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Aker ASA (AKAAF) Q3 2024 Earnings Name Transcript


Aker ASA (OTCPK:AKAAF) Q3 2024 Results Earnings Conference Call November 6, 2024 3:00 AM ET

Company Participants

Fredrik Berge – Head of Investor Relations
Øyvind Eriksen – President and Chief Executive Officer
Svein Oskar Stoknes – Chief Financial Officer

Conference Call Participants

Fredrik Berge

Hi, everyone. And welcome to the presentation of Aker’s third quarter results 2024. My name is Fredrik Berge and I’m head of investor relations. We will start today’s presentation with Aker’s President and CEO, Øyvind Eriksen, who will take you through the quarterly highlights and recent developments in the portfolio. Our CFO, Svein Oskar Stoknes, will then take you through the quarterly financials in more detail. After the presentation, we will host a prepared Q&A session. And in case you have further questions or feedback, please do not hesitate to get in contact after the presentation.

And with that, I hand it over to Øyvind Eriksen.

Øyvind Eriksen

Thank you, Fredrik. And good morning, everyone. Let me start by revisiting Aker’s three main strategic priorities. One, increased cash flow with a focus on increased dividends, both received and paid. Two, a more focused portfolio investments, over time prioritizing fewer companies with potential for secular growth, good profitability and cash flow generation. And three, net asset value, where our objective is to achieve an annual growth of at least 10% on average over the years.

Aker ended the third quarter with a more streamlined and cash-generative investment portfolio. In line with our commitment to deliver value to shareholders, we announced this morning that our board has proposed to pay an additional NOK 35.5 per share in cash dividend and to enhance our dividend policy to 4% to 6% of net asset value annually. The dividend announced today comes in addition to the NOK 15.5 per share paid in the second quarter. In total, we



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