2025 Q3 -tulosraportti
81 päivää sitten43 min
6,7542 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
100 350
Myynti
Määrä
7 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 15.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·13 t sittenThere is much focus on Q4 likely being weak for Hexagon Composites, but that picture is largely known already. What is more interesting now is what conditions are in place for the development to turn around during the first half of 2026, and why Q4 in isolation is not necessarily decisive. Historically, the development in Class 8 truck orders has been a good leading indicator for Fuel Systems. When orders for heavy trucks pick up, Hexagon Agility's revenues have normally followed with a lag of 1–2 quarters. The Q4 figures therefore reflect decisions made earlier in 2025, while the development in January and February 2026 says more about how H1 might turn out. The starting point today is that the share of gas-powered Class 8 trucks is low, estimated at around 3–5 %. There are no exact monthly figures for this, so this is an industry estimate based on registrations and fleet data. The total market for Class 8 in North America historically stands at around 250,000 trucks per year, which is also a rounded normal level. With these figures, a simple calculation gives the following picture: A 3 % gas share corresponds to around 7,500 gas trucks per year. If the share increases to 6 %, one is at around 15,000 gas trucks. This is practically a doubling of the volume, even if the total market is completely unchanged. Here lies much of the potential. What does this mean for Hexagon Agility? Here we also have to make some assumptions, since the company does not state an average price per system. Based on historical revenue and estimated volume, a conservative average of around 400,000 kroner per complete fuel system is often used in analyses. Assuming further a market share of around 50 %, this gives the following order of magnitude: At a 3 % gas share, this corresponds to around 1.5 billion kroner in revenue within Fuel Systems. At a 6 % gas share, one is close to 3 billion kroner in revenue. The increase comes mainly from volume, not price. This is important because Fuel Systems has high operational gearing. The cost base is largely fixed, so when volumes increase, much of the revenue growth directly impacts the result. That is why small percentage changes in gas share can have a large effect on profitability. That such a development can materialize in 2026 is not unrealistic. Cummins' 15-liter gas engine is now commercially available. The gas infrastructure in North America is being further expanded. Natural gas production is at record levels, which provides low and stable gas prices, while diesel is still relatively expensive and volatile. At the same time, there is a weak correlation between diesel and gas prices, which gives fleets better predictability in operating costs when choosing gas. The point is not that Q4 will suddenly be good. The point is that Q4 largely deals with the past. If Class 8 orders remain stable into 2026, and the gas share moves up a few percentage points from today's level, the picture for Hexagon Agility could look significantly different during H1 – before it is fully reflected in the financial figures.
·18 t sitten · MuokattuWhether one likes it or not, there's no doubt that the bow is being drawn taut here :-) A lot speaks for the price to go up sharply. I really think Flakk will be proven right eventually. That the price will go up five-fold from today's price, and perhaps even past old highs, when he recently received a short question about his investment in Hexagon, which had been crushed. JPMC passed the flagging threshold of 5% on January 7 or earlier, but was not reported via the stock exchange until January 12. The ownership stake further increased, which was reported to the stock exchange on January 15, 2026, to 18,018,549 and corresponds to a 7.148% ownership stake of outstanding shares. Now it will probably not be flagged until JPMC's ownership stake passes 10% This ownership naturally does not make the situation easier for the short sellers, something we have seen in the trading pattern recently. It looks more like it has turned into more price manipulation, which can be difficult to prove. This is a completely normal development in a growth company; revenue comes before earnings, and not the other way around as some try to convince others, for their own gain. Customers control the orders they place, before Hexagon can even report anything to the stock exchange. One just needs a little patience. When Cummins itself writes on its own web pages that one saves approximately 27% in fuel costs on natural gas versus diesel, and a company like UPS, which has tens of thousands of vehicles on the road around the clock. Even an American with only 7 years of schooling understands this calculation. This is very difficult to explain away, even for a brokerage firm. Cummins does not write this on its own pages to deceive its own customers and citizens. The most noticeable savings come from increased use of natural gas. According to DOE, the average price of diesel in 2024 was 3,76 dollar per gallon. Natural gas averaged $2,91 per diesel gallon equivalent (DGE), which is approximately 27 % less than diesel in the same period. - Adding the 15-liter X15N to the clean-burning series will further increase savings. https://www.cummins.com/news/2025/10/24/natural-gas-lineup-gives-fleets-more-options-cut-costs·1 min sitten · MuokattuLo and behold, Ketil Skorstad appeared on the shareholder list, perhaps he also sees the upside can be greater than the downside.
2 päivää sitten2 päivää sitten
·2 päivää sittenMight perhaps help explain some of why it seems to be hedge funds holding such a large short position in HEX, meaning they short "green" and buy oil for example - as a long/short in sector. The example above seems to be a small company, even by Norwegian standards. I find it difficult to understand why large funds otherwise would bet so much on a decline in a relatively small Norwegian company alone.·10 t sittenI allow myself to doubt a little. Such large players should have taken the money and left by now if there wasn't something more to it. HEX with a market cap under 0.5 billion USD seems a bit small unless it's controlled by robots. Is there enough money to be made for them from here downwards measured against risk? With a bit of volatility in the price, it must also cost a bit to borrow shares.- ·2 päivää sittenIncreased demand and orders for vehicles with X15N, while a replacement of an aging fleet of many tens of thousands of vehicles in the transport industry is ongoing. In addition to a rising stock price, while short sellers try to cap the price increase without 100% succeeding, I consider this a "perfect storm" in the stock price, which will soon force the short trolls into a massive covering wave. I see the short sellers have some "pikes" below 0.5%, which they can pull up to slightly improve their short position, in the short term, and perhaps scare some away from buying, who "steal" the shares from them. Excerpt from a stock exchange announcement from August 2025 "the second fleet to place a major order for X15N-powered trucks in North America, following a pre-order from UPS in 2024. Together, these milestones mark a rapidly accelerating shift towards clean, scalable technologies for commercial freight transport."·2 päivää sittenIt will be exciting anyway to learn about the effect of the order wave in gas-powered trucks. Find it difficult to understand the motivation for so much short interest in the stock.
·2 päivää sitten26 thousand shares traded the first half hour. Have those who are pushing the price down given up? I bet we end up in positive territory 🫡
·2 päivää sittenStavern Helse og Forvaltning now at least has confidence, having bought new 436 thousand shares and is now the company's 6th largest shareholder with 7 million shares.
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 Q3 -tulosraportti
81 päivää sitten43 min
6,7542 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
- ·13 t sittenThere is much focus on Q4 likely being weak for Hexagon Composites, but that picture is largely known already. What is more interesting now is what conditions are in place for the development to turn around during the first half of 2026, and why Q4 in isolation is not necessarily decisive. Historically, the development in Class 8 truck orders has been a good leading indicator for Fuel Systems. When orders for heavy trucks pick up, Hexagon Agility's revenues have normally followed with a lag of 1–2 quarters. The Q4 figures therefore reflect decisions made earlier in 2025, while the development in January and February 2026 says more about how H1 might turn out. The starting point today is that the share of gas-powered Class 8 trucks is low, estimated at around 3–5 %. There are no exact monthly figures for this, so this is an industry estimate based on registrations and fleet data. The total market for Class 8 in North America historically stands at around 250,000 trucks per year, which is also a rounded normal level. With these figures, a simple calculation gives the following picture: A 3 % gas share corresponds to around 7,500 gas trucks per year. If the share increases to 6 %, one is at around 15,000 gas trucks. This is practically a doubling of the volume, even if the total market is completely unchanged. Here lies much of the potential. What does this mean for Hexagon Agility? Here we also have to make some assumptions, since the company does not state an average price per system. Based on historical revenue and estimated volume, a conservative average of around 400,000 kroner per complete fuel system is often used in analyses. Assuming further a market share of around 50 %, this gives the following order of magnitude: At a 3 % gas share, this corresponds to around 1.5 billion kroner in revenue within Fuel Systems. At a 6 % gas share, one is close to 3 billion kroner in revenue. The increase comes mainly from volume, not price. This is important because Fuel Systems has high operational gearing. The cost base is largely fixed, so when volumes increase, much of the revenue growth directly impacts the result. That is why small percentage changes in gas share can have a large effect on profitability. That such a development can materialize in 2026 is not unrealistic. Cummins' 15-liter gas engine is now commercially available. The gas infrastructure in North America is being further expanded. Natural gas production is at record levels, which provides low and stable gas prices, while diesel is still relatively expensive and volatile. At the same time, there is a weak correlation between diesel and gas prices, which gives fleets better predictability in operating costs when choosing gas. The point is not that Q4 will suddenly be good. The point is that Q4 largely deals with the past. If Class 8 orders remain stable into 2026, and the gas share moves up a few percentage points from today's level, the picture for Hexagon Agility could look significantly different during H1 – before it is fully reflected in the financial figures.
- ·18 t sitten · MuokattuWhether one likes it or not, there's no doubt that the bow is being drawn taut here :-) A lot speaks for the price to go up sharply. I really think Flakk will be proven right eventually. That the price will go up five-fold from today's price, and perhaps even past old highs, when he recently received a short question about his investment in Hexagon, which had been crushed. JPMC passed the flagging threshold of 5% on January 7 or earlier, but was not reported via the stock exchange until January 12. The ownership stake further increased, which was reported to the stock exchange on January 15, 2026, to 18,018,549 and corresponds to a 7.148% ownership stake of outstanding shares. Now it will probably not be flagged until JPMC's ownership stake passes 10% This ownership naturally does not make the situation easier for the short sellers, something we have seen in the trading pattern recently. It looks more like it has turned into more price manipulation, which can be difficult to prove. This is a completely normal development in a growth company; revenue comes before earnings, and not the other way around as some try to convince others, for their own gain. Customers control the orders they place, before Hexagon can even report anything to the stock exchange. One just needs a little patience. When Cummins itself writes on its own web pages that one saves approximately 27% in fuel costs on natural gas versus diesel, and a company like UPS, which has tens of thousands of vehicles on the road around the clock. Even an American with only 7 years of schooling understands this calculation. This is very difficult to explain away, even for a brokerage firm. Cummins does not write this on its own pages to deceive its own customers and citizens. The most noticeable savings come from increased use of natural gas. According to DOE, the average price of diesel in 2024 was 3,76 dollar per gallon. Natural gas averaged $2,91 per diesel gallon equivalent (DGE), which is approximately 27 % less than diesel in the same period. - Adding the 15-liter X15N to the clean-burning series will further increase savings. https://www.cummins.com/news/2025/10/24/natural-gas-lineup-gives-fleets-more-options-cut-costs·1 min sitten · MuokattuLo and behold, Ketil Skorstad appeared on the shareholder list, perhaps he also sees the upside can be greater than the downside.
- 2 päivää sitten2 päivää sitten·2 päivää sittenMight perhaps help explain some of why it seems to be hedge funds holding such a large short position in HEX, meaning they short "green" and buy oil for example - as a long/short in sector. The example above seems to be a small company, even by Norwegian standards. I find it difficult to understand why large funds otherwise would bet so much on a decline in a relatively small Norwegian company alone.·10 t sittenI allow myself to doubt a little. Such large players should have taken the money and left by now if there wasn't something more to it. HEX with a market cap under 0.5 billion USD seems a bit small unless it's controlled by robots. Is there enough money to be made for them from here downwards measured against risk? With a bit of volatility in the price, it must also cost a bit to borrow shares.
- ·2 päivää sittenIncreased demand and orders for vehicles with X15N, while a replacement of an aging fleet of many tens of thousands of vehicles in the transport industry is ongoing. In addition to a rising stock price, while short sellers try to cap the price increase without 100% succeeding, I consider this a "perfect storm" in the stock price, which will soon force the short trolls into a massive covering wave. I see the short sellers have some "pikes" below 0.5%, which they can pull up to slightly improve their short position, in the short term, and perhaps scare some away from buying, who "steal" the shares from them. Excerpt from a stock exchange announcement from August 2025 "the second fleet to place a major order for X15N-powered trucks in North America, following a pre-order from UPS in 2024. Together, these milestones mark a rapidly accelerating shift towards clean, scalable technologies for commercial freight transport."·2 päivää sittenIt will be exciting anyway to learn about the effect of the order wave in gas-powered trucks. Find it difficult to understand the motivation for so much short interest in the stock.
- ·2 päivää sitten26 thousand shares traded the first half hour. Have those who are pushing the price down given up? I bet we end up in positive territory 🫡·2 päivää sittenStavern Helse og Forvaltning now at least has confidence, having bought new 436 thousand shares and is now the company's 6th largest shareholder with 7 million shares.
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
100 350
Myynti
Määrä
7 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 15.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
2025 Q3 -tulosraportti
81 päivää sitten43 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 15.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
6,7542 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
- ·13 t sittenThere is much focus on Q4 likely being weak for Hexagon Composites, but that picture is largely known already. What is more interesting now is what conditions are in place for the development to turn around during the first half of 2026, and why Q4 in isolation is not necessarily decisive. Historically, the development in Class 8 truck orders has been a good leading indicator for Fuel Systems. When orders for heavy trucks pick up, Hexagon Agility's revenues have normally followed with a lag of 1–2 quarters. The Q4 figures therefore reflect decisions made earlier in 2025, while the development in January and February 2026 says more about how H1 might turn out. The starting point today is that the share of gas-powered Class 8 trucks is low, estimated at around 3–5 %. There are no exact monthly figures for this, so this is an industry estimate based on registrations and fleet data. The total market for Class 8 in North America historically stands at around 250,000 trucks per year, which is also a rounded normal level. With these figures, a simple calculation gives the following picture: A 3 % gas share corresponds to around 7,500 gas trucks per year. If the share increases to 6 %, one is at around 15,000 gas trucks. This is practically a doubling of the volume, even if the total market is completely unchanged. Here lies much of the potential. What does this mean for Hexagon Agility? Here we also have to make some assumptions, since the company does not state an average price per system. Based on historical revenue and estimated volume, a conservative average of around 400,000 kroner per complete fuel system is often used in analyses. Assuming further a market share of around 50 %, this gives the following order of magnitude: At a 3 % gas share, this corresponds to around 1.5 billion kroner in revenue within Fuel Systems. At a 6 % gas share, one is close to 3 billion kroner in revenue. The increase comes mainly from volume, not price. This is important because Fuel Systems has high operational gearing. The cost base is largely fixed, so when volumes increase, much of the revenue growth directly impacts the result. That is why small percentage changes in gas share can have a large effect on profitability. That such a development can materialize in 2026 is not unrealistic. Cummins' 15-liter gas engine is now commercially available. The gas infrastructure in North America is being further expanded. Natural gas production is at record levels, which provides low and stable gas prices, while diesel is still relatively expensive and volatile. At the same time, there is a weak correlation between diesel and gas prices, which gives fleets better predictability in operating costs when choosing gas. The point is not that Q4 will suddenly be good. The point is that Q4 largely deals with the past. If Class 8 orders remain stable into 2026, and the gas share moves up a few percentage points from today's level, the picture for Hexagon Agility could look significantly different during H1 – before it is fully reflected in the financial figures.
- ·18 t sitten · MuokattuWhether one likes it or not, there's no doubt that the bow is being drawn taut here :-) A lot speaks for the price to go up sharply. I really think Flakk will be proven right eventually. That the price will go up five-fold from today's price, and perhaps even past old highs, when he recently received a short question about his investment in Hexagon, which had been crushed. JPMC passed the flagging threshold of 5% on January 7 or earlier, but was not reported via the stock exchange until January 12. The ownership stake further increased, which was reported to the stock exchange on January 15, 2026, to 18,018,549 and corresponds to a 7.148% ownership stake of outstanding shares. Now it will probably not be flagged until JPMC's ownership stake passes 10% This ownership naturally does not make the situation easier for the short sellers, something we have seen in the trading pattern recently. It looks more like it has turned into more price manipulation, which can be difficult to prove. This is a completely normal development in a growth company; revenue comes before earnings, and not the other way around as some try to convince others, for their own gain. Customers control the orders they place, before Hexagon can even report anything to the stock exchange. One just needs a little patience. When Cummins itself writes on its own web pages that one saves approximately 27% in fuel costs on natural gas versus diesel, and a company like UPS, which has tens of thousands of vehicles on the road around the clock. Even an American with only 7 years of schooling understands this calculation. This is very difficult to explain away, even for a brokerage firm. Cummins does not write this on its own pages to deceive its own customers and citizens. The most noticeable savings come from increased use of natural gas. According to DOE, the average price of diesel in 2024 was 3,76 dollar per gallon. Natural gas averaged $2,91 per diesel gallon equivalent (DGE), which is approximately 27 % less than diesel in the same period. - Adding the 15-liter X15N to the clean-burning series will further increase savings. https://www.cummins.com/news/2025/10/24/natural-gas-lineup-gives-fleets-more-options-cut-costs·1 min sitten · MuokattuLo and behold, Ketil Skorstad appeared on the shareholder list, perhaps he also sees the upside can be greater than the downside.
- 2 päivää sitten2 päivää sitten·2 päivää sittenMight perhaps help explain some of why it seems to be hedge funds holding such a large short position in HEX, meaning they short "green" and buy oil for example - as a long/short in sector. The example above seems to be a small company, even by Norwegian standards. I find it difficult to understand why large funds otherwise would bet so much on a decline in a relatively small Norwegian company alone.·10 t sittenI allow myself to doubt a little. Such large players should have taken the money and left by now if there wasn't something more to it. HEX with a market cap under 0.5 billion USD seems a bit small unless it's controlled by robots. Is there enough money to be made for them from here downwards measured against risk? With a bit of volatility in the price, it must also cost a bit to borrow shares.
- ·2 päivää sittenIncreased demand and orders for vehicles with X15N, while a replacement of an aging fleet of many tens of thousands of vehicles in the transport industry is ongoing. In addition to a rising stock price, while short sellers try to cap the price increase without 100% succeeding, I consider this a "perfect storm" in the stock price, which will soon force the short trolls into a massive covering wave. I see the short sellers have some "pikes" below 0.5%, which they can pull up to slightly improve their short position, in the short term, and perhaps scare some away from buying, who "steal" the shares from them. Excerpt from a stock exchange announcement from August 2025 "the second fleet to place a major order for X15N-powered trucks in North America, following a pre-order from UPS in 2024. Together, these milestones mark a rapidly accelerating shift towards clean, scalable technologies for commercial freight transport."·2 päivää sittenIt will be exciting anyway to learn about the effect of the order wave in gas-powered trucks. Find it difficult to understand the motivation for so much short interest in the stock.
- ·2 päivää sitten26 thousand shares traded the first half hour. Have those who are pushing the price down given up? I bet we end up in positive territory 🫡·2 päivää sittenStavern Helse og Forvaltning now at least has confidence, having bought new 436 thousand shares and is now the company's 6th largest shareholder with 7 million shares.
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
100 350
Myynti
Määrä
7 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt