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
    }
  }
}


invitation-lamor-to-publish-half-year-financial-report-for-2025-on-31-july-2025

__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.

Huhhuh. In practice, it means that additional investments must be made, if funding can be found somewhere. The uncertainty of funding is likely the reason why investment decisions have not been made. This does not look good, as the 10% interest rate previously used in this thread is no longer sufficient for this company. But it is also quite wild that a company worth €30m invests €60-70m and here small and simple (I’m only speaking for myself!) investors are trying to figure out the rationality of that investment. Either Lamor is withholding information or they have no idea about the project’s profitability. I’m not sure which option is the greater evil.

Many thanks for the clarification. If one line cost 5-10 million… then wow… it would approach 90-100 million. That’s a lot.

Yes, that investment is for getting the first line ready. At least, that’s how I’ve understood it from the company’s communication, and why would the company communicate figures that haven’t yet been committed to, for example, by an investment decision. Of course, that investment includes many things that are not needed if operations are potentially scaled up with additional reactors. For example, the building, pipelines, tanks, yard area, and distillation column are such that they do not require much, if any, investment, even if operations were expanded.

Here’s a bit of speculation, as there are no facts. When I was considering Lamor and then the Kilpilahti aspect, I thought that the raw material is very cheap. Plastic waste, which is transported 20-30 km along the highway to Kilpilahti… as I understand it, to an adjacent recycling plant, from where it then moves to Lamor. That plant is about 500m from Lamor. Therefore, the margin can be very good. It would be a real miracle if the company announced the total investment as 60-70 million and it didn’t include all four lines. Nevertheless, the interest expenses, among other things, mentioned in the messages above, are absolutely shocking in the coming years relative to the business. That’s why I have wondered in my previous messages why sales aren’t picking up in the core business. If it doesn’t go well in 2026, it’s a bad sign for the entire company’s future. This means a sales volume of over 10 million. This is some conjecture, partly fact, partly reflection.

I watched that video. So, if one line generates about 10 million euros in revenue per year (at full capacity), and scaling to four lines costs a total investment of 60-70 million, then by no math is this a good investment. I can’t say what the operating margin might be, but in the chemical industry, it’s about 5-6% of revenue, and in other process industries, perhaps around 10%. Could the margin be higher in an environmentally friendly circular economy? Would Shell pay an exceptionally good margin for the eco-oil coveted by its green customers? Does the state pay any subsidies? If we put a fairy-tale-like margin of 20% into the calculation, the factory, at full capacity, would generate just under 15 million euros in operating margin per year a few years from now, once all challenges (which always arise in a new business) have been overcome. Lamor probably pays quite a lot for external capital; for simplicity, let’s calculate with 10%, so about 6 million per year. So, if revenue is 40 million at full capacity, margin is 8 million, minus financing costs of 6 million, and of course, depreciation. We would be in the red for quite a long time, although cash flow would still come in. Well, the conclusion of a long rambling. The process should work without problems, the margin should preferably be higher than estimated here; if it’s only 10%, this looks hopeless. On the other hand, if it’s bigger, then everything could be fine. Now everything is sold to Shell; is it possible to sell this elsewhere at a reasonable price if the quality is not at their expected level? Let’s hope the people of Porvoo succeed; I will certainly follow this, but unless the core business shows some improvement, I don’t think there’s a hurry to buy.

Has it become clear to anyone else whether Lamor’s estimate for the Kilpilahti investment (€60-70m) refers to the entire four-line plant or just this first phase? I assume it must be all four phases, otherwise it’s a complete disaster. However, it’s a bit strange to give a cost estimate for the entire plant on the one hand, but on the other hand emphasize that no decisions have been made regarding further investments. This is a continuation of Lamor’s already unclear communication. No margin forecasts are dared or wanted to be given, so there’s no idea about profitability. Something can, of course, be inferred from those revenue forecasts: €35-45m for four lines and 1/4 of that for the first one once it eventually starts up. Whatever the margins may be, profitability will be (for a long time) dismal, considering probably €10m in interest costs/year! It was positive to hear other Lamor employees on the video - they gave the impression that they knew what they were doing, whereas with the CEO, that’s not the case. However, I must comment on that ‘laboratory part,’ as it specifically gave the impression that the entire plant is currently a laboratory: testing, seeing what comes out of the pipe, talking with Shell about whether it starts to meet requirements or not, etc. Apparently, the entire technology package is only now truly being implemented; otherwise, I don’t understand such uncertain talk about the final product?

Interesting! Could someone summarize it as text? AI on duty?

Lamor

Lamor Corporation Plc | Press Release | July 23, 2025 at 09:00:00 EESTLamor Corporation Plc will publish its Half-Year Financial Report for 2025 on Thursday, 31 July 2025 approximately at 09...

<div class="mfn-header mfn-header-finland">Lamor Corporation Plc | Press Release | July 23, 2025 at 09:00:00 EEST</div><div class="mfn-body">Lamor Corporation Plc will publish its Half-Year Financial Report for 2025 on Thursday, 31 July 2025 approximately at 09:00 a.m. EEST.&nbsp;Webcast for shareholders, analysts and media will be arranged on the same day at 10:00 a.m. EEST. The result will be presented by CEO Johan Grön and CFO Nalle Stenman.&nbsp;The webcast includes a Q&amp;A session. Participants are invited to ask questions in English and Finnish via the event chatroom. Please join us at https://lamor.videosync.fi/q2-2025&nbsp;The presentation material will be available on the same day by 10 a.m. EEST on <a rel="noopener" href="https://www.lamor.com/investors/reports-and-presentations">www.lamor.com/investors/reports-and-presentations</a>, where also a recording of the webcast will be accessible after the event.&nbsp;</div><div class="mfn-footer mfn-contacts mfn-3a377938ff81">Further enquiries Tapio Pesola, Director, Investor Relations and Communications, Lamor Corporation Plc, +358 44&nbsp;373 4693, <a rel="noopener" href="mailto:tapio.pesola@lamor.com">tapio.pesola@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 2024, our turnover was 114 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>