Bonheur ASA (FRA:V7P)

Q4 2024 Bonheur ASA Earnings Call Transcript

Feb 27, 2025 / 08:00 AM GMT

Release Date Price: €20.3 (-0.98%)

Transcript

Key Points

Positve

Bonheur ASA (FRA:V7P) reported a solid fourth quarter and full year performance despite several key assets being out of revenue-generating activities.
The company proposed a dividend of 6.75% per share, marking a 12.5% growth, continuing a trend of consistent double-digit dividend growth.
The wind service segment showed strong performance, with significant revenue contributions from Wind Carrier UWL and Global Wind Service.
Cruise lines showed improvement with a year-on-year operating performance increase of approximately 100 million.
The media business, NHSD, and the SARS company, Manus Desk, reported improved performance, contributing positively to the overall results.

Negative

Several key assets, including Braveur and Volturn, were out of operations, impacting revenue generation.
Significant downtime was reported in the renewable energy segment, particularly at Midhill and Crystal Rig wind farms.
The cruise segment experienced lower revenues due to dry docking and lower occupancy rates.
The wind service segment faced challenges with vessel availability and timing of demand due to industry-wide issues.
The renewable energy segment faced a steep drop in power prices in Scandinavia, affecting overall revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BONHR.OL - Bonheur ASA
Q4 2024 Bonheur ASA Earnings Call
Feb 27, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everybody and welcome to the 4th quarter presentation for Bonner.

My name is Annette Olsen, and I am the CEO of the Boer and Fred Olson and Company.

Today, as usual, our CFO Ricard Ulao will start the presentation with an overview and then the individuals CEOs of our subsidiaries will then present. We'll have the Q&A session at the end.

So heartly welcome.

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Unidentified_2 [2]
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Thank you. And also good morning from me and welcome to this, webcast.

I should maybe start saying that this has been a special quarter. We

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