2026 Q1 -tulosraportti
Vain PDF
83 päivää sitten
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·23 t sitten · MuokattuI must highlight Alphamin, even if it's the wrong forum, it's one of the strangest companies I own. On the one hand, we have a company with record production, record EBITDA, a strong balance sheet, very low valuation, and a dividend that makes many yield hunters raise their eyebrows. The tin price also continues to look strong. On the other hand, there's a small, tiny problem... The mine is located in eastern Congo, where one sometimes has to hope that the rebels choose a different route than towards the mine. There are probably few companies where the fundamental analysis includes both cash flow, EBITDA, and the question: "What's the security situation like this week?" Despite this, operations continue to deliver. In the latest update, the company writes that the regional security situation is largely unchanged and that production continues as normal. This is definitely not a stock for those who want to sleep completely undisturbed at night. But for those who accept the geopolitical risk, it's simultaneously hard not to be impressed by the numbers. In short: a fantastic company... with the world's most unusual risk factor.
- ·1 päivä sittenThe disclosing parties paid 16.60 per share Investors with better insight into the project than what buyers via the stock exchange have !
·1 päivä sittenViscaria is trading today at a P/B near established producers like Boliden – despite zero revenue and significant capital needs remaining. Is the market too optimistic, or is the execution risk already priced in? My deep dive with bear/base/bull scenarios: https://sparainvestera.substack.com/p/deep-dive-gruvbolaget-viscaria
Do you really think it's an interesting/suitable metric in a company that doesn't earn money and where EVERYONE explicitly knows that more money is required in the form of loans/emissions etc. and is in a development phase?- ·1 päivä sittenAnother flagging in Viscaria. What I find interesting is not the flagging itself, but that larger owners continue to increase their holdings as the company enters its most capital-intensive phase. Jan Ståhlberg has, after the new share issue, increased his holding to just over 23 million shares, corresponding to 6 % of the company. For me, this sends a few positive signals: • Large owners are prepared to commit more capital, even though the mine is not yet in production. • They seem to believe that the value in a few years will be significantly higher than today's market capitalization. • Strong and engaged ownership can facilitate when the company is to carry out the large investment and take the next step towards production. Of course, there are still risks – mining projects are always complex and capital-intensive. But when people with a lot of capital choose to increase their holdings instead of decreasing them, I think it's worth noting. It also becomes increasingly clear that the ownership structure consists of investors who seem to think long-term rather than quarter by quarter. It is, of course, no guarantee of success, but I see it as a sign of strength.
- ·1 päivä sitten · MuokattuNPV from feasibility study 2025 is approximately 4 billion. The market capitalization is approximately 4 billion. Is this stock really cheap? Absolutely, the copper price has gone up but the stock increase cannot solely depend on the copper price holding up.
Another thing I find unfortunate is how he compares apples and oranges when he talks about copper grades, to make Viscaria look better than it is. He compares it with Boliden's Aitik mine, which is an open-pit mine (cheap simple extraction), with Viscaria's underground mine (expensive complicated extraction), and insinuates that Viscaria will be so much more profitable because they have 4 times higher grade. I haven't calculated it, but my subjective feeling is that Boliden's Aitik will be more profitable anyway.
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.
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 Q1 -tulosraportti
Vain PDF
83 päivää sitten
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
Kirjaudu
- ·23 t sitten · MuokattuI must highlight Alphamin, even if it's the wrong forum, it's one of the strangest companies I own. On the one hand, we have a company with record production, record EBITDA, a strong balance sheet, very low valuation, and a dividend that makes many yield hunters raise their eyebrows. The tin price also continues to look strong. On the other hand, there's a small, tiny problem... The mine is located in eastern Congo, where one sometimes has to hope that the rebels choose a different route than towards the mine. There are probably few companies where the fundamental analysis includes both cash flow, EBITDA, and the question: "What's the security situation like this week?" Despite this, operations continue to deliver. In the latest update, the company writes that the regional security situation is largely unchanged and that production continues as normal. This is definitely not a stock for those who want to sleep completely undisturbed at night. But for those who accept the geopolitical risk, it's simultaneously hard not to be impressed by the numbers. In short: a fantastic company... with the world's most unusual risk factor.
- ·1 päivä sittenThe disclosing parties paid 16.60 per share Investors with better insight into the project than what buyers via the stock exchange have !
- ·1 päivä sittenViscaria is trading today at a P/B near established producers like Boliden – despite zero revenue and significant capital needs remaining. Is the market too optimistic, or is the execution risk already priced in? My deep dive with bear/base/bull scenarios: https://sparainvestera.substack.com/p/deep-dive-gruvbolaget-viscariaDo you really think it's an interesting/suitable metric in a company that doesn't earn money and where EVERYONE explicitly knows that more money is required in the form of loans/emissions etc. and is in a development phase?
- ·1 päivä sittenAnother flagging in Viscaria. What I find interesting is not the flagging itself, but that larger owners continue to increase their holdings as the company enters its most capital-intensive phase. Jan Ståhlberg has, after the new share issue, increased his holding to just over 23 million shares, corresponding to 6 % of the company. For me, this sends a few positive signals: • Large owners are prepared to commit more capital, even though the mine is not yet in production. • They seem to believe that the value in a few years will be significantly higher than today's market capitalization. • Strong and engaged ownership can facilitate when the company is to carry out the large investment and take the next step towards production. Of course, there are still risks – mining projects are always complex and capital-intensive. But when people with a lot of capital choose to increase their holdings instead of decreasing them, I think it's worth noting. It also becomes increasingly clear that the ownership structure consists of investors who seem to think long-term rather than quarter by quarter. It is, of course, no guarantee of success, but I see it as a sign of strength.
- ·1 päivä sitten · MuokattuNPV from feasibility study 2025 is approximately 4 billion. The market capitalization is approximately 4 billion. Is this stock really cheap? Absolutely, the copper price has gone up but the stock increase cannot solely depend on the copper price holding up.Another thing I find unfortunate is how he compares apples and oranges when he talks about copper grades, to make Viscaria look better than it is. He compares it with Boliden's Aitik mine, which is an open-pit mine (cheap simple extraction), with Viscaria's underground mine (expensive complicated extraction), and insinuates that Viscaria will be so much more profitable because they have 4 times higher grade. I haven't calculated it, but my subjective feeling is that Boliden's Aitik will be more profitable anyway.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
83 päivää sitten
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·23 t sitten · MuokattuI must highlight Alphamin, even if it's the wrong forum, it's one of the strangest companies I own. On the one hand, we have a company with record production, record EBITDA, a strong balance sheet, very low valuation, and a dividend that makes many yield hunters raise their eyebrows. The tin price also continues to look strong. On the other hand, there's a small, tiny problem... The mine is located in eastern Congo, where one sometimes has to hope that the rebels choose a different route than towards the mine. There are probably few companies where the fundamental analysis includes both cash flow, EBITDA, and the question: "What's the security situation like this week?" Despite this, operations continue to deliver. In the latest update, the company writes that the regional security situation is largely unchanged and that production continues as normal. This is definitely not a stock for those who want to sleep completely undisturbed at night. But for those who accept the geopolitical risk, it's simultaneously hard not to be impressed by the numbers. In short: a fantastic company... with the world's most unusual risk factor.
- ·1 päivä sittenThe disclosing parties paid 16.60 per share Investors with better insight into the project than what buyers via the stock exchange have !
- ·1 päivä sittenViscaria is trading today at a P/B near established producers like Boliden – despite zero revenue and significant capital needs remaining. Is the market too optimistic, or is the execution risk already priced in? My deep dive with bear/base/bull scenarios: https://sparainvestera.substack.com/p/deep-dive-gruvbolaget-viscariaDo you really think it's an interesting/suitable metric in a company that doesn't earn money and where EVERYONE explicitly knows that more money is required in the form of loans/emissions etc. and is in a development phase?
- ·1 päivä sittenAnother flagging in Viscaria. What I find interesting is not the flagging itself, but that larger owners continue to increase their holdings as the company enters its most capital-intensive phase. Jan Ståhlberg has, after the new share issue, increased his holding to just over 23 million shares, corresponding to 6 % of the company. For me, this sends a few positive signals: • Large owners are prepared to commit more capital, even though the mine is not yet in production. • They seem to believe that the value in a few years will be significantly higher than today's market capitalization. • Strong and engaged ownership can facilitate when the company is to carry out the large investment and take the next step towards production. Of course, there are still risks – mining projects are always complex and capital-intensive. But when people with a lot of capital choose to increase their holdings instead of decreasing them, I think it's worth noting. It also becomes increasingly clear that the ownership structure consists of investors who seem to think long-term rather than quarter by quarter. It is, of course, no guarantee of success, but I see it as a sign of strength.
- ·1 päivä sitten · MuokattuNPV from feasibility study 2025 is approximately 4 billion. The market capitalization is approximately 4 billion. Is this stock really cheap? Absolutely, the copper price has gone up but the stock increase cannot solely depend on the copper price holding up.Another thing I find unfortunate is how he compares apples and oranges when he talks about copper grades, to make Viscaria look better than it is. He compares it with Boliden's Aitik mine, which is an open-pit mine (cheap simple extraction), with Viscaria's underground mine (expensive complicated extraction), and insinuates that Viscaria will be so much more profitable because they have 4 times higher grade. I haven't calculated it, but my subjective feeling is that Boliden's Aitik will be more profitable anyway.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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