2026 Q1 -tulosraportti
9 päivää sitten
‧37 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 |
|---|---|---|---|---|
| 876 | - | - | ||
| 2 652 | - | - | ||
| 1 500 | - | - | ||
| 848 | - | - | ||
| 652 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·7 t sittenIncreasing shortages of raw materials and prices are still being reported due to the Strait of Hormuz being closed. This is just the beginning and much indicates that things will get much worse. This will also affect HEX. "Hormuz-hoarding" a growing problem for many countries https://e24.no/internasjonal-oekonomi/i/Wv6XlQ/hormuz-hamstring-et-oekende-problem-for-mange-land The Strait of Hormuz crisis affects more than just oil. Here are nine other raw materials https://www.weforum.org/stories/2026/04/beyond-oil-lng-commodities-impacted-closure-hormuz-strait/ Even though Hex has reduced the number of employees and debt through 2 share issues and they are using inventory, expenses are higher with negative cash flow. In a few months, when the inventory is used up, they will have to buy at much higher prices and expenses could increase significantly. The company does not want to disclose its order backlog on an unknown basis. What we know from the Q1 presentation is that they suggest that revenue in 2026 could be almost as large as in 2025 with uncertain prospects due to the conflict in the Middle East. Was asked when there will be + cash flow: Over next years said CFO, timeline 33:10: https://www.youtube.com/watch?v=PixS7OBdyrA
·1 t sittenThe risk you point out is real, especially around raw material costs and cash flow. At the same time, the post becomes a bit one-sidedly negative. Higher energy and diesel prices can also strengthen demand for CNG and the gas solutions HEX delivers. Q1 also showed better margins and cost cuts already now. That the CFO says "over next years" regarding positive cash flow is not particularly reassuring in isolation, but the market also knows that 2026 is a transition year with uncertainty around the Middle East and raw material prices. For me, the most important thing going forward will be whether margins hold when inventory is phased out, not just the raw material prices themselves.
·2 päivää sittenSuperior Plus, which owns Certarus, HEX's by far largest mobile pipeline customer, said during quarterly reporting yesterday that investments in their CNG segment will increase significantly in 2026 and 2027, driven by (insanely) strong demand from data centers. Certarus operates 880 CNG trailers, a significant portion of which are supplied by HEX. Superior Plus reports that Certarus will invest USD 115–170m in 2026, and the same will be invested in 2027. The majority of this will be invested in mobile pipelines. Let's say Certarus invests USD 150m in 2026 and the same in 2027, and that 80% of this goes to mobile pipelines, then we are talking about USD 240m in mobile pipelines over the next 18 months. HEX has more than 50% of the mobile pipeline market in North America. They have supplied a much larger share than 50% of Certarus's 880 trailers. Let's say they have supplied 75% of Certarus's trailers (I believe this is a conservative estimate) and that they get 75% of Certarus's mobile pipeline orders over the next 12–18 months, then we are talking about USD 240m x 75% = USD 180m in revenue for HEX from one customer over the next 18 months, and that assumes Certarus does not win more data center contracts in the meantime…. I believe this is what has driven today's rally, and that this is just the beginning of a "megabull" mobile pipeline period. If the AI bubble doesn't burst, then the demand for mobile pipelines in North America will transform HEX in the coming years
·2 päivää sittenWhat is also interesting here is that the market might be underestimating how critical “time to power” has become for data centers. Hyperscalers cannot wait 5–7 years for grid expansion or new pipelines. AI capacity needs to increase now. And once a data center is built around CNG supply, it's not certain the need will disappear quickly either. Temporary solutions tend to last much longer than planned when infrastructure lags behind. That's really what makes the case interesting now: the market still prices HEX much like a cyclical industrial company, while it potentially is becoming a key component for the AI initiative to scale. If this thesis plays out, today's revenue figures might look small in 2–3 years.
1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.
·1 päivä sittenWell, then it was deleted 🤣 was it too tough, Bjorn?
·1 päivä sittenWhen they are so damn.. idiotic and open a thread and think everyone else is an idiot except themselves, he probably found out who the biggest "idiot" was and just as well deleted the post 😂 It's absolutely incredible what one brings oneself to write.
·2 päivää sitten · MuokattuSee that Apollo asset and Tigerstaden have sold out, possibly it was them who drove down the price in the closing auction the last few days. If so, it might be possible to hope for a nice closing auction today, even though we have had a fantastic rise so far :)
·2 päivää sitten · MuokattuRepair Issue: To be eligible to participate, you must: Have owned shares in Hexagon Composites as of May 7, 2026. Be registered in VPS by May 11, 2026. Not have received an allocation in the private placement. Not have participated in the "pre-sounding" process before the issue. If you meet these requirements, you may get the opportunity to subscribe for shares at 8 kroner per share in the repair issue. But it is important to note: The repair issue is not guaranteed to be carried out. The company may choose to cancel it if the share price develops in a way they do not like. The rights will not be listed on the stock exchange, so you cannot sell the subscription rights as one often can in regular rights issues. A maximum of 15.625 million new shares will be offered, which is far less than the private placement of 68.75 million shares. In practice, this means: They are trying to "compensate" existing shareholders who were diluted in the private placement by giving them an opportunity to buy shares at the same price (8 kr). But how much each individual can buy will depend on how many express interest and how the board allocates the shares.
·2 päivää sittenMoa, do you know when the eventual repair will take place?
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 Q1 -tulosraportti
9 päivää sitten
‧37 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenIncreasing shortages of raw materials and prices are still being reported due to the Strait of Hormuz being closed. This is just the beginning and much indicates that things will get much worse. This will also affect HEX. "Hormuz-hoarding" a growing problem for many countries https://e24.no/internasjonal-oekonomi/i/Wv6XlQ/hormuz-hamstring-et-oekende-problem-for-mange-land The Strait of Hormuz crisis affects more than just oil. Here are nine other raw materials https://www.weforum.org/stories/2026/04/beyond-oil-lng-commodities-impacted-closure-hormuz-strait/ Even though Hex has reduced the number of employees and debt through 2 share issues and they are using inventory, expenses are higher with negative cash flow. In a few months, when the inventory is used up, they will have to buy at much higher prices and expenses could increase significantly. The company does not want to disclose its order backlog on an unknown basis. What we know from the Q1 presentation is that they suggest that revenue in 2026 could be almost as large as in 2025 with uncertain prospects due to the conflict in the Middle East. Was asked when there will be + cash flow: Over next years said CFO, timeline 33:10: https://www.youtube.com/watch?v=PixS7OBdyrA·1 t sittenThe risk you point out is real, especially around raw material costs and cash flow. At the same time, the post becomes a bit one-sidedly negative. Higher energy and diesel prices can also strengthen demand for CNG and the gas solutions HEX delivers. Q1 also showed better margins and cost cuts already now. That the CFO says "over next years" regarding positive cash flow is not particularly reassuring in isolation, but the market also knows that 2026 is a transition year with uncertainty around the Middle East and raw material prices. For me, the most important thing going forward will be whether margins hold when inventory is phased out, not just the raw material prices themselves.
- ·2 päivää sittenSuperior Plus, which owns Certarus, HEX's by far largest mobile pipeline customer, said during quarterly reporting yesterday that investments in their CNG segment will increase significantly in 2026 and 2027, driven by (insanely) strong demand from data centers. Certarus operates 880 CNG trailers, a significant portion of which are supplied by HEX. Superior Plus reports that Certarus will invest USD 115–170m in 2026, and the same will be invested in 2027. The majority of this will be invested in mobile pipelines. Let's say Certarus invests USD 150m in 2026 and the same in 2027, and that 80% of this goes to mobile pipelines, then we are talking about USD 240m in mobile pipelines over the next 18 months. HEX has more than 50% of the mobile pipeline market in North America. They have supplied a much larger share than 50% of Certarus's 880 trailers. Let's say they have supplied 75% of Certarus's trailers (I believe this is a conservative estimate) and that they get 75% of Certarus's mobile pipeline orders over the next 12–18 months, then we are talking about USD 240m x 75% = USD 180m in revenue for HEX from one customer over the next 18 months, and that assumes Certarus does not win more data center contracts in the meantime…. I believe this is what has driven today's rally, and that this is just the beginning of a "megabull" mobile pipeline period. If the AI bubble doesn't burst, then the demand for mobile pipelines in North America will transform HEX in the coming years·2 päivää sittenWhat is also interesting here is that the market might be underestimating how critical “time to power” has become for data centers. Hyperscalers cannot wait 5–7 years for grid expansion or new pipelines. AI capacity needs to increase now. And once a data center is built around CNG supply, it's not certain the need will disappear quickly either. Temporary solutions tend to last much longer than planned when infrastructure lags behind. That's really what makes the case interesting now: the market still prices HEX much like a cyclical industrial company, while it potentially is becoming a key component for the AI initiative to scale. If this thesis plays out, today's revenue figures might look small in 2–3 years.
- 1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.·1 päivä sittenWell, then it was deleted 🤣 was it too tough, Bjorn?·1 päivä sittenWhen they are so damn.. idiotic and open a thread and think everyone else is an idiot except themselves, he probably found out who the biggest "idiot" was and just as well deleted the post 😂 It's absolutely incredible what one brings oneself to write.
- ·2 päivää sitten · MuokattuSee that Apollo asset and Tigerstaden have sold out, possibly it was them who drove down the price in the closing auction the last few days. If so, it might be possible to hope for a nice closing auction today, even though we have had a fantastic rise so far :)
- ·2 päivää sitten · MuokattuRepair Issue: To be eligible to participate, you must: Have owned shares in Hexagon Composites as of May 7, 2026. Be registered in VPS by May 11, 2026. Not have received an allocation in the private placement. Not have participated in the "pre-sounding" process before the issue. If you meet these requirements, you may get the opportunity to subscribe for shares at 8 kroner per share in the repair issue. But it is important to note: The repair issue is not guaranteed to be carried out. The company may choose to cancel it if the share price develops in a way they do not like. The rights will not be listed on the stock exchange, so you cannot sell the subscription rights as one often can in regular rights issues. A maximum of 15.625 million new shares will be offered, which is far less than the private placement of 68.75 million shares. In practice, this means: They are trying to "compensate" existing shareholders who were diluted in the private placement by giving them an opportunity to buy shares at the same price (8 kr). But how much each individual can buy will depend on how many express interest and how the board allocates the shares.·2 päivää sittenMoa, do you know when the eventual repair will take place?
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 876 | - | - | ||
| 2 652 | - | - | ||
| 1 500 | - | - | ||
| 848 | - | - | ||
| 652 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2026 Q1 -tulosraportti
9 päivää sitten
‧37 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 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
0,30 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenIncreasing shortages of raw materials and prices are still being reported due to the Strait of Hormuz being closed. This is just the beginning and much indicates that things will get much worse. This will also affect HEX. "Hormuz-hoarding" a growing problem for many countries https://e24.no/internasjonal-oekonomi/i/Wv6XlQ/hormuz-hamstring-et-oekende-problem-for-mange-land The Strait of Hormuz crisis affects more than just oil. Here are nine other raw materials https://www.weforum.org/stories/2026/04/beyond-oil-lng-commodities-impacted-closure-hormuz-strait/ Even though Hex has reduced the number of employees and debt through 2 share issues and they are using inventory, expenses are higher with negative cash flow. In a few months, when the inventory is used up, they will have to buy at much higher prices and expenses could increase significantly. The company does not want to disclose its order backlog on an unknown basis. What we know from the Q1 presentation is that they suggest that revenue in 2026 could be almost as large as in 2025 with uncertain prospects due to the conflict in the Middle East. Was asked when there will be + cash flow: Over next years said CFO, timeline 33:10: https://www.youtube.com/watch?v=PixS7OBdyrA·1 t sittenThe risk you point out is real, especially around raw material costs and cash flow. At the same time, the post becomes a bit one-sidedly negative. Higher energy and diesel prices can also strengthen demand for CNG and the gas solutions HEX delivers. Q1 also showed better margins and cost cuts already now. That the CFO says "over next years" regarding positive cash flow is not particularly reassuring in isolation, but the market also knows that 2026 is a transition year with uncertainty around the Middle East and raw material prices. For me, the most important thing going forward will be whether margins hold when inventory is phased out, not just the raw material prices themselves.
- ·2 päivää sittenSuperior Plus, which owns Certarus, HEX's by far largest mobile pipeline customer, said during quarterly reporting yesterday that investments in their CNG segment will increase significantly in 2026 and 2027, driven by (insanely) strong demand from data centers. Certarus operates 880 CNG trailers, a significant portion of which are supplied by HEX. Superior Plus reports that Certarus will invest USD 115–170m in 2026, and the same will be invested in 2027. The majority of this will be invested in mobile pipelines. Let's say Certarus invests USD 150m in 2026 and the same in 2027, and that 80% of this goes to mobile pipelines, then we are talking about USD 240m in mobile pipelines over the next 18 months. HEX has more than 50% of the mobile pipeline market in North America. They have supplied a much larger share than 50% of Certarus's 880 trailers. Let's say they have supplied 75% of Certarus's trailers (I believe this is a conservative estimate) and that they get 75% of Certarus's mobile pipeline orders over the next 12–18 months, then we are talking about USD 240m x 75% = USD 180m in revenue for HEX from one customer over the next 18 months, and that assumes Certarus does not win more data center contracts in the meantime…. I believe this is what has driven today's rally, and that this is just the beginning of a "megabull" mobile pipeline period. If the AI bubble doesn't burst, then the demand for mobile pipelines in North America will transform HEX in the coming years·2 päivää sittenWhat is also interesting here is that the market might be underestimating how critical “time to power” has become for data centers. Hyperscalers cannot wait 5–7 years for grid expansion or new pipelines. AI capacity needs to increase now. And once a data center is built around CNG supply, it's not certain the need will disappear quickly either. Temporary solutions tend to last much longer than planned when infrastructure lags behind. That's really what makes the case interesting now: the market still prices HEX much like a cyclical industrial company, while it potentially is becoming a key component for the AI initiative to scale. If this thesis plays out, today's revenue figures might look small in 2–3 years.
- 1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.·1 päivä sittenWell, then it was deleted 🤣 was it too tough, Bjorn?·1 päivä sittenWhen they are so damn.. idiotic and open a thread and think everyone else is an idiot except themselves, he probably found out who the biggest "idiot" was and just as well deleted the post 😂 It's absolutely incredible what one brings oneself to write.
- ·2 päivää sitten · MuokattuSee that Apollo asset and Tigerstaden have sold out, possibly it was them who drove down the price in the closing auction the last few days. If so, it might be possible to hope for a nice closing auction today, even though we have had a fantastic rise so far :)
- ·2 päivää sitten · MuokattuRepair Issue: To be eligible to participate, you must: Have owned shares in Hexagon Composites as of May 7, 2026. Be registered in VPS by May 11, 2026. Not have received an allocation in the private placement. Not have participated in the "pre-sounding" process before the issue. If you meet these requirements, you may get the opportunity to subscribe for shares at 8 kroner per share in the repair issue. But it is important to note: The repair issue is not guaranteed to be carried out. The company may choose to cancel it if the share price develops in a way they do not like. The rights will not be listed on the stock exchange, so you cannot sell the subscription rights as one often can in regular rights issues. A maximum of 15.625 million new shares will be offered, which is far less than the private placement of 68.75 million shares. In practice, this means: They are trying to "compensate" existing shareholders who were diluted in the private placement by giving them an opportunity to buy shares at the same price (8 kr). But how much each individual can buy will depend on how many express interest and how the board allocates the shares.·2 päivää sittenMoa, do you know when the eventual repair will take place?
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 876 | - | - | ||
| 2 652 | - | - | ||
| 1 500 | - | - | ||
| 848 | - | - | ||
| 652 | - | - |
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