2026 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧23 min
0,187 NOK/osake
Viimeisin osinko
2,67%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 5 000 | - | - | ||
| 5 | - | - | ||
| 67 | - | - | ||
| 86 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 16.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·20 t sitten · MuokattuPost from Magnora's Facebook page : Was at Arctic today, where Sneve gave a very good presentation and answered many questions. Here are some short notes, with a disclaimer that I may have misunderstood something: 1. Several DD reviews on what is in sales process 2. SA has received a valuation of around 3bn NOK 3. The buyer of the SA project(s) is new, not a previous buyer 4. In Germany they have 1 project of 400 MW if I understood correctly, it is very large 5. 4-5 non-binding offers in UK 6. The UK market is "a mess" 7. Sales processes are slower because one has been in a bear market 8. Very large increase in interest for BESS in Germany after the Iran war 9. The IPO will mean that money is raised, the share majority is retained and that they wait to distribute shares to MGN shareholders 10. Interest in the new companies is much greater than for renewables during the biggest hype 11. 1.5 GW leads on DC and expects to close a number during May 12. Sale of DC in SE is in advanced stages 13. All the technical aspects are ready for the IPO, it seems they are waiting for "something", perhaps the sale of a project to show price and to get the portfolio size up to 1 GW?- ·22 t sittenWhat is the short doing now?😅
·22 t sittenIt's burning. Imagine that we would suddenly end up in an AI/Data center hype in Magnora. Funny. But I wonder if they are considering an IPO because they are struggling to sell their renewable energy projects, and thus need cash? A bit strange?
·3 t sitten1. They just want the business to be priced correctly. It becomes typical utilities pricing if one has utilities + growth. 2. Management's payouts depend on share value. They profit from "correctly" higher pricing They probably have 300 MNOK in the account so it would be strange if they needed cash 
·1 päivä sittenData center businesses are primarily valued on power capacity (MW) in the early stage, since revenue and EBITDA often come later. In 2025–2026, the market is extremely hot due to AI-driven demand, especially for hyperscale/AI-ready capacity. • EV per MW for development projects / early-stage: Typically USD 5–15 million per MW, depending on maturity, location (the Nordics are attractive due to renewable power and cooling), AI-readiness, and secured power. For ready-to-build or with hyperscaler contracts, it can be higher (up to 15–25+ million USD/MW in some transactions). • Comparable companies: Equinix (EQIX) and Digital Realty (DLR) trade at high EV/MW for their portfolios. Private transactions and startups like CoreWeave show even higher premiums for AI-specialized capacity. European pure-plays or developers often trade at a discount vs. USA, but the Nordics have strong interest due to green energy • Based on net 290 MW and today's market: • Conservative (early-stage development): USD 1.5–3 billion (approx. 15–30 billion NOK) – corresponds to approx. 5–10 million USD per net MW. • Base case (with AI-ready projects in the Nordics and strong investor interest): USD 3–5 billion (approx. 30–50 billion NOK) – around 10–17 million USD per MW. • Optimistic (if more projects reach ready-to-build with power agreements or hyperscaler interest, and an IPO provides a premium as the "only listed European pure-play"): USD 5–8+ billion (over 50 billion NOK). A realistic estimate for the value of the data center business alone likely lies in the range of 25–60 billion NOK (base case around 35–45 billion), depending on how quickly the projects mature and the market's appetite at a potential IPO. This is significantly higher than Magnora's current market capitalization, which explains why they are considering a spin-off/listing. Magnora's market cap today under 2 billion NOK. Thoughts?
·19 t sitten10x over assessed prices, then comes discounting. But very large upside if they actually get the market to believe they manage to execute sales.
·1 päivä sittenMagnora Q1 out, and this makes for exciting reading! Weak quarter on paper, but completely irrelevant when reading between the lines: the data center portfolio has exploded to 410 MW in just a few months, and Arctic Securities has been engaged to explore an IPO of the DC division in 2026. Europe's only pure-play listed data center developer - not priced into a market capitalization of 1.5 billion. Almost hoping for a short-term dip so I can take advantage of the opportunity.
·1 päivä sittenWhat matters now as I see it is that they are in "Advanced discussions" and that it most likely will materialize "in the coming months". One can assume during May/June. "The volume could also be higher" E.g. 1000 MW × 1.2 MNOK = 1.2 bn Today's mcap is 1.77bn Then one quickly sees kr 35-40+
·22 t sittenAdvanced discussions have been reported for a long time now. I think it's time to realize something now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
2026 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧23 min
0,187 NOK/osake
Viimeisin osinko
2,67%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·20 t sitten · MuokattuPost from Magnora's Facebook page : Was at Arctic today, where Sneve gave a very good presentation and answered many questions. Here are some short notes, with a disclaimer that I may have misunderstood something: 1. Several DD reviews on what is in sales process 2. SA has received a valuation of around 3bn NOK 3. The buyer of the SA project(s) is new, not a previous buyer 4. In Germany they have 1 project of 400 MW if I understood correctly, it is very large 5. 4-5 non-binding offers in UK 6. The UK market is "a mess" 7. Sales processes are slower because one has been in a bear market 8. Very large increase in interest for BESS in Germany after the Iran war 9. The IPO will mean that money is raised, the share majority is retained and that they wait to distribute shares to MGN shareholders 10. Interest in the new companies is much greater than for renewables during the biggest hype 11. 1.5 GW leads on DC and expects to close a number during May 12. Sale of DC in SE is in advanced stages 13. All the technical aspects are ready for the IPO, it seems they are waiting for "something", perhaps the sale of a project to show price and to get the portfolio size up to 1 GW?
- ·22 t sittenWhat is the short doing now?😅·22 t sittenIt's burning. Imagine that we would suddenly end up in an AI/Data center hype in Magnora. Funny. But I wonder if they are considering an IPO because they are struggling to sell their renewable energy projects, and thus need cash? A bit strange?·3 t sitten1. They just want the business to be priced correctly. It becomes typical utilities pricing if one has utilities + growth. 2. Management's payouts depend on share value. They profit from "correctly" higher pricing They probably have 300 MNOK in the account so it would be strange if they needed cash
- ·1 päivä sittenData center businesses are primarily valued on power capacity (MW) in the early stage, since revenue and EBITDA often come later. In 2025–2026, the market is extremely hot due to AI-driven demand, especially for hyperscale/AI-ready capacity. • EV per MW for development projects / early-stage: Typically USD 5–15 million per MW, depending on maturity, location (the Nordics are attractive due to renewable power and cooling), AI-readiness, and secured power. For ready-to-build or with hyperscaler contracts, it can be higher (up to 15–25+ million USD/MW in some transactions). • Comparable companies: Equinix (EQIX) and Digital Realty (DLR) trade at high EV/MW for their portfolios. Private transactions and startups like CoreWeave show even higher premiums for AI-specialized capacity. European pure-plays or developers often trade at a discount vs. USA, but the Nordics have strong interest due to green energy • Based on net 290 MW and today's market: • Conservative (early-stage development): USD 1.5–3 billion (approx. 15–30 billion NOK) – corresponds to approx. 5–10 million USD per net MW. • Base case (with AI-ready projects in the Nordics and strong investor interest): USD 3–5 billion (approx. 30–50 billion NOK) – around 10–17 million USD per MW. • Optimistic (if more projects reach ready-to-build with power agreements or hyperscaler interest, and an IPO provides a premium as the "only listed European pure-play"): USD 5–8+ billion (over 50 billion NOK). A realistic estimate for the value of the data center business alone likely lies in the range of 25–60 billion NOK (base case around 35–45 billion), depending on how quickly the projects mature and the market's appetite at a potential IPO. This is significantly higher than Magnora's current market capitalization, which explains why they are considering a spin-off/listing. Magnora's market cap today under 2 billion NOK. Thoughts?·19 t sitten10x over assessed prices, then comes discounting. But very large upside if they actually get the market to believe they manage to execute sales.
- ·1 päivä sittenMagnora Q1 out, and this makes for exciting reading! Weak quarter on paper, but completely irrelevant when reading between the lines: the data center portfolio has exploded to 410 MW in just a few months, and Arctic Securities has been engaged to explore an IPO of the DC division in 2026. Europe's only pure-play listed data center developer - not priced into a market capitalization of 1.5 billion. Almost hoping for a short-term dip so I can take advantage of the opportunity.
- ·1 päivä sittenWhat matters now as I see it is that they are in "Advanced discussions" and that it most likely will materialize "in the coming months". One can assume during May/June. "The volume could also be higher" E.g. 1000 MW × 1.2 MNOK = 1.2 bn Today's mcap is 1.77bn Then one quickly sees kr 35-40+·22 t sittenAdvanced discussions have been reported for a long time now. I think it's time to realize something now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 5 000 | - | - | ||
| 5 | - | - | ||
| 67 | - | - | ||
| 86 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 16.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
2026 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧23 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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 16.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
0,187 NOK/osake
Viimeisin osinko
2,67%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·20 t sitten · MuokattuPost from Magnora's Facebook page : Was at Arctic today, where Sneve gave a very good presentation and answered many questions. Here are some short notes, with a disclaimer that I may have misunderstood something: 1. Several DD reviews on what is in sales process 2. SA has received a valuation of around 3bn NOK 3. The buyer of the SA project(s) is new, not a previous buyer 4. In Germany they have 1 project of 400 MW if I understood correctly, it is very large 5. 4-5 non-binding offers in UK 6. The UK market is "a mess" 7. Sales processes are slower because one has been in a bear market 8. Very large increase in interest for BESS in Germany after the Iran war 9. The IPO will mean that money is raised, the share majority is retained and that they wait to distribute shares to MGN shareholders 10. Interest in the new companies is much greater than for renewables during the biggest hype 11. 1.5 GW leads on DC and expects to close a number during May 12. Sale of DC in SE is in advanced stages 13. All the technical aspects are ready for the IPO, it seems they are waiting for "something", perhaps the sale of a project to show price and to get the portfolio size up to 1 GW?
- ·22 t sittenWhat is the short doing now?😅·22 t sittenIt's burning. Imagine that we would suddenly end up in an AI/Data center hype in Magnora. Funny. But I wonder if they are considering an IPO because they are struggling to sell their renewable energy projects, and thus need cash? A bit strange?·3 t sitten1. They just want the business to be priced correctly. It becomes typical utilities pricing if one has utilities + growth. 2. Management's payouts depend on share value. They profit from "correctly" higher pricing They probably have 300 MNOK in the account so it would be strange if they needed cash
- ·1 päivä sittenData center businesses are primarily valued on power capacity (MW) in the early stage, since revenue and EBITDA often come later. In 2025–2026, the market is extremely hot due to AI-driven demand, especially for hyperscale/AI-ready capacity. • EV per MW for development projects / early-stage: Typically USD 5–15 million per MW, depending on maturity, location (the Nordics are attractive due to renewable power and cooling), AI-readiness, and secured power. For ready-to-build or with hyperscaler contracts, it can be higher (up to 15–25+ million USD/MW in some transactions). • Comparable companies: Equinix (EQIX) and Digital Realty (DLR) trade at high EV/MW for their portfolios. Private transactions and startups like CoreWeave show even higher premiums for AI-specialized capacity. European pure-plays or developers often trade at a discount vs. USA, but the Nordics have strong interest due to green energy • Based on net 290 MW and today's market: • Conservative (early-stage development): USD 1.5–3 billion (approx. 15–30 billion NOK) – corresponds to approx. 5–10 million USD per net MW. • Base case (with AI-ready projects in the Nordics and strong investor interest): USD 3–5 billion (approx. 30–50 billion NOK) – around 10–17 million USD per MW. • Optimistic (if more projects reach ready-to-build with power agreements or hyperscaler interest, and an IPO provides a premium as the "only listed European pure-play"): USD 5–8+ billion (over 50 billion NOK). A realistic estimate for the value of the data center business alone likely lies in the range of 25–60 billion NOK (base case around 35–45 billion), depending on how quickly the projects mature and the market's appetite at a potential IPO. This is significantly higher than Magnora's current market capitalization, which explains why they are considering a spin-off/listing. Magnora's market cap today under 2 billion NOK. Thoughts?·19 t sitten10x over assessed prices, then comes discounting. But very large upside if they actually get the market to believe they manage to execute sales.
- ·1 päivä sittenMagnora Q1 out, and this makes for exciting reading! Weak quarter on paper, but completely irrelevant when reading between the lines: the data center portfolio has exploded to 410 MW in just a few months, and Arctic Securities has been engaged to explore an IPO of the DC division in 2026. Europe's only pure-play listed data center developer - not priced into a market capitalization of 1.5 billion. Almost hoping for a short-term dip so I can take advantage of the opportunity.
- ·1 päivä sittenWhat matters now as I see it is that they are in "Advanced discussions" and that it most likely will materialize "in the coming months". One can assume during May/June. "The volume could also be higher" E.g. 1000 MW × 1.2 MNOK = 1.2 bn Today's mcap is 1.77bn Then one quickly sees kr 35-40+·22 t sittenAdvanced discussions have been reported for a long time now. I think it's time to realize something now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 5 000 | - | - | ||
| 5 | - | - | ||
| 67 | - | - | ||
| 86 | - | - |
Välittäjätilasto
Dataa ei löytynyt