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.
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you sell the share (in practice), but that function one already has in ASK, since one doesn't pay tax until one has withdrawn more than the invested capital!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.
Asked chatgtp about the stock price at the new year and got this answer: "The forecasts for 2026 vary, and according to TradingView, the average price target is around 34 NOK, with an estimated opening price in January of approx. 21.44 NOK and an expected closing price of around 22.19 NOK." Must of course be taken with a pinch of salt, but chatgtp has hit quite well on NORSE, so maybe not entirely unlikely?
Today's price must reflect that the market does not expect them to reach guidance this year. Sneve said at the presentation that it might go beyond New Year. I also don't think we should forget that there is a mandate for 100 mill kr in share buybacks, and mcap is 1.25 bn. Quite significant. So sales will hopefully also trigger an aggressive buyback program.
It was a very large off-book transaction before opening! Excited to see if they will also sweep the market now, or if it was a one-time purchase! Should set a solid bottom at approx 19.50kr
According to my calculations:
Magnora uses the model 0.5-1.5MNOK/MW. If we conservatively estimate the sale at 0.5MNOK x 600MW = 300MNOK, the earnings potentially dividend per share for this sale will be 4.7NOK/share
If the sale is at 1MNOK/MW: 9.4NOK/share
For MGN's sale, there is a limited portion paid at the time of sale, the remainder depends on milestones in the projects. For MGN, it is therefore important to choose a buyer for the projects whom they feel confident can complete the project.
My expectations are approx 20% up-front for 500MW in SA. This sale constitutes almost the entire sales estimate for 2025, but it might extend into 2026.
Here there is 250MW wind and 250MW solar. Battery might also be relevant.
The price estimate here will probably be around 1-1.2 million and 0.3-0.4 million per MW.
Much of the future sales revenue is expected to finance the investment in Italy, Germany and the data center segment. I believe potential milestones from Helios, Evolar and possibly from a solid Scotwind sale are what could provide more kroner in dividends in 2026.
2
Näytä 1 vastaus
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.
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
∙
Lehdistötiedote
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
∙
Lehdistötiedote
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
2025 Q3 -tulosraportti
45 päivää sitten21 min
0,187 NOK/osake
Viimeisin osinko
3,74 %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
∙
Lehdistötiedote
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
∙
Lehdistötiedote
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.
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.
Asked chatgtp about the stock price at the new year and got this answer: "The forecasts for 2026 vary, and according to TradingView, the average price target is around 34 NOK, with an estimated opening price in January of approx. 21.44 NOK and an expected closing price of around 22.19 NOK." Must of course be taken with a pinch of salt, but chatgtp has hit quite well on NORSE, so maybe not entirely unlikely?
Today's price must reflect that the market does not expect them to reach guidance this year. Sneve said at the presentation that it might go beyond New Year. I also don't think we should forget that there is a mandate for 100 mill kr in share buybacks, and mcap is 1.25 bn. Quite significant. So sales will hopefully also trigger an aggressive buyback program.
It was a very large off-book transaction before opening! Excited to see if they will also sweep the market now, or if it was a one-time purchase! Should set a solid bottom at approx 19.50kr
According to my calculations:
Magnora uses the model 0.5-1.5MNOK/MW. If we conservatively estimate the sale at 0.5MNOK x 600MW = 300MNOK, the earnings potentially dividend per share for this sale will be 4.7NOK/share
If the sale is at 1MNOK/MW: 9.4NOK/share
For MGN's sale, there is a limited portion paid at the time of sale, the remainder depends on milestones in the projects. For MGN, it is therefore important to choose a buyer for the projects whom they feel confident can complete the project.
My expectations are approx 20% up-front for 500MW in SA. This sale constitutes almost the entire sales estimate for 2025, but it might extend into 2026.
Here there is 250MW wind and 250MW solar. Battery might also be relevant.
The price estimate here will probably be around 1-1.2 million and 0.3-0.4 million per MW.
Much of the future sales revenue is expected to finance the investment in Italy, Germany and the data center segment. I believe potential milestones from Helios, Evolar and possibly from a solid Scotwind sale are what could provide more kroner in dividends in 2026.
2
Näytä 1 vastaus
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
3 250
19,5
Myynti
Määrä
20,6
9 898
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
19,68
1
-
-
19,68
372
-
-
19,68
398
-
-
19,68
256
-
-
19,68
27
-
-
Ylin
20,15
VWAP
-
Alin
19,52
VaihtoMäärä
3,2 163 938
VWAP
-
Ylin
20,15
Alin
19,52
VaihtoMäärä
3,2 163 938
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: Quartr, FactSet
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
0,187 NOK/osake
Viimeisin osinko
3,74 %Tuotto/v
Näytä
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
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.
Asked chatgtp about the stock price at the new year and got this answer: "The forecasts for 2026 vary, and according to TradingView, the average price target is around 34 NOK, with an estimated opening price in January of approx. 21.44 NOK and an expected closing price of around 22.19 NOK." Must of course be taken with a pinch of salt, but chatgtp has hit quite well on NORSE, so maybe not entirely unlikely?
Today's price must reflect that the market does not expect them to reach guidance this year. Sneve said at the presentation that it might go beyond New Year. I also don't think we should forget that there is a mandate for 100 mill kr in share buybacks, and mcap is 1.25 bn. Quite significant. So sales will hopefully also trigger an aggressive buyback program.
It was a very large off-book transaction before opening! Excited to see if they will also sweep the market now, or if it was a one-time purchase! Should set a solid bottom at approx 19.50kr
According to my calculations:
Magnora uses the model 0.5-1.5MNOK/MW. If we conservatively estimate the sale at 0.5MNOK x 600MW = 300MNOK, the earnings potentially dividend per share for this sale will be 4.7NOK/share
If the sale is at 1MNOK/MW: 9.4NOK/share
For MGN's sale, there is a limited portion paid at the time of sale, the remainder depends on milestones in the projects. For MGN, it is therefore important to choose a buyer for the projects whom they feel confident can complete the project.
My expectations are approx 20% up-front for 500MW in SA. This sale constitutes almost the entire sales estimate for 2025, but it might extend into 2026.
Here there is 250MW wind and 250MW solar. Battery might also be relevant.
The price estimate here will probably be around 1-1.2 million and 0.3-0.4 million per MW.
Much of the future sales revenue is expected to finance the investment in Italy, Germany and the data center segment. I believe potential milestones from Helios, Evolar and possibly from a solid Scotwind sale are what could provide more kroner in dividends in 2026.
2
Näytä 1 vastaus
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
3 250
19,5
Myynti
Määrä
20,6
9 898
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
19,68
1
-
-
19,68
372
-
-
19,68
398
-
-
19,68
256
-
-
19,68
27
-
-
Ylin
20,15
VWAP
-
Alin
19,52
VaihtoMäärä
3,2 163 938
VWAP
-
Ylin
20,15
Alin
19,52
VaihtoMäärä
3,2 163 938
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.