2025 Q4 -tulosraportti
2 päivää sittenÄänite tulossa
0,187 NOK/osake
Viimeisin osinko
3,69%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
1 936
Myynti
Määrä
578
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 254 | - | - | ||
| 810 | - | - | ||
| 326 | - | - | ||
| 316 | - | - | ||
| 1 294 | - | - |
Ylin
21,6VWAP
Alin
20,95VaihtoMäärä
0,5 21 736
VWAP
Ylin
21,6Alin
20,95VaihtoMäärä
0,5 21 736
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
·3 t sittenThis picture was posted in the Facebook group Magnora Investors. It says a bit about the enormous values Magnora could be sitting on within data centers. I myself thought that data centers had a maximum value of around 3 million per MW, so this was a very pleasant surprise 🤩 Looking at the picture, it seems quite clear that data center capacity in RTB / almost RTB can have a value of around 5–6 million kroner per MW already in an early phase, and probably more as the projects mature. This means in practice that 100 MW in RTB can quickly be worth 500 million – 1.5 billion. These are big numbers, and explain why data center projects have become so attractive. For Magnora, this could become very significant values compared to today's market capitalization.
1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.·1 päivä sittenIn a week we will get updated guidance😉
·1 päivä 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.
·2 päivää 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 :-)- ·15.2.When 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 🤩
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
2 päivää 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
- ·3 t sittenThis picture was posted in the Facebook group Magnora Investors. It says a bit about the enormous values Magnora could be sitting on within data centers. I myself thought that data centers had a maximum value of around 3 million per MW, so this was a very pleasant surprise 🤩 Looking at the picture, it seems quite clear that data center capacity in RTB / almost RTB can have a value of around 5–6 million kroner per MW already in an early phase, and probably more as the projects mature. This means in practice that 100 MW in RTB can quickly be worth 500 million – 1.5 billion. These are big numbers, and explain why data center projects have become so attractive. For Magnora, this could become very significant values compared to today's market capitalization.
- 1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.·1 päivä sittenIn a week we will get updated guidance😉·1 päivä 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.
- ·2 päivää 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 :-)
- ·15.2.When 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 🤩
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
1 936
Myynti
Määrä
578
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 254 | - | - | ||
| 810 | - | - | ||
| 326 | - | - | ||
| 316 | - | - | ||
| 1 294 | - | - |
Ylin
21,6VWAP
Alin
20,95VaihtoMäärä
0,5 21 736
VWAP
Ylin
21,6Alin
20,95VaihtoMäärä
0,5 21 736
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
2 päivää 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
- ·3 t sittenThis picture was posted in the Facebook group Magnora Investors. It says a bit about the enormous values Magnora could be sitting on within data centers. I myself thought that data centers had a maximum value of around 3 million per MW, so this was a very pleasant surprise 🤩 Looking at the picture, it seems quite clear that data center capacity in RTB / almost RTB can have a value of around 5–6 million kroner per MW already in an early phase, and probably more as the projects mature. This means in practice that 100 MW in RTB can quickly be worth 500 million – 1.5 billion. These are big numbers, and explain why data center projects have become so attractive. For Magnora, this could become very significant values compared to today's market capitalization.
- 1 päivä sitten1 päivä sittenTämä julkaisu on poistettu.·1 päivä sittenIn a week we will get updated guidance😉·1 päivä 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.
- ·2 päivää 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 :-)
- ·15.2.When 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 🤩
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
1 936
Myynti
Määrä
578
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 254 | - | - | ||
| 810 | - | - | ||
| 326 | - | - | ||
| 316 | - | - | ||
| 1 294 | - | - |
Ylin
21,6VWAP
Alin
20,95VaihtoMäärä
0,5 21 736
VWAP
Ylin
21,6Alin
20,95VaihtoMäärä
0,5 21 736
Välittäjätilasto
Dataa ei löytynyt