2026 Q2 - tulosraportti
66 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
3,56%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 200 | - | - | ||
| 500 | - | - | ||
| 556 | - | - | ||
| 124 | - | - | ||
| 114 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| 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 |
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 sittenE24 (20.9.) - Roar Valderhaug: There is a new upswing for the Aker share after the news that Nscale has applied for a stock exchange listing. But everything depends on the size of the Røkke discount: "Nscale will try to achieve a valuation of up to 35 billion dollars, 330 billion kroner, when the British company goes public on the New York Stock Exchange this autumn. Financial Times reported this weekend in connection with the announcement that Nscale has submitted a first version of its prospectus to the US financial supervisory authority SEC. There is therefore a new upswing for the Aker share on the Oslo Stock Exchange on Monday, but be careful not to get completely carried away. Don't make the mistake of just multiplying this valuation by Aker's announced ownership stake of 22,7 percent after the last share issue and getting an answer that Aker now holds values of 75 billion kroner in Nscale. That would correspond to approx. 1000 kroner per Aker share, far above the values priced into the Aker share's price of 1558 kroner on Friday. But life is not that simple. There is nothing in the Financial Times' article about what the 35 billion dollars contain. But I would still believe that it could easily be the value of Nscale after conversions of bonds to shares, after the acquisition of the AI software company Anyscale and probably also after a forthcoming share issue in connection with the IPO. I have estimated here that this will consist of shares for approx. 3,1 billion dollars to the owners of the bonds (including Nvidia), shares for approx. 1,65 billion dollars to the owners of Anyscale and probably in the range of 1,5–2,0 billion dollars in issue shares to other new owners. Deducting these sums, the value for Nscale for the existing owners would then be stripped down to 28–29 billion dollars. That corresponds to nearly 270 billion kroner. But 22,7 percent of such a sum is money too! More precisely, 61 billion kroner or approx. 825 kroner per Aker share. This will make Nscale Aker's clearly most valuable investment – 14 billion kroner more than today's clearly most valuable ownership stake – 21,2 percent of Aker BP. Depending on what is called a holding discount, Røkke discount, the market now applies to the Aker share, the share can continue to rise on Monday. If investors believe that CEO Øyvind Eriksen has been so clever here that the discount should not be more than 10 percent, the share can quickly rise by a total of double-digit percentages in the coming days. But if investors stick to the more historical discounts, of 20 percent or more, the Aker share is actually already fully priced with such values in Nscale as stated above. I would, however, believe that the successes with both Cognite and now Nscale suggest that the market will demand a significantly lower Røkke discount than before. But some, like me, will still react to the fact that Aker here has deviated from the principle that all board fees that Aker's CEO receives from underlying portfolio companies accrue to the company Aker. The principle is based on the fact that it is, after all, the job of a CEO in an investment company to sit on these boards. Aker also paid Eriksen 36,6 million kroner for that job last year. But as a board member of Nscale, Eriksen has this year personally been allocated shares that will be worth approx. 450 million kroner if the company is valued at 35 billion dollars in the IPO. This is evident from the papers that Nscale has submitted to NYSE, and which were first reported by Finansavisen, which used the figure "over 400 million kroner". This has, of course, been sanctioned by Aker's main owner Kjell Inge Røkke and perhaps intended as a gigantic extra bonus because Aker's Nscale adventure is very much thanks to Eriksen? But it will still be interesting to hear Aker management's explanation about executive salaries at next year's general meeting. Why did Eriksen deviate here from the principle of no personal remuneration for board positions? From a Corporate Governance perspective, it would go completely wrong if Eriksen were to gain greater personal financial interests in Nscale than he has in Aker. But fortunately, one is probably still some way from that. The value of the 150 million kroner that could have accrued to Aker's minority shareholders if they had instead received their share of the value of Eriksen's Nscale shares, will probably still hardly increase the Røkke discount in the Aker share again. It is completely drowned out in the jubilation that an investment of perhaps just under 8 billion kroner is now worth over 60 billion kroner. So we can only hope that Røkke and Eriksen have learned from their own mistakes in Aker Horizons, or even worse, Orkla's investment in the solar cell company REC in its time, and realize gains in Nscale in time.
·9 t sittenExciting and important news for Aker. That Nscale is now taking the step towards an IPO in the USA, can become a significant value milestone for Aker as one of the largest owners. At the same time, it is important to remember that an IPO process is not the same as a completed IPO, and that the valuation must ultimately be defended by the company's results. Nevertheless, I am optimistic on Aker's behalf. Now I'm sticking my neck out, and my cautious tip is that Aker will close Monday above 1,600 kroner, i.e., a moderate increase from today's 1,558. It remains to be seen if the market shares the optimism, but I believe the Nscale announcement can give Aker a little extra attention. In the longer term, I am significantly more optimistic. My price tip for tomorrow is thus above 1,600 kroner, but it is a personal speculative estimate, not an analyst price target. Nscale has strong growth ambitions, but the IPO also entails significant valuation and execution risk.
I had actually intended to wait a bit before buying more shares in Aker, but with what you mention and the Houthis' actions in Saudi Arabia, I think we still have a way to go to the top. There will be a proper oil jump going forward.
·1 päivä sittenAker ASA: Nscale files registration statement for proposed initial public offering today at 22:02 Nscale Limited ("Nscale"), Aker ASA's second largest portfolio holding, has today announced that it has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission ("SEC") relating to a proposed initial public offering of its ordinary shares. For more information, see www.nscale.com/newsroom https://www.nordnet.no/market/news/ba5254fa-d26b-40a4-ac0e-528496bd533a
·1 päivä sitten · Muokattu«Nscale seeks stock exchange listing The AI company behind the data center development in Narvik wants to go public. This emerges from a press release Friday evening.» FA: https://www.finansavisen.no/finans/2026/09/18/8381672/nscale-soker-borsnotering DN: https://www.dn.no/bors/rokke-dominerte-nscale-soker-om-borsnotering-i-usa/2-1-2046104
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
66 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
3,56%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
- ·3 t sittenE24 (20.9.) - Roar Valderhaug: There is a new upswing for the Aker share after the news that Nscale has applied for a stock exchange listing. But everything depends on the size of the Røkke discount: "Nscale will try to achieve a valuation of up to 35 billion dollars, 330 billion kroner, when the British company goes public on the New York Stock Exchange this autumn. Financial Times reported this weekend in connection with the announcement that Nscale has submitted a first version of its prospectus to the US financial supervisory authority SEC. There is therefore a new upswing for the Aker share on the Oslo Stock Exchange on Monday, but be careful not to get completely carried away. Don't make the mistake of just multiplying this valuation by Aker's announced ownership stake of 22,7 percent after the last share issue and getting an answer that Aker now holds values of 75 billion kroner in Nscale. That would correspond to approx. 1000 kroner per Aker share, far above the values priced into the Aker share's price of 1558 kroner on Friday. But life is not that simple. There is nothing in the Financial Times' article about what the 35 billion dollars contain. But I would still believe that it could easily be the value of Nscale after conversions of bonds to shares, after the acquisition of the AI software company Anyscale and probably also after a forthcoming share issue in connection with the IPO. I have estimated here that this will consist of shares for approx. 3,1 billion dollars to the owners of the bonds (including Nvidia), shares for approx. 1,65 billion dollars to the owners of Anyscale and probably in the range of 1,5–2,0 billion dollars in issue shares to other new owners. Deducting these sums, the value for Nscale for the existing owners would then be stripped down to 28–29 billion dollars. That corresponds to nearly 270 billion kroner. But 22,7 percent of such a sum is money too! More precisely, 61 billion kroner or approx. 825 kroner per Aker share. This will make Nscale Aker's clearly most valuable investment – 14 billion kroner more than today's clearly most valuable ownership stake – 21,2 percent of Aker BP. Depending on what is called a holding discount, Røkke discount, the market now applies to the Aker share, the share can continue to rise on Monday. If investors believe that CEO Øyvind Eriksen has been so clever here that the discount should not be more than 10 percent, the share can quickly rise by a total of double-digit percentages in the coming days. But if investors stick to the more historical discounts, of 20 percent or more, the Aker share is actually already fully priced with such values in Nscale as stated above. I would, however, believe that the successes with both Cognite and now Nscale suggest that the market will demand a significantly lower Røkke discount than before. But some, like me, will still react to the fact that Aker here has deviated from the principle that all board fees that Aker's CEO receives from underlying portfolio companies accrue to the company Aker. The principle is based on the fact that it is, after all, the job of a CEO in an investment company to sit on these boards. Aker also paid Eriksen 36,6 million kroner for that job last year. But as a board member of Nscale, Eriksen has this year personally been allocated shares that will be worth approx. 450 million kroner if the company is valued at 35 billion dollars in the IPO. This is evident from the papers that Nscale has submitted to NYSE, and which were first reported by Finansavisen, which used the figure "over 400 million kroner". This has, of course, been sanctioned by Aker's main owner Kjell Inge Røkke and perhaps intended as a gigantic extra bonus because Aker's Nscale adventure is very much thanks to Eriksen? But it will still be interesting to hear Aker management's explanation about executive salaries at next year's general meeting. Why did Eriksen deviate here from the principle of no personal remuneration for board positions? From a Corporate Governance perspective, it would go completely wrong if Eriksen were to gain greater personal financial interests in Nscale than he has in Aker. But fortunately, one is probably still some way from that. The value of the 150 million kroner that could have accrued to Aker's minority shareholders if they had instead received their share of the value of Eriksen's Nscale shares, will probably still hardly increase the Røkke discount in the Aker share again. It is completely drowned out in the jubilation that an investment of perhaps just under 8 billion kroner is now worth over 60 billion kroner. So we can only hope that Røkke and Eriksen have learned from their own mistakes in Aker Horizons, or even worse, Orkla's investment in the solar cell company REC in its time, and realize gains in Nscale in time.
- ·9 t sittenExciting and important news for Aker. That Nscale is now taking the step towards an IPO in the USA, can become a significant value milestone for Aker as one of the largest owners. At the same time, it is important to remember that an IPO process is not the same as a completed IPO, and that the valuation must ultimately be defended by the company's results. Nevertheless, I am optimistic on Aker's behalf. Now I'm sticking my neck out, and my cautious tip is that Aker will close Monday above 1,600 kroner, i.e., a moderate increase from today's 1,558. It remains to be seen if the market shares the optimism, but I believe the Nscale announcement can give Aker a little extra attention. In the longer term, I am significantly more optimistic. My price tip for tomorrow is thus above 1,600 kroner, but it is a personal speculative estimate, not an analyst price target. Nscale has strong growth ambitions, but the IPO also entails significant valuation and execution risk.I had actually intended to wait a bit before buying more shares in Aker, but with what you mention and the Houthis' actions in Saudi Arabia, I think we still have a way to go to the top. There will be a proper oil jump going forward.
- ·1 päivä sittenAker ASA: Nscale files registration statement for proposed initial public offering today at 22:02 Nscale Limited ("Nscale"), Aker ASA's second largest portfolio holding, has today announced that it has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission ("SEC") relating to a proposed initial public offering of its ordinary shares. For more information, see www.nscale.com/newsroom https://www.nordnet.no/market/news/ba5254fa-d26b-40a4-ac0e-528496bd533a
- ·1 päivä sitten · Muokattu«Nscale seeks stock exchange listing The AI company behind the data center development in Narvik wants to go public. This emerges from a press release Friday evening.» FA: https://www.finansavisen.no/finans/2026/09/18/8381672/nscale-soker-borsnotering DN: https://www.dn.no/bors/rokke-dominerte-nscale-soker-om-borsnotering-i-usa/2-1-2046104
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 200 | - | - | ||
| 500 | - | - | ||
| 556 | - | - | ||
| 124 | - | - | ||
| 114 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| 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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
66 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 4.11. |
| 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
3,56%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenE24 (20.9.) - Roar Valderhaug: There is a new upswing for the Aker share after the news that Nscale has applied for a stock exchange listing. But everything depends on the size of the Røkke discount: "Nscale will try to achieve a valuation of up to 35 billion dollars, 330 billion kroner, when the British company goes public on the New York Stock Exchange this autumn. Financial Times reported this weekend in connection with the announcement that Nscale has submitted a first version of its prospectus to the US financial supervisory authority SEC. There is therefore a new upswing for the Aker share on the Oslo Stock Exchange on Monday, but be careful not to get completely carried away. Don't make the mistake of just multiplying this valuation by Aker's announced ownership stake of 22,7 percent after the last share issue and getting an answer that Aker now holds values of 75 billion kroner in Nscale. That would correspond to approx. 1000 kroner per Aker share, far above the values priced into the Aker share's price of 1558 kroner on Friday. But life is not that simple. There is nothing in the Financial Times' article about what the 35 billion dollars contain. But I would still believe that it could easily be the value of Nscale after conversions of bonds to shares, after the acquisition of the AI software company Anyscale and probably also after a forthcoming share issue in connection with the IPO. I have estimated here that this will consist of shares for approx. 3,1 billion dollars to the owners of the bonds (including Nvidia), shares for approx. 1,65 billion dollars to the owners of Anyscale and probably in the range of 1,5–2,0 billion dollars in issue shares to other new owners. Deducting these sums, the value for Nscale for the existing owners would then be stripped down to 28–29 billion dollars. That corresponds to nearly 270 billion kroner. But 22,7 percent of such a sum is money too! More precisely, 61 billion kroner or approx. 825 kroner per Aker share. This will make Nscale Aker's clearly most valuable investment – 14 billion kroner more than today's clearly most valuable ownership stake – 21,2 percent of Aker BP. Depending on what is called a holding discount, Røkke discount, the market now applies to the Aker share, the share can continue to rise on Monday. If investors believe that CEO Øyvind Eriksen has been so clever here that the discount should not be more than 10 percent, the share can quickly rise by a total of double-digit percentages in the coming days. But if investors stick to the more historical discounts, of 20 percent or more, the Aker share is actually already fully priced with such values in Nscale as stated above. I would, however, believe that the successes with both Cognite and now Nscale suggest that the market will demand a significantly lower Røkke discount than before. But some, like me, will still react to the fact that Aker here has deviated from the principle that all board fees that Aker's CEO receives from underlying portfolio companies accrue to the company Aker. The principle is based on the fact that it is, after all, the job of a CEO in an investment company to sit on these boards. Aker also paid Eriksen 36,6 million kroner for that job last year. But as a board member of Nscale, Eriksen has this year personally been allocated shares that will be worth approx. 450 million kroner if the company is valued at 35 billion dollars in the IPO. This is evident from the papers that Nscale has submitted to NYSE, and which were first reported by Finansavisen, which used the figure "over 400 million kroner". This has, of course, been sanctioned by Aker's main owner Kjell Inge Røkke and perhaps intended as a gigantic extra bonus because Aker's Nscale adventure is very much thanks to Eriksen? But it will still be interesting to hear Aker management's explanation about executive salaries at next year's general meeting. Why did Eriksen deviate here from the principle of no personal remuneration for board positions? From a Corporate Governance perspective, it would go completely wrong if Eriksen were to gain greater personal financial interests in Nscale than he has in Aker. But fortunately, one is probably still some way from that. The value of the 150 million kroner that could have accrued to Aker's minority shareholders if they had instead received their share of the value of Eriksen's Nscale shares, will probably still hardly increase the Røkke discount in the Aker share again. It is completely drowned out in the jubilation that an investment of perhaps just under 8 billion kroner is now worth over 60 billion kroner. So we can only hope that Røkke and Eriksen have learned from their own mistakes in Aker Horizons, or even worse, Orkla's investment in the solar cell company REC in its time, and realize gains in Nscale in time.
- ·9 t sittenExciting and important news for Aker. That Nscale is now taking the step towards an IPO in the USA, can become a significant value milestone for Aker as one of the largest owners. At the same time, it is important to remember that an IPO process is not the same as a completed IPO, and that the valuation must ultimately be defended by the company's results. Nevertheless, I am optimistic on Aker's behalf. Now I'm sticking my neck out, and my cautious tip is that Aker will close Monday above 1,600 kroner, i.e., a moderate increase from today's 1,558. It remains to be seen if the market shares the optimism, but I believe the Nscale announcement can give Aker a little extra attention. In the longer term, I am significantly more optimistic. My price tip for tomorrow is thus above 1,600 kroner, but it is a personal speculative estimate, not an analyst price target. Nscale has strong growth ambitions, but the IPO also entails significant valuation and execution risk.I had actually intended to wait a bit before buying more shares in Aker, but with what you mention and the Houthis' actions in Saudi Arabia, I think we still have a way to go to the top. There will be a proper oil jump going forward.
- ·1 päivä sittenAker ASA: Nscale files registration statement for proposed initial public offering today at 22:02 Nscale Limited ("Nscale"), Aker ASA's second largest portfolio holding, has today announced that it has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission ("SEC") relating to a proposed initial public offering of its ordinary shares. For more information, see www.nscale.com/newsroom https://www.nordnet.no/market/news/ba5254fa-d26b-40a4-ac0e-528496bd533a
- ·1 päivä sitten · Muokattu«Nscale seeks stock exchange listing The AI company behind the data center development in Narvik wants to go public. This emerges from a press release Friday evening.» FA: https://www.finansavisen.no/finans/2026/09/18/8381672/nscale-soker-borsnotering DN: https://www.dn.no/bors/rokke-dominerte-nscale-soker-om-borsnotering-i-usa/2-1-2046104
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 200 | - | - | ||
| 500 | - | - | ||
| 556 | - | - | ||
| 124 | - | - | ||
| 114 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt