2025 Q4 -tulosraportti
1 päivä sittenÄänite tulossa
0,187 NOK/osake
Viimeisin osinko
3,69%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
549
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 039 | - | - | ||
| 869 | - | - | ||
| 254 | - | - | ||
| 110 | - | - |
Ylin
21,35VWAP
Alin
20,3VaihtoMäärä
1,2 55 590
VWAP
Ylin
21,35Alin
20,3VaihtoMäärä
1,2 55 590
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
6 t sitten6 t sittenTämä julkaisu on poistettu.
·9 t sittenIn a week we will get updated guidance😉
·8 t sittenI am very much looking forward to the guidance in 1 week where we will get an overview and status of all projects and potential which is already great. I believe it will make a big impact when the first sale is completed.
·1 päivä sittenWhat is certain, at least, is that we now have an all time high in net development portfolio, approximately 11.5GW. Regarding its valuation, it might be good to look at the sale of Helios back then. This is where the most significant part of MGN's net development portfolio was located at the time. Unfortunately, MGN only had 40% ownership, while in SA, the ownership is up to 100%. Helios was sold for approximately 33%, measured against the value of the development portfolio. At that time, the guided Midpint was approximately 1mnok per MW. The Midpint now is guided much higher. Regarding SA, it has been guided somewhat below the Nordics, but I see that DC is a significant part of the picture in SA too, so then the Midpint for SA should also go up. 33% of 11.5 GW, with a Midpint of 1mkr/MW (as it was with Helios, ish, now guided much higher), gives kr 58 per share. Then we also have earn out Helios/Evolar in addition. I value the latter 2 at approximately 10kr total, discounted and risk-adjusted. There is probably cash of 2-3 kr. as well. I am the type who tends to be a bit optimistic, and there is a lot of speculation, but today's valuation appears quite attractive, IMO :-)- ·3 päivää sittenWhen Sneve talks about 7 000 MW «short to mid term», I will read that as the majority of the portfolio being realized within approximately 3–6 years, with some projects earlier and some somewhat later. This applies exclusively to South Africa. While this is ongoing, Magnora is preparing sales in other countries and in other segments. While the «old» portfolio is being sold, new data center projects are being developed that are significantly more profitable. By Easter, we could have data center projects of up to 5–800 MW. These alone could have values equivalent to the entire market capitalization. Happy Sunday!
·13.2. · MuokattuHere is a clip from Linkedin, Sneve has been in South Africa this week. Sales potential of 7000 MW, short to mid-term.·13.2.What time perspective should we interpret "short to mid-term"? Magnora can get 5-7 billion for 7000 MW 🤩
·13.2. · MuokattuMagnora now has a 320MW data center project in its portfolio, now exceeding 10GW with general energy projects. 500-800MW will soon be transferred and expects dividends as a result of this; at the same time, sales discussions regarding an additional 500-800MW are ongoing are ongoing. An exciting 2026, if we are to believe CEO Erik Sneve. The fact that Magnora is now searching across borders (Norway, Svreige, Finnland) with a fine-tooth comb for locations where it is lucrative to operate industrial projects does not just have to end up in data centers. These locations are goldmines in the future, with short access to energy and cooling. Certain projects can surely just as well be used for land-based aquaculture or other production.
·6 t sittenA lot of things in the bank, so it's time to show that one is able to sell some of it. Approaching March, and last year's guidance has not been met.
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 Q4 -tulosraportti
1 päivä sittenÄänite tulossa
0,187 NOK/osake
Viimeisin osinko
3,69%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 sitten6 t sittenTämä julkaisu on poistettu.·9 t sittenIn a week we will get updated guidance😉·8 t sittenI am very much looking forward to the guidance in 1 week where we will get an overview and status of all projects and potential which is already great. I believe it will make a big impact when the first sale is completed.
- ·1 päivä sittenWhat is certain, at least, is that we now have an all time high in net development portfolio, approximately 11.5GW. Regarding its valuation, it might be good to look at the sale of Helios back then. This is where the most significant part of MGN's net development portfolio was located at the time. Unfortunately, MGN only had 40% ownership, while in SA, the ownership is up to 100%. Helios was sold for approximately 33%, measured against the value of the development portfolio. At that time, the guided Midpint was approximately 1mnok per MW. The Midpint now is guided much higher. Regarding SA, it has been guided somewhat below the Nordics, but I see that DC is a significant part of the picture in SA too, so then the Midpint for SA should also go up. 33% of 11.5 GW, with a Midpint of 1mkr/MW (as it was with Helios, ish, now guided much higher), gives kr 58 per share. Then we also have earn out Helios/Evolar in addition. I value the latter 2 at approximately 10kr total, discounted and risk-adjusted. There is probably cash of 2-3 kr. as well. I am the type who tends to be a bit optimistic, and there is a lot of speculation, but today's valuation appears quite attractive, IMO :-)
- ·3 päivää sittenWhen Sneve talks about 7 000 MW «short to mid term», I will read that as the majority of the portfolio being realized within approximately 3–6 years, with some projects earlier and some somewhat later. This applies exclusively to South Africa. While this is ongoing, Magnora is preparing sales in other countries and in other segments. While the «old» portfolio is being sold, new data center projects are being developed that are significantly more profitable. By Easter, we could have data center projects of up to 5–800 MW. These alone could have values equivalent to the entire market capitalization. Happy Sunday!
- ·13.2. · MuokattuHere is a clip from Linkedin, Sneve has been in South Africa this week. Sales potential of 7000 MW, short to mid-term.·13.2.What time perspective should we interpret "short to mid-term"? Magnora can get 5-7 billion for 7000 MW 🤩
- ·13.2. · MuokattuMagnora now has a 320MW data center project in its portfolio, now exceeding 10GW with general energy projects. 500-800MW will soon be transferred and expects dividends as a result of this; at the same time, sales discussions regarding an additional 500-800MW are ongoing are ongoing. An exciting 2026, if we are to believe CEO Erik Sneve. The fact that Magnora is now searching across borders (Norway, Svreige, Finnland) with a fine-tooth comb for locations where it is lucrative to operate industrial projects does not just have to end up in data centers. These locations are goldmines in the future, with short access to energy and cooling. Certain projects can surely just as well be used for land-based aquaculture or other production.·6 t sittenA lot of things in the bank, so it's time to show that one is able to sell some of it. Approaching March, and last year's guidance has not been met.
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
549
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 039 | - | - | ||
| 869 | - | - | ||
| 254 | - | - | ||
| 110 | - | - |
Ylin
21,35VWAP
Alin
20,3VaihtoMäärä
1,2 55 590
VWAP
Ylin
21,35Alin
20,3VaihtoMäärä
1,2 55 590
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
2025 Q4 -tulosraportti
1 päivä sittenÄänite tulossa
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 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 17.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
0,187 NOK/osake
Viimeisin osinko
3,69%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 6 t sitten6 t sittenTämä julkaisu on poistettu.·9 t sittenIn a week we will get updated guidance😉·8 t sittenI am very much looking forward to the guidance in 1 week where we will get an overview and status of all projects and potential which is already great. I believe it will make a big impact when the first sale is completed.
- ·1 päivä sittenWhat is certain, at least, is that we now have an all time high in net development portfolio, approximately 11.5GW. Regarding its valuation, it might be good to look at the sale of Helios back then. This is where the most significant part of MGN's net development portfolio was located at the time. Unfortunately, MGN only had 40% ownership, while in SA, the ownership is up to 100%. Helios was sold for approximately 33%, measured against the value of the development portfolio. At that time, the guided Midpint was approximately 1mnok per MW. The Midpint now is guided much higher. Regarding SA, it has been guided somewhat below the Nordics, but I see that DC is a significant part of the picture in SA too, so then the Midpint for SA should also go up. 33% of 11.5 GW, with a Midpint of 1mkr/MW (as it was with Helios, ish, now guided much higher), gives kr 58 per share. Then we also have earn out Helios/Evolar in addition. I value the latter 2 at approximately 10kr total, discounted and risk-adjusted. There is probably cash of 2-3 kr. as well. I am the type who tends to be a bit optimistic, and there is a lot of speculation, but today's valuation appears quite attractive, IMO :-)
- ·3 päivää sittenWhen Sneve talks about 7 000 MW «short to mid term», I will read that as the majority of the portfolio being realized within approximately 3–6 years, with some projects earlier and some somewhat later. This applies exclusively to South Africa. While this is ongoing, Magnora is preparing sales in other countries and in other segments. While the «old» portfolio is being sold, new data center projects are being developed that are significantly more profitable. By Easter, we could have data center projects of up to 5–800 MW. These alone could have values equivalent to the entire market capitalization. Happy Sunday!
- ·13.2. · MuokattuHere is a clip from Linkedin, Sneve has been in South Africa this week. Sales potential of 7000 MW, short to mid-term.·13.2.What time perspective should we interpret "short to mid-term"? Magnora can get 5-7 billion for 7000 MW 🤩
- ·13.2. · MuokattuMagnora now has a 320MW data center project in its portfolio, now exceeding 10GW with general energy projects. 500-800MW will soon be transferred and expects dividends as a result of this; at the same time, sales discussions regarding an additional 500-800MW are ongoing are ongoing. An exciting 2026, if we are to believe CEO Erik Sneve. The fact that Magnora is now searching across borders (Norway, Svreige, Finnland) with a fine-tooth comb for locations where it is lucrative to operate industrial projects does not just have to end up in data centers. These locations are goldmines in the future, with short access to energy and cooling. Certain projects can surely just as well be used for land-based aquaculture or other production.·6 t sittenA lot of things in the bank, so it's time to show that one is able to sell some of it. Approaching March, and last year's guidance has not been met.
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
549
Myynti
Määrä
1 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 039 | - | - | ||
| 869 | - | - | ||
| 254 | - | - | ||
| 110 | - | - |
Ylin
21,35VWAP
Alin
20,3VaihtoMäärä
1,2 55 590
VWAP
Ylin
21,35Alin
20,3VaihtoMäärä
1,2 55 590
Välittäjätilasto
Dataa ei löytynyt