Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Where do you have these price estimates for RTB in UK from? They have long guided between 0,5 -1,5 MNOK for the portfolio (before data center) and stated that UK is in the upper segment of this. They have a JV in England with 50% ownership, so I am afraid that a sale there yields significantly lower gain than what you outline in the post.
Good point, and apologies if the numbers I used appear too high. Magnora's own guidance of 0.5–1.5 MNOK/MW is, as you say, a group average for the entire portfolio, including markets priced lower and projects in earlier maturation phases.
When I referred to higher levels, it was based on external UK-benchmarks for RTB-projects – which historically have often been significantly above the company's global average. This does not mean that the outcome will necessarily be that high, only that the UK market is traditionally priced in the upper tier.
The JV-structure in England is also relevant, and yes, it reduces Magnora's share of the profit. But even adjusted for ownership stake, UK-projects can still make a meaningful contribution if the market prices RTB-portfolios as we have seen previously.
The numbers were intended as a market scenario for UK, not as an estimate for the entire portfolio. Apologies again if it was too aggressive in the upper part of the range
Google's data center at Herøya will be 240MW. That provides a perspective on what Magnora is initiating. The 100MW data center will be placed much further north in a cooler climate in NO3 with lower electricity prices. Full operation with an electricity price of 40 øre/kW gives operating costs of 350 mill. This says something about the scope. Magnora is early to the game and hand-picks data centers with precision, where the heat can be reused. Several large players are looking to Norway with stable power production and quality of the power grid.
Many others have stable production and grid, few have 99% renewable, cool climate and a state that forces producers to sell power faaar below market value...
Magnora typically pays dividends as repayment of contributed capital. Does anyone know how much they can pay out in total this way? I seem to recall from the state budget proposal that the government is investigating limiting this form of dividend so that one cannot get negative GAV.
You are absolutely right, it affects 0 for us who use ASK, but it is practically the same also. If you had owned the shares in a standard account, you would not have paid dividend tax, but the average cost basis would have changed, which means you don't pay tax on dividends until you sell the share (in practice), but that function one already has in ASK, since one doesn't pay tax until one has withdrawn more than the invested capital! So yes, you are absolutely right! But for people who have investment limited companies are it beneficial :)
The reason is that the data center has high willingness to pay and Magnora has secured land, regulation and partnerships. When we receive notification of grid capacity and the first LOI, the market can price in the value and it can provide significant upside relative to today's market cap.
The renewable portfolio provides long-term value, but the AI data center could be the “trigger” in 2026.
4
Näytä vielä 5 kommenttia
Näytä enemmän
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.
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Magnora adds 100 MW data center project to its Norwegian portfolio
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Magnora ASA: Receipt of USD 4.3 million payment from legacy license agreement
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Magnora ASA: Receipt of USD 4.3 million payment from legacy license agreement
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Magnora ASA: Magnora ASA Q3 2025: Magnora accelerates its data center activities
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Magnora ASA Q3 2025: Magnora accelerates its data center activities
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Magnora ASA: Last milestone from "the Penguins license contract" is reached
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Magnora ASA: Magnora ASA: Invitation to Q3 presentation
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
2025 Q3 -tulosraportti
48 päivää sitten21 min
0,187 NOK/osake
Viimeisin osinko
3,88 %Tuotto/v
Näytä
Uutiset ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
4 joulu 07.10
∙
Osakeuutinen
Magnora ASA: Magnora adds 100 MW data center project to its Norwegian portfolio
4 joulu 07.10
∙
Lehdistötiedote
MGN: Magnora adds 100 MW data center project to its Norwegian portfolio
4 joulu 07.10
∙
Lehdistötiedote
Magnora adds 100 MW data center project to its Norwegian portfolio
21 marras 11.30
∙
Osakeuutinen
Magnora ASA: Magnora and Blix investment prepares Storespeed for growth
21 marras 11.30
∙
Lehdistötiedote
MGN: Magnora and Blix investment prepares Storespeed for growth
21 marras 11.30
∙
Lehdistötiedote
Magnora and Blix investment prepares Storespeed for growth
7 marras 11.35
∙
Osakeuutinen
MGN: Financial calendar
6 marras 18.49
∙
Osakeuutinen
Magnora ASA: Magnora ASA: Grant of share options under employee incentive scheme
6 marras 18.49
∙
Lehdistötiedote
Magnora ASA: Grant of share options under employee incentive scheme
6 marras 18.49
∙
Lehdistötiedote
Magnora ASA: Grant of share options under employee incentive scheme
6 marras 10.43
∙
Osakeuutinen
Magnora ASA: Magnora ASA: Receipt of USD 4.3 million payment from legacy license agreement
6 marras 10.43
∙
Lehdistötiedote
Magnora ASA: Receipt of USD 4.3 million payment from legacy license agreement
6 marras 10.43
∙
Lehdistötiedote
Magnora ASA: Receipt of USD 4.3 million payment from legacy license agreement
24 loka 05.00
∙
Osakeuutinen
Magnora ASA: Magnora ASA Q3 2025: Magnora accelerates its data center activities
24 loka 05.00
∙
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Magnora ASA Q3 2025: Magnora accelerates its data center activities
24 loka 05.00
∙
Lehdistötiedote
Magnora ASA Q3 2025: Magnora accelerates its data center activities
21 loka 08.30
∙
Lehdistötiedote
Magnora ASA: Last milestone from "the Penguins license contract" is reached
21 loka 08.30
∙
Osakeuutinen
Magnora ASA: Magnora ASA: Last milestone from "the Penguins license contract" is reached
21 loka 08.30
∙
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Magnora ASA: Last milestone from "the Penguins license contract" is reached
13 loka 05.00
∙
Osakeuutinen
Magnora ASA: Magnora ASA: Invitation to Q3 presentation
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.
Where do you have these price estimates for RTB in UK from? They have long guided between 0,5 -1,5 MNOK for the portfolio (before data center) and stated that UK is in the upper segment of this. They have a JV in England with 50% ownership, so I am afraid that a sale there yields significantly lower gain than what you outline in the post.
Good point, and apologies if the numbers I used appear too high. Magnora's own guidance of 0.5–1.5 MNOK/MW is, as you say, a group average for the entire portfolio, including markets priced lower and projects in earlier maturation phases.
When I referred to higher levels, it was based on external UK-benchmarks for RTB-projects – which historically have often been significantly above the company's global average. This does not mean that the outcome will necessarily be that high, only that the UK market is traditionally priced in the upper tier.
The JV-structure in England is also relevant, and yes, it reduces Magnora's share of the profit. But even adjusted for ownership stake, UK-projects can still make a meaningful contribution if the market prices RTB-portfolios as we have seen previously.
The numbers were intended as a market scenario for UK, not as an estimate for the entire portfolio. Apologies again if it was too aggressive in the upper part of the range
Google's data center at Herøya will be 240MW. That provides a perspective on what Magnora is initiating. The 100MW data center will be placed much further north in a cooler climate in NO3 with lower electricity prices. Full operation with an electricity price of 40 øre/kW gives operating costs of 350 mill. This says something about the scope. Magnora is early to the game and hand-picks data centers with precision, where the heat can be reused. Several large players are looking to Norway with stable power production and quality of the power grid.
Many others have stable production and grid, few have 99% renewable, cool climate and a state that forces producers to sell power faaar below market value...
Magnora typically pays dividends as repayment of contributed capital. Does anyone know how much they can pay out in total this way? I seem to recall from the state budget proposal that the government is investigating limiting this form of dividend so that one cannot get negative GAV.
You are absolutely right, it affects 0 for us who use ASK, but it is practically the same also. If you had owned the shares in a standard account, you would not have paid dividend tax, but the average cost basis would have changed, which means you don't pay tax on dividends until you sell the share (in practice), but that function one already has in ASK, since one doesn't pay tax until one has withdrawn more than the invested capital! So yes, you are absolutely right! But for people who have investment limited companies are it beneficial :)
The reason is that the data center has high willingness to pay and Magnora has secured land, regulation and partnerships. When we receive notification of grid capacity and the first LOI, the market can price in the value and it can provide significant upside relative to today's market cap.
The renewable portfolio provides long-term value, but the AI data center could be the “trigger” in 2026.
4
Näytä vielä 5 kommenttia
Näytä enemmän
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
6 700
19,02
Myynti
Määrä
20,4
1 000
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
19,04
1
-
-
19,04
266
-
-
19,04
213
-
-
19,04
193
-
-
19,04
326
-
-
Ylin
19,36
VWAP
-
Alin
19,04
VaihtoMäärä
4,4 227 264
VWAP
-
Ylin
19,36
Alin
19,04
VaihtoMäärä
4,4 227 264
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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
Näytä kaikki
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: FactSet, Quartr
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
0,187 NOK/osake
Viimeisin osinko
3,88 %Tuotto/v
Näytä
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Where do you have these price estimates for RTB in UK from? They have long guided between 0,5 -1,5 MNOK for the portfolio (before data center) and stated that UK is in the upper segment of this. They have a JV in England with 50% ownership, so I am afraid that a sale there yields significantly lower gain than what you outline in the post.
Good point, and apologies if the numbers I used appear too high. Magnora's own guidance of 0.5–1.5 MNOK/MW is, as you say, a group average for the entire portfolio, including markets priced lower and projects in earlier maturation phases.
When I referred to higher levels, it was based on external UK-benchmarks for RTB-projects – which historically have often been significantly above the company's global average. This does not mean that the outcome will necessarily be that high, only that the UK market is traditionally priced in the upper tier.
The JV-structure in England is also relevant, and yes, it reduces Magnora's share of the profit. But even adjusted for ownership stake, UK-projects can still make a meaningful contribution if the market prices RTB-portfolios as we have seen previously.
The numbers were intended as a market scenario for UK, not as an estimate for the entire portfolio. Apologies again if it was too aggressive in the upper part of the range
Google's data center at Herøya will be 240MW. That provides a perspective on what Magnora is initiating. The 100MW data center will be placed much further north in a cooler climate in NO3 with lower electricity prices. Full operation with an electricity price of 40 øre/kW gives operating costs of 350 mill. This says something about the scope. Magnora is early to the game and hand-picks data centers with precision, where the heat can be reused. Several large players are looking to Norway with stable power production and quality of the power grid.
Many others have stable production and grid, few have 99% renewable, cool climate and a state that forces producers to sell power faaar below market value...
Magnora typically pays dividends as repayment of contributed capital. Does anyone know how much they can pay out in total this way? I seem to recall from the state budget proposal that the government is investigating limiting this form of dividend so that one cannot get negative GAV.
You are absolutely right, it affects 0 for us who use ASK, but it is practically the same also. If you had owned the shares in a standard account, you would not have paid dividend tax, but the average cost basis would have changed, which means you don't pay tax on dividends until you sell the share (in practice), but that function one already has in ASK, since one doesn't pay tax until one has withdrawn more than the invested capital! So yes, you are absolutely right! But for people who have investment limited companies are it beneficial :)
The reason is that the data center has high willingness to pay and Magnora has secured land, regulation and partnerships. When we receive notification of grid capacity and the first LOI, the market can price in the value and it can provide significant upside relative to today's market cap.
The renewable portfolio provides long-term value, but the AI data center could be the “trigger” in 2026.
4
Näytä vielä 5 kommenttia
Näytä enemmän
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
6 700
19,02
Myynti
Määrä
20,4
1 000
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
19,04
1
-
-
19,04
266
-
-
19,04
213
-
-
19,04
193
-
-
19,04
326
-
-
Ylin
19,36
VWAP
-
Alin
19,04
VaihtoMäärä
4,4 227 264
VWAP
-
Ylin
19,36
Alin
19,04
VaihtoMäärä
4,4 227 264
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.