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AKAAF / Aker ASA: NAV Discount Means You Get Industrial AI Leader Cognite Almost For Free

Aker ASA: NAV Discount Means You Get Industrial AI Leader Cognite Almost For Free
Aker ASA is not an AI company at first glance, but it has Norway's first unicorn, Cognite, in its portfolio that can be bought essentially for free. Cognite is around 10% of the company's NAV, but if you short the publicly-listed components of Aker ASA, it can be more than 50% of the exposure. Its sales are growing rapidly with healthy and strategic end-markets, it has advantaged ways to make use of LLMs, and its losses are narrowing. Read More
Posted: Jul 20 2023, 17:01
Author Name: Seeking Alpha
Views: 112143

AKAAF News  

Aker ASA (AKAAF) Q3 2023 Earnings Call Transcript

By Seeking Alpha
November 3, 2023

Aker ASA (AKAAF) Q3 2023 Earnings Call Transcript

Aker ASA (OTCPK:AKAAF) Q3 2023 Results Conference Call November 3, 2023 4:00 AM ET Company Participants Fredrik Berge - Head of Investor Relations Oyv more_horizontal

Aker ASA: NAV Discount Means You Get Industrial AI Leader Cognite Almost For Free

By Seeking Alpha
July 20, 2023

Aker ASA: NAV Discount Means You Get Industrial AI Leader Cognite Almost For Free

Aker ASA is not an AI company at first glance, but it has Norway's first unicorn, Cognite, in its portfolio that can be bought essentially for free. C more_horizontal

Aker ASA (AKAAF) Q1 2023 Earnings Call Transcript

By Seeking Alpha
May 5, 2023

Aker ASA (AKAAF) Q1 2023 Earnings Call Transcript

Aker ASA (OTCPK:AKAAF) Q1 2023 Earnings Conference Call May 5, 2023 3:00 AM ET Company Participants Fredrik Berge - Head of Investor Relations Oyvind more_horizontal

Aker ASA (AKAAF) Q4 2022 Earnings Call Transcript

By Seeking Alpha
February 17, 2023

Aker ASA (AKAAF) Q4 2022 Earnings Call Transcript

Aker ASA (OTCPK:AKAAF) Q4 2022 Earnings Conference Call February 17, 2023 3:00 AM ET Company Participants Fredrik Berge - Head of Investor Relations O more_horizontal

Aker ASA Well Positioned For 2023 And Valued Substantially Below The Sum Of Its Parts

By Seeking Alpha
February 13, 2023

Aker ASA Well Positioned For 2023 And Valued Substantially Below The Sum Of Its Parts

At the most conservative valuation for Aker ASA, it trades substantially below the sum-of-parts valuation of its public and private holdings as an inv more_horizontal

Aker ASA (AKAAF) Q3 2022 Earnings Call Transcript

By Seeking Alpha
November 6, 2022

Aker ASA (AKAAF) Q3 2022 Earnings Call Transcript

Aker ASA (OTCPK:AKAAF) Q3 2022 Earnings Conference Call November 4, 2022 4:00 AM ET Company Participants Fredrik Berge - Head, Investor Relations Oyvi more_horizontal

Aker ASA (AKAAF) CEO Øyvind Eriksen on Q1 2022 Results - Earnings Call Transcript

By Seeking Alpha
May 8, 2022

Aker ASA (AKAAF) CEO Øyvind Eriksen on Q1 2022 Results - Earnings Call Transcript

Aker ASA (OTCPK:AKAAF) Q1 2022 Earnings Conference Call May 4, 2022 3:00 AM ET Company Participants Joachim Bjorni - Head of Investor Relations Øyvin more_horizontal


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