2025 Q4 -tulosraportti
41 päivää sitten
‧39 min
0,30 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 229 | - | - | ||
| 92 | - | - | ||
| 56 | - | - | ||
| 58 | - | - | ||
| 320 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
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
·4 t sittenSo the day Argonaut reportedly buys back at least 2 million shares, then the price falls by as much as 7%?? Makes no sense.
·4 t sittenArgonaut was gone from the list, then ;-) Those who on 17.desember had a short position of 6.500.000 shares. New visible short is then 15.865.085 shares / 6,26%. https://ssr.finanstilsynet.no/Home/Details/NO0003067902
·4 t sittenShorters give up!!!
·3 t sittenIt looks like he has given up on the comical EmiJohnny troll too, who trolled on the HEX thread.
·7 t sittenSomething I believe many underestimate in the Hexagon case is how extreme the company's gearing is towards an increased gas share in the Class-8 market in North America. The market for new Class-8 trucks is around 300,000 units annually. As of now, we are on track to significantly exceed this for 2026. Even small changes in the proportion choosing natural gas/RNG can therefore shift a lot of volume. A simple calculation shows how powerful this can turn out: If the gas share in new truck orders increases from 5% to 10%, it means approximately a doubling of the volume of gas trucks. For a supplier of fuel systems like Hexagon – with a high market share – this alone can lead to roughly a doubling of revenue in Fuel Systems. But it doesn't stop there. Industrial companies like this normally get significantly better margins when volumes increase, because factories are utilized better and fixed costs are spread over more units. When combining volume growth and the potential for margin expansion, an increase in gas share from 5% to 10% can theoretically lift EBITDA by several hundred percent. The point is not that this happens overnight – but that even small changes in penetration in the Class-8 market can have an enormous effect on Hexagon's bottom line. With strong order intake in Class-8 in recent months and increasing focus on fuel costs, it is, in my opinion, precisely this asymmetry that the market still underestimates.·5 t sittenWhat I believe is probably of little interest to most. I am just a poor civil engineer so I have no better prerequisites for making financial assessments than most others. And the market is mostly irrational one way or another. But I have spent several hours with chatgpt to analyze this case. And almost regardless of how conservative assumptions I make for both total gas share for North America, Hexagon's market share within fuel systems in combination with the absence of new orders within mobilepipeline. I always arrive at a fair price over 20 kr. So my estimate is 20-30 kroner for the end of 2026 and up to double that by the end of 2027 :)
·8 t sittenLets go, short squeeze. That would be something. Surely some good news must come from the company soon.·7 t sittenI'm actually getting a slight erection just at the thought of a positive announcement from the company now :D·7 t sittenAgree there. Whether we see the effect of it already now, or in the April figures or later is uncertain, but I clearly believe it will be a higher proportion going forward! 🚀
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
41 päivää sitten
‧39 min
0,30 NOK/osake
Viimeisin osinko
0,00%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenSo the day Argonaut reportedly buys back at least 2 million shares, then the price falls by as much as 7%?? Makes no sense.
- ·4 t sittenArgonaut was gone from the list, then ;-) Those who on 17.desember had a short position of 6.500.000 shares. New visible short is then 15.865.085 shares / 6,26%. https://ssr.finanstilsynet.no/Home/Details/NO0003067902
- ·4 t sittenShorters give up!!!·3 t sittenIt looks like he has given up on the comical EmiJohnny troll too, who trolled on the HEX thread.
- ·7 t sittenSomething I believe many underestimate in the Hexagon case is how extreme the company's gearing is towards an increased gas share in the Class-8 market in North America. The market for new Class-8 trucks is around 300,000 units annually. As of now, we are on track to significantly exceed this for 2026. Even small changes in the proportion choosing natural gas/RNG can therefore shift a lot of volume. A simple calculation shows how powerful this can turn out: If the gas share in new truck orders increases from 5% to 10%, it means approximately a doubling of the volume of gas trucks. For a supplier of fuel systems like Hexagon – with a high market share – this alone can lead to roughly a doubling of revenue in Fuel Systems. But it doesn't stop there. Industrial companies like this normally get significantly better margins when volumes increase, because factories are utilized better and fixed costs are spread over more units. When combining volume growth and the potential for margin expansion, an increase in gas share from 5% to 10% can theoretically lift EBITDA by several hundred percent. The point is not that this happens overnight – but that even small changes in penetration in the Class-8 market can have an enormous effect on Hexagon's bottom line. With strong order intake in Class-8 in recent months and increasing focus on fuel costs, it is, in my opinion, precisely this asymmetry that the market still underestimates.·5 t sittenWhat I believe is probably of little interest to most. I am just a poor civil engineer so I have no better prerequisites for making financial assessments than most others. And the market is mostly irrational one way or another. But I have spent several hours with chatgpt to analyze this case. And almost regardless of how conservative assumptions I make for both total gas share for North America, Hexagon's market share within fuel systems in combination with the absence of new orders within mobilepipeline. I always arrive at a fair price over 20 kr. So my estimate is 20-30 kroner for the end of 2026 and up to double that by the end of 2027 :)
- ·8 t sittenLets go, short squeeze. That would be something. Surely some good news must come from the company soon.·7 t sittenI'm actually getting a slight erection just at the thought of a positive announcement from the company now :D·7 t sittenAgree there. Whether we see the effect of it already now, or in the April figures or later is uncertain, but I clearly believe it will be a higher proportion going forward! 🚀
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 229 | - | - | ||
| 92 | - | - | ||
| 56 | - | - | ||
| 58 | - | - | ||
| 320 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
41 päivää sitten
‧39 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 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
0,30 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenSo the day Argonaut reportedly buys back at least 2 million shares, then the price falls by as much as 7%?? Makes no sense.
- ·4 t sittenArgonaut was gone from the list, then ;-) Those who on 17.desember had a short position of 6.500.000 shares. New visible short is then 15.865.085 shares / 6,26%. https://ssr.finanstilsynet.no/Home/Details/NO0003067902
- ·4 t sittenShorters give up!!!·3 t sittenIt looks like he has given up on the comical EmiJohnny troll too, who trolled on the HEX thread.
- ·7 t sittenSomething I believe many underestimate in the Hexagon case is how extreme the company's gearing is towards an increased gas share in the Class-8 market in North America. The market for new Class-8 trucks is around 300,000 units annually. As of now, we are on track to significantly exceed this for 2026. Even small changes in the proportion choosing natural gas/RNG can therefore shift a lot of volume. A simple calculation shows how powerful this can turn out: If the gas share in new truck orders increases from 5% to 10%, it means approximately a doubling of the volume of gas trucks. For a supplier of fuel systems like Hexagon – with a high market share – this alone can lead to roughly a doubling of revenue in Fuel Systems. But it doesn't stop there. Industrial companies like this normally get significantly better margins when volumes increase, because factories are utilized better and fixed costs are spread over more units. When combining volume growth and the potential for margin expansion, an increase in gas share from 5% to 10% can theoretically lift EBITDA by several hundred percent. The point is not that this happens overnight – but that even small changes in penetration in the Class-8 market can have an enormous effect on Hexagon's bottom line. With strong order intake in Class-8 in recent months and increasing focus on fuel costs, it is, in my opinion, precisely this asymmetry that the market still underestimates.·5 t sittenWhat I believe is probably of little interest to most. I am just a poor civil engineer so I have no better prerequisites for making financial assessments than most others. And the market is mostly irrational one way or another. But I have spent several hours with chatgpt to analyze this case. And almost regardless of how conservative assumptions I make for both total gas share for North America, Hexagon's market share within fuel systems in combination with the absence of new orders within mobilepipeline. I always arrive at a fair price over 20 kr. So my estimate is 20-30 kroner for the end of 2026 and up to double that by the end of 2027 :)
- ·8 t sittenLets go, short squeeze. That would be something. Surely some good news must come from the company soon.·7 t sittenI'm actually getting a slight erection just at the thought of a positive announcement from the company now :D·7 t sittenAgree there. Whether we see the effect of it already now, or in the April figures or later is uncertain, but I clearly believe it will be a higher proportion going forward! 🚀
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 229 | - | - | ||
| 92 | - | - | ||
| 56 | - | - | ||
| 58 | - | - | ||
| 320 | - | - |
Välittäjätilasto
Dataa ei löytynyt