Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.

M Vest Water

M Vest Water

8,02NOK
−1,96% (−0,16)
Tänään 
Ylin8,38
Alin8,00
Vaihto
0,4 MNOK
8,02NOK
−1,96% (−0,16)
Tänään 
Ylin8,38
Alin8,00
Vaihto
0,4 MNOK

M Vest Water

M Vest Water

8,02NOK
−1,96% (−0,16)
Tänään 
Ylin8,38
Alin8,00
Vaihto
0,4 MNOK
8,02NOK
−1,96% (−0,16)
Tänään 
Ylin8,38
Alin8,00
Vaihto
0,4 MNOK

M Vest Water

M Vest Water

8,02NOK
−1,96% (−0,16)
Tänään 
Ylin8,38
Alin8,00
Vaihto
0,4 MNOK
8,02NOK
−1,96% (−0,16)
Tänään 
Ylin8,38
Alin8,00
Vaihto
0,4 MNOK
Q3-osavuosiraportti
8 päivää sitten30 min

Tarjoustasot

NorwayEuronext Growth Oslo
Määrä
Osto
825
Myynti
Määrä
3 869

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2 046--
150--
1 000--
2 443--
50--
Ylin
8,38
VWAP
-
Alin
8
VaihtoMäärä
0,4 47 483
VWAP
-
Ylin
8,38
Alin
8
VaihtoMäärä
0,4 47 483

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Seuraava tapahtuma
Sijoittajakalenteri ei ole saatavilla
Menneet tapahtumat
2025 Q3-osavuosiraportti18.11.
2025 Q2-osavuosiraportti16.9.
2025 Q1-osavuosiraportti15.5.
2024 Yhtiökokous27.3.
2024 Q4-osavuosiraportti13.2.
Datan lähde: Millistream, Quartr

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Based on all available information, the project in Oman must be the Nimr field, one of the world's largest produced water facilities with around 240,000 m³ of water per day. If NORWAFLOC is used here, it will be dosed directly into the oil-water separation at low ppm levels, typically 5–15 ppm. Over one year, this corresponds to a water volume of approximately 87.6 billion liters, and an expected chemical consumption in the order of 438,000 to 1,314,000 liters of NORWAFLOC. With a real market price of around 50-60 kroner per liter, this yields a potential annual revenue of approximately 25–76 million kroner if MVW qualifies for full-scale delivery. The figures arise from three mechanisms: extremely high water volumes, low dosage, and a price per liter that is already validated in MVW's other market. Thus, Nimr appears as a single project that in size could surpass NORWAFLOC's entire current portfolio. The METHA project in Hamburg represents a completely different mechanism, where volumes are moderate, but the sludge is heavy and pre-thickened and requires very high dosage. The facility processes around 10,000 m³ of sludge on one chamber filter press per month, and MVW estimates a chemical consumption of approximately 15 tons of NORWAFLOC per month, equivalent to around 15,000 liters. This yields nearly 870,000 kroner in monthly income and around 10.4 million kroner per year per press, and approximately double that if both presses switch to NORWAFLOC. Here, the volume is not due to the water quantity, but a dosage of around 1,500 ppm, which is typical for heavy dredging sludge. METHA becomes large because the dosage is high, while Nimr becomes large because the water volume is enormous – two completely different paths to high volume per customer. Finally, it is worth noting that Soiltech, which operates in the same overarching industry, in practice only secures contracts for rigs and offshore drilling operations. They are absent in aquaculture, dredging, and larger oil fields, precisely because their technology is developed for manned, container-based offshore slop and drilling fluid treatment – not for scalable chemistry in continuous land-based process lines.
    20 t sitten
    ·
    20 t sitten
    ·
    And now MVW Norwafloc delivers to 3 fish slaughterhouses, this alone constitutes 90% of recurring revenues, probably in the order of 13-17 million per year as of now. And they are aiming for contracts with almost 15-20 more. If this succeeds, one will get solid revenues and a value company in this industry alone.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Excited to see if any news emerges soon. Shareholder loans were converted to shares in October. And 8 mill raised in addition (gross). But as of the end of Q3, MVW had also used 4.4 million of a credit facility with a bank, limit 8 mill. Then there's only a net 3.6 left minus fees during the emission for operations in Q4, and that's probably barely enough. In recent years, Q4 has been a somewhat weak quarter. So either a larger increase in sales and revenues must be expected, and/or new contracts with immediate effect, or new money must be raised again early 2026. They were positive in the webcast, but they have also been so on all occasions in the last 2-3 years. Trading volumes have plummeted back to almost nothing in the last 10 days. Some want to reduce more, but it doesn't look like dumping is happening right now at least. Norne has increased the price target again, positive, but has not taken the company back into the portfolio as far as I have gathered at least. Nordnet customers down to 357 is the lowest since April. However, not large fluctuations here. Mostly a bit up around positive stock exchange announcements, and sinking back when there's a pause until new ones.
  • 19.11.
    ·
    19.11.
    ·
    Norne upgrades to buy with target price 11 (from 9) Excerpt «Financing resolved! M Vest Water published their 3rd quarter earnings on the 18th of November. Although earnings were weak compared to our estimates, the financing issues has been resolved through a private placement and conversion of debt, and this new funding might bridge the company over to cash positive, hopefully during the first half of 2026. …We do have faith and upgrade the company to buy with a NOK 11 target price, consistent with a 15% discount to our DCF.»
    19.11.
    ·
    19.11.
    ·
    Damn good. I have faith.
    20.11.
    ·
    20.11.
    ·
    Better than 9, but was 12 before the downgrade happened. Hope we get some positive market announcements within reasonable time. But the price can gladly stay like this until after New Year for my part, so one avoids a bit of wealth tax.
  • 18.11.
    ·
    18.11.
    ·
    Webcast Didn't feel the webcast added much extra to the report this time. Most of it appears in the report, and a quick presentation when it is published. One sees a large increase in the production and sale of chemicals compared to last year. Salmon slaughterhouses no longer receive dispensations, it seems, and they must make changes over the next 4 years. MVW is targeting just under 20 of these 45 in Norway. But these approx. 20 account for over 80% of the slaughtered volume, and thus a large amount of water for purification as well. Some slaughterhouses are already in tender processes and dialogue with, as I understand the company, and as previously communicated. Given the earnings from just a few slaughterhouses already, they should get extra to push the accounts into the green. Mehta qualification is ongoing. Paid. Chemical production outsourced to a company in Germany. As I have said before, if this does not culminate in some form of agreement, I will be a bit disappointed given how much has been published and discussed around this qualification. Qualification in Oman will be paid on commercial terms like the one at Metha. In Saudi Arabia, part of the testing expenses will be covered. The first order from an agreement entered into in Saudi Arabia in April 2024 has recently been received. The scope/economics of this were not mentioned. But it concerns the purification of 50-100 cubic meters of water/hour according to the original stock exchange announcement. No graph/figure this time over active tender processes, so it's difficult to say anything about changes there. Q4-25 will be exciting. And 2026 an exciting year, where we should see green figures at some point. Then we can hope MVW has cash by then, or can raise it on reasonable terms if needed. Otherwise, I personally think it's borderline foolish to say that an emission was made at a 25% discount to the recent trading price when this price only occurred 2-3 days before the emission, and not on any significant volume.
  • 18.11.
    ·
    18.11.
    ·
    Had hoped for slightly better figures, but revenues are still going in the right direction. And that the margins are better shows, the reduction in loss for Q3 against 2024 is almost as large as the increase in revenue. I wonder a bit why they didn't raise a bit more money in the emission when they first did one. The loan of 12 was converted + 8 mill in. The report states that as of 30.09.25, 4.5 mill of a bank facility of 8 mill was used. Didn't they get a bite on larger amounts? Or do they think it will be enough? Or will there be yet another shareholder loan? There must at least be a significant increase in revenue in the current (Q4) or next quarter if operations are to be in profit. Metha-test generates quite a lot here, but only approx. 1 mnd. It also states that a contract in Saudi Arabia entered into in April 2024 will start up now towards the end of 2025. That will probably help a bit into 2026. It was described in the stock exchange announcement 2024: "MVW 's supply will treat between 50 and 100 m3 liters of Produced Water per hour as an integrated part of the complete Produced Water Reuse Treatment System." It states that startup was supposed to happen transition 24/25, so if it's the same project, it must have been slightly delayed. Upcoming testing in Saudi Arabia is postponed to Q1-26. No update regarding Oman as far as I can see, I would have thought this test was finished by now, but it says ongoing. The fish slaughterhouses get away with dispensations for now. It will be exciting to see how it plays out when it ends. And if nothing will upgrade/order before then to avoid standing in line with 20-30 others potentially at a slightly later time. It will be exciting with the webcast at 10 o'clock if anything is elaborated.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Uutiset ja analyysit

Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Tuotteita joiden kohde-etuutena tämä arvopaperi

Q3-osavuosiraportti
8 päivää sitten30 min

Uutiset ja analyysit

Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Based on all available information, the project in Oman must be the Nimr field, one of the world's largest produced water facilities with around 240,000 m³ of water per day. If NORWAFLOC is used here, it will be dosed directly into the oil-water separation at low ppm levels, typically 5–15 ppm. Over one year, this corresponds to a water volume of approximately 87.6 billion liters, and an expected chemical consumption in the order of 438,000 to 1,314,000 liters of NORWAFLOC. With a real market price of around 50-60 kroner per liter, this yields a potential annual revenue of approximately 25–76 million kroner if MVW qualifies for full-scale delivery. The figures arise from three mechanisms: extremely high water volumes, low dosage, and a price per liter that is already validated in MVW's other market. Thus, Nimr appears as a single project that in size could surpass NORWAFLOC's entire current portfolio. The METHA project in Hamburg represents a completely different mechanism, where volumes are moderate, but the sludge is heavy and pre-thickened and requires very high dosage. The facility processes around 10,000 m³ of sludge on one chamber filter press per month, and MVW estimates a chemical consumption of approximately 15 tons of NORWAFLOC per month, equivalent to around 15,000 liters. This yields nearly 870,000 kroner in monthly income and around 10.4 million kroner per year per press, and approximately double that if both presses switch to NORWAFLOC. Here, the volume is not due to the water quantity, but a dosage of around 1,500 ppm, which is typical for heavy dredging sludge. METHA becomes large because the dosage is high, while Nimr becomes large because the water volume is enormous – two completely different paths to high volume per customer. Finally, it is worth noting that Soiltech, which operates in the same overarching industry, in practice only secures contracts for rigs and offshore drilling operations. They are absent in aquaculture, dredging, and larger oil fields, precisely because their technology is developed for manned, container-based offshore slop and drilling fluid treatment – not for scalable chemistry in continuous land-based process lines.
    20 t sitten
    ·
    20 t sitten
    ·
    And now MVW Norwafloc delivers to 3 fish slaughterhouses, this alone constitutes 90% of recurring revenues, probably in the order of 13-17 million per year as of now. And they are aiming for contracts with almost 15-20 more. If this succeeds, one will get solid revenues and a value company in this industry alone.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Excited to see if any news emerges soon. Shareholder loans were converted to shares in October. And 8 mill raised in addition (gross). But as of the end of Q3, MVW had also used 4.4 million of a credit facility with a bank, limit 8 mill. Then there's only a net 3.6 left minus fees during the emission for operations in Q4, and that's probably barely enough. In recent years, Q4 has been a somewhat weak quarter. So either a larger increase in sales and revenues must be expected, and/or new contracts with immediate effect, or new money must be raised again early 2026. They were positive in the webcast, but they have also been so on all occasions in the last 2-3 years. Trading volumes have plummeted back to almost nothing in the last 10 days. Some want to reduce more, but it doesn't look like dumping is happening right now at least. Norne has increased the price target again, positive, but has not taken the company back into the portfolio as far as I have gathered at least. Nordnet customers down to 357 is the lowest since April. However, not large fluctuations here. Mostly a bit up around positive stock exchange announcements, and sinking back when there's a pause until new ones.
  • 19.11.
    ·
    19.11.
    ·
    Norne upgrades to buy with target price 11 (from 9) Excerpt «Financing resolved! M Vest Water published their 3rd quarter earnings on the 18th of November. Although earnings were weak compared to our estimates, the financing issues has been resolved through a private placement and conversion of debt, and this new funding might bridge the company over to cash positive, hopefully during the first half of 2026. …We do have faith and upgrade the company to buy with a NOK 11 target price, consistent with a 15% discount to our DCF.»
    19.11.
    ·
    19.11.
    ·
    Damn good. I have faith.
    20.11.
    ·
    20.11.
    ·
    Better than 9, but was 12 before the downgrade happened. Hope we get some positive market announcements within reasonable time. But the price can gladly stay like this until after New Year for my part, so one avoids a bit of wealth tax.
  • 18.11.
    ·
    18.11.
    ·
    Webcast Didn't feel the webcast added much extra to the report this time. Most of it appears in the report, and a quick presentation when it is published. One sees a large increase in the production and sale of chemicals compared to last year. Salmon slaughterhouses no longer receive dispensations, it seems, and they must make changes over the next 4 years. MVW is targeting just under 20 of these 45 in Norway. But these approx. 20 account for over 80% of the slaughtered volume, and thus a large amount of water for purification as well. Some slaughterhouses are already in tender processes and dialogue with, as I understand the company, and as previously communicated. Given the earnings from just a few slaughterhouses already, they should get extra to push the accounts into the green. Mehta qualification is ongoing. Paid. Chemical production outsourced to a company in Germany. As I have said before, if this does not culminate in some form of agreement, I will be a bit disappointed given how much has been published and discussed around this qualification. Qualification in Oman will be paid on commercial terms like the one at Metha. In Saudi Arabia, part of the testing expenses will be covered. The first order from an agreement entered into in Saudi Arabia in April 2024 has recently been received. The scope/economics of this were not mentioned. But it concerns the purification of 50-100 cubic meters of water/hour according to the original stock exchange announcement. No graph/figure this time over active tender processes, so it's difficult to say anything about changes there. Q4-25 will be exciting. And 2026 an exciting year, where we should see green figures at some point. Then we can hope MVW has cash by then, or can raise it on reasonable terms if needed. Otherwise, I personally think it's borderline foolish to say that an emission was made at a 25% discount to the recent trading price when this price only occurred 2-3 days before the emission, and not on any significant volume.
  • 18.11.
    ·
    18.11.
    ·
    Had hoped for slightly better figures, but revenues are still going in the right direction. And that the margins are better shows, the reduction in loss for Q3 against 2024 is almost as large as the increase in revenue. I wonder a bit why they didn't raise a bit more money in the emission when they first did one. The loan of 12 was converted + 8 mill in. The report states that as of 30.09.25, 4.5 mill of a bank facility of 8 mill was used. Didn't they get a bite on larger amounts? Or do they think it will be enough? Or will there be yet another shareholder loan? There must at least be a significant increase in revenue in the current (Q4) or next quarter if operations are to be in profit. Metha-test generates quite a lot here, but only approx. 1 mnd. It also states that a contract in Saudi Arabia entered into in April 2024 will start up now towards the end of 2025. That will probably help a bit into 2026. It was described in the stock exchange announcement 2024: "MVW 's supply will treat between 50 and 100 m3 liters of Produced Water per hour as an integrated part of the complete Produced Water Reuse Treatment System." It states that startup was supposed to happen transition 24/25, so if it's the same project, it must have been slightly delayed. Upcoming testing in Saudi Arabia is postponed to Q1-26. No update regarding Oman as far as I can see, I would have thought this test was finished by now, but it says ongoing. The fish slaughterhouses get away with dispensations for now. It will be exciting to see how it plays out when it ends. And if nothing will upgrade/order before then to avoid standing in line with 20-30 others potentially at a slightly later time. It will be exciting with the webcast at 10 o'clock if anything is elaborated.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

NorwayEuronext Growth Oslo
Määrä
Osto
825
Myynti
Määrä
3 869

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2 046--
150--
1 000--
2 443--
50--
Ylin
8,38
VWAP
-
Alin
8
VaihtoMäärä
0,4 47 483
VWAP
-
Ylin
8,38
Alin
8
VaihtoMäärä
0,4 47 483

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Seuraava tapahtuma
Sijoittajakalenteri ei ole saatavilla
Menneet tapahtumat
2025 Q3-osavuosiraportti18.11.
2025 Q2-osavuosiraportti16.9.
2025 Q1-osavuosiraportti15.5.
2024 Yhtiökokous27.3.
2024 Q4-osavuosiraportti13.2.
Datan lähde: Millistream, Quartr

Tuotteita joiden kohde-etuutena tämä arvopaperi

Q3-osavuosiraportti
8 päivää sitten30 min

Uutiset ja analyysit

Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Yhtiötapahtumat

Seuraava tapahtuma
Sijoittajakalenteri ei ole saatavilla
Menneet tapahtumat
2025 Q3-osavuosiraportti18.11.
2025 Q2-osavuosiraportti16.9.
2025 Q1-osavuosiraportti15.5.
2024 Yhtiökokous27.3.
2024 Q4-osavuosiraportti13.2.
Datan lähde: Millistream, Quartr

Tuotteita joiden kohde-etuutena tämä arvopaperi

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Based on all available information, the project in Oman must be the Nimr field, one of the world's largest produced water facilities with around 240,000 m³ of water per day. If NORWAFLOC is used here, it will be dosed directly into the oil-water separation at low ppm levels, typically 5–15 ppm. Over one year, this corresponds to a water volume of approximately 87.6 billion liters, and an expected chemical consumption in the order of 438,000 to 1,314,000 liters of NORWAFLOC. With a real market price of around 50-60 kroner per liter, this yields a potential annual revenue of approximately 25–76 million kroner if MVW qualifies for full-scale delivery. The figures arise from three mechanisms: extremely high water volumes, low dosage, and a price per liter that is already validated in MVW's other market. Thus, Nimr appears as a single project that in size could surpass NORWAFLOC's entire current portfolio. The METHA project in Hamburg represents a completely different mechanism, where volumes are moderate, but the sludge is heavy and pre-thickened and requires very high dosage. The facility processes around 10,000 m³ of sludge on one chamber filter press per month, and MVW estimates a chemical consumption of approximately 15 tons of NORWAFLOC per month, equivalent to around 15,000 liters. This yields nearly 870,000 kroner in monthly income and around 10.4 million kroner per year per press, and approximately double that if both presses switch to NORWAFLOC. Here, the volume is not due to the water quantity, but a dosage of around 1,500 ppm, which is typical for heavy dredging sludge. METHA becomes large because the dosage is high, while Nimr becomes large because the water volume is enormous – two completely different paths to high volume per customer. Finally, it is worth noting that Soiltech, which operates in the same overarching industry, in practice only secures contracts for rigs and offshore drilling operations. They are absent in aquaculture, dredging, and larger oil fields, precisely because their technology is developed for manned, container-based offshore slop and drilling fluid treatment – not for scalable chemistry in continuous land-based process lines.
    20 t sitten
    ·
    20 t sitten
    ·
    And now MVW Norwafloc delivers to 3 fish slaughterhouses, this alone constitutes 90% of recurring revenues, probably in the order of 13-17 million per year as of now. And they are aiming for contracts with almost 15-20 more. If this succeeds, one will get solid revenues and a value company in this industry alone.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Excited to see if any news emerges soon. Shareholder loans were converted to shares in October. And 8 mill raised in addition (gross). But as of the end of Q3, MVW had also used 4.4 million of a credit facility with a bank, limit 8 mill. Then there's only a net 3.6 left minus fees during the emission for operations in Q4, and that's probably barely enough. In recent years, Q4 has been a somewhat weak quarter. So either a larger increase in sales and revenues must be expected, and/or new contracts with immediate effect, or new money must be raised again early 2026. They were positive in the webcast, but they have also been so on all occasions in the last 2-3 years. Trading volumes have plummeted back to almost nothing in the last 10 days. Some want to reduce more, but it doesn't look like dumping is happening right now at least. Norne has increased the price target again, positive, but has not taken the company back into the portfolio as far as I have gathered at least. Nordnet customers down to 357 is the lowest since April. However, not large fluctuations here. Mostly a bit up around positive stock exchange announcements, and sinking back when there's a pause until new ones.
  • 19.11.
    ·
    19.11.
    ·
    Norne upgrades to buy with target price 11 (from 9) Excerpt «Financing resolved! M Vest Water published their 3rd quarter earnings on the 18th of November. Although earnings were weak compared to our estimates, the financing issues has been resolved through a private placement and conversion of debt, and this new funding might bridge the company over to cash positive, hopefully during the first half of 2026. …We do have faith and upgrade the company to buy with a NOK 11 target price, consistent with a 15% discount to our DCF.»
    19.11.
    ·
    19.11.
    ·
    Damn good. I have faith.
    20.11.
    ·
    20.11.
    ·
    Better than 9, but was 12 before the downgrade happened. Hope we get some positive market announcements within reasonable time. But the price can gladly stay like this until after New Year for my part, so one avoids a bit of wealth tax.
  • 18.11.
    ·
    18.11.
    ·
    Webcast Didn't feel the webcast added much extra to the report this time. Most of it appears in the report, and a quick presentation when it is published. One sees a large increase in the production and sale of chemicals compared to last year. Salmon slaughterhouses no longer receive dispensations, it seems, and they must make changes over the next 4 years. MVW is targeting just under 20 of these 45 in Norway. But these approx. 20 account for over 80% of the slaughtered volume, and thus a large amount of water for purification as well. Some slaughterhouses are already in tender processes and dialogue with, as I understand the company, and as previously communicated. Given the earnings from just a few slaughterhouses already, they should get extra to push the accounts into the green. Mehta qualification is ongoing. Paid. Chemical production outsourced to a company in Germany. As I have said before, if this does not culminate in some form of agreement, I will be a bit disappointed given how much has been published and discussed around this qualification. Qualification in Oman will be paid on commercial terms like the one at Metha. In Saudi Arabia, part of the testing expenses will be covered. The first order from an agreement entered into in Saudi Arabia in April 2024 has recently been received. The scope/economics of this were not mentioned. But it concerns the purification of 50-100 cubic meters of water/hour according to the original stock exchange announcement. No graph/figure this time over active tender processes, so it's difficult to say anything about changes there. Q4-25 will be exciting. And 2026 an exciting year, where we should see green figures at some point. Then we can hope MVW has cash by then, or can raise it on reasonable terms if needed. Otherwise, I personally think it's borderline foolish to say that an emission was made at a 25% discount to the recent trading price when this price only occurred 2-3 days before the emission, and not on any significant volume.
  • 18.11.
    ·
    18.11.
    ·
    Had hoped for slightly better figures, but revenues are still going in the right direction. And that the margins are better shows, the reduction in loss for Q3 against 2024 is almost as large as the increase in revenue. I wonder a bit why they didn't raise a bit more money in the emission when they first did one. The loan of 12 was converted + 8 mill in. The report states that as of 30.09.25, 4.5 mill of a bank facility of 8 mill was used. Didn't they get a bite on larger amounts? Or do they think it will be enough? Or will there be yet another shareholder loan? There must at least be a significant increase in revenue in the current (Q4) or next quarter if operations are to be in profit. Metha-test generates quite a lot here, but only approx. 1 mnd. It also states that a contract in Saudi Arabia entered into in April 2024 will start up now towards the end of 2025. That will probably help a bit into 2026. It was described in the stock exchange announcement 2024: "MVW 's supply will treat between 50 and 100 m3 liters of Produced Water per hour as an integrated part of the complete Produced Water Reuse Treatment System." It states that startup was supposed to happen transition 24/25, so if it's the same project, it must have been slightly delayed. Upcoming testing in Saudi Arabia is postponed to Q1-26. No update regarding Oman as far as I can see, I would have thought this test was finished by now, but it says ongoing. The fish slaughterhouses get away with dispensations for now. It will be exciting to see how it plays out when it ends. And if nothing will upgrade/order before then to avoid standing in line with 20-30 others potentially at a slightly later time. It will be exciting with the webcast at 10 o'clock if anything is elaborated.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

NorwayEuronext Growth Oslo
Määrä
Osto
825
Myynti
Määrä
3 869

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2 046--
150--
1 000--
2 443--
50--
Ylin
8,38
VWAP
-
Alin
8
VaihtoMäärä
0,4 47 483
VWAP
-
Ylin
8,38
Alin
8
VaihtoMäärä
0,4 47 483

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt