2025 Q3 -tulosraportti
Vain PDF
27 päivää sitten
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
3 500
Myynti
Määrä
74 797
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 560 | - | - | ||
| 38 292 | - | - | ||
| 1 487 | - | - | ||
| 8 490 | - | - | ||
| 112 343 | - | - |
Ylin
0,337VWAP
Alin
0,312VaihtoMäärä
0,6 1 981 303
VWAP
Ylin
0,337Alin
0,312VaihtoMäärä
0,6 1 981 303
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 13.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 29.8. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 14.2. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenIt will cost 75 öre per old share if I have calculated correctly! 5 * 30 /2
·2 päivää sittenAn (1) existing share (regardless of share class) entitles to five (5) subscription rights and two (2) subscription rights give the right to subscribe for one (1) new share of series B.
·5.12.Updated assessment of Net Asset Value in Karolinska Development The official NAV discount at a price of 0.335 SEK is approx. 92 % (ibindex.se). After a fully subscribed issue, it will fall to approx. 77 % at an expected price of 0.30 SEK. (Briefly, the price can of course be lower right after the issue, as is unfortunately often seen when the guarantors sell off the new shares they have bought at a large discount compared to us other shareholders.) I am, however, more interested in what I call the real NAV discount. I assume that the share price is 0.30 SEK, that the issue is fully subscribed and adds 203 million SEK minus 17 million SEK in costs. Under these assumptions, the buyers of the newly issued shares get the entire holding of unlisted shares quite free – or almost free. More precisely, the real NAV discount under these assumptions becomes 99 %. I calculate the real NAV discount solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares (there is only a very small listed share left currently) as well as positive capital including receivables (and offsets any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio. Firstly, one must consider whether the value of the unlisted shares is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But now that the entire pool of unlisted shares is free, much uncertainty can be priced in. Secondly, one must consider the security in relation to how much individual shares make up in the portfolio. In this share, Umecrine alone accounts for almost 55 % of the unlisted shares, which some believe is the reason for the large NAV discount in this company. But the large NAV discount more than sufficiently accounts for if Umecrine, contrary to expectations, should be worth 0 kr. So that does not worry me. Even if all 3 largest companies were to go bankrupt, the share's NAV would still be intact in relation to the price. I choose, as I usually do with this type of issue, to sell all shares (almost) in the company, even if it is loss-making, and use the money to buy new ones in the issue. This way I support the issue and contribute to fewer shares being sold to guarantors with further discount and dilution of other shareholders.
·5.12.KDEV is absolutely ridiculously priced at the moment. It trades at half the tax value of the accumulated losses. In other words, a profitable buyer who can utilize the losses will get all other net assets for free plus a good deal on top.·5.12.I believe they have under 50%
·4.12.Is there any possibility that the General Meeting of Shareholders will reject this very dilutive share issue? We will soon be trading below the issue price!
·5.12.Yes, why doesn't the main owner make a commitment corresponding to their share? They dominate the board, so it's surely not a question of the issue not being anchored with the largest owner? Is it 1. because they don't want/can't invest another 100M here and the market will soon be flooded with subscription rights, or is it 2. because they want to invest even more and hope for a low subscription rate so they can increase their stake at a cheap price? Should that then trigger a mandatory bid? If it's alternative 1, then there's surely the possibility that a new larger owner will come in who can take over power and carry out a slaughter and carve-out process to extract the net asset value?
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.
2025 Q3 -tulosraportti
Vain PDF
27 päivää sitten
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
- ·2 päivää sittenIt will cost 75 öre per old share if I have calculated correctly! 5 * 30 /2·2 päivää sittenAn (1) existing share (regardless of share class) entitles to five (5) subscription rights and two (2) subscription rights give the right to subscribe for one (1) new share of series B.
- ·5.12.Updated assessment of Net Asset Value in Karolinska Development The official NAV discount at a price of 0.335 SEK is approx. 92 % (ibindex.se). After a fully subscribed issue, it will fall to approx. 77 % at an expected price of 0.30 SEK. (Briefly, the price can of course be lower right after the issue, as is unfortunately often seen when the guarantors sell off the new shares they have bought at a large discount compared to us other shareholders.) I am, however, more interested in what I call the real NAV discount. I assume that the share price is 0.30 SEK, that the issue is fully subscribed and adds 203 million SEK minus 17 million SEK in costs. Under these assumptions, the buyers of the newly issued shares get the entire holding of unlisted shares quite free – or almost free. More precisely, the real NAV discount under these assumptions becomes 99 %. I calculate the real NAV discount solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares (there is only a very small listed share left currently) as well as positive capital including receivables (and offsets any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio. Firstly, one must consider whether the value of the unlisted shares is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But now that the entire pool of unlisted shares is free, much uncertainty can be priced in. Secondly, one must consider the security in relation to how much individual shares make up in the portfolio. In this share, Umecrine alone accounts for almost 55 % of the unlisted shares, which some believe is the reason for the large NAV discount in this company. But the large NAV discount more than sufficiently accounts for if Umecrine, contrary to expectations, should be worth 0 kr. So that does not worry me. Even if all 3 largest companies were to go bankrupt, the share's NAV would still be intact in relation to the price. I choose, as I usually do with this type of issue, to sell all shares (almost) in the company, even if it is loss-making, and use the money to buy new ones in the issue. This way I support the issue and contribute to fewer shares being sold to guarantors with further discount and dilution of other shareholders.
- ·5.12.KDEV is absolutely ridiculously priced at the moment. It trades at half the tax value of the accumulated losses. In other words, a profitable buyer who can utilize the losses will get all other net assets for free plus a good deal on top.·5.12.I believe they have under 50%
- ·4.12.Is there any possibility that the General Meeting of Shareholders will reject this very dilutive share issue? We will soon be trading below the issue price!·5.12.Yes, why doesn't the main owner make a commitment corresponding to their share? They dominate the board, so it's surely not a question of the issue not being anchored with the largest owner? Is it 1. because they don't want/can't invest another 100M here and the market will soon be flooded with subscription rights, or is it 2. because they want to invest even more and hope for a low subscription rate so they can increase their stake at a cheap price? Should that then trigger a mandatory bid? If it's alternative 1, then there's surely the possibility that a new larger owner will come in who can take over power and carry out a slaughter and carve-out process to extract the net asset value?
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
Nasdaq Stockholm
Määrä
Osto
3 500
Myynti
Määrä
74 797
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 560 | - | - | ||
| 38 292 | - | - | ||
| 1 487 | - | - | ||
| 8 490 | - | - | ||
| 112 343 | - | - |
Ylin
0,337VWAP
Alin
0,312VaihtoMäärä
0,6 1 981 303
VWAP
Ylin
0,337Alin
0,312VaihtoMäärä
0,6 1 981 303
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 13.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 29.8. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 14.2. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
Vain PDF
27 päivää sitten
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 | |
|---|---|
| 2025 Q4 -tulosraportti | 13.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 29.8. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 14.2. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenIt will cost 75 öre per old share if I have calculated correctly! 5 * 30 /2·2 päivää sittenAn (1) existing share (regardless of share class) entitles to five (5) subscription rights and two (2) subscription rights give the right to subscribe for one (1) new share of series B.
- ·5.12.Updated assessment of Net Asset Value in Karolinska Development The official NAV discount at a price of 0.335 SEK is approx. 92 % (ibindex.se). After a fully subscribed issue, it will fall to approx. 77 % at an expected price of 0.30 SEK. (Briefly, the price can of course be lower right after the issue, as is unfortunately often seen when the guarantors sell off the new shares they have bought at a large discount compared to us other shareholders.) I am, however, more interested in what I call the real NAV discount. I assume that the share price is 0.30 SEK, that the issue is fully subscribed and adds 203 million SEK minus 17 million SEK in costs. Under these assumptions, the buyers of the newly issued shares get the entire holding of unlisted shares quite free – or almost free. More precisely, the real NAV discount under these assumptions becomes 99 %. I calculate the real NAV discount solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares (there is only a very small listed share left currently) as well as positive capital including receivables (and offsets any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio. Firstly, one must consider whether the value of the unlisted shares is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But now that the entire pool of unlisted shares is free, much uncertainty can be priced in. Secondly, one must consider the security in relation to how much individual shares make up in the portfolio. In this share, Umecrine alone accounts for almost 55 % of the unlisted shares, which some believe is the reason for the large NAV discount in this company. But the large NAV discount more than sufficiently accounts for if Umecrine, contrary to expectations, should be worth 0 kr. So that does not worry me. Even if all 3 largest companies were to go bankrupt, the share's NAV would still be intact in relation to the price. I choose, as I usually do with this type of issue, to sell all shares (almost) in the company, even if it is loss-making, and use the money to buy new ones in the issue. This way I support the issue and contribute to fewer shares being sold to guarantors with further discount and dilution of other shareholders.
- ·5.12.KDEV is absolutely ridiculously priced at the moment. It trades at half the tax value of the accumulated losses. In other words, a profitable buyer who can utilize the losses will get all other net assets for free plus a good deal on top.·5.12.I believe they have under 50%
- ·4.12.Is there any possibility that the General Meeting of Shareholders will reject this very dilutive share issue? We will soon be trading below the issue price!·5.12.Yes, why doesn't the main owner make a commitment corresponding to their share? They dominate the board, so it's surely not a question of the issue not being anchored with the largest owner? Is it 1. because they don't want/can't invest another 100M here and the market will soon be flooded with subscription rights, or is it 2. because they want to invest even more and hope for a low subscription rate so they can increase their stake at a cheap price? Should that then trigger a mandatory bid? If it's alternative 1, then there's surely the possibility that a new larger owner will come in who can take over power and carry out a slaughter and carve-out process to extract the net asset value?
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
Nasdaq Stockholm
Määrä
Osto
3 500
Myynti
Määrä
74 797
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 560 | - | - | ||
| 38 292 | - | - | ||
| 1 487 | - | - | ||
| 8 490 | - | - | ||
| 112 343 | - | - |
Ylin
0,337VWAP
Alin
0,312VaihtoMäärä
0,6 1 981 303
VWAP
Ylin
0,337Alin
0,312VaihtoMäärä
0,6 1 981 303
Välittäjätilasto
Dataa ei löytynyt