2025 Q4 -tulosraportti
74 päivää sitten
‧47 min
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 16.9.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·22 t sittenMVW investor presentation 21.04.26 Subject to minor errors. Any others who participated may supplement. So far, no presentation/pdf is available. Slyngstadlid introduces MVW. Norne estimates that MVW will reach break even ila 2027end. There is a fair value calculation with a valuation that is almost double today's share price, doesn't quite remember what this was based on. From MVW's side, much is known information. Water is seen by many as a raw material that will be under more pressure to have sufficient quantity, and clean enough. A challenge for many industries with access/quality. Oil wells must inject sufficiently clean water into wells. One must not use up/run out of drinking water. Very many actors must treat water, and the requirements are becoming stricter, at least in several parts of the world. Data centers will need large quantities of water for cooling. Capital-light business model at MVW. Holds the entire value chain itself for the slaughterhouse part in Norway. Will probably use other actors partly in other countries/continents and possibly with larger scaling. Fish slaughterhouses MVW reiterates its goal of treating water for 70% of the slaughterhouse volume in Norway, approx. 18-19 of 45 slaughterhouses. Downstream Marine is the supplier for all of these for disinfection etc. Expected ARR for MVW if a contract is achieved with all of these is as before 100-150mill NOK/year. Good margin on chemicals, somewhat less on equipment that MVW resells/brokers. Equipment upgrades of 300-500 mill. are expected for slaughterhouses to be able to treat according to new requirements. Smaller slaughterhouses may avoid requirements. There may also be some consolidation in the industry for profitability at the slaughterhouses. Several of the slaughterhouses have already purchased equipment from MVW that makes them ready to quickly start treatment. Start-ups are pending until exemptions expire. The last exemption was probably due to expire by 2029end, but many before that time. Guiding here only covers Norway and red fish so far. White fish may become relevant, and other types of wastewater within the industry. In addition, other countries may become relevant depending on regulations. The UK apparently chooses a different line than the EU on requirements. What Scotland does is still uncertain, here there could be a market if they follow the EU. MVW is monitoring. Oil Nothing new about the Oman pilot, but it is said that these are complicated qualifications/processes. Safaniya/Saudi Arabia: The equipment is on location, but the facility is closed and when any qualification will start is uncertain. The area is very interesting due to enormous challenges in obtaining enough water, and clean enough for producers in the Middle East. A large number of oil fields, and of a magnitude like Safaniya, can generate ARR revenues of 15-20 mill/year/facility. But so far, the breakthrough is pending. The technology can make water clean enough for re-injection into wells, helping uptime. And it is probably possible to get oil out of produced water with such a quality that it can be sold by the producer. Can compensate well for any extra cost of treatment. Focus is concentrated around the Middle East due to the extent of challenges, but the technology is globally relevant. Various markets, including the USA, are being monitored. Dredging/mudding Metha test on hold due to challenges with Metha's equipment. Expected new/further testing from May sometime. Testing/adaptation at Vebiro has proven difficult due to different "rigs"/setups for treatment, short testing periods etc. Hope now to plan a more continuous test at a facility to learn further. Other - SAR and Sture. Do not generate large revenues, but very important partners over time where much is learned as time goes on and technology is adjusted accordingly. - The COO states that MVW's technology works well for water with a relatively high salt content. Both Slyngstadlid, investors and MVW itself express disappointment over the share price development, and MVW admits that things have taken more time than they had hoped. But they are positive and the major shareholders still seem positive.·22 t sittenSo, it's a bit negative with the postponed Safaniya and Metha test, it affects income a bit here and now, and slightly delays the potential start of higher earnings. Still high optimism for the slaughterhouse segment. And this segment is, in isolation, profitable. Scaling up doesn't necessarily mean significantly increased costs. When an actual ARR of up to 150 mill in 2030, the company will have a good EPS. Even if there might be a few more shares. I had hoped Vebiro was a bit closer to generating some income. They did present a nice framework agreement via a stock exchange announcement in December 2024, with a potential value of 10-25 mill income per year (over five years). But here too, things take time. So, I think one should look at the share price development against liquidity and shareholder base. Small transactions strongly pull the price both up and down. The number of shareholders is stable, and major shareholders too, even if some have reduced their holdings somewhat. If a slightly larger player wants to buy up at some point, it can get tight in the door with only 1.5 mill shares outside the top 50, and these are distributed among approx. 500 shareholders. Of course, some might be waiting to sell down, here it becomes speculation. But, I find it a bit peculiar if the optimism is real, that larger shareholders don't just pick up shares from the table when the price goes all the way down to 6 kroner. And they bought for 8 in share issues. The same applies to insiders. So little is for sale that it should be easy to pull the price back up to a minimum of 7-8 kroner.
·2 päivää sittenCan someone tell a bit about these two investor lunches MVW had? I imagine that Petter Slyngstadlie had some good input and questions - skilled veteran.·2 päivää sittenI am planning it, but am a bit busy these days. In addition, I am awaiting a couple of answers from the CFO regarding the presentation. He also mentions that a customized PDF (without video) with some of the content will be published on the homepage eventually.- ·21.4.Was at the investor presentation today. Nothing much new to report, but nice with a bit more in-depth insight into technology and focus areas, as well as priorities for investment. Will probably report a bit more, but waiting a bit to see if they publish the presentation or not.
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
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.
2025 Q4 -tulosraportti
74 päivää sitten
‧47 min
Uutiset
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
- ·22 t sittenMVW investor presentation 21.04.26 Subject to minor errors. Any others who participated may supplement. So far, no presentation/pdf is available. Slyngstadlid introduces MVW. Norne estimates that MVW will reach break even ila 2027end. There is a fair value calculation with a valuation that is almost double today's share price, doesn't quite remember what this was based on. From MVW's side, much is known information. Water is seen by many as a raw material that will be under more pressure to have sufficient quantity, and clean enough. A challenge for many industries with access/quality. Oil wells must inject sufficiently clean water into wells. One must not use up/run out of drinking water. Very many actors must treat water, and the requirements are becoming stricter, at least in several parts of the world. Data centers will need large quantities of water for cooling. Capital-light business model at MVW. Holds the entire value chain itself for the slaughterhouse part in Norway. Will probably use other actors partly in other countries/continents and possibly with larger scaling. Fish slaughterhouses MVW reiterates its goal of treating water for 70% of the slaughterhouse volume in Norway, approx. 18-19 of 45 slaughterhouses. Downstream Marine is the supplier for all of these for disinfection etc. Expected ARR for MVW if a contract is achieved with all of these is as before 100-150mill NOK/year. Good margin on chemicals, somewhat less on equipment that MVW resells/brokers. Equipment upgrades of 300-500 mill. are expected for slaughterhouses to be able to treat according to new requirements. Smaller slaughterhouses may avoid requirements. There may also be some consolidation in the industry for profitability at the slaughterhouses. Several of the slaughterhouses have already purchased equipment from MVW that makes them ready to quickly start treatment. Start-ups are pending until exemptions expire. The last exemption was probably due to expire by 2029end, but many before that time. Guiding here only covers Norway and red fish so far. White fish may become relevant, and other types of wastewater within the industry. In addition, other countries may become relevant depending on regulations. The UK apparently chooses a different line than the EU on requirements. What Scotland does is still uncertain, here there could be a market if they follow the EU. MVW is monitoring. Oil Nothing new about the Oman pilot, but it is said that these are complicated qualifications/processes. Safaniya/Saudi Arabia: The equipment is on location, but the facility is closed and when any qualification will start is uncertain. The area is very interesting due to enormous challenges in obtaining enough water, and clean enough for producers in the Middle East. A large number of oil fields, and of a magnitude like Safaniya, can generate ARR revenues of 15-20 mill/year/facility. But so far, the breakthrough is pending. The technology can make water clean enough for re-injection into wells, helping uptime. And it is probably possible to get oil out of produced water with such a quality that it can be sold by the producer. Can compensate well for any extra cost of treatment. Focus is concentrated around the Middle East due to the extent of challenges, but the technology is globally relevant. Various markets, including the USA, are being monitored. Dredging/mudding Metha test on hold due to challenges with Metha's equipment. Expected new/further testing from May sometime. Testing/adaptation at Vebiro has proven difficult due to different "rigs"/setups for treatment, short testing periods etc. Hope now to plan a more continuous test at a facility to learn further. Other - SAR and Sture. Do not generate large revenues, but very important partners over time where much is learned as time goes on and technology is adjusted accordingly. - The COO states that MVW's technology works well for water with a relatively high salt content. Both Slyngstadlid, investors and MVW itself express disappointment over the share price development, and MVW admits that things have taken more time than they had hoped. But they are positive and the major shareholders still seem positive.·22 t sittenSo, it's a bit negative with the postponed Safaniya and Metha test, it affects income a bit here and now, and slightly delays the potential start of higher earnings. Still high optimism for the slaughterhouse segment. And this segment is, in isolation, profitable. Scaling up doesn't necessarily mean significantly increased costs. When an actual ARR of up to 150 mill in 2030, the company will have a good EPS. Even if there might be a few more shares. I had hoped Vebiro was a bit closer to generating some income. They did present a nice framework agreement via a stock exchange announcement in December 2024, with a potential value of 10-25 mill income per year (over five years). But here too, things take time. So, I think one should look at the share price development against liquidity and shareholder base. Small transactions strongly pull the price both up and down. The number of shareholders is stable, and major shareholders too, even if some have reduced their holdings somewhat. If a slightly larger player wants to buy up at some point, it can get tight in the door with only 1.5 mill shares outside the top 50, and these are distributed among approx. 500 shareholders. Of course, some might be waiting to sell down, here it becomes speculation. But, I find it a bit peculiar if the optimism is real, that larger shareholders don't just pick up shares from the table when the price goes all the way down to 6 kroner. And they bought for 8 in share issues. The same applies to insiders. So little is for sale that it should be easy to pull the price back up to a minimum of 7-8 kroner.
- ·2 päivää sittenCan someone tell a bit about these two investor lunches MVW had? I imagine that Petter Slyngstadlie had some good input and questions - skilled veteran.·2 päivää sittenI am planning it, but am a bit busy these days. In addition, I am awaiting a couple of answers from the CFO regarding the presentation. He also mentions that a customized PDF (without video) with some of the content will be published on the homepage eventually.
- ·21.4.Was at the investor presentation today. Nothing much new to report, but nice with a bit more in-depth insight into technology and focus areas, as well as priorities for investment. Will probably report a bit more, but waiting a bit to see if they publish the presentation or not.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 16.9.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
74 päivää sitten
‧47 min
Uutiset
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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 16.9.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·22 t sittenMVW investor presentation 21.04.26 Subject to minor errors. Any others who participated may supplement. So far, no presentation/pdf is available. Slyngstadlid introduces MVW. Norne estimates that MVW will reach break even ila 2027end. There is a fair value calculation with a valuation that is almost double today's share price, doesn't quite remember what this was based on. From MVW's side, much is known information. Water is seen by many as a raw material that will be under more pressure to have sufficient quantity, and clean enough. A challenge for many industries with access/quality. Oil wells must inject sufficiently clean water into wells. One must not use up/run out of drinking water. Very many actors must treat water, and the requirements are becoming stricter, at least in several parts of the world. Data centers will need large quantities of water for cooling. Capital-light business model at MVW. Holds the entire value chain itself for the slaughterhouse part in Norway. Will probably use other actors partly in other countries/continents and possibly with larger scaling. Fish slaughterhouses MVW reiterates its goal of treating water for 70% of the slaughterhouse volume in Norway, approx. 18-19 of 45 slaughterhouses. Downstream Marine is the supplier for all of these for disinfection etc. Expected ARR for MVW if a contract is achieved with all of these is as before 100-150mill NOK/year. Good margin on chemicals, somewhat less on equipment that MVW resells/brokers. Equipment upgrades of 300-500 mill. are expected for slaughterhouses to be able to treat according to new requirements. Smaller slaughterhouses may avoid requirements. There may also be some consolidation in the industry for profitability at the slaughterhouses. Several of the slaughterhouses have already purchased equipment from MVW that makes them ready to quickly start treatment. Start-ups are pending until exemptions expire. The last exemption was probably due to expire by 2029end, but many before that time. Guiding here only covers Norway and red fish so far. White fish may become relevant, and other types of wastewater within the industry. In addition, other countries may become relevant depending on regulations. The UK apparently chooses a different line than the EU on requirements. What Scotland does is still uncertain, here there could be a market if they follow the EU. MVW is monitoring. Oil Nothing new about the Oman pilot, but it is said that these are complicated qualifications/processes. Safaniya/Saudi Arabia: The equipment is on location, but the facility is closed and when any qualification will start is uncertain. The area is very interesting due to enormous challenges in obtaining enough water, and clean enough for producers in the Middle East. A large number of oil fields, and of a magnitude like Safaniya, can generate ARR revenues of 15-20 mill/year/facility. But so far, the breakthrough is pending. The technology can make water clean enough for re-injection into wells, helping uptime. And it is probably possible to get oil out of produced water with such a quality that it can be sold by the producer. Can compensate well for any extra cost of treatment. Focus is concentrated around the Middle East due to the extent of challenges, but the technology is globally relevant. Various markets, including the USA, are being monitored. Dredging/mudding Metha test on hold due to challenges with Metha's equipment. Expected new/further testing from May sometime. Testing/adaptation at Vebiro has proven difficult due to different "rigs"/setups for treatment, short testing periods etc. Hope now to plan a more continuous test at a facility to learn further. Other - SAR and Sture. Do not generate large revenues, but very important partners over time where much is learned as time goes on and technology is adjusted accordingly. - The COO states that MVW's technology works well for water with a relatively high salt content. Both Slyngstadlid, investors and MVW itself express disappointment over the share price development, and MVW admits that things have taken more time than they had hoped. But they are positive and the major shareholders still seem positive.·22 t sittenSo, it's a bit negative with the postponed Safaniya and Metha test, it affects income a bit here and now, and slightly delays the potential start of higher earnings. Still high optimism for the slaughterhouse segment. And this segment is, in isolation, profitable. Scaling up doesn't necessarily mean significantly increased costs. When an actual ARR of up to 150 mill in 2030, the company will have a good EPS. Even if there might be a few more shares. I had hoped Vebiro was a bit closer to generating some income. They did present a nice framework agreement via a stock exchange announcement in December 2024, with a potential value of 10-25 mill income per year (over five years). But here too, things take time. So, I think one should look at the share price development against liquidity and shareholder base. Small transactions strongly pull the price both up and down. The number of shareholders is stable, and major shareholders too, even if some have reduced their holdings somewhat. If a slightly larger player wants to buy up at some point, it can get tight in the door with only 1.5 mill shares outside the top 50, and these are distributed among approx. 500 shareholders. Of course, some might be waiting to sell down, here it becomes speculation. But, I find it a bit peculiar if the optimism is real, that larger shareholders don't just pick up shares from the table when the price goes all the way down to 6 kroner. And they bought for 8 in share issues. The same applies to insiders. So little is for sale that it should be easy to pull the price back up to a minimum of 7-8 kroner.
- ·2 päivää sittenCan someone tell a bit about these two investor lunches MVW had? I imagine that Petter Slyngstadlie had some good input and questions - skilled veteran.·2 päivää sittenI am planning it, but am a bit busy these days. In addition, I am awaiting a couple of answers from the CFO regarding the presentation. He also mentions that a customized PDF (without video) with some of the content will be published on the homepage eventually.
- ·21.4.Was at the investor presentation today. Nothing much new to report, but nice with a bit more in-depth insight into technology and focus areas, as well as priorities for investment. Will probably report a bit more, but waiting a bit to see if they publish the presentation or not.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt