Aandeel Avantium AEX:AVTX.NL, NL0012047823

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De oliebaron schreef op 3 september 2024 16:49:

Ik denk dat het gros wat deel uitmaakt van het kleuterklasje bij het begin van het nieuwe kleuterklasjaar er prat opgaat dat zij regelmatig door de juf/meester in de hoek worden gezet!!
Onder het motto van, "negatieve aandacht is ook aandacht".
Tip van de juf/meester, wees constructief in de communicatie naar elkaar toe!!
Lukt dat even niet, wacht een uurtje met je commentaar!!
Niet iedereen heeft er verstand van, neem dat voor lief, ook als er geen kennis van zaken uit voortvloeit!!

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silverbullet schreef op 3 september 2024 06:28:

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bio MEG is gestopt, u geeft daar een eigen draai aan en ontkent feiten die gepubliceerd zijn, zie hyperlink

www.agro-chemie.nl/nieuws/avantium-fo...

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hejobo schreef op 3 september 2024 17:12:

Situatie begint zorgelijk te worden.

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aextracker schreef op 3 september 2024 12:51:

Benieuwd of AVANTIUM's ATL euro 1.85 van 21 januari 2019 stand houdt.
Wordt een interessante maand en Q4 voor AVANTIUM NV als bedrijf.

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WhiteKnight schreef op 3 september 2024 16:42:

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Spannend!! Ik ga bijna aan kop

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aextracker schreef op 3 september 2024 12:51:

Benieuwd of AVANTIUM's ATL euro 1.85 van 21 januari 2019 stand houdt.
Wordt een interessante maand en Q4 voor AVANTIUM NV als bedrijf.

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Daexter schreef op 3 september 2024 17:45:

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Nee hoor, ik baseer me op wat er gezegd is op de CMD. Interessant dat u uw gelijk poogt te onderbouwen met een afgeleide bron.

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huis, tuin en keukenbellegger schreef op 3 september 2024 20:27:

zoveel positiefs te melden en hier vind je uitsluitend azijn zijkers .

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huis, tuin en keukenbellegger schreef op 8 juli 2024 17:19:

door oplopende kosten zijn speerpunten in ontwikkeling 10 maanden geleden aan de kant gegooid.
emissie 50 miljoen werd 70 miljoen, fijn voor de investeerders en particulieren beleggers?
Licentie’s zijn al jaren een onderwerp van gesprek in ver gevorderd stadium aldus Avantium , hoelang kun je deze onverkoopbare onzin volhouden, kan dus niet , voorruit we doen er nog een commercieel directeur aan toevoegen die onze praatjes weer wat glans moet geven .Avantium stap naar voren en zeg op welk termijn er licentie’s worden bekrachtigd en ondertekend.

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Daexter schreef op 3 september 2024 17:45:

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Nee hoor, ik baseer me op wat er gezegd is op de CMD. Interessant dat u uw gelijk poogt te onderbouwen met een afgeleide bron.

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Predec schreef op 3 september 2024 22:04:

Een paar uur geleden gepost door Tom van Aken op LinkedIn. Wellicht interessant voor uw allen:

As the CEO of Avantium NV, a listed company, I oversee how the company reports on financial results and progress. Since our H1 2024 results were published on August 22, we have seen the investor community responding to the results and the increase in the capex estimate of our FDCA Flagship Plant in Delfzijl. Many investors only focused on the capex increase, overlooking the unchanged timelines of this project and that we are finalizing construction. Please keep in mind that setbacks, like this capex increase, are typical for an innovative company like Avantium.

Innovation is a journey filled with both highs and challenging setbacks. It’s a dynamic process where breakthroughs and obstacles go hand in hand. For a company like Avantium, transitioning from an R&D company to a commercial organization, these experiences are part of the growth process. Managing a complex project like this, constructing a pioneering chemical manufacturing plant, a first of a kind in the world, is a huge task that comes with its own set of challenges. It’s the first time in its history that Avantium is undertaking a capital investment project of this scale and complexity, and while capex increases are common in such endeavors, they are obviously more noticeable for a newer company that is listed on the stock exchange. Petrochemical giants generally don’t report about them because these capex increases are not material to them, or they have more fat in their balance sheet to compensate for them.
No such thing for Avantium, and therefore we report these developments in a transparent manner. Ultimately, the journey of innovation is about navigating through these challenges with resilience and determination. I believe that our team has shown over and over again that we are capable to overcome such setbacks, and remain focused on reaching the end goal. Challenges aside, we need to recognize that such setbacks do not diminish the overall business case, especially with a technology licensing business model in place – as was eloquently explained by Willem Frens on LinkedIn.

Fast-forward to Friday, August 30. An analyst from ABN AMRO released a research note on Avantium, leading to a 15% drop in our share price that same day. The share price development was frustrating for the Avantium team, as we had limited control over the situation. For those unfamiliar with the structure of financial institutions, research teams operate independently from their other departments like corporate finance and debt finance. They provide analysis for institutional/ professional investors such as pension and investment funds. In this instance, the research report contained several factual errors and misrepresentations of what management had indicated during the analyst call of August 21. Unfortunately, the report had not been shared with us for fact-checking prior to its release. After release of the report, Avantium took immediate action, providing feedback to the analyst. The report was corrected and redistributed at the end of the market day. The damage was already done for Avantium and its shareholders.

Despite the drop of our share price, our commitment to our long-term vision remains unwavering. We continue to focus on our mission and the broader impact we aim to achieve. Our ambition is to fundamentally change the way we produce, use and discard plastics. We aim to lead the transition from today’s fossil-based plastic materials to renewable and circular alternatives. Today’s plastics contribute significantly to carbon emissions and environmental harm as plastic waste. Addressing this issue is one of the major challenges of our generation. This transformation is difficult: it requires time, capital and courage. Don’t get me wrong: we don’t see this as an idealistic endeavour but we view this as the biggest business opportunity to create value for our shareholders. We have always emphasized that this is a long-term effort. While short-term setbacks can be distracting, they do not shake my confidence that we are on the right track.

We will continue to focus on completing the construction of our FDCA Flagship Plant and successfully starting it up. It will be an incredible moment to open the plant in October 2024 and even more to see PEF products in our supermarkets, refrigerators and wardrobes. Once the plant is operational, we can move ahead with technology licensing to ensure that FDCA and PEF are produced around the globe to realize its full potential.
A major thank you to all investors, partners and colleagues who are supporting us on this amazing journey! We are on our way to successfully complete it.

Link naar het artikel/post: www.linkedin.com/pulse/road-success-a...

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varkensboer schreef op 4 september 2024 08:24:

Unfortunately, the report had not been shared with us for fact-checking prior to its release. After release of the report, Avantium took immediate action, providing feedback to the analyst. The report was corrected and redistributed at the end of the market day. The damage was already done for Avantium and its shareholders.

Lekker dan, dankjewel ABN. Hoop dat ze klaar staan met een goedmaker...

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silverbullet schreef op 3 september 2024 21:24:

[...]Learning from the history is the key to be successfully

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varkensboer schreef op 4 september 2024 08:24:

Unfortunately, the report had not been shared with us for fact-checking prior to its release. After release of the report, Avantium took immediate action, providing feedback to the analyst. The report was corrected and redistributed at the end of the market day. The damage was already done for Avantium and its shareholders.

Lekker dan, dankjewel ABN. Hoop dat ze klaar staan met een goedmaker...