'25e sales cut by 5%, three system deliveries for '25e (prev.
Sales SEK 9.5m, EBIT SEK -14m (vs. ABGSCe 9.5m and -20m) No system deliveries in the quarter, as expected Cautious market set to continue in...
Report out 29 April No major machine deliveries in Q1e Minor est.
Minor estimate revisions Delivery of IC2000 within one quarter of order 3.
Sales SEK 42m and EBIT SEK -3.7m (vs. ABGSCe 36m and -2.
Cost-effective coatings for hydrogen and metallisation applications Seizing opportunities in Chinese hydrogen market +16% sales CAGR '24e-'2...
Redeye remains confident on the case as Impact Coatings is making solid progress in the rapidly expanding Chinese market.
Redeye states that Q3 numbers aligned well with our expectations.
Redeye is encouraged by the recent commercial progress, particularly in the Chinese market.
Redeye sees a solid report with Q2 numbers mainly in-line with our expectations.
Redeye is happy to see that Impact Coatings has received another order for an IC2000 fuel cell coating system.
Redeye is encouraged to see that Impact Coatings has received another order for an IC2000-system for fuel cell coatings.
Redeye is making some downward adjustments to our financial forecasts following the Q1 report.
Redeye expected higher sales in the quarter. Particularly from Coating Services where revenues are typically more stable.
Redeye is encouraged to see progress in Impact Coatings’ Chinese coating center.
See what other investors are asking and the answers from Redeye's dedicated analyst in the latest Analyst Q&A.
Redeye remains confident on the case as we believe Impact Coatings is on the right track in its international expansion.
Overall Impact Coatings is reporting solid Q4 numbers, reaching a positive EBITDA for the quarter.
Redeye has made some adjustments to our near-term forecasts following the announcement of system deliveries in Q4.
Redeye noticed Impact Coatings’ announcement that the activity level in Q4 within Coating Services has been lower than expected.
Redeye notes that Impact Coatings is making further progress in China and within business area autonomous safety.
Redeye is only making minor adjustments to our forecasts following the Q3 report, which was basically in-line with our expectations.
Redeye states that reported Q3 numbers are basically in-line with our expectations.
Redeye attended Impact Coatings’ capital markets update yesterday.
Redeye’s overall view on the case remains intact and we are only making some minor adjustments to our near-term forecasts.
Redeye is encouraged to see solid top-line growth in the second quarter.
Redeye was a little surprised to hear that Jonas Nilsson has been appointed new CEO of Impact Coatings as of 1 October 2023.
Impact Coatings just announced an order for the new Inlinecoater IC2000 coating system for fuel cell production.
Redeye sees good opportunities for Impact Coatings to execute on its growth plan.
Redeye is encouraged to see Impact Coatings making further progress and executing on its expansion plan.
Redeye is excited to hear that Impact Coatings and Plug Power have signed an LoI for a supply or frame agreement of coating services for ele...
Redeye sees no big drama in the Q4 report. Coating Services was a bit sluggish as some customers still experienced component shortages, but ...
Redeye is encouraged by Accendo Capital’s firm commitment to support Impact Coatings expansion plans.
Redeye comments on the intention to carry out a preferential rights issue of SEK148m.
Redeye is encouraged to see the announcement of a Coating Service order for electrolysis plates.
Redeye is only making some minor adjustments to our near-term forecasts following the Q3 report and other recent events.
Redeye notes that Coating Service sales are a bit weak as some of Impact Coatings clients experience sourcing problems.
Redeye is only making some minor changes to estimates and valuation following the Q2 report.
Redeye sees no big surprises in the Q2 report as activities overall seem to progress according to plan.
Redeye believes the updated strategy and redirected focus makes a lot of sense.
Redeye still has an optimistic view on Impact Coatings and its prospects for long-term profitable growth.
The first quarter was slow in terms of sales as no system sales were recorded.
Redeye has updated its forecasts, which primarily include near-term adjustments due to the absence of orders lately.
Redeye comments on Impact Coatings Q4 report which only included minor deviations from our forecasts.
Redeye remains positive on the case as Impact Coatings is making progress with very high-profile clients like, Hella, Hyundai and most recen...
Redeye finds only minor deviations in the Q2 report vs our expectations.
