2025 Q4 -tulosraportti
84 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 |
|---|---|---|---|---|
| 4 500 | - | - | ||
| 2 472 | - | - | ||
| 5 641 | - | - | ||
| 2 740 | - | - | ||
| 190 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. | 6 päivää |
| 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
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenDo you think OEM's want Cummins to get a monopoly on fuel systems? No, they want competition to negotiate price and have a secure supply of components. I am VERY calm about this. Here, the cake will be big enough for both Cummins and Hexagon.
·5 t sitten · MuokattuWe have indeed discussed that Cummins wants to buy Hexagon, have we reached that point now, do you think? This increases the probability of an acquisition attempt from Cummins. And the timing is favorable right now. Cummins has just: launched its own Type 4 tank upgraded guidance invested heavily in X15N experienced extreme demand growth in North America integrated NPROXX technology At the same time: Hexagon is heavily undervalued The stock is near a multi-year low There is no other complete Tier-1 flel system supplier in North America Cummins still lacks full system integration Cummins can buy Hexagon and make itself 100% vertically integrated on CNG/RNG systems. Clear strategic reasons why Cummins can actually do this The X15N boom requires massive capacity Demand is growing much faster than tank and system capacity Cummins perhaps wants to be a total supplier and Hexagon fits perfectly. NPROXX does not have full system competence NPROXX is strong in pressure tanks – but not: complete systems OEM integration chassis adaptation valves, manifolds, brackets large fleet installations Hexagon Agility has the complete package solution. Cummins buys 10 years of development and certification instantly. Tomorrow I think we will see large volume on the stock exchange, and the shorters will be very sktive to get sellers out. So be aware of today's reaction and sudden slaughter of the price, it smells like shit from a long way off. Now someone will be shamed out, create fear and speculation so the short trolls can cover their positions.
·4 t sittenPerhaps the short sellers are increasing?·4 t sittenAnd what then, put oneself in even bigger problems mrner you?
·6 t sittenThis Type 4 tank for Cummins is not as big a threat as many believe- Tank production is only about 30% of the actual system integration. This is where Hex has its strength. Cummins' tank can compete somewhat at the component level, but not at the system level. Hex designs complete fuel systems; it's so much more than just tank production. Surely due to high demand, Cummins itself will take some part in the value chain. I think it will be fine. Hex will probably still be the primary supplier. As Chat also mentions, tank production is not where the money is made. Hexagon clearly makes the most money in the “Fuel Systems”-segment – (truck/bus fuel systems for LNG/RNG). But the important thing is where in the value chain within this segment the money is actually created. 🧭 1. Main picture: where the money lies Hexagon Composites has three main pillars: Fuel Systems (largest and most important) Mobile Pipeline Aftermarket (service, maintenance, re-certification) In 2025, Fuel Systems alone accounted for approx. 1.85 billion NOK in revenue, i.e., most of the group. 💰 2. Where in the value chain do they earn the most? Within Fuel Systems, the value chain is roughly: (1) Tank production → (2) System integration → (3) OEM delivery → (4) Aftermarket 👉 Hexagon is strongest in steps 2–3 They earn the most from: 🔧 2. System integration (highest value per unit) Design of complete fuel systems (tanks + valves + safety + assembly) Sold to OEMs like Cummins/Peterbilt/Kenworth 👉 This is high margin / high complexity 🚛 3. OEM delivery (the volume driver) Delivers complete systems to: Class 8 trucks Buses Refuse trucks 👉 This is the largest revenue driver in volume 🧰 4. Aftermarket (lower, but stable margin) Spare parts Installation service and re-certification 👉 Smaller part of revenues, but stable and relatively high margin What is “weaker” in the value chain? Raw materials (composite materials) → low margin, commoditized Pure tank production isolated → not the main value alone Hexagon has consciously moved away from “just tanks” and up the value chain. Most important takeaway Hexagon is not a “tank company” in practice. They earn the most from: being a system supplier to OEMs in alternative fuels for heavy transport.·5 t sittenPeople need to wake up, and use what they have between their ears. 1. CCFT is not a full-line system supplier like Hexagon Agility is Cummins can the tank itself, but not the entire fuel system: frames valves manifold * brackets mountings heating and safety systems integration in chassis Hexagon Agility delivers complete turnkey systems that the OEMs want. CCFT primarily delivers the tank + individual components. The OEMs decide who delivers the system, not Cummins The big ones that use X15N: Peterbilt Kenworth Freightliner (Daimler) Navistar (Traton) Volvo VNL Mack Trucks These prefer a system supplier with a track record, global service and safety case. Agility is market leader and has 20 years of OEM integration in the USA. CCFT must build this from scratch
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.
2025 Q4 -tulosraportti
84 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenDo you think OEM's want Cummins to get a monopoly on fuel systems? No, they want competition to negotiate price and have a secure supply of components. I am VERY calm about this. Here, the cake will be big enough for both Cummins and Hexagon.
- ·5 t sitten · MuokattuWe have indeed discussed that Cummins wants to buy Hexagon, have we reached that point now, do you think? This increases the probability of an acquisition attempt from Cummins. And the timing is favorable right now. Cummins has just: launched its own Type 4 tank upgraded guidance invested heavily in X15N experienced extreme demand growth in North America integrated NPROXX technology At the same time: Hexagon is heavily undervalued The stock is near a multi-year low There is no other complete Tier-1 flel system supplier in North America Cummins still lacks full system integration Cummins can buy Hexagon and make itself 100% vertically integrated on CNG/RNG systems. Clear strategic reasons why Cummins can actually do this The X15N boom requires massive capacity Demand is growing much faster than tank and system capacity Cummins perhaps wants to be a total supplier and Hexagon fits perfectly. NPROXX does not have full system competence NPROXX is strong in pressure tanks – but not: complete systems OEM integration chassis adaptation valves, manifolds, brackets large fleet installations Hexagon Agility has the complete package solution. Cummins buys 10 years of development and certification instantly. Tomorrow I think we will see large volume on the stock exchange, and the shorters will be very sktive to get sellers out. So be aware of today's reaction and sudden slaughter of the price, it smells like shit from a long way off. Now someone will be shamed out, create fear and speculation so the short trolls can cover their positions.·4 t sittenPerhaps the short sellers are increasing?·4 t sittenAnd what then, put oneself in even bigger problems mrner you?
- ·6 t sittenThis Type 4 tank for Cummins is not as big a threat as many believe- Tank production is only about 30% of the actual system integration. This is where Hex has its strength. Cummins' tank can compete somewhat at the component level, but not at the system level. Hex designs complete fuel systems; it's so much more than just tank production. Surely due to high demand, Cummins itself will take some part in the value chain. I think it will be fine. Hex will probably still be the primary supplier. As Chat also mentions, tank production is not where the money is made. Hexagon clearly makes the most money in the “Fuel Systems”-segment – (truck/bus fuel systems for LNG/RNG). But the important thing is where in the value chain within this segment the money is actually created. 🧭 1. Main picture: where the money lies Hexagon Composites has three main pillars: Fuel Systems (largest and most important) Mobile Pipeline Aftermarket (service, maintenance, re-certification) In 2025, Fuel Systems alone accounted for approx. 1.85 billion NOK in revenue, i.e., most of the group. 💰 2. Where in the value chain do they earn the most? Within Fuel Systems, the value chain is roughly: (1) Tank production → (2) System integration → (3) OEM delivery → (4) Aftermarket 👉 Hexagon is strongest in steps 2–3 They earn the most from: 🔧 2. System integration (highest value per unit) Design of complete fuel systems (tanks + valves + safety + assembly) Sold to OEMs like Cummins/Peterbilt/Kenworth 👉 This is high margin / high complexity 🚛 3. OEM delivery (the volume driver) Delivers complete systems to: Class 8 trucks Buses Refuse trucks 👉 This is the largest revenue driver in volume 🧰 4. Aftermarket (lower, but stable margin) Spare parts Installation service and re-certification 👉 Smaller part of revenues, but stable and relatively high margin What is “weaker” in the value chain? Raw materials (composite materials) → low margin, commoditized Pure tank production isolated → not the main value alone Hexagon has consciously moved away from “just tanks” and up the value chain. Most important takeaway Hexagon is not a “tank company” in practice. They earn the most from: being a system supplier to OEMs in alternative fuels for heavy transport.·5 t sittenPeople need to wake up, and use what they have between their ears. 1. CCFT is not a full-line system supplier like Hexagon Agility is Cummins can the tank itself, but not the entire fuel system: frames valves manifold * brackets mountings heating and safety systems integration in chassis Hexagon Agility delivers complete turnkey systems that the OEMs want. CCFT primarily delivers the tank + individual components. The OEMs decide who delivers the system, not Cummins The big ones that use X15N: Peterbilt Kenworth Freightliner (Daimler) Navistar (Traton) Volvo VNL Mack Trucks These prefer a system supplier with a track record, global service and safety case. Agility is market leader and has 20 years of OEM integration in the USA. CCFT must build this from scratch
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 |
|---|---|---|---|---|
| 4 500 | - | - | ||
| 2 472 | - | - | ||
| 5 641 | - | - | ||
| 2 740 | - | - | ||
| 190 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. | 6 päivää |
| 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
84 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. | 6 päivää |
| 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
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenDo you think OEM's want Cummins to get a monopoly on fuel systems? No, they want competition to negotiate price and have a secure supply of components. I am VERY calm about this. Here, the cake will be big enough for both Cummins and Hexagon.
- ·5 t sitten · MuokattuWe have indeed discussed that Cummins wants to buy Hexagon, have we reached that point now, do you think? This increases the probability of an acquisition attempt from Cummins. And the timing is favorable right now. Cummins has just: launched its own Type 4 tank upgraded guidance invested heavily in X15N experienced extreme demand growth in North America integrated NPROXX technology At the same time: Hexagon is heavily undervalued The stock is near a multi-year low There is no other complete Tier-1 flel system supplier in North America Cummins still lacks full system integration Cummins can buy Hexagon and make itself 100% vertically integrated on CNG/RNG systems. Clear strategic reasons why Cummins can actually do this The X15N boom requires massive capacity Demand is growing much faster than tank and system capacity Cummins perhaps wants to be a total supplier and Hexagon fits perfectly. NPROXX does not have full system competence NPROXX is strong in pressure tanks – but not: complete systems OEM integration chassis adaptation valves, manifolds, brackets large fleet installations Hexagon Agility has the complete package solution. Cummins buys 10 years of development and certification instantly. Tomorrow I think we will see large volume on the stock exchange, and the shorters will be very sktive to get sellers out. So be aware of today's reaction and sudden slaughter of the price, it smells like shit from a long way off. Now someone will be shamed out, create fear and speculation so the short trolls can cover their positions.·4 t sittenPerhaps the short sellers are increasing?·4 t sittenAnd what then, put oneself in even bigger problems mrner you?
- ·6 t sittenThis Type 4 tank for Cummins is not as big a threat as many believe- Tank production is only about 30% of the actual system integration. This is where Hex has its strength. Cummins' tank can compete somewhat at the component level, but not at the system level. Hex designs complete fuel systems; it's so much more than just tank production. Surely due to high demand, Cummins itself will take some part in the value chain. I think it will be fine. Hex will probably still be the primary supplier. As Chat also mentions, tank production is not where the money is made. Hexagon clearly makes the most money in the “Fuel Systems”-segment – (truck/bus fuel systems for LNG/RNG). But the important thing is where in the value chain within this segment the money is actually created. 🧭 1. Main picture: where the money lies Hexagon Composites has three main pillars: Fuel Systems (largest and most important) Mobile Pipeline Aftermarket (service, maintenance, re-certification) In 2025, Fuel Systems alone accounted for approx. 1.85 billion NOK in revenue, i.e., most of the group. 💰 2. Where in the value chain do they earn the most? Within Fuel Systems, the value chain is roughly: (1) Tank production → (2) System integration → (3) OEM delivery → (4) Aftermarket 👉 Hexagon is strongest in steps 2–3 They earn the most from: 🔧 2. System integration (highest value per unit) Design of complete fuel systems (tanks + valves + safety + assembly) Sold to OEMs like Cummins/Peterbilt/Kenworth 👉 This is high margin / high complexity 🚛 3. OEM delivery (the volume driver) Delivers complete systems to: Class 8 trucks Buses Refuse trucks 👉 This is the largest revenue driver in volume 🧰 4. Aftermarket (lower, but stable margin) Spare parts Installation service and re-certification 👉 Smaller part of revenues, but stable and relatively high margin What is “weaker” in the value chain? Raw materials (composite materials) → low margin, commoditized Pure tank production isolated → not the main value alone Hexagon has consciously moved away from “just tanks” and up the value chain. Most important takeaway Hexagon is not a “tank company” in practice. They earn the most from: being a system supplier to OEMs in alternative fuels for heavy transport.·5 t sittenPeople need to wake up, and use what they have between their ears. 1. CCFT is not a full-line system supplier like Hexagon Agility is Cummins can the tank itself, but not the entire fuel system: frames valves manifold * brackets mountings heating and safety systems integration in chassis Hexagon Agility delivers complete turnkey systems that the OEMs want. CCFT primarily delivers the tank + individual components. The OEMs decide who delivers the system, not Cummins The big ones that use X15N: Peterbilt Kenworth Freightliner (Daimler) Navistar (Traton) Volvo VNL Mack Trucks These prefer a system supplier with a track record, global service and safety case. Agility is market leader and has 20 years of OEM integration in the USA. CCFT must build this from scratch
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 |
|---|---|---|---|---|
| 4 500 | - | - | ||
| 2 472 | - | - | ||
| 5 641 | - | - | ||
| 2 740 | - | - | ||
| 190 | - | - |
Välittäjätilasto
Dataa ei löytynyt