2025 Q3 -tulosraportti
57 päivää sitten21 min
0,187 NOK/osake
Viimeisin osinko
3,70 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
500
Myynti
Määrä
692
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 213 | - | - | ||
| 59 | - | - | ||
| 106 | - | - | ||
| 960 | - | - | ||
| 3 102 | - | - |
Ylin
20,3VWAP
Alin
19,84VaihtoMäärä
3,5 173 704
VWAP
Ylin
20,3Alin
19,84VaihtoMäärä
3,5 173 704
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10. | |
| 2025 Q2 -tulosraportti | 18.7. | |
| 2025 Q1 -tulosraportti | 25.4. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 15.10.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·6 t sittenSales volume:500-800MW + 400-800MW. Price 0.5-1.5 million NOK. Magnora can potentially receive 1 billion kroner into its account shortly. That corresponds to 77.5 % of the entire market capitalization in Cash. The amount can also be somewhat higher or lower. The company has no debt! I have never found such a case where the upside is so large with such low risk. I understand that many are realizing losses in Magnora to get tax deductions these days, but this must surely become an enormous New Year's rocket.·3 t sittenMagnora guides 0.5-1.5 mill per MW. If your theory is correct, then the upfront payment should be 0.5-1.5 in addition to earn-out. They cannot guide sales at these fixed interval amounts if they can end up with 0kr extra if no milestones are met. So what is what here? What is included in 0.5-1.5? Do they get a minimum of 0.5 upfront and can cash in up to one mill extra in earn-out?
·2 t sittenIt is absolutely correct as Murrinho writes, it is no theory but well disclosed by the company over several years. 0.5 - 1.5 m per MW is only a price range, but it could just as well have been approx 0.3/0.4 - 1.5 mill per MW, as solar in South Africa is reported to probably be below premium. The price range is the sales price (data centers are up to 3 mill). If Magnora sells a 100MW wind project in South Africa for around 1 mill, then the total framework is 1 billion. How much Magnora will get up-front upon sale is unknown, but for example for 500MW which will soon be sold in South Africa, I estimate 20% and an average price around 700k per MW perhaps (approx 350k per MW for solar and 1-1.1 per MW for wind). But if one gets 20% for that deal, it doesn't mean that one always gets 20%. 0.5 - 1.5 is only the price range for solar, wind and battery projects. Wind projects are highest, and solar projects in e.g. SA are lowest. It should be said that Magnora as of today has rarely mentioned the total framework for project sales, but we have the price range to relate to so that we can estimate the values of the sales. So one must read quarterly reports to see the actual amounts that have been paid out.
·1 päivä sittenA project sale of around 500 mill. kr will, in my opinion, be a clear turning point for Magnora. The cash balance will then increase from around 190 mill to in the order of 600–700 mill, depending on structure and tax. That alone significantly changes the risk profile and gives the company a completely different financial strength than the market currently prices in. With such a balance, Magnora gets real choices: – extraordinary dividend can be distributed without jeopardizing further growth – share buybacks become very attractive if the share price remains low – at the same time, the company can finance further investments. The important thing here is not necessarily what is done first, but that all options are open simultaneously. That provides both lower risk and higher upside for us shareholders. The market still seems to doubt whether Magnora actually converts pipeline to cash. History suggests the opposite. If a sale of this magnitude occurs, I believe today's valuation will be difficult to defend, and the repricing could come faster than many think. Just my thoughts, but I believe the upside here is clearly greater than what the market assumes today.·1 päivä sittenAgreed on that. At the same time, everyone investing in Magnora should be aware that this is a project development case where values are realized over time, not steadily every quarter. That being said, it's fair to point out that it's been a long time since the last major project sale – and that's probably a big reason why the market is impatient now. Let's hope 2026 will be a good year for Magnora- ·2 päivää sitten · MuokattuWith 8.5 GW (sales price 1 million per MW) Magnora has Assets worth 8.5 billion! Why is this traded so low? It should go up 8 times🧐·2 päivää sittenWe must not forget this on top of everything: The total earn-out framework has been communicated to up to approx. NOK 3 billion for Helios. With a 40 % ownership stake, this gives Magnora a potential upside of up to approx. NOK 1.2 billion, in addition to already received cash settlement. This alone corresponds to a significant portion of Magnora's current market capitalization.
- ·2 päivää sittenDoes anyone know the total ownership stake MW Magnora has in its portfolio in total?
·1 päivä sittenThe target of 10GW for the current year was indeed maintained in the latest update, this is net. - ·2 päivää sittenHi. Have I understood this correctly: Magnora is in the final phase of negotiations for project sales, with an average of around 650 MW at approx. 1 million kroner per MW. That would mean approximately 650 million kroner into the account, probably already early in the first quarter. The company has no debt, so this corresponds to nearly half of today's market capitalization which goes directly onto the balance sheet. In addition, there is talk of further project sales of 400–800 MW. In the best case, one can imagine that values corresponding to the entire market capitalization can be realized in a relatively short time. I have also noted that the CEO's brother has bought significant amounts of shares recently. This almost sounds too good to be true. What have I possibly misunderstood or overlooked here?·2 päivää sitten · MuokattuThere is also an earnout of up to 1.3 billion from the previous sale of Helios, and some million (approx 80) from the sale of Evolar. I estimate the average price for the 650MW is lower than 1 million, as much of the sale is announced in South Africa where solar is below 0.5 million. But the upper tier is achievable in other markets. Maintains guidance of 10GW by year-end, and if we assume that half of the portfolio is realized at the lowest guided price, we then end up at 2.5 billion. Then comes Scotwind at potentially 800 million - 2.5 billion, earnout of up to 1.3 billion and data center which is the main focus going forward. I estimate the portfolio continues to increase rapidly going forward as it is quite new in both Italy, Germany and data center.
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
57 päivää sitten21 min
0,187 NOK/osake
Viimeisin osinko
3,70 %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
- ·6 t sittenSales volume:500-800MW + 400-800MW. Price 0.5-1.5 million NOK. Magnora can potentially receive 1 billion kroner into its account shortly. That corresponds to 77.5 % of the entire market capitalization in Cash. The amount can also be somewhat higher or lower. The company has no debt! I have never found such a case where the upside is so large with such low risk. I understand that many are realizing losses in Magnora to get tax deductions these days, but this must surely become an enormous New Year's rocket.·3 t sittenMagnora guides 0.5-1.5 mill per MW. If your theory is correct, then the upfront payment should be 0.5-1.5 in addition to earn-out. They cannot guide sales at these fixed interval amounts if they can end up with 0kr extra if no milestones are met. So what is what here? What is included in 0.5-1.5? Do they get a minimum of 0.5 upfront and can cash in up to one mill extra in earn-out?·2 t sittenIt is absolutely correct as Murrinho writes, it is no theory but well disclosed by the company over several years. 0.5 - 1.5 m per MW is only a price range, but it could just as well have been approx 0.3/0.4 - 1.5 mill per MW, as solar in South Africa is reported to probably be below premium. The price range is the sales price (data centers are up to 3 mill). If Magnora sells a 100MW wind project in South Africa for around 1 mill, then the total framework is 1 billion. How much Magnora will get up-front upon sale is unknown, but for example for 500MW which will soon be sold in South Africa, I estimate 20% and an average price around 700k per MW perhaps (approx 350k per MW for solar and 1-1.1 per MW for wind). But if one gets 20% for that deal, it doesn't mean that one always gets 20%. 0.5 - 1.5 is only the price range for solar, wind and battery projects. Wind projects are highest, and solar projects in e.g. SA are lowest. It should be said that Magnora as of today has rarely mentioned the total framework for project sales, but we have the price range to relate to so that we can estimate the values of the sales. So one must read quarterly reports to see the actual amounts that have been paid out.
- ·1 päivä sittenA project sale of around 500 mill. kr will, in my opinion, be a clear turning point for Magnora. The cash balance will then increase from around 190 mill to in the order of 600–700 mill, depending on structure and tax. That alone significantly changes the risk profile and gives the company a completely different financial strength than the market currently prices in. With such a balance, Magnora gets real choices: – extraordinary dividend can be distributed without jeopardizing further growth – share buybacks become very attractive if the share price remains low – at the same time, the company can finance further investments. The important thing here is not necessarily what is done first, but that all options are open simultaneously. That provides both lower risk and higher upside for us shareholders. The market still seems to doubt whether Magnora actually converts pipeline to cash. History suggests the opposite. If a sale of this magnitude occurs, I believe today's valuation will be difficult to defend, and the repricing could come faster than many think. Just my thoughts, but I believe the upside here is clearly greater than what the market assumes today.·1 päivä sittenAgreed on that. At the same time, everyone investing in Magnora should be aware that this is a project development case where values are realized over time, not steadily every quarter. That being said, it's fair to point out that it's been a long time since the last major project sale – and that's probably a big reason why the market is impatient now. Let's hope 2026 will be a good year for Magnora
- ·2 päivää sitten · MuokattuWith 8.5 GW (sales price 1 million per MW) Magnora has Assets worth 8.5 billion! Why is this traded so low? It should go up 8 times🧐·2 päivää sittenWe must not forget this on top of everything: The total earn-out framework has been communicated to up to approx. NOK 3 billion for Helios. With a 40 % ownership stake, this gives Magnora a potential upside of up to approx. NOK 1.2 billion, in addition to already received cash settlement. This alone corresponds to a significant portion of Magnora's current market capitalization.
- ·2 päivää sittenDoes anyone know the total ownership stake MW Magnora has in its portfolio in total?·1 päivä sittenThe target of 10GW for the current year was indeed maintained in the latest update, this is net.
- ·2 päivää sittenHi. Have I understood this correctly: Magnora is in the final phase of negotiations for project sales, with an average of around 650 MW at approx. 1 million kroner per MW. That would mean approximately 650 million kroner into the account, probably already early in the first quarter. The company has no debt, so this corresponds to nearly half of today's market capitalization which goes directly onto the balance sheet. In addition, there is talk of further project sales of 400–800 MW. In the best case, one can imagine that values corresponding to the entire market capitalization can be realized in a relatively short time. I have also noted that the CEO's brother has bought significant amounts of shares recently. This almost sounds too good to be true. What have I possibly misunderstood or overlooked here?·2 päivää sitten · MuokattuThere is also an earnout of up to 1.3 billion from the previous sale of Helios, and some million (approx 80) from the sale of Evolar. I estimate the average price for the 650MW is lower than 1 million, as much of the sale is announced in South Africa where solar is below 0.5 million. But the upper tier is achievable in other markets. Maintains guidance of 10GW by year-end, and if we assume that half of the portfolio is realized at the lowest guided price, we then end up at 2.5 billion. Then comes Scotwind at potentially 800 million - 2.5 billion, earnout of up to 1.3 billion and data center which is the main focus going forward. I estimate the portfolio continues to increase rapidly going forward as it is quite new in both Italy, Germany and data center.
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
500
Myynti
Määrä
692
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 213 | - | - | ||
| 59 | - | - | ||
| 106 | - | - | ||
| 960 | - | - | ||
| 3 102 | - | - |
Ylin
20,3VWAP
Alin
19,84VaihtoMäärä
3,5 173 704
VWAP
Ylin
20,3Alin
19,84VaihtoMäärä
3,5 173 704
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10. | |
| 2025 Q2 -tulosraportti | 18.7. | |
| 2025 Q1 -tulosraportti | 25.4. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 15.10.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
57 päivää sitten21 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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10. | |
| 2025 Q2 -tulosraportti | 18.7. | |
| 2025 Q1 -tulosraportti | 25.4. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 15.10.2024 |
Datan lähde: Quartr, FactSet
0,187 NOK/osake
Viimeisin osinko
3,70 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6 t sittenSales volume:500-800MW + 400-800MW. Price 0.5-1.5 million NOK. Magnora can potentially receive 1 billion kroner into its account shortly. That corresponds to 77.5 % of the entire market capitalization in Cash. The amount can also be somewhat higher or lower. The company has no debt! I have never found such a case where the upside is so large with such low risk. I understand that many are realizing losses in Magnora to get tax deductions these days, but this must surely become an enormous New Year's rocket.·3 t sittenMagnora guides 0.5-1.5 mill per MW. If your theory is correct, then the upfront payment should be 0.5-1.5 in addition to earn-out. They cannot guide sales at these fixed interval amounts if they can end up with 0kr extra if no milestones are met. So what is what here? What is included in 0.5-1.5? Do they get a minimum of 0.5 upfront and can cash in up to one mill extra in earn-out?·2 t sittenIt is absolutely correct as Murrinho writes, it is no theory but well disclosed by the company over several years. 0.5 - 1.5 m per MW is only a price range, but it could just as well have been approx 0.3/0.4 - 1.5 mill per MW, as solar in South Africa is reported to probably be below premium. The price range is the sales price (data centers are up to 3 mill). If Magnora sells a 100MW wind project in South Africa for around 1 mill, then the total framework is 1 billion. How much Magnora will get up-front upon sale is unknown, but for example for 500MW which will soon be sold in South Africa, I estimate 20% and an average price around 700k per MW perhaps (approx 350k per MW for solar and 1-1.1 per MW for wind). But if one gets 20% for that deal, it doesn't mean that one always gets 20%. 0.5 - 1.5 is only the price range for solar, wind and battery projects. Wind projects are highest, and solar projects in e.g. SA are lowest. It should be said that Magnora as of today has rarely mentioned the total framework for project sales, but we have the price range to relate to so that we can estimate the values of the sales. So one must read quarterly reports to see the actual amounts that have been paid out.
- ·1 päivä sittenA project sale of around 500 mill. kr will, in my opinion, be a clear turning point for Magnora. The cash balance will then increase from around 190 mill to in the order of 600–700 mill, depending on structure and tax. That alone significantly changes the risk profile and gives the company a completely different financial strength than the market currently prices in. With such a balance, Magnora gets real choices: – extraordinary dividend can be distributed without jeopardizing further growth – share buybacks become very attractive if the share price remains low – at the same time, the company can finance further investments. The important thing here is not necessarily what is done first, but that all options are open simultaneously. That provides both lower risk and higher upside for us shareholders. The market still seems to doubt whether Magnora actually converts pipeline to cash. History suggests the opposite. If a sale of this magnitude occurs, I believe today's valuation will be difficult to defend, and the repricing could come faster than many think. Just my thoughts, but I believe the upside here is clearly greater than what the market assumes today.·1 päivä sittenAgreed on that. At the same time, everyone investing in Magnora should be aware that this is a project development case where values are realized over time, not steadily every quarter. That being said, it's fair to point out that it's been a long time since the last major project sale – and that's probably a big reason why the market is impatient now. Let's hope 2026 will be a good year for Magnora
- ·2 päivää sitten · MuokattuWith 8.5 GW (sales price 1 million per MW) Magnora has Assets worth 8.5 billion! Why is this traded so low? It should go up 8 times🧐·2 päivää sittenWe must not forget this on top of everything: The total earn-out framework has been communicated to up to approx. NOK 3 billion for Helios. With a 40 % ownership stake, this gives Magnora a potential upside of up to approx. NOK 1.2 billion, in addition to already received cash settlement. This alone corresponds to a significant portion of Magnora's current market capitalization.
- ·2 päivää sittenDoes anyone know the total ownership stake MW Magnora has in its portfolio in total?·1 päivä sittenThe target of 10GW for the current year was indeed maintained in the latest update, this is net.
- ·2 päivää sittenHi. Have I understood this correctly: Magnora is in the final phase of negotiations for project sales, with an average of around 650 MW at approx. 1 million kroner per MW. That would mean approximately 650 million kroner into the account, probably already early in the first quarter. The company has no debt, so this corresponds to nearly half of today's market capitalization which goes directly onto the balance sheet. In addition, there is talk of further project sales of 400–800 MW. In the best case, one can imagine that values corresponding to the entire market capitalization can be realized in a relatively short time. I have also noted that the CEO's brother has bought significant amounts of shares recently. This almost sounds too good to be true. What have I possibly misunderstood or overlooked here?·2 päivää sitten · MuokattuThere is also an earnout of up to 1.3 billion from the previous sale of Helios, and some million (approx 80) from the sale of Evolar. I estimate the average price for the 650MW is lower than 1 million, as much of the sale is announced in South Africa where solar is below 0.5 million. But the upper tier is achievable in other markets. Maintains guidance of 10GW by year-end, and if we assume that half of the portfolio is realized at the lowest guided price, we then end up at 2.5 billion. Then comes Scotwind at potentially 800 million - 2.5 billion, earnout of up to 1.3 billion and data center which is the main focus going forward. I estimate the portfolio continues to increase rapidly going forward as it is quite new in both Italy, Germany and data center.
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
500
Myynti
Määrä
692
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 213 | - | - | ||
| 59 | - | - | ||
| 106 | - | - | ||
| 960 | - | - | ||
| 3 102 | - | - |
Ylin
20,3VWAP
Alin
19,84VaihtoMäärä
3,5 173 704
VWAP
Ylin
20,3Alin
19,84VaihtoMäärä
3,5 173 704
Välittäjätilasto
Dataa ei löytynyt