Q2-osavuosiraportti
29 päivää sitten‧43 min
Tarjoustasot
Oslo Børs
Määrä
Osto
9 500
Myynti
Määrä
7 490
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 400 | - | - | ||
| 1 | - | - | ||
| 7 | - | - | ||
| 50 | - | - | ||
| 4 091 | - | - |
Ylin
1,75VWAP
Alin
1,688VaihtoMäärä
0,3 184 126
VWAP
Ylin
1,75Alin
1,688VaihtoMäärä
0,3 184 126
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 20.8. | |
| 2024 Yhtiökokous | 22.5. | |
| 2025 Q1-osavuosiraportti | 15.5. | |
| 2024 Q4-osavuosiraportti | 27.2. | |
| 2024 Ylimääräinen yhtiökokous | 10.12.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
2 päivää sitten · Muokattu·Will it slowly fall down to Q3? I'm betting that we'll see the effect of the cost savings on the Q3 report and good guidance going forward towards Q4 and Q1 2026
2 päivää sitten·Q3 will be good. Very high activity at Mongstad which gives good results for offshore. Good order intake in energy and almost full effect of cost savings (only something that will have full effect from Q4)
12.9.·Automatic technical analysis. Medium-term, 5 Sep 2025 Scana has broken the falling trend channel in the medium term, which initially indicates a weaker rate of decline. The stock has support at around NOK 1.40 and resistance at around NOK 2.00. Positive volume balance indicates that volume is high on up days and low on down days, which strengthens the stock. The RSI curve shows an upward trend, which may be an early signal of the start of an upward trend for the price as well. Overall, the stock is considered technically neutral in the medium term. Recommendation one to six months: Watch- 10.9.·Scana ASA/PSW Power – Framework agreement points to Green Mountain/TikTok Hamar 🚀 Scana-owned PSW Power & Automation announced in December 2024 a “very large framework agreement” (>250 MNOK) for emergency power modules for data centers. The first call (25–75 MNOK) was announced on September 8, 2025, delivery Q1 2026. The customer has not been disclosed, but Scana itself uses a picture of TikTok/Green Mountain’s giant project in Hamar (OSL-Hamar) in today’s presentation. This makes it very likely that the framework agreement applies (at least) to this particular project. 📍 The Green Mountain projects Hamar (OSL-Hamar / Project Clover) Being built for TikTok/ByteDance. Planned 150 MW capacity (5 buildings of 30 MW). Three buildings (90 MW) have already been completed and handed over in 2024. Remaining to be built: two buildings (60 MW) in 2025–2026. Estimated PSW value: 250–500 MNOK. Enebakk (DC3-OSLO) 75–93 MW capacity, to be completed in several construction phases 2025–2027. Newer data center, previous construction phase of 13.5 MW. Estimated PSW value: 400–600 MNOK. Rjukan (DC2-Telemark) Already 30–40 MW in operation, expanded in 2022 (4.5 MW) and 2023 (20 MW). Potential for further expansions. Estimated PSW value: 100–250 MNOK. Stavanger/Kalberg (DC1 + new campus) DC1-SVG ~26 MW in operation, but with growth plans. Kalberg project could be several hundred MW over time. Estimated PSW value (first phases): 200–400 MNOK. 📊 Why these price estimates? Data centers need backup capacity corresponding to the entire IT load (i.e. 100% of the MW capacity). Emergency power modules are often built as 2–3 MW container modules. Price per module fully installed: 10–20 MNOK (depending on size, redundancy, battery integration, etc.). Thus, for example, Hamar phase 2 (60 MW) requires approx. 20–25 modules = 250–500 MNOK. Same method used at Enebakk, Rjukan and Kalberg. 📊 Scenarios Minimum (reported): >250 MNOK (classified) Base case: Hamar phase 2 (two buildings of 30 MW) → 250–500 MNOK Upside: Hamar + Enebakk = 600–1 100 MNOK Mega-upside: Hamar + Enebakk + Rjukan + Kalberg/Stavanger = 1 000 – 2 000+ MNOK With 10–15% margin: 60–165 MNOK EBITDA in base case, more in upside. ✅ Conclusion: Although the framework agreement is only reported as "very large", everything points to it being a multi-billion deal in practice. The minimum is TikTok Hamar (phase 2 = 250–500 MNOK), but if Enebakk, Rjukan and Kalberg also come in, the total could exceed 2 billion NOK. The fact that PSW Power is now supplying TikTok in Hamar could be worth its weight in gold when the tenders for Stargate Norway are announced. The Stargate project in Narvik is Europe's most ambitious AI venture, led by OpenAI, Aker and Nscale, with 230 MW in the first phase and plans to expand to over 520 MW. Emergency power supplies here alone could amount to 2–3 billion NOK in contract value. A reference like TikTok gives PSW Power credibility in the hyperscale market and could be the entry ticket to winning the largest contract in the company's history - a real game changer for Scana. 🚀 ⚠️ Not investment advice, but speculation based on public sources and Scana's own presentations.11.9.·The reported framework agreement could in reality be a billion-dollar deal in disguise, with a minimum framework at TikTok Hamar, but potential to grow through several Green Mountain projects and further into the Stargate venture. For Scana, this could be a real step change in earnings and market position, and make PSW Power a reference supplier in the hyperscale data center segment.
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.
Q2-osavuosiraportti
29 päivää sitten‧43 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
- 2 päivää sitten · Muokattu·Will it slowly fall down to Q3? I'm betting that we'll see the effect of the cost savings on the Q3 report and good guidance going forward towards Q4 and Q1 20262 päivää sitten·Q3 will be good. Very high activity at Mongstad which gives good results for offshore. Good order intake in energy and almost full effect of cost savings (only something that will have full effect from Q4)
- 12.9.·Automatic technical analysis. Medium-term, 5 Sep 2025 Scana has broken the falling trend channel in the medium term, which initially indicates a weaker rate of decline. The stock has support at around NOK 1.40 and resistance at around NOK 2.00. Positive volume balance indicates that volume is high on up days and low on down days, which strengthens the stock. The RSI curve shows an upward trend, which may be an early signal of the start of an upward trend for the price as well. Overall, the stock is considered technically neutral in the medium term. Recommendation one to six months: Watch
- 10.9.·Scana ASA/PSW Power – Framework agreement points to Green Mountain/TikTok Hamar 🚀 Scana-owned PSW Power & Automation announced in December 2024 a “very large framework agreement” (>250 MNOK) for emergency power modules for data centers. The first call (25–75 MNOK) was announced on September 8, 2025, delivery Q1 2026. The customer has not been disclosed, but Scana itself uses a picture of TikTok/Green Mountain’s giant project in Hamar (OSL-Hamar) in today’s presentation. This makes it very likely that the framework agreement applies (at least) to this particular project. 📍 The Green Mountain projects Hamar (OSL-Hamar / Project Clover) Being built for TikTok/ByteDance. Planned 150 MW capacity (5 buildings of 30 MW). Three buildings (90 MW) have already been completed and handed over in 2024. Remaining to be built: two buildings (60 MW) in 2025–2026. Estimated PSW value: 250–500 MNOK. Enebakk (DC3-OSLO) 75–93 MW capacity, to be completed in several construction phases 2025–2027. Newer data center, previous construction phase of 13.5 MW. Estimated PSW value: 400–600 MNOK. Rjukan (DC2-Telemark) Already 30–40 MW in operation, expanded in 2022 (4.5 MW) and 2023 (20 MW). Potential for further expansions. Estimated PSW value: 100–250 MNOK. Stavanger/Kalberg (DC1 + new campus) DC1-SVG ~26 MW in operation, but with growth plans. Kalberg project could be several hundred MW over time. Estimated PSW value (first phases): 200–400 MNOK. 📊 Why these price estimates? Data centers need backup capacity corresponding to the entire IT load (i.e. 100% of the MW capacity). Emergency power modules are often built as 2–3 MW container modules. Price per module fully installed: 10–20 MNOK (depending on size, redundancy, battery integration, etc.). Thus, for example, Hamar phase 2 (60 MW) requires approx. 20–25 modules = 250–500 MNOK. Same method used at Enebakk, Rjukan and Kalberg. 📊 Scenarios Minimum (reported): >250 MNOK (classified) Base case: Hamar phase 2 (two buildings of 30 MW) → 250–500 MNOK Upside: Hamar + Enebakk = 600–1 100 MNOK Mega-upside: Hamar + Enebakk + Rjukan + Kalberg/Stavanger = 1 000 – 2 000+ MNOK With 10–15% margin: 60–165 MNOK EBITDA in base case, more in upside. ✅ Conclusion: Although the framework agreement is only reported as "very large", everything points to it being a multi-billion deal in practice. The minimum is TikTok Hamar (phase 2 = 250–500 MNOK), but if Enebakk, Rjukan and Kalberg also come in, the total could exceed 2 billion NOK. The fact that PSW Power is now supplying TikTok in Hamar could be worth its weight in gold when the tenders for Stargate Norway are announced. The Stargate project in Narvik is Europe's most ambitious AI venture, led by OpenAI, Aker and Nscale, with 230 MW in the first phase and plans to expand to over 520 MW. Emergency power supplies here alone could amount to 2–3 billion NOK in contract value. A reference like TikTok gives PSW Power credibility in the hyperscale market and could be the entry ticket to winning the largest contract in the company's history - a real game changer for Scana. 🚀 ⚠️ Not investment advice, but speculation based on public sources and Scana's own presentations.11.9.·The reported framework agreement could in reality be a billion-dollar deal in disguise, with a minimum framework at TikTok Hamar, but potential to grow through several Green Mountain projects and further into the Stargate venture. For Scana, this could be a real step change in earnings and market position, and make PSW Power a reference supplier in the hyperscale data center segment.
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
Oslo Børs
Määrä
Osto
9 500
Myynti
Määrä
7 490
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 400 | - | - | ||
| 1 | - | - | ||
| 7 | - | - | ||
| 50 | - | - | ||
| 4 091 | - | - |
Ylin
1,75VWAP
Alin
1,688VaihtoMäärä
0,3 184 126
VWAP
Ylin
1,75Alin
1,688VaihtoMäärä
0,3 184 126
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 20.8. | |
| 2024 Yhtiökokous | 22.5. | |
| 2025 Q1-osavuosiraportti | 15.5. | |
| 2024 Q4-osavuosiraportti | 27.2. | |
| 2024 Ylimääräinen yhtiökokous | 10.12.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
29 päivää sitten‧43 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 | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 20.8. | |
| 2024 Yhtiökokous | 22.5. | |
| 2025 Q1-osavuosiraportti | 15.5. | |
| 2024 Q4-osavuosiraportti | 27.2. | |
| 2024 Ylimääräinen yhtiökokous | 10.12.2024 |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 2 päivää sitten · Muokattu·Will it slowly fall down to Q3? I'm betting that we'll see the effect of the cost savings on the Q3 report and good guidance going forward towards Q4 and Q1 20262 päivää sitten·Q3 will be good. Very high activity at Mongstad which gives good results for offshore. Good order intake in energy and almost full effect of cost savings (only something that will have full effect from Q4)
- 12.9.·Automatic technical analysis. Medium-term, 5 Sep 2025 Scana has broken the falling trend channel in the medium term, which initially indicates a weaker rate of decline. The stock has support at around NOK 1.40 and resistance at around NOK 2.00. Positive volume balance indicates that volume is high on up days and low on down days, which strengthens the stock. The RSI curve shows an upward trend, which may be an early signal of the start of an upward trend for the price as well. Overall, the stock is considered technically neutral in the medium term. Recommendation one to six months: Watch
- 10.9.·Scana ASA/PSW Power – Framework agreement points to Green Mountain/TikTok Hamar 🚀 Scana-owned PSW Power & Automation announced in December 2024 a “very large framework agreement” (>250 MNOK) for emergency power modules for data centers. The first call (25–75 MNOK) was announced on September 8, 2025, delivery Q1 2026. The customer has not been disclosed, but Scana itself uses a picture of TikTok/Green Mountain’s giant project in Hamar (OSL-Hamar) in today’s presentation. This makes it very likely that the framework agreement applies (at least) to this particular project. 📍 The Green Mountain projects Hamar (OSL-Hamar / Project Clover) Being built for TikTok/ByteDance. Planned 150 MW capacity (5 buildings of 30 MW). Three buildings (90 MW) have already been completed and handed over in 2024. Remaining to be built: two buildings (60 MW) in 2025–2026. Estimated PSW value: 250–500 MNOK. Enebakk (DC3-OSLO) 75–93 MW capacity, to be completed in several construction phases 2025–2027. Newer data center, previous construction phase of 13.5 MW. Estimated PSW value: 400–600 MNOK. Rjukan (DC2-Telemark) Already 30–40 MW in operation, expanded in 2022 (4.5 MW) and 2023 (20 MW). Potential for further expansions. Estimated PSW value: 100–250 MNOK. Stavanger/Kalberg (DC1 + new campus) DC1-SVG ~26 MW in operation, but with growth plans. Kalberg project could be several hundred MW over time. Estimated PSW value (first phases): 200–400 MNOK. 📊 Why these price estimates? Data centers need backup capacity corresponding to the entire IT load (i.e. 100% of the MW capacity). Emergency power modules are often built as 2–3 MW container modules. Price per module fully installed: 10–20 MNOK (depending on size, redundancy, battery integration, etc.). Thus, for example, Hamar phase 2 (60 MW) requires approx. 20–25 modules = 250–500 MNOK. Same method used at Enebakk, Rjukan and Kalberg. 📊 Scenarios Minimum (reported): >250 MNOK (classified) Base case: Hamar phase 2 (two buildings of 30 MW) → 250–500 MNOK Upside: Hamar + Enebakk = 600–1 100 MNOK Mega-upside: Hamar + Enebakk + Rjukan + Kalberg/Stavanger = 1 000 – 2 000+ MNOK With 10–15% margin: 60–165 MNOK EBITDA in base case, more in upside. ✅ Conclusion: Although the framework agreement is only reported as "very large", everything points to it being a multi-billion deal in practice. The minimum is TikTok Hamar (phase 2 = 250–500 MNOK), but if Enebakk, Rjukan and Kalberg also come in, the total could exceed 2 billion NOK. The fact that PSW Power is now supplying TikTok in Hamar could be worth its weight in gold when the tenders for Stargate Norway are announced. The Stargate project in Narvik is Europe's most ambitious AI venture, led by OpenAI, Aker and Nscale, with 230 MW in the first phase and plans to expand to over 520 MW. Emergency power supplies here alone could amount to 2–3 billion NOK in contract value. A reference like TikTok gives PSW Power credibility in the hyperscale market and could be the entry ticket to winning the largest contract in the company's history - a real game changer for Scana. 🚀 ⚠️ Not investment advice, but speculation based on public sources and Scana's own presentations.11.9.·The reported framework agreement could in reality be a billion-dollar deal in disguise, with a minimum framework at TikTok Hamar, but potential to grow through several Green Mountain projects and further into the Stargate venture. For Scana, this could be a real step change in earnings and market position, and make PSW Power a reference supplier in the hyperscale data center segment.
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
Oslo Børs
Määrä
Osto
9 500
Myynti
Määrä
7 490
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 400 | - | - | ||
| 1 | - | - | ||
| 7 | - | - | ||
| 50 | - | - | ||
| 4 091 | - | - |
Ylin
1,75VWAP
Alin
1,688VaihtoMäärä
0,3 184 126
VWAP
Ylin
1,75Alin
1,688VaihtoMäärä
0,3 184 126
Välittäjätilasto
Dataa ei löytynyt