sind hier übernahmen im Busch?  

Naja,
Wenn ich hier lese, haben sie durchaus was mat Wasserstoff zu tun...
https://www.windkraft-journal.de/2019/10/30/...rennstoffzellen/141477
 

Nikola says open to cooperation with Hyundai on hydrogen
https://www.reuters.com/article/...-hydrogen-technology-idUSKCN2590ED  

24-Hour Hydrogen Challenge, Germany

The 24-Hour Hydrogen Challenge is a rally for fuel cell electric vehicles (FCEV) showing the world that driving with Hydrogen is already a reality. The rally takes place in in Germany in conjunction with the Stuttgart f-cell conference on September 29-30.

https://impactcoatings.com/2020/08/31/...-hydrogen-challenge-germany/  

das Ding seit einiger Zeit so stark runtergeht? Oder hat eine begründete Vermutung?
 

die überhaupt so stark anstieg.  

Hyundai Motor Shares Fuel Cell Commercial Vehicle Roadmap, Launches XCIENT Fuel Cell Truck at Digital Event

https://www.prnewswire.com/news-releases/...ital-event-301145548.html  

https://impactcoatings.com/cision-article/...792669&dt=2020-10-07  

https://www.youtube.com/watch?v=usqt2gf2NuM

Interessant ab Min. 19,40 dann beantwortet Herr Biermann, scheinbar von Hyundai, fragen es kommt auch der LKW von Hyundai darin vor.....
 

Ich hoffe mal Ihr seid noch alle drin ;)  

For Impact Coatings, 2020 ended with an intense fourth quarter. We completed the production of three coating systems: one for a German technology supplier to the textile industry; one for HELLA in Slovenia; and one for our development partner Hyundai in Korea. All three machines were shipped from our facility in Linköping, Sweden. Installation and acceptance of the coating machine for Germany was completed during the quarter, while the installation in Slovenia was somewhat delayed from the original plan but was completed in January. Installation of the Hyundai machine is planned for the first quarter of 2021.


In addition, we completed a smaller coating system sale during the quarter. A European automotive supplier had rented an INLINECOATE P200 since the end of 2018 and decided to exercise its purchase option in the rental agreement. The overall deal structure has been beneficial for the company while it also demonstrates our flexibility in meeting the varying needs of our customers.

In late November we opened a branch office in Seoul, a result of our Joint Development Agreement with Hyundai. With specialized technical expertise now in place, our development work in fuel cell coating solutions with Hyundai is more efficient. The office will also serve as a regional hub for our sales activities across all application areas, primarily in Korea, China, and Japan.

Hyundai is increasingly recognized as one of the global leaders in the growing hydrogen economy, above all in future transportation systems. This illustrates the potential for Impact Coatings in our cooperation initiated during 2019. We experience daily that our joint development work with Hyundai gives us credibility in our discussions with existing and potential customers, whether vehicle manufacturers or automotive suppliers.

2020 also became the year that the world – industry, politicians, media, and investors – genuinely began to appreciate the potential of hydrogen in tomorrow’s fossil-free energy systems. Korea, Japan, and China have been pioneers both politically and industrially, but in 2020 the EU Commission launched a comprehensive hydrogen strategy with significant investment goals in the expansion of green hydrogen production, storage, distribution, and application development. In industry, there is now an ongoing positioning of technical approaches, with consolidation and cooperation among large players, often in unexpected constellations. Impact Coatings – with our patented coating solutions for fuel cell flow plates – is uniquely relevant for the market opportunity that hydrogen electrification presents.

It is becoming increasingly clear that the company’s second strong pillar lies within automotive safety and autonomous vehicles, where Impact Coatings offers cost-effective coating solutions for mission-critical plastic components. The two system orders for radomes, radar-transparent emblems, that we received during 2020 are important steps forward in this new market. This is further strengthened by a system order for the same application from HELLA MINTH in China during February.

We also see strong potential in our coating solutions for radar antennas that are placed behind the radome, as well as for plastic antennas that will be manufactured at low cost and in high volumes within the automotive industry and for IoT and 5G. During the fourth quarter, we signed a framework agreement with Swedish antenna innovator Gapwaves for plastic metallization coating services linked to a cooperation that Gapwaves has with the American company Uhnder. The framework agreement does not guarantee order volumes nor does it specify a production start date.


The ability to deliver – as we have proven despite the pandemic during the year – is one of our competitive strengths and the result of true teamwork. This applies to our coating systems, aftermarket sales, and Coating Services. I would like to congratulate and thank the entire Impact Coatings team for its professionalism and hard work during the past year.

https://impactcoatings.com/mfn_news/...-ab-publ-year-end-report-2020/  

Video: Investor Presentation Webcast mit Torbjörn Sandberg
https://impactcoatings.com/investor-presentation-march-9-2021/  

Impact Coatings hat von HELLA Saturnus Slovenija einen Folgeauftrag für ein INLINECOATER -System erhalten.

https://impactcoatings.com/mfn_news/...gssystem-fran-impact-coatings/