2026 Q3 -tulosraportti
Vain PDF
34 päivää sitten
7,00 DKK/osake
Viimeisin osinko
1,86%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 19 | - | - | ||
| 120 | - | - | ||
| 261 | - | - | ||
| 20 | - | - | ||
| 89 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 63 361 | 63 361 | 0 | 0 |
| DCAR | 103 701 | 103 701 | 0 | 103 701 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 63 361 | 63 361 | 0 | 0 |
| DCAR | 103 701 | 103 701 | 0 | 103 701 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 10.9. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 6.5. | ||
2026 Q2 -tulosraportti 4.2. | ||
2026 Q1 -tulosraportti 7.11.2025 | ||
2025 Q4 -tulosraportti 12.9.2025 | ||
2025 Q3 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·8 t sittenThis article is quite interesting... One of Denmark's most prominent stock pickers, Michael Voss from Fundamental asset management company, now assesses that investors have a narrow time window in an overlooked company. He has previously spotted bombed-out companies before their share prices exploded upwards – including Genmab from a price of 40 to 3,300 and most recently Zealand Pharma from a price of 80 to 950. Now he is betting on an overlooked stock that faces the greatest business opportunity in the company's history. The price trigger itself is an expected multi-million agreement. Pharmaceutical giant Roche is exiting a specific market, which leaves a goldmine of customers that the Danish company is ready to take over. Based on the company's timeline, the decision is now drawing closer. Here is Michael Voss's concrete analysis of the calculation behind the overlooked stock, and why the current fire sale makes the timing critical right now. It is ChemoMetec, which makes cell counting machines, that he sees great potential in, and which reminds him of what he saw in the Genmab and Zealand Pharma stocks. "The stocks have fallen sharply, even though the companies held the same potential," says Michael Voss, who selects his stocks according to a kind of "secret" recipe. It consists, among other things, of extensive dialogue with management and equity analysts, so that Fundamental Asset Management knows that the top of the company has control over the business. Based on this, he buys into "out-of-favour" stocks where he sees great, long-term potential. "It requires nerves, and that you can sleep at night, even if the market goes against you. But you must never buy a stock just because it has fallen. It is deep knowledge that makes you secure as an investor – precisely as I experienced it with Zealand Pharma, where you need to have guts to hold on, even after a rise of 50 or 200 pct.," states Michael Voss. And he keeps the stocks as long as the growth case is intact. The strategy meant that Fundamental Invest from 2015-2017 was number one on Morningstar's list of 15,000 funds worldwide. He now sees a similar price opportunity in ChemoMetec, which is currently suffering from two things. Firstly, a downgrade has hit the share price, which according to him is due to a period shift of orders into the next fiscal year (autumn 2026). Secondly, a large institutional investor has changed manager. This has triggered a veritable fire sale of shares in the market. "These things don't scare me, because it's not about the health of the business," states Michael Voss. He notes that ChemoMetec expects an operating profit of 250 mio. kr. in the fiscal year 2025/2026, and double-digit growth rates are expected from there in the future. The next major price trigger is the launch of six new products and the software platform Octopus. With these, ChemoMetec moves directly into the lucrative segments within bioprocessing and automated cell therapy production, which appeal directly to global pharmaceutical giants, explains Michael Voss. Most importantly, an imminent partnership agreement is expected with pharmaceutical giant Roche, which is withdrawing from the market. Roche leaves behind 5,000 active instruments that need to be replaced by March 2029, and ChemoMetec is ready to take over a significant portion of the European market with their own XcytoMatic instruments. Each instrument costs up to 110,000 dollar to purchase plus 25,000 dollar in annual service and ongoing consumables: "That can amount to a lot, a lot of money. It is relatively rare for a company to have products that are so competitive," states Michael Voss. Michael Voss even fears that the company will be bought off the stock exchange before investors get to reap the fruits of the new agreements. "It wasn't very long ago that ChemoMetec was at a price of 800. Now it costs 340 kr. An acquisition typically offers a bid premium of 40-50 pct, but in my opinion, that is not attractive at all. The company is in a much better state today than when the stock was at a price of 800 – so if they are bought off the stock exchange now, we will effectively be cheated out of the true, long-term gain," he states. History has shown that the biggest gains on the Danish stock exchange are often made where others flee in panic, points out Michael Voss, who emphasizes that Fundamental asset management company and its clients hold shares in ChemoMetec.
·6 t sittenIt has happened before that short sellers have been wrong..
·1 päivä sittenIt seems that Hamilton Bonaduz is collaborating with Chemometec. The company has approx. 1000 employees and it looks like they have a turnover of approx. the same as Chemometec.
·10 t sittenHave also been involved for many years (started buying around price 40) and have of course continuously reduced, as it suddenly filled WAY too much in the portfolio ……so have experienced many wild fluctuations along the way :) And maybe you are right that it just took too many beatings :) We'll see :)
·1.6.Have earned well by shorting this with a leverage factor of 15. That's the good thing about stocks, you can earn both when they rise and fall. I hope my shorting hasn't contributed to pulling the price down so much that some small investors here have lost money.
·2.6.Remember that short sellers provide cheaper shares to others, so if one still believes in the case, they provide an opportunity to buy in cheaper (I am myself long in this stock and am at a loss). Short sellers take a very big risk, which we who are long do not have at all, so good luck to them.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
2026 Q3 -tulosraportti
Vain PDF
34 päivää sitten
7,00 DKK/osake
Viimeisin osinko
1,86%Tuotto/v
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·8 t sittenThis article is quite interesting... One of Denmark's most prominent stock pickers, Michael Voss from Fundamental asset management company, now assesses that investors have a narrow time window in an overlooked company. He has previously spotted bombed-out companies before their share prices exploded upwards – including Genmab from a price of 40 to 3,300 and most recently Zealand Pharma from a price of 80 to 950. Now he is betting on an overlooked stock that faces the greatest business opportunity in the company's history. The price trigger itself is an expected multi-million agreement. Pharmaceutical giant Roche is exiting a specific market, which leaves a goldmine of customers that the Danish company is ready to take over. Based on the company's timeline, the decision is now drawing closer. Here is Michael Voss's concrete analysis of the calculation behind the overlooked stock, and why the current fire sale makes the timing critical right now. It is ChemoMetec, which makes cell counting machines, that he sees great potential in, and which reminds him of what he saw in the Genmab and Zealand Pharma stocks. "The stocks have fallen sharply, even though the companies held the same potential," says Michael Voss, who selects his stocks according to a kind of "secret" recipe. It consists, among other things, of extensive dialogue with management and equity analysts, so that Fundamental Asset Management knows that the top of the company has control over the business. Based on this, he buys into "out-of-favour" stocks where he sees great, long-term potential. "It requires nerves, and that you can sleep at night, even if the market goes against you. But you must never buy a stock just because it has fallen. It is deep knowledge that makes you secure as an investor – precisely as I experienced it with Zealand Pharma, where you need to have guts to hold on, even after a rise of 50 or 200 pct.," states Michael Voss. And he keeps the stocks as long as the growth case is intact. The strategy meant that Fundamental Invest from 2015-2017 was number one on Morningstar's list of 15,000 funds worldwide. He now sees a similar price opportunity in ChemoMetec, which is currently suffering from two things. Firstly, a downgrade has hit the share price, which according to him is due to a period shift of orders into the next fiscal year (autumn 2026). Secondly, a large institutional investor has changed manager. This has triggered a veritable fire sale of shares in the market. "These things don't scare me, because it's not about the health of the business," states Michael Voss. He notes that ChemoMetec expects an operating profit of 250 mio. kr. in the fiscal year 2025/2026, and double-digit growth rates are expected from there in the future. The next major price trigger is the launch of six new products and the software platform Octopus. With these, ChemoMetec moves directly into the lucrative segments within bioprocessing and automated cell therapy production, which appeal directly to global pharmaceutical giants, explains Michael Voss. Most importantly, an imminent partnership agreement is expected with pharmaceutical giant Roche, which is withdrawing from the market. Roche leaves behind 5,000 active instruments that need to be replaced by March 2029, and ChemoMetec is ready to take over a significant portion of the European market with their own XcytoMatic instruments. Each instrument costs up to 110,000 dollar to purchase plus 25,000 dollar in annual service and ongoing consumables: "That can amount to a lot, a lot of money. It is relatively rare for a company to have products that are so competitive," states Michael Voss. Michael Voss even fears that the company will be bought off the stock exchange before investors get to reap the fruits of the new agreements. "It wasn't very long ago that ChemoMetec was at a price of 800. Now it costs 340 kr. An acquisition typically offers a bid premium of 40-50 pct, but in my opinion, that is not attractive at all. The company is in a much better state today than when the stock was at a price of 800 – so if they are bought off the stock exchange now, we will effectively be cheated out of the true, long-term gain," he states. History has shown that the biggest gains on the Danish stock exchange are often made where others flee in panic, points out Michael Voss, who emphasizes that Fundamental asset management company and its clients hold shares in ChemoMetec.·6 t sittenIt has happened before that short sellers have been wrong..
- ·1 päivä sittenIt seems that Hamilton Bonaduz is collaborating with Chemometec. The company has approx. 1000 employees and it looks like they have a turnover of approx. the same as Chemometec.·10 t sittenHave also been involved for many years (started buying around price 40) and have of course continuously reduced, as it suddenly filled WAY too much in the portfolio ……so have experienced many wild fluctuations along the way :) And maybe you are right that it just took too many beatings :) We'll see :)
- ·1.6.Have earned well by shorting this with a leverage factor of 15. That's the good thing about stocks, you can earn both when they rise and fall. I hope my shorting hasn't contributed to pulling the price down so much that some small investors here have lost money.·2.6.Remember that short sellers provide cheaper shares to others, so if one still believes in the case, they provide an opportunity to buy in cheaper (I am myself long in this stock and am at a loss). Short sellers take a very big risk, which we who are long do not have at all, so good luck to them.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 19 | - | - | ||
| 120 | - | - | ||
| 261 | - | - | ||
| 20 | - | - | ||
| 89 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 63 361 | 63 361 | 0 | 0 |
| DCAR | 103 701 | 103 701 | 0 | 103 701 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 63 361 | 63 361 | 0 | 0 |
| DCAR | 103 701 | 103 701 | 0 | 103 701 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 10.9. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 6.5. | ||
2026 Q2 -tulosraportti 4.2. | ||
2026 Q1 -tulosraportti 7.11.2025 | ||
2025 Q4 -tulosraportti 12.9.2025 | ||
2025 Q3 -tulosraportti 7.5.2025 |
2026 Q3 -tulosraportti
Vain PDF
34 päivää sitten
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 Q4 -tulosraportti 10.9. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 6.5. | ||
2026 Q2 -tulosraportti 4.2. | ||
2026 Q1 -tulosraportti 7.11.2025 | ||
2025 Q4 -tulosraportti 12.9.2025 | ||
2025 Q3 -tulosraportti 7.5.2025 |
7,00 DKK/osake
Viimeisin osinko
1,86%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·8 t sittenThis article is quite interesting... One of Denmark's most prominent stock pickers, Michael Voss from Fundamental asset management company, now assesses that investors have a narrow time window in an overlooked company. He has previously spotted bombed-out companies before their share prices exploded upwards – including Genmab from a price of 40 to 3,300 and most recently Zealand Pharma from a price of 80 to 950. Now he is betting on an overlooked stock that faces the greatest business opportunity in the company's history. The price trigger itself is an expected multi-million agreement. Pharmaceutical giant Roche is exiting a specific market, which leaves a goldmine of customers that the Danish company is ready to take over. Based on the company's timeline, the decision is now drawing closer. Here is Michael Voss's concrete analysis of the calculation behind the overlooked stock, and why the current fire sale makes the timing critical right now. It is ChemoMetec, which makes cell counting machines, that he sees great potential in, and which reminds him of what he saw in the Genmab and Zealand Pharma stocks. "The stocks have fallen sharply, even though the companies held the same potential," says Michael Voss, who selects his stocks according to a kind of "secret" recipe. It consists, among other things, of extensive dialogue with management and equity analysts, so that Fundamental Asset Management knows that the top of the company has control over the business. Based on this, he buys into "out-of-favour" stocks where he sees great, long-term potential. "It requires nerves, and that you can sleep at night, even if the market goes against you. But you must never buy a stock just because it has fallen. It is deep knowledge that makes you secure as an investor – precisely as I experienced it with Zealand Pharma, where you need to have guts to hold on, even after a rise of 50 or 200 pct.," states Michael Voss. And he keeps the stocks as long as the growth case is intact. The strategy meant that Fundamental Invest from 2015-2017 was number one on Morningstar's list of 15,000 funds worldwide. He now sees a similar price opportunity in ChemoMetec, which is currently suffering from two things. Firstly, a downgrade has hit the share price, which according to him is due to a period shift of orders into the next fiscal year (autumn 2026). Secondly, a large institutional investor has changed manager. This has triggered a veritable fire sale of shares in the market. "These things don't scare me, because it's not about the health of the business," states Michael Voss. He notes that ChemoMetec expects an operating profit of 250 mio. kr. in the fiscal year 2025/2026, and double-digit growth rates are expected from there in the future. The next major price trigger is the launch of six new products and the software platform Octopus. With these, ChemoMetec moves directly into the lucrative segments within bioprocessing and automated cell therapy production, which appeal directly to global pharmaceutical giants, explains Michael Voss. Most importantly, an imminent partnership agreement is expected with pharmaceutical giant Roche, which is withdrawing from the market. Roche leaves behind 5,000 active instruments that need to be replaced by March 2029, and ChemoMetec is ready to take over a significant portion of the European market with their own XcytoMatic instruments. Each instrument costs up to 110,000 dollar to purchase plus 25,000 dollar in annual service and ongoing consumables: "That can amount to a lot, a lot of money. It is relatively rare for a company to have products that are so competitive," states Michael Voss. Michael Voss even fears that the company will be bought off the stock exchange before investors get to reap the fruits of the new agreements. "It wasn't very long ago that ChemoMetec was at a price of 800. Now it costs 340 kr. An acquisition typically offers a bid premium of 40-50 pct, but in my opinion, that is not attractive at all. The company is in a much better state today than when the stock was at a price of 800 – so if they are bought off the stock exchange now, we will effectively be cheated out of the true, long-term gain," he states. History has shown that the biggest gains on the Danish stock exchange are often made where others flee in panic, points out Michael Voss, who emphasizes that Fundamental asset management company and its clients hold shares in ChemoMetec.·6 t sittenIt has happened before that short sellers have been wrong..
- ·1 päivä sittenIt seems that Hamilton Bonaduz is collaborating with Chemometec. The company has approx. 1000 employees and it looks like they have a turnover of approx. the same as Chemometec.·10 t sittenHave also been involved for many years (started buying around price 40) and have of course continuously reduced, as it suddenly filled WAY too much in the portfolio ……so have experienced many wild fluctuations along the way :) And maybe you are right that it just took too many beatings :) We'll see :)
- ·1.6.Have earned well by shorting this with a leverage factor of 15. That's the good thing about stocks, you can earn both when they rise and fall. I hope my shorting hasn't contributed to pulling the price down so much that some small investors here have lost money.·2.6.Remember that short sellers provide cheaper shares to others, so if one still believes in the case, they provide an opportunity to buy in cheaper (I am myself long in this stock and am at a loss). Short sellers take a very big risk, which we who are long do not have at all, so good luck to them.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 19 | - | - | ||
| 120 | - | - | ||
| 261 | - | - | ||
| 20 | - | - | ||
| 89 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 63 361 | 63 361 | 0 | 0 |
| DCAR | 103 701 | 103 701 | 0 | 103 701 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 63 361 | 63 361 | 0 | 0 |
| DCAR | 103 701 | 103 701 | 0 | 103 701 |