2026 Q2 -tulosraportti
27 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
3,98%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenThis rally is driven by real catalysts and is not just a technical rebound. Nscale is considering an IPO in New York as early as September, and according to media reports, a potential valuation of around 25 billion USD is indicated – up from 14.6 billion USD in the Series C round in March. Following the completion of Series C and the subsequent AIP transactions, Aker's fully diluted ownership stake in Nscale is estimated at approx. 22.7 %. Nscale has thus become Aker's second largest core asset, only surpassed by Aker BP. Aker's Net Asset Value (NAV) at the end of Q2 was 1,429 NOK per share. Today's price of 1,406 NOK is therefore close to this NAV, with a remaining discount of only approx. 2.3 %. In other words: Without the new valuation catalyst from Nscale, the stock does not appear particularly cheap at current levels; the continued rally largely prices in a re-evaluation ahead of Nscale's IPO. The range for this re-evaluation is, however, significant. A simplified sensitivity analysis shows the following: Assuming Nscale is booked at approx. 32 billion NOK on Aker's balance sheet, a valuation of 20 billion USD at IPO will raise Aker's static NAV to approx. 1,590 NOK per share. If the valuation reaches 25 billion USD, the theoretical NAV could approach 1,735 NOK per share. This is not a price target, but a calculation of Aker's NAV elasticity under different valuation scenarios for Nscale. The underlying data is sourced from Aker's official financial reports and Nscale's financing rounds. Strategically, the price targets are divided into three levels: First interim target (1,480–1,500 NOK): This constitutes a reasonable tactical profit-taking area while IPO rumors continue to develop, but before an official prospectus is available. This corresponds to a return of approx. 15–16 % on the position. Main target (1,550–1,650 NOK): Assumes that Nscale officially confirms the US listing with an expected valuation in the range of 20–25 billion USD, and that no negative news emerges regarding financing or project execution. At this point, it may be considered to sell 5–10 tactical shares, while a core holding of 25–30 shares is retained. Strong bull scenario (Over 1,700 NOK): Requires that a valuation of approx. 25 billion USD is actually realized, or that demand at the IPO is very strong and Aker further adjusts its NAV upwards. A level of 1,700 NOK corresponds to a capital gain of approx. 31 % from your entry value.
What would one have done without Chat GPT? One would not have understood anything at all about finance, one would probably have just written nonsense here on the forum, and life would quite certainly have felt meaningless. But with chat, I know everything. I become God.
·1 päivä sittenRøkke's AI company invests in Sauda Data center giant Nscale, where Aker is the largest owner, is looking for employees in the small municipality. Nscale is now looking for people for the small town of Sauda in Rogaland. In two job advertisements, Nscale is advertising at least 13 positions in Sauda, among them twelve operators and engineers and one position as "infrastrucutre operations manager" who will lead the daily operations in "one or more of Nscale's AI data centers". But Sauda is not on Nscale's overview of the company's data centers. At the same time, there is only one existing data center in the municipality. It is the company Terakraft that has rebuilt the old power station in Sauda into an AI data center. The company will rent out 10 megawatts of computing power. E24 has spoken with the general manager of Terakraft. He cannot confirm or deny whether it is Nscale that will move in with them, but can say that the data center is soon ready for operation. "– We started construction on November 1st. Now everything is falling into place and we are almost ready for startup. We will rent out 10 megawatts of computing power to an operator, but I cannot say who, says Asbjørn Birkeland." "– We have developed a state-of-the-art data center. When we get the certification in place, this will be one of the world's first Tier-3 AI data centers. It's quite a tough project, he says." Aker will not comment Terakraft bought the disused power station from Sauda municipality for one million kroner in 2022, according to Stavanger Aftenblad. Last year, they got the European investment fund Vesper as an owner. Towards the end of July this year, Nscale established a company called "Nscale GPU Sauda". According to Proff, this company's purpose is to operate with "data operations and everything related to this, as well as rental of property and operating assets and participation in other companies". E24 has tried to get in touch with Nscale's Scandinavia manager Stian Jenssen, but he has not responded to our inquiries. Aker, which is the largest owner of Nscale, will not comment. Considering IPO Nscale has started the development of two data centers in Norway – one in Glomsfjord and one in Narvik. Kjell Inge Røkke's Aker owns about 27 percent of Nscale as of now. The Aker share gained momentum last week when the website The Information cited recently anonymous sources that the data center company Nscale had been in contact with potential investors about a possible stock market listing this autumn. Nscale will collaborate with JP Morgan and Goldman Sachs on the IPO plans, and according to The Information, the banks have valued Nscale at 25 billion dollars, or over 240 billion kroner. "– That is completely outrageous in Norwegian terms. If they had been listed today, they would have been among the top ten largest Norwegian companies, said Nordea analyst Sondre Snersrud to E24 last week. Nscale's Norwegian company had revenues of 40.6 million kroner in 2025."
·1 päivä sittenNscale, with Aker as the largest owner, is advertising at least 13 positions in Sauda in Rogaland, but the municipality is not found on the company's overview of data centers. There is only one data center in Sauda, owned by Terakraft, which will lease out 10 megawatts of computing power to an unknown actor. Nscale is considering a stock exchange listing, and could become Aker's largest investment.
·1 päivä sittenAker at ATH with intraday over 1400! Upon an IPO of Nscale, I believe we could easily see Aker over 1800.
I then calculate a price of approximately 1 546 kr. It will probably take a while, but it doesn't seem unlikely.
·7.8.How high will we go and how much will the oil price affect us going forward?
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.
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 Q2 -tulosraportti
27 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
3,98%Tuotto/v
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
- ·9 t sittenThis rally is driven by real catalysts and is not just a technical rebound. Nscale is considering an IPO in New York as early as September, and according to media reports, a potential valuation of around 25 billion USD is indicated – up from 14.6 billion USD in the Series C round in March. Following the completion of Series C and the subsequent AIP transactions, Aker's fully diluted ownership stake in Nscale is estimated at approx. 22.7 %. Nscale has thus become Aker's second largest core asset, only surpassed by Aker BP. Aker's Net Asset Value (NAV) at the end of Q2 was 1,429 NOK per share. Today's price of 1,406 NOK is therefore close to this NAV, with a remaining discount of only approx. 2.3 %. In other words: Without the new valuation catalyst from Nscale, the stock does not appear particularly cheap at current levels; the continued rally largely prices in a re-evaluation ahead of Nscale's IPO. The range for this re-evaluation is, however, significant. A simplified sensitivity analysis shows the following: Assuming Nscale is booked at approx. 32 billion NOK on Aker's balance sheet, a valuation of 20 billion USD at IPO will raise Aker's static NAV to approx. 1,590 NOK per share. If the valuation reaches 25 billion USD, the theoretical NAV could approach 1,735 NOK per share. This is not a price target, but a calculation of Aker's NAV elasticity under different valuation scenarios for Nscale. The underlying data is sourced from Aker's official financial reports and Nscale's financing rounds. Strategically, the price targets are divided into three levels: First interim target (1,480–1,500 NOK): This constitutes a reasonable tactical profit-taking area while IPO rumors continue to develop, but before an official prospectus is available. This corresponds to a return of approx. 15–16 % on the position. Main target (1,550–1,650 NOK): Assumes that Nscale officially confirms the US listing with an expected valuation in the range of 20–25 billion USD, and that no negative news emerges regarding financing or project execution. At this point, it may be considered to sell 5–10 tactical shares, while a core holding of 25–30 shares is retained. Strong bull scenario (Over 1,700 NOK): Requires that a valuation of approx. 25 billion USD is actually realized, or that demand at the IPO is very strong and Aker further adjusts its NAV upwards. A level of 1,700 NOK corresponds to a capital gain of approx. 31 % from your entry value.What would one have done without Chat GPT? One would not have understood anything at all about finance, one would probably have just written nonsense here on the forum, and life would quite certainly have felt meaningless. But with chat, I know everything. I become God.
- ·1 päivä sittenRøkke's AI company invests in Sauda Data center giant Nscale, where Aker is the largest owner, is looking for employees in the small municipality. Nscale is now looking for people for the small town of Sauda in Rogaland. In two job advertisements, Nscale is advertising at least 13 positions in Sauda, among them twelve operators and engineers and one position as "infrastrucutre operations manager" who will lead the daily operations in "one or more of Nscale's AI data centers". But Sauda is not on Nscale's overview of the company's data centers. At the same time, there is only one existing data center in the municipality. It is the company Terakraft that has rebuilt the old power station in Sauda into an AI data center. The company will rent out 10 megawatts of computing power. E24 has spoken with the general manager of Terakraft. He cannot confirm or deny whether it is Nscale that will move in with them, but can say that the data center is soon ready for operation. "– We started construction on November 1st. Now everything is falling into place and we are almost ready for startup. We will rent out 10 megawatts of computing power to an operator, but I cannot say who, says Asbjørn Birkeland." "– We have developed a state-of-the-art data center. When we get the certification in place, this will be one of the world's first Tier-3 AI data centers. It's quite a tough project, he says." Aker will not comment Terakraft bought the disused power station from Sauda municipality for one million kroner in 2022, according to Stavanger Aftenblad. Last year, they got the European investment fund Vesper as an owner. Towards the end of July this year, Nscale established a company called "Nscale GPU Sauda". According to Proff, this company's purpose is to operate with "data operations and everything related to this, as well as rental of property and operating assets and participation in other companies". E24 has tried to get in touch with Nscale's Scandinavia manager Stian Jenssen, but he has not responded to our inquiries. Aker, which is the largest owner of Nscale, will not comment. Considering IPO Nscale has started the development of two data centers in Norway – one in Glomsfjord and one in Narvik. Kjell Inge Røkke's Aker owns about 27 percent of Nscale as of now. The Aker share gained momentum last week when the website The Information cited recently anonymous sources that the data center company Nscale had been in contact with potential investors about a possible stock market listing this autumn. Nscale will collaborate with JP Morgan and Goldman Sachs on the IPO plans, and according to The Information, the banks have valued Nscale at 25 billion dollars, or over 240 billion kroner. "– That is completely outrageous in Norwegian terms. If they had been listed today, they would have been among the top ten largest Norwegian companies, said Nordea analyst Sondre Snersrud to E24 last week. Nscale's Norwegian company had revenues of 40.6 million kroner in 2025."
- ·1 päivä sittenNscale, with Aker as the largest owner, is advertising at least 13 positions in Sauda in Rogaland, but the municipality is not found on the company's overview of data centers. There is only one data center in Sauda, owned by Terakraft, which will lease out 10 megawatts of computing power to an unknown actor. Nscale is considering a stock exchange listing, and could become Aker's largest investment.
- ·1 päivä sittenAker at ATH with intraday over 1400! Upon an IPO of Nscale, I believe we could easily see Aker over 1800.I then calculate a price of approximately 1 546 kr. It will probably take a while, but it doesn't seem unlikely.
- ·7.8.How high will we go and how much will the oil price affect us going forward?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
2026 Q2 -tulosraportti
27 päivää sitten
‧32 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
29,00 NOK/osake
Viimeisin osinko
3,98%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenThis rally is driven by real catalysts and is not just a technical rebound. Nscale is considering an IPO in New York as early as September, and according to media reports, a potential valuation of around 25 billion USD is indicated – up from 14.6 billion USD in the Series C round in March. Following the completion of Series C and the subsequent AIP transactions, Aker's fully diluted ownership stake in Nscale is estimated at approx. 22.7 %. Nscale has thus become Aker's second largest core asset, only surpassed by Aker BP. Aker's Net Asset Value (NAV) at the end of Q2 was 1,429 NOK per share. Today's price of 1,406 NOK is therefore close to this NAV, with a remaining discount of only approx. 2.3 %. In other words: Without the new valuation catalyst from Nscale, the stock does not appear particularly cheap at current levels; the continued rally largely prices in a re-evaluation ahead of Nscale's IPO. The range for this re-evaluation is, however, significant. A simplified sensitivity analysis shows the following: Assuming Nscale is booked at approx. 32 billion NOK on Aker's balance sheet, a valuation of 20 billion USD at IPO will raise Aker's static NAV to approx. 1,590 NOK per share. If the valuation reaches 25 billion USD, the theoretical NAV could approach 1,735 NOK per share. This is not a price target, but a calculation of Aker's NAV elasticity under different valuation scenarios for Nscale. The underlying data is sourced from Aker's official financial reports and Nscale's financing rounds. Strategically, the price targets are divided into three levels: First interim target (1,480–1,500 NOK): This constitutes a reasonable tactical profit-taking area while IPO rumors continue to develop, but before an official prospectus is available. This corresponds to a return of approx. 15–16 % on the position. Main target (1,550–1,650 NOK): Assumes that Nscale officially confirms the US listing with an expected valuation in the range of 20–25 billion USD, and that no negative news emerges regarding financing or project execution. At this point, it may be considered to sell 5–10 tactical shares, while a core holding of 25–30 shares is retained. Strong bull scenario (Over 1,700 NOK): Requires that a valuation of approx. 25 billion USD is actually realized, or that demand at the IPO is very strong and Aker further adjusts its NAV upwards. A level of 1,700 NOK corresponds to a capital gain of approx. 31 % from your entry value.What would one have done without Chat GPT? One would not have understood anything at all about finance, one would probably have just written nonsense here on the forum, and life would quite certainly have felt meaningless. But with chat, I know everything. I become God.
- ·1 päivä sittenRøkke's AI company invests in Sauda Data center giant Nscale, where Aker is the largest owner, is looking for employees in the small municipality. Nscale is now looking for people for the small town of Sauda in Rogaland. In two job advertisements, Nscale is advertising at least 13 positions in Sauda, among them twelve operators and engineers and one position as "infrastrucutre operations manager" who will lead the daily operations in "one or more of Nscale's AI data centers". But Sauda is not on Nscale's overview of the company's data centers. At the same time, there is only one existing data center in the municipality. It is the company Terakraft that has rebuilt the old power station in Sauda into an AI data center. The company will rent out 10 megawatts of computing power. E24 has spoken with the general manager of Terakraft. He cannot confirm or deny whether it is Nscale that will move in with them, but can say that the data center is soon ready for operation. "– We started construction on November 1st. Now everything is falling into place and we are almost ready for startup. We will rent out 10 megawatts of computing power to an operator, but I cannot say who, says Asbjørn Birkeland." "– We have developed a state-of-the-art data center. When we get the certification in place, this will be one of the world's first Tier-3 AI data centers. It's quite a tough project, he says." Aker will not comment Terakraft bought the disused power station from Sauda municipality for one million kroner in 2022, according to Stavanger Aftenblad. Last year, they got the European investment fund Vesper as an owner. Towards the end of July this year, Nscale established a company called "Nscale GPU Sauda". According to Proff, this company's purpose is to operate with "data operations and everything related to this, as well as rental of property and operating assets and participation in other companies". E24 has tried to get in touch with Nscale's Scandinavia manager Stian Jenssen, but he has not responded to our inquiries. Aker, which is the largest owner of Nscale, will not comment. Considering IPO Nscale has started the development of two data centers in Norway – one in Glomsfjord and one in Narvik. Kjell Inge Røkke's Aker owns about 27 percent of Nscale as of now. The Aker share gained momentum last week when the website The Information cited recently anonymous sources that the data center company Nscale had been in contact with potential investors about a possible stock market listing this autumn. Nscale will collaborate with JP Morgan and Goldman Sachs on the IPO plans, and according to The Information, the banks have valued Nscale at 25 billion dollars, or over 240 billion kroner. "– That is completely outrageous in Norwegian terms. If they had been listed today, they would have been among the top ten largest Norwegian companies, said Nordea analyst Sondre Snersrud to E24 last week. Nscale's Norwegian company had revenues of 40.6 million kroner in 2025."
- ·1 päivä sittenNscale, with Aker as the largest owner, is advertising at least 13 positions in Sauda in Rogaland, but the municipality is not found on the company's overview of data centers. There is only one data center in Sauda, owned by Terakraft, which will lease out 10 megawatts of computing power to an unknown actor. Nscale is considering a stock exchange listing, and could become Aker's largest investment.
- ·1 päivä sittenAker at ATH with intraday over 1400! Upon an IPO of Nscale, I believe we could easily see Aker over 1800.I then calculate a price of approximately 1 546 kr. It will probably take a while, but it doesn't seem unlikely.
- ·7.8.How high will we go and how much will the oil price affect us going forward?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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