2025 Q4 -tulosraportti
3 päivää sitten0,187 NOK/osake
Viimeisin osinko
3,69%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
4 363
Myynti
Määrä
2 935
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 302 | - | - | ||
| 600 | - | - | ||
| 2 644 | - | - | ||
| 534 | - | - | ||
| 66 | - | - |
Ylin
21,3VWAP
Alin
20,85VaihtoMäärä
1 45 164
VWAP
Ylin
21,3Alin
20,85VaihtoMäärä
1 45 164
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
·23 t sittenFrom the internet: "Analysts (including from Pareto and Fearnleys) focus on Magnora being in a transitional phase. They point to three main reasons why they keep their price targets high: "Farm-down" of Talisk/ScotWind: This is the "big" event everyone is waiting for in 2026. A divestment in this giant project could free up enormous sums that can be sent directly to shareholders as dividends. Data center portfolio: The market has not yet priced in the full value of the new data center projects in Finland and Norway. Analysts are waiting for concrete agreements here to confirm the values. Dividend capacity: Magnora has positioned itself as a "dividend machine". With an expected cash flow from project sales in South Africa and Italy beyond 2026, the company is expected to continue paying out money regularly. Technical status Technical analysis (from Investtech, among others) shows that the stock has recently broken out of a falling trend. This is often interpreted as a sign that negative sentiment is about to turn, and that investors are starting to position themselves before the quarterly figures on February 25. In summary: Analysts say "Buy", and they expect the stock to rise towards the 30s as soon as the company announces the next major sale or partnership agreement. The patient can be rewarded ;)
·3 t sittenIt would have been fantastic with a sale on scotwind but I suspect interest is low. I seem to recall Sneve stated in a podcast that floating offshore wind is so foolish that it was the first and last time they tried it with (not a direct quote). I really hope we get a sale announced in Europe/South Africa during Q2 and at decent prices! Something with BESS would have been both lucrative and good advertising for magnora! I hardly believe we will see any dividends this year regardless of sales, the coffers need replenishment both for new projects and further data center investment! Tempting to make more frequent posts but I think 99% of magnora's shareholder base is just hoping/waiting for sales now, so it will be a lot on repeat!
·1 päivä 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 sittenMGN probably has a net share of 214MW reported so far. They have also reported that they have approx 1.5GW in process, 1GW in Sweden and 0.5GW in Norway.
2 päivää sitten2 päivää sittenTämä julkaisu on poistettu.·2 päivää sittenIn a week we will get updated guidance😉
·2 päivää 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.- ·3 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!
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
3 päivää sitten0,187 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
- ·23 t sittenFrom the internet: "Analysts (including from Pareto and Fearnleys) focus on Magnora being in a transitional phase. They point to three main reasons why they keep their price targets high: "Farm-down" of Talisk/ScotWind: This is the "big" event everyone is waiting for in 2026. A divestment in this giant project could free up enormous sums that can be sent directly to shareholders as dividends. Data center portfolio: The market has not yet priced in the full value of the new data center projects in Finland and Norway. Analysts are waiting for concrete agreements here to confirm the values. Dividend capacity: Magnora has positioned itself as a "dividend machine". With an expected cash flow from project sales in South Africa and Italy beyond 2026, the company is expected to continue paying out money regularly. Technical status Technical analysis (from Investtech, among others) shows that the stock has recently broken out of a falling trend. This is often interpreted as a sign that negative sentiment is about to turn, and that investors are starting to position themselves before the quarterly figures on February 25. In summary: Analysts say "Buy", and they expect the stock to rise towards the 30s as soon as the company announces the next major sale or partnership agreement. The patient can be rewarded ;)·3 t sittenIt would have been fantastic with a sale on scotwind but I suspect interest is low. I seem to recall Sneve stated in a podcast that floating offshore wind is so foolish that it was the first and last time they tried it with (not a direct quote). I really hope we get a sale announced in Europe/South Africa during Q2 and at decent prices! Something with BESS would have been both lucrative and good advertising for magnora! I hardly believe we will see any dividends this year regardless of sales, the coffers need replenishment both for new projects and further data center investment! Tempting to make more frequent posts but I think 99% of magnora's shareholder base is just hoping/waiting for sales now, so it will be a lot on repeat!
- ·1 päivä 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 sittenMGN probably has a net share of 214MW reported so far. They have also reported that they have approx 1.5GW in process, 1GW in Sweden and 0.5GW in Norway.
- 2 päivää sitten2 päivää sittenTämä julkaisu on poistettu.·2 päivää sittenIn a week we will get updated guidance😉·2 päivää 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.
- ·3 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!
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
4 363
Myynti
Määrä
2 935
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 302 | - | - | ||
| 600 | - | - | ||
| 2 644 | - | - | ||
| 534 | - | - | ||
| 66 | - | - |
Ylin
21,3VWAP
Alin
20,85VaihtoMäärä
1 45 164
VWAP
Ylin
21,3Alin
20,85VaihtoMäärä
1 45 164
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
3 päivää sittenUutiset
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
- ·23 t sittenFrom the internet: "Analysts (including from Pareto and Fearnleys) focus on Magnora being in a transitional phase. They point to three main reasons why they keep their price targets high: "Farm-down" of Talisk/ScotWind: This is the "big" event everyone is waiting for in 2026. A divestment in this giant project could free up enormous sums that can be sent directly to shareholders as dividends. Data center portfolio: The market has not yet priced in the full value of the new data center projects in Finland and Norway. Analysts are waiting for concrete agreements here to confirm the values. Dividend capacity: Magnora has positioned itself as a "dividend machine". With an expected cash flow from project sales in South Africa and Italy beyond 2026, the company is expected to continue paying out money regularly. Technical status Technical analysis (from Investtech, among others) shows that the stock has recently broken out of a falling trend. This is often interpreted as a sign that negative sentiment is about to turn, and that investors are starting to position themselves before the quarterly figures on February 25. In summary: Analysts say "Buy", and they expect the stock to rise towards the 30s as soon as the company announces the next major sale or partnership agreement. The patient can be rewarded ;)·3 t sittenIt would have been fantastic with a sale on scotwind but I suspect interest is low. I seem to recall Sneve stated in a podcast that floating offshore wind is so foolish that it was the first and last time they tried it with (not a direct quote). I really hope we get a sale announced in Europe/South Africa during Q2 and at decent prices! Something with BESS would have been both lucrative and good advertising for magnora! I hardly believe we will see any dividends this year regardless of sales, the coffers need replenishment both for new projects and further data center investment! Tempting to make more frequent posts but I think 99% of magnora's shareholder base is just hoping/waiting for sales now, so it will be a lot on repeat!
- ·1 päivä 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 sittenMGN probably has a net share of 214MW reported so far. They have also reported that they have approx 1.5GW in process, 1GW in Sweden and 0.5GW in Norway.
- 2 päivää sitten2 päivää sittenTämä julkaisu on poistettu.·2 päivää sittenIn a week we will get updated guidance😉·2 päivää 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.
- ·3 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!
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
4 363
Myynti
Määrä
2 935
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 302 | - | - | ||
| 600 | - | - | ||
| 2 644 | - | - | ||
| 534 | - | - | ||
| 66 | - | - |
Ylin
21,3VWAP
Alin
20,85VaihtoMäärä
1 45 164
VWAP
Ylin
21,3Alin
20,85VaihtoMäärä
1 45 164
Välittäjätilasto
Dataa ei löytynyt