2025 Q3 -tulosraportti
78 päivää sitten21 min
0,187 NOK/osake
Viimeisin osinko
3,63 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
5 000
Myynti
Määrä
8 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 210 | - | - | ||
| 1 824 | - | - | ||
| 590 | - | - | ||
| 502 | - | - | ||
| 454 | - | - |
Ylin
22VWAP
Alin
20,5VaihtoMäärä
6,7 310 911
VWAP
Ylin
22Alin
20,5VaihtoMäärä
6,7 310 911
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10.2025 | |
| 2025 Q2 -tulosraportti | 18.7.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 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
·21 t sittenGreat article in E24 about data centers today🤩 Skygard buys two data centers 09:42 Kjetil Malkenes Hovland Skygard buys two data centers in Lørenskog and Grorud from Orange Business Digital Norway (formerly Basefarm), according to a statement. Skygard is owned by Telenor, Hafslund, HitecVision and Analysys Mason. The company is also building its own data center at Hovinbyen in Oslo. – This acquisition represents an important milestone for Skygard, and we see it as a strategic step in strengthening our position in the Norwegian and Nordic data center market, says CEO Elise Lindeberg of Skygard. The company has also brought in Grethe Viksaas as new chairman of the board. She is a former founder and CEO of Basefarm.
·19 t sittenI believe Magnora really hits the mark by entering data centers. 2026 could be an exciting year.. I expect more similar agreements in addition to announcements about the sale of renewable projects. Just take a seat and enjoy the ride. 😀- ·1 päivä sittenEstimated costs/investment for Magnora in data centers: 1. Land and options: Purchase/option on regulated area: 1–5 MNOK 2. Regulation and permits: Zoning plan, environment, legal: 2–6 MNOK 3. Grid and power: Grid connection, capacity agreements, studies: 1–4 MNOK 4. Technical development: Concept, design, MW/cooling, consultants: 2–5 MNOK 5. Internal costs: Project management, salaries, operations: 1–3 MNOK Total: approx. 5–20 MNOK per project Profitable strategy. Invest 5-20 MNOK to get back 800 million🤩·1 päivä sittenChat Gpt, of course😉take it with a pinch of salt or find information that contradicts.
- ·1 päivä sittenMagnora could potentially get, with a USD/NOK around 10.5, approximately 880–900 million kroner for the data center in Finland. (60-75% of the entire market capitalization) The article from w.media about EdgeMode can actually be used as a relevant market reference for what Magnora could potentially be paid per MW for the data center project in Finland (announced today), given a sale in RTB status. In the article, EdgeMode writes that AI data centers in Europe can achieve sales values of up to approx. USD 1 million per MW when the projects are ready for construction: https://w.media/edgemode-to-buy-five-ai-data-centers-in-spain/ Magnora's project in Finland is 120 MW. Using this indicative multiple gives a total project value of around USD 120 mill. With a 70% ownership stake, this corresponds to approx. USD 84 mill for Magnora, before any adjustments for land, power agreements, grid access, etc. This is obviously not a guarantee for the sales price, but the EdgeMode case provides a good benchmark level for RTB projects within AI data centers in Europe, and supports that the value potential per MW can be significantly higher than traditional data center projects.
·22 t sitten · MuokattuHave an ongoing dialogue with ChatGPT regarding Magnora and have worked my way to this moderate assessment based on your article: Below is a strictly conservative incorporation of the EdgeMode comparator into the Magnora valuation, without slipping into bull territory and without mixing NAV floor and fair value. I am deliberately defensive on price per MW, realization, time, and ownership stake. ⸻ 1. What EdgeMode actually gives us (conservatively interpreted) The EdgeMode transaction in Spain indicates that: • RTB / late-stage AI data centers in Europe can be priced around USD ~1.0m per MW in optimal cases • This applies to: • fully regulated • grid-secured • in markets with hyperscaler demand Conservative interpretation for MGN: • We do NOT use 1.0m USD/MW • We use this only as an upper ceiling, not a basis ⸻ 2. Conservative MW pricing for MGN data center I apply the following deliberately low levels: Stage Price per MW Early–mid stage (MGN now) 0.3–0.4m USD/MW RTB (not completed) 0.5m USD/MW EdgeMode / best case 1.0m USD/MW (not used) 👉 This is a 50–70 % discount against the EdgeMode benchmark. ⸻ 3. Data center projects – conservative value Projects included • Averøy: 100 MW (NO) • Hämeenlinna: 120 MW (FI) • Storespeed / SE-platform: valued separately, low Calculation (conservative) Total MW (gross): 100 + 120 = 220 MW Ownership stake (weighted): ~70 % → 154 MW net Price per MW (conservative): 0.4m USD/MW Gross value: 154 × 0.4m = 61.6m USD NOK (10.5): ≈ 650 mill NOK ⸻ 4. Further conservative deductions Factor Adjustment Time discounting (2–3 years) −25 % Realization risk −20 % Structure / overhead −10 % Total haircut: ~45 % Net data center value: 650 × 0.55 ≈ 360 mill NOK ⸻ 5. Per-share effect (conservative) Shares outstanding: ~55 mill Data center contribution: 360 / 55 ≈ 6.5 kr per share ⚠️ Note: • This is not bull • This is not full repricing • This is not RTB price • This is lower than Arctic's implicit option value ⸻ 6. Compilation – conservative fair value Component NOK/share NAV floor (your model) ~21 Helios earn-out (conservative) ~4 Data center (conservative, adjusted) ~6–7 Pipeline maturation / discount rate decrease ~2 Total conservative fair value 33–35 kr ➡️ This matches very well: • Arctic 32 kr (without data center) • Your adjusted conservative value ~35 kr • Market logic after latest DC messages ⸻ 7. Important clarification This is not: • a bull case • a hyperscaler-signed scenario • MW price >0.5m USD • a platform multiple This is: “What a sober professional investor can defend as fair value today, given documented momentum.” ⸻ 8. Conclusion (short) • Yes, EdgeMode is relevant • No, we do not use their prices directly • Yes, even a heavily discounted interpretation significantly raises the data center contribution • Result: → 35 kr as a moderately conservative fair value is academically consistent If you wish, the next step could be: • to translate this directly into adjusted sales levels (step-by-step, according to your 800k-plan) • or to create a one-page “investment memo” explaining why 35 kr is now a new anchor point. - 1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.
·1 päivä sittenThey have guided 0.5-1.5 MNOK for renewable projects. When they entered data center development, they increased the cap to 3Mnok. I think 2-3 mnok per MW is realistic considering that they themselves guide this. Is it AI that gives you these numbers?
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
78 päivää sitten21 min
0,187 NOK/osake
Viimeisin osinko
3,63 %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
- ·21 t sittenGreat article in E24 about data centers today🤩 Skygard buys two data centers 09:42 Kjetil Malkenes Hovland Skygard buys two data centers in Lørenskog and Grorud from Orange Business Digital Norway (formerly Basefarm), according to a statement. Skygard is owned by Telenor, Hafslund, HitecVision and Analysys Mason. The company is also building its own data center at Hovinbyen in Oslo. – This acquisition represents an important milestone for Skygard, and we see it as a strategic step in strengthening our position in the Norwegian and Nordic data center market, says CEO Elise Lindeberg of Skygard. The company has also brought in Grethe Viksaas as new chairman of the board. She is a former founder and CEO of Basefarm.·19 t sittenI believe Magnora really hits the mark by entering data centers. 2026 could be an exciting year.. I expect more similar agreements in addition to announcements about the sale of renewable projects. Just take a seat and enjoy the ride. 😀
- ·1 päivä sittenEstimated costs/investment for Magnora in data centers: 1. Land and options: Purchase/option on regulated area: 1–5 MNOK 2. Regulation and permits: Zoning plan, environment, legal: 2–6 MNOK 3. Grid and power: Grid connection, capacity agreements, studies: 1–4 MNOK 4. Technical development: Concept, design, MW/cooling, consultants: 2–5 MNOK 5. Internal costs: Project management, salaries, operations: 1–3 MNOK Total: approx. 5–20 MNOK per project Profitable strategy. Invest 5-20 MNOK to get back 800 million🤩·1 päivä sittenChat Gpt, of course😉take it with a pinch of salt or find information that contradicts.
- ·1 päivä sittenMagnora could potentially get, with a USD/NOK around 10.5, approximately 880–900 million kroner for the data center in Finland. (60-75% of the entire market capitalization) The article from w.media about EdgeMode can actually be used as a relevant market reference for what Magnora could potentially be paid per MW for the data center project in Finland (announced today), given a sale in RTB status. In the article, EdgeMode writes that AI data centers in Europe can achieve sales values of up to approx. USD 1 million per MW when the projects are ready for construction: https://w.media/edgemode-to-buy-five-ai-data-centers-in-spain/ Magnora's project in Finland is 120 MW. Using this indicative multiple gives a total project value of around USD 120 mill. With a 70% ownership stake, this corresponds to approx. USD 84 mill for Magnora, before any adjustments for land, power agreements, grid access, etc. This is obviously not a guarantee for the sales price, but the EdgeMode case provides a good benchmark level for RTB projects within AI data centers in Europe, and supports that the value potential per MW can be significantly higher than traditional data center projects.·22 t sitten · MuokattuHave an ongoing dialogue with ChatGPT regarding Magnora and have worked my way to this moderate assessment based on your article: Below is a strictly conservative incorporation of the EdgeMode comparator into the Magnora valuation, without slipping into bull territory and without mixing NAV floor and fair value. I am deliberately defensive on price per MW, realization, time, and ownership stake. ⸻ 1. What EdgeMode actually gives us (conservatively interpreted) The EdgeMode transaction in Spain indicates that: • RTB / late-stage AI data centers in Europe can be priced around USD ~1.0m per MW in optimal cases • This applies to: • fully regulated • grid-secured • in markets with hyperscaler demand Conservative interpretation for MGN: • We do NOT use 1.0m USD/MW • We use this only as an upper ceiling, not a basis ⸻ 2. Conservative MW pricing for MGN data center I apply the following deliberately low levels: Stage Price per MW Early–mid stage (MGN now) 0.3–0.4m USD/MW RTB (not completed) 0.5m USD/MW EdgeMode / best case 1.0m USD/MW (not used) 👉 This is a 50–70 % discount against the EdgeMode benchmark. ⸻ 3. Data center projects – conservative value Projects included • Averøy: 100 MW (NO) • Hämeenlinna: 120 MW (FI) • Storespeed / SE-platform: valued separately, low Calculation (conservative) Total MW (gross): 100 + 120 = 220 MW Ownership stake (weighted): ~70 % → 154 MW net Price per MW (conservative): 0.4m USD/MW Gross value: 154 × 0.4m = 61.6m USD NOK (10.5): ≈ 650 mill NOK ⸻ 4. Further conservative deductions Factor Adjustment Time discounting (2–3 years) −25 % Realization risk −20 % Structure / overhead −10 % Total haircut: ~45 % Net data center value: 650 × 0.55 ≈ 360 mill NOK ⸻ 5. Per-share effect (conservative) Shares outstanding: ~55 mill Data center contribution: 360 / 55 ≈ 6.5 kr per share ⚠️ Note: • This is not bull • This is not full repricing • This is not RTB price • This is lower than Arctic's implicit option value ⸻ 6. Compilation – conservative fair value Component NOK/share NAV floor (your model) ~21 Helios earn-out (conservative) ~4 Data center (conservative, adjusted) ~6–7 Pipeline maturation / discount rate decrease ~2 Total conservative fair value 33–35 kr ➡️ This matches very well: • Arctic 32 kr (without data center) • Your adjusted conservative value ~35 kr • Market logic after latest DC messages ⸻ 7. Important clarification This is not: • a bull case • a hyperscaler-signed scenario • MW price >0.5m USD • a platform multiple This is: “What a sober professional investor can defend as fair value today, given documented momentum.” ⸻ 8. Conclusion (short) • Yes, EdgeMode is relevant • No, we do not use their prices directly • Yes, even a heavily discounted interpretation significantly raises the data center contribution • Result: → 35 kr as a moderately conservative fair value is academically consistent If you wish, the next step could be: • to translate this directly into adjusted sales levels (step-by-step, according to your 800k-plan) • or to create a one-page “investment memo” explaining why 35 kr is now a new anchor point.
- 1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.·1 päivä sittenThey have guided 0.5-1.5 MNOK for renewable projects. When they entered data center development, they increased the cap to 3Mnok. I think 2-3 mnok per MW is realistic considering that they themselves guide this. Is it AI that gives you these numbers?
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
5 000
Myynti
Määrä
8 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 210 | - | - | ||
| 1 824 | - | - | ||
| 590 | - | - | ||
| 502 | - | - | ||
| 454 | - | - |
Ylin
22VWAP
Alin
20,5VaihtoMäärä
6,7 310 911
VWAP
Ylin
22Alin
20,5VaihtoMäärä
6,7 310 911
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10.2025 | |
| 2025 Q2 -tulosraportti | 18.7.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 15.10.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
78 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. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10.2025 | |
| 2025 Q2 -tulosraportti | 18.7.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 15.10.2024 |
Datan lähde: Quartr, FactSet
0,187 NOK/osake
Viimeisin osinko
3,63 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·21 t sittenGreat article in E24 about data centers today🤩 Skygard buys two data centers 09:42 Kjetil Malkenes Hovland Skygard buys two data centers in Lørenskog and Grorud from Orange Business Digital Norway (formerly Basefarm), according to a statement. Skygard is owned by Telenor, Hafslund, HitecVision and Analysys Mason. The company is also building its own data center at Hovinbyen in Oslo. – This acquisition represents an important milestone for Skygard, and we see it as a strategic step in strengthening our position in the Norwegian and Nordic data center market, says CEO Elise Lindeberg of Skygard. The company has also brought in Grethe Viksaas as new chairman of the board. She is a former founder and CEO of Basefarm.·19 t sittenI believe Magnora really hits the mark by entering data centers. 2026 could be an exciting year.. I expect more similar agreements in addition to announcements about the sale of renewable projects. Just take a seat and enjoy the ride. 😀
- ·1 päivä sittenEstimated costs/investment for Magnora in data centers: 1. Land and options: Purchase/option on regulated area: 1–5 MNOK 2. Regulation and permits: Zoning plan, environment, legal: 2–6 MNOK 3. Grid and power: Grid connection, capacity agreements, studies: 1–4 MNOK 4. Technical development: Concept, design, MW/cooling, consultants: 2–5 MNOK 5. Internal costs: Project management, salaries, operations: 1–3 MNOK Total: approx. 5–20 MNOK per project Profitable strategy. Invest 5-20 MNOK to get back 800 million🤩·1 päivä sittenChat Gpt, of course😉take it with a pinch of salt or find information that contradicts.
- ·1 päivä sittenMagnora could potentially get, with a USD/NOK around 10.5, approximately 880–900 million kroner for the data center in Finland. (60-75% of the entire market capitalization) The article from w.media about EdgeMode can actually be used as a relevant market reference for what Magnora could potentially be paid per MW for the data center project in Finland (announced today), given a sale in RTB status. In the article, EdgeMode writes that AI data centers in Europe can achieve sales values of up to approx. USD 1 million per MW when the projects are ready for construction: https://w.media/edgemode-to-buy-five-ai-data-centers-in-spain/ Magnora's project in Finland is 120 MW. Using this indicative multiple gives a total project value of around USD 120 mill. With a 70% ownership stake, this corresponds to approx. USD 84 mill for Magnora, before any adjustments for land, power agreements, grid access, etc. This is obviously not a guarantee for the sales price, but the EdgeMode case provides a good benchmark level for RTB projects within AI data centers in Europe, and supports that the value potential per MW can be significantly higher than traditional data center projects.·22 t sitten · MuokattuHave an ongoing dialogue with ChatGPT regarding Magnora and have worked my way to this moderate assessment based on your article: Below is a strictly conservative incorporation of the EdgeMode comparator into the Magnora valuation, without slipping into bull territory and without mixing NAV floor and fair value. I am deliberately defensive on price per MW, realization, time, and ownership stake. ⸻ 1. What EdgeMode actually gives us (conservatively interpreted) The EdgeMode transaction in Spain indicates that: • RTB / late-stage AI data centers in Europe can be priced around USD ~1.0m per MW in optimal cases • This applies to: • fully regulated • grid-secured • in markets with hyperscaler demand Conservative interpretation for MGN: • We do NOT use 1.0m USD/MW • We use this only as an upper ceiling, not a basis ⸻ 2. Conservative MW pricing for MGN data center I apply the following deliberately low levels: Stage Price per MW Early–mid stage (MGN now) 0.3–0.4m USD/MW RTB (not completed) 0.5m USD/MW EdgeMode / best case 1.0m USD/MW (not used) 👉 This is a 50–70 % discount against the EdgeMode benchmark. ⸻ 3. Data center projects – conservative value Projects included • Averøy: 100 MW (NO) • Hämeenlinna: 120 MW (FI) • Storespeed / SE-platform: valued separately, low Calculation (conservative) Total MW (gross): 100 + 120 = 220 MW Ownership stake (weighted): ~70 % → 154 MW net Price per MW (conservative): 0.4m USD/MW Gross value: 154 × 0.4m = 61.6m USD NOK (10.5): ≈ 650 mill NOK ⸻ 4. Further conservative deductions Factor Adjustment Time discounting (2–3 years) −25 % Realization risk −20 % Structure / overhead −10 % Total haircut: ~45 % Net data center value: 650 × 0.55 ≈ 360 mill NOK ⸻ 5. Per-share effect (conservative) Shares outstanding: ~55 mill Data center contribution: 360 / 55 ≈ 6.5 kr per share ⚠️ Note: • This is not bull • This is not full repricing • This is not RTB price • This is lower than Arctic's implicit option value ⸻ 6. Compilation – conservative fair value Component NOK/share NAV floor (your model) ~21 Helios earn-out (conservative) ~4 Data center (conservative, adjusted) ~6–7 Pipeline maturation / discount rate decrease ~2 Total conservative fair value 33–35 kr ➡️ This matches very well: • Arctic 32 kr (without data center) • Your adjusted conservative value ~35 kr • Market logic after latest DC messages ⸻ 7. Important clarification This is not: • a bull case • a hyperscaler-signed scenario • MW price >0.5m USD • a platform multiple This is: “What a sober professional investor can defend as fair value today, given documented momentum.” ⸻ 8. Conclusion (short) • Yes, EdgeMode is relevant • No, we do not use their prices directly • Yes, even a heavily discounted interpretation significantly raises the data center contribution • Result: → 35 kr as a moderately conservative fair value is academically consistent If you wish, the next step could be: • to translate this directly into adjusted sales levels (step-by-step, according to your 800k-plan) • or to create a one-page “investment memo” explaining why 35 kr is now a new anchor point.
- 1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.·1 päivä sittenThey have guided 0.5-1.5 MNOK for renewable projects. When they entered data center development, they increased the cap to 3Mnok. I think 2-3 mnok per MW is realistic considering that they themselves guide this. Is it AI that gives you these numbers?
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
5 000
Myynti
Määrä
8 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 210 | - | - | ||
| 1 824 | - | - | ||
| 590 | - | - | ||
| 502 | - | - | ||
| 454 | - | - |
Ylin
22VWAP
Alin
20,5VaihtoMäärä
6,7 310 911
VWAP
Ylin
22Alin
20,5VaihtoMäärä
6,7 310 911
Välittäjätilasto
Dataa ei löytynyt