contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


inside-information-lamor-lowers-its-guidance-for-2024

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Lamor is an industrial technology company. The company develops products and related services in the field of recycling. The company's specialist expertise is found in the development of systems used in waste management and water treatment. In addition to its main business, consulting and installation services are offered. Customers are found in various sectors with the greatest focus on waste management.

Thomas has prepared a new company report on Lamor after the Q3 earnings report.  *Lamor’s Q3 profitability met our expectations, but weak new order development and the updated investment estimate for the Kilpilahti production facility turned the report disappointing. The ramp-up of the plastic recycling business and its associated investment cycle, along with the balance sheet requiring refinancing, keep Lamor’s risk profile elevated for the coming years. In this context, the valuation (2026-2027 EV/EBIT 10x) appears challenging. We reiterate our Reduce recommendation,

https://www.lamor.com/fi/sijoittajat/tiedote?slug=lamorin-selvitystyo-kaynnistyy-askel-kohti-perun-amazonian-saastuneiden-alueiden-ennallistamista In October, Lamor, commissioned by Profonanpe, Peru’s environmental fund, initiated a study project aimed at promoting the restoration of areas contaminated by hydrocarbon emissions in the Loreto region of the Peruvian Amazon. As part of the project, deficiencies identified in previous restoration plans will be mapped, and a detailed restoration plan will be developed. The project is part of Peru’s broader national program, which aims to restore a large number of areas contaminated over decades as a result of oil industry operations. The project’s goal is to improve previous restoration plans by taking into account observations and requirements previously presented for them, so that restoration work can proceed. The study will be carried out in cooperation with Lamor’s strategic partner, Engineers & Environmental Peru S.A. Lamor’s share of the contract exceeds 2 million euros and was included in the company’s order book in the second quarter of 2025.

Here are Thomas’s quick comments on Lamor’s Q3 results.  Lamor’s Q3 revenue fell short of our expectations, but operating profit was in line with our forecasts, supported by strong relative profitability. In connection with the report, the company updated its estimate for the total investment in the Kilpilahti chemical plastics recycling plant to EUR 60-70 million (previously EUR 50-60 million). Based on the subdued order intake in the report, we see downward pressure on our forecasts for the coming years, although there is upward pressure on our investment forecasts. We will exceptionally update our forecasts and views on the company on Monday after hearing the company’s earnings presentation. Lamor’s earnings presentation will be held today at 10:00 AM, and you can follow it here. https://www.inderes.fi/analyst-comments/lamor-q325-pikakommentti-hyva-suhteellinen-kannattavuus-katseet-kilpilahden-hankkeessa

It’s difficult to expect anything but costs from Kilpilahti in the first operating year, or perhaps I should say years. There isn’t really a global benchmark that has successfully made chemical recycling profitable. I would gladly learn about a company if someone can present such a case. To achieve multiple production lines in the current factory, at least the first line should be completed first, and only then positive cash flow either from plastic recycling or oil spill response, so that Lamor would have the ability to finance additional investments. However, the sign of the cash flow from the former business is very likely negative. In Lamor’s future, the most likely scenario even in the relatively short term is a share issue, as it is very difficult to see more debt financing coming with this balance sheet structure.

No need to apologize for good questions! Lamor updated its estimate for the total investment need for the Kilpilahti plant to EUR 60-70 million in connection with the Q3 report, from the previous EUR 50-60 million. The exact figure for investments directed to Kilpilahti is not available, but a significant amount of funds has already been put into it; Lamor Recycling Oy’s balance sheet total was EUR 22 million at the end of 2024. There is still a way to go with investments, especially now that the estimate has been updated… Lamor’s own estimate for the plant’s revenue level with 4 production lines is EUR 35-45 million. You are right that from the companies’ perspective, it is difficult to improve profitability when revenue is declining, but Lamor is undergoing a significant efficiency program aimed at cost savings of EUR 8 million, which is behind the anticipated development. In addition, I expect the revenue structure to improve, which supports relative profitability. In Q3, EBIT-% rose from last year despite a significant drop in revenue. Of course, I admit that in terms of forecasting, the chemical plastic recycling business is the most challenging part to predict due to its early stage of development, and that, if anything, can cause discrepancies in my forecasts. Edit: Corrected Lamor’s own estimate of the plant’s revenue potential.

I would say first that your 2025 revenue forecast is indeed very optimistic. Achieving it would require more than doubling in Q4 compared to the first 9 months’ level, and nothing promising has been seen in October. Then a question for Grön 1: what is his outlook towards the bond maturing in the summer? Borrowing capacity, market outlook, plan, the impact of the initial phase of Kilpilahti… have the preparations already begun? He can be challenged if/when he talks in circles. Question 2: the press release poetically states that something promising is visible beneath the surface😁What is visible there, or is the surface in need of oil spill response?

Could this be asked of CEO Grön: Have they noticed Canadian Aduro Clean Technologies? Could Lamor and Aduro collaborate in plastic waste treatment in the future? Perhaps with Lamor implementing/selling/distributing Aduro’s solution globally? Just today, Aduro announced that the construction of its pilot plant in London, Ontario, is proceeding on schedule.

Lamor

Lamor Corporation Plc | Inside Information | December 12, 2024 at 14:00:00 EETInside information: Lamor lowers its guidance for 2024Due to prolonged NEOM negotiations and delays related to the...

<div class="mfn-header mfn-header-finland">Lamor Corporation Plc | Inside Information | December 12, 2024 at 14:00:00 EET</div><div class="mfn-body">Inside information: Lamor lowers its guidance for 2024Due to prolonged NEOM negotiations and delays related to the schedule of large deliveries during the fourth quarter, the company lowers its guidance for 2024.New guidanceLamor estimates that revenue and adjusted EBIT for the financial year 2024 will be lower than in the previous year (2023: revenue EUR 122.5 million and adjusted EBIT EUR 10.9 million).Old guidance (issued on 16 February 2024)Lamor estimates that its revenue for the financial year 2024 will be at least at the same level as in 2023 (2023: EUR 122.5 million). Due to the uncertain market situation and uncertainty regarding the schedule of large tenders, Lamor does not provide guidance for profitability.Further informationMikko Forsell, CFO, Lamor Corporation Oyj +358 50 434 2516,&nbsp;<a rel="noopener" href="mailto:mikko.forsell@lamor.com">mikko.forsell@lamor.com</a></div><div class="mfn-footer mfn-about mfn-0aa986c068e9">About Us Lamor is one of the world’s leading providers of environmental solutions. For four decades, we have worked to clean up and prevent environmental incidents on land and at sea.&nbsp;Environmental protection, soil remediation and material recycling: Our innovative technologies, services and tailored solutions, ranging from oil spill response, waste management and water treatment to soil remediation and plastic recycling, benefit customers and environments all over the world.&nbsp;We are capable of vast and fast operations thanks to our connected ecosystem of local partners, steered by our experts. We have over 600 employees in more than 20 countries. In 2023, our turnover was 123 million euros. Lamor's share is listed on the Nasdaq Helsinki (ticker: LAMOR). Further information: <a rel="noopener" href="https://www.lamor.com/">www.lamor.com</a>&nbsp;</div>