2026 Q1 -tulosraportti
43 päivää sitten
‧23 min
0,187 NOK/osake
Viimeisin osinko
3,02%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 683 | - | - | ||
| 350 | - | - | ||
| 5 000 | - | - | ||
| 1 873 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| 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
·21 t sitten · MuokattuMagnora's renewable energy segment is now valued at 14,51kr. Must surely be All time low by a good margin.·3 t sittenI asked Copilot to make an assessment of the values in MAgnora ASA's projects based on the Q1 Report: Copilot Yes – we can set up a “sum-of-the-parts / NAV approach” for Magnora ASA based on the Q1‑2026 report. Since Magnora is an asset‑light developer, the values primarily lie in the project portfolio (not book values), so we must combine: reported facts from Q1 typical “developer margins”/MW values maturity in the portfolio Below you will find a structured, analytical valuation. 🔎 1. What does the Q1 report say (basis) Key points: Total project portfolio: >10 GW [live.euronext.com] Data center portfolio: 410 MW gross / 290 MW net [magnoraasa.com] 500–800 MW in active sales processes [live.euronext.com] 2.5 GW “mature stage” (from annual report/Q1 context) [live.euronext.com] Strong shift towards data centers + BESS + onshore wind with high margin [marketscreener.com] 👉 This is important: The values lie in development margins upon sale, not in operating cash flow. 🧩 2. Segmentation of assets We divide Magnora into 4 main “asset classes”: A) Data center (new growth leg) 290 MW net Higher margin than renewables IPO considered → implicit value anchor [live.euronext.com] B) Mature renewable projects (sale-ready) ~2,500 MW high probability of monetization in the short term C) Mid/early-stage pipeline ~7,000+ MW high option value, but lower per MW D) Cash + financial assets ~200–300 MNOK range (historical level, stable cash position) [kommunikasjon.ntb.no] 💰 3. Valuation assumptions (market) Typical developer values (Europe/Africa 2025–26): SegmentNOK/MWCommentData center dev sites5–15 millvery location- and power-dependentMature renewables RTB1.0–2.5 milldepends on country and technologyMid-stage0.3–1.0 millstill riskEarly stage0.05–0.3 milloption value 📊 4. NAV estimate (best guess) A) Data center portfolio 290 MW × (5–12 MNOK/MW) 👉 = 1.5 – 3.5 bn NOK (can be higher with IPO case / AI-premium) B) Mature renewable projects (~2.5 GW) 2,500 MW × (1.0–2.0 MNOK/MW) 👉 = 2.5 – 5.0 bn NOK C) Mid/early pipeline (~7.5 GW) Conservative blended: 7,500 MW × (0.2–0.6 MNOK/MW) 👉 = 1.5 – 4.5 bn NOK D) Cash / other assets 👉 ~0.2 – 0.3 bn NOK 🧮 5. Sum-of-the-parts (NAV) SegmentValue (bn NOK)Data center1.5 – 3.5Mature renewables2.5 – 5.0Pipeline1.5 – 4.5Cash0.2 – 0.3Total NAV5.7 – 13.3 bn NOK 📉 6. Sanity check against the market Magnora market value (typical): ~1.5–2.0 bn NOK 👉 → trades at 15–35% of NAV (rough indication) This is normal for: asset-light developers uncertain timing of sales discounting needs ⚠️ 7. Important risk factors Timing of project sales (historical operations are heavily affected by this) Regulations / grid capacity DC values still “price discovery” Capital needs if sales do not materialize 🧠 8. Short conclusion 👉 Based on the Q1‑report, Magnora appears as: A highly leveraged (operationally) option on energy and AI infrastructure With significant hidden value in: Data center (possible “re-rating trigger” via IPO) mature projects in sales process 📌 Best estimated NAV: ~6–13 bn NOK ✅ If you wish, I can: create a more precise NAV with scenarios (bear/base/bull) break down by country/technology or compare with peers (Cloudberry, OX2, etc.)
·23 t sittenMuch lower volume today than yesterday. So the decline today could easily be noise and small investors wanting out. I believe this will pick up speed eventually.
·1 päivä sittenIt must be allowed now after 6 years to say I am about to lose faith in Magnora. It's fine to try to talk up the share from Sneve, but it has been attempted in podcasts in recent years. Much talk. The fact is that Magnora is back where we were last summer. In addition, the Hermana Holding spin-off went really badly. The advantage was that we shareholders were then allocated shares as a kind of dividend. We didn't get that in the Data Center venture. But Erik Sneve was clearly well paid 10.4 per share. So Magnora data center can go down another 25% before he risks anything. The others paid 13. I dislike that the development is moving towards taking care of themselves and their own, friends and family. I am actually very unsure if this journey will last many more years. Buying own shares has been tried before but then to be distributed to larger investors at a later occasion. So I don't believe in it anymore as a carrot. It can quickly take a long time before we are in the 30s again. Hyped up only to fall 10 kr. Sad and disappointing. Now it will be patience again, and perhaps many years before 35 is broken.
·21 t sittenIt probably won't take more than 1-2 more sales before the share price is well up in the 30s again. They are selling very large projects in SA, Germany and Italy now, but those in the UK and Norway can also surprise. In addition, earnouts will hopefully start during 2026.
·1 päivä sitten
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
43 päivää sitten
‧23 min
0,187 NOK/osake
Viimeisin osinko
3,02%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
- ·21 t sitten · MuokattuMagnora's renewable energy segment is now valued at 14,51kr. Must surely be All time low by a good margin.·3 t sittenI asked Copilot to make an assessment of the values in MAgnora ASA's projects based on the Q1 Report: Copilot Yes – we can set up a “sum-of-the-parts / NAV approach” for Magnora ASA based on the Q1‑2026 report. Since Magnora is an asset‑light developer, the values primarily lie in the project portfolio (not book values), so we must combine: reported facts from Q1 typical “developer margins”/MW values maturity in the portfolio Below you will find a structured, analytical valuation. 🔎 1. What does the Q1 report say (basis) Key points: Total project portfolio: >10 GW [live.euronext.com] Data center portfolio: 410 MW gross / 290 MW net [magnoraasa.com] 500–800 MW in active sales processes [live.euronext.com] 2.5 GW “mature stage” (from annual report/Q1 context) [live.euronext.com] Strong shift towards data centers + BESS + onshore wind with high margin [marketscreener.com] 👉 This is important: The values lie in development margins upon sale, not in operating cash flow. 🧩 2. Segmentation of assets We divide Magnora into 4 main “asset classes”: A) Data center (new growth leg) 290 MW net Higher margin than renewables IPO considered → implicit value anchor [live.euronext.com] B) Mature renewable projects (sale-ready) ~2,500 MW high probability of monetization in the short term C) Mid/early-stage pipeline ~7,000+ MW high option value, but lower per MW D) Cash + financial assets ~200–300 MNOK range (historical level, stable cash position) [kommunikasjon.ntb.no] 💰 3. Valuation assumptions (market) Typical developer values (Europe/Africa 2025–26): SegmentNOK/MWCommentData center dev sites5–15 millvery location- and power-dependentMature renewables RTB1.0–2.5 milldepends on country and technologyMid-stage0.3–1.0 millstill riskEarly stage0.05–0.3 milloption value 📊 4. NAV estimate (best guess) A) Data center portfolio 290 MW × (5–12 MNOK/MW) 👉 = 1.5 – 3.5 bn NOK (can be higher with IPO case / AI-premium) B) Mature renewable projects (~2.5 GW) 2,500 MW × (1.0–2.0 MNOK/MW) 👉 = 2.5 – 5.0 bn NOK C) Mid/early pipeline (~7.5 GW) Conservative blended: 7,500 MW × (0.2–0.6 MNOK/MW) 👉 = 1.5 – 4.5 bn NOK D) Cash / other assets 👉 ~0.2 – 0.3 bn NOK 🧮 5. Sum-of-the-parts (NAV) SegmentValue (bn NOK)Data center1.5 – 3.5Mature renewables2.5 – 5.0Pipeline1.5 – 4.5Cash0.2 – 0.3Total NAV5.7 – 13.3 bn NOK 📉 6. Sanity check against the market Magnora market value (typical): ~1.5–2.0 bn NOK 👉 → trades at 15–35% of NAV (rough indication) This is normal for: asset-light developers uncertain timing of sales discounting needs ⚠️ 7. Important risk factors Timing of project sales (historical operations are heavily affected by this) Regulations / grid capacity DC values still “price discovery” Capital needs if sales do not materialize 🧠 8. Short conclusion 👉 Based on the Q1‑report, Magnora appears as: A highly leveraged (operationally) option on energy and AI infrastructure With significant hidden value in: Data center (possible “re-rating trigger” via IPO) mature projects in sales process 📌 Best estimated NAV: ~6–13 bn NOK ✅ If you wish, I can: create a more precise NAV with scenarios (bear/base/bull) break down by country/technology or compare with peers (Cloudberry, OX2, etc.)
- ·23 t sittenMuch lower volume today than yesterday. So the decline today could easily be noise and small investors wanting out. I believe this will pick up speed eventually.
- ·1 päivä sittenIt must be allowed now after 6 years to say I am about to lose faith in Magnora. It's fine to try to talk up the share from Sneve, but it has been attempted in podcasts in recent years. Much talk. The fact is that Magnora is back where we were last summer. In addition, the Hermana Holding spin-off went really badly. The advantage was that we shareholders were then allocated shares as a kind of dividend. We didn't get that in the Data Center venture. But Erik Sneve was clearly well paid 10.4 per share. So Magnora data center can go down another 25% before he risks anything. The others paid 13. I dislike that the development is moving towards taking care of themselves and their own, friends and family. I am actually very unsure if this journey will last many more years. Buying own shares has been tried before but then to be distributed to larger investors at a later occasion. So I don't believe in it anymore as a carrot. It can quickly take a long time before we are in the 30s again. Hyped up only to fall 10 kr. Sad and disappointing. Now it will be patience again, and perhaps many years before 35 is broken.·21 t sittenIt probably won't take more than 1-2 more sales before the share price is well up in the 30s again. They are selling very large projects in SA, Germany and Italy now, but those in the UK and Norway can also surprise. In addition, earnouts will hopefully start during 2026.
- ·1 päivä sitten
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 683 | - | - | ||
| 350 | - | - | ||
| 5 000 | - | - | ||
| 1 873 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| 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
43 päivää 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 26.8. |
| 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
3,02%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·21 t sitten · MuokattuMagnora's renewable energy segment is now valued at 14,51kr. Must surely be All time low by a good margin.·3 t sittenI asked Copilot to make an assessment of the values in MAgnora ASA's projects based on the Q1 Report: Copilot Yes – we can set up a “sum-of-the-parts / NAV approach” for Magnora ASA based on the Q1‑2026 report. Since Magnora is an asset‑light developer, the values primarily lie in the project portfolio (not book values), so we must combine: reported facts from Q1 typical “developer margins”/MW values maturity in the portfolio Below you will find a structured, analytical valuation. 🔎 1. What does the Q1 report say (basis) Key points: Total project portfolio: >10 GW [live.euronext.com] Data center portfolio: 410 MW gross / 290 MW net [magnoraasa.com] 500–800 MW in active sales processes [live.euronext.com] 2.5 GW “mature stage” (from annual report/Q1 context) [live.euronext.com] Strong shift towards data centers + BESS + onshore wind with high margin [marketscreener.com] 👉 This is important: The values lie in development margins upon sale, not in operating cash flow. 🧩 2. Segmentation of assets We divide Magnora into 4 main “asset classes”: A) Data center (new growth leg) 290 MW net Higher margin than renewables IPO considered → implicit value anchor [live.euronext.com] B) Mature renewable projects (sale-ready) ~2,500 MW high probability of monetization in the short term C) Mid/early-stage pipeline ~7,000+ MW high option value, but lower per MW D) Cash + financial assets ~200–300 MNOK range (historical level, stable cash position) [kommunikasjon.ntb.no] 💰 3. Valuation assumptions (market) Typical developer values (Europe/Africa 2025–26): SegmentNOK/MWCommentData center dev sites5–15 millvery location- and power-dependentMature renewables RTB1.0–2.5 milldepends on country and technologyMid-stage0.3–1.0 millstill riskEarly stage0.05–0.3 milloption value 📊 4. NAV estimate (best guess) A) Data center portfolio 290 MW × (5–12 MNOK/MW) 👉 = 1.5 – 3.5 bn NOK (can be higher with IPO case / AI-premium) B) Mature renewable projects (~2.5 GW) 2,500 MW × (1.0–2.0 MNOK/MW) 👉 = 2.5 – 5.0 bn NOK C) Mid/early pipeline (~7.5 GW) Conservative blended: 7,500 MW × (0.2–0.6 MNOK/MW) 👉 = 1.5 – 4.5 bn NOK D) Cash / other assets 👉 ~0.2 – 0.3 bn NOK 🧮 5. Sum-of-the-parts (NAV) SegmentValue (bn NOK)Data center1.5 – 3.5Mature renewables2.5 – 5.0Pipeline1.5 – 4.5Cash0.2 – 0.3Total NAV5.7 – 13.3 bn NOK 📉 6. Sanity check against the market Magnora market value (typical): ~1.5–2.0 bn NOK 👉 → trades at 15–35% of NAV (rough indication) This is normal for: asset-light developers uncertain timing of sales discounting needs ⚠️ 7. Important risk factors Timing of project sales (historical operations are heavily affected by this) Regulations / grid capacity DC values still “price discovery” Capital needs if sales do not materialize 🧠 8. Short conclusion 👉 Based on the Q1‑report, Magnora appears as: A highly leveraged (operationally) option on energy and AI infrastructure With significant hidden value in: Data center (possible “re-rating trigger” via IPO) mature projects in sales process 📌 Best estimated NAV: ~6–13 bn NOK ✅ If you wish, I can: create a more precise NAV with scenarios (bear/base/bull) break down by country/technology or compare with peers (Cloudberry, OX2, etc.)
- ·23 t sittenMuch lower volume today than yesterday. So the decline today could easily be noise and small investors wanting out. I believe this will pick up speed eventually.
- ·1 päivä sittenIt must be allowed now after 6 years to say I am about to lose faith in Magnora. It's fine to try to talk up the share from Sneve, but it has been attempted in podcasts in recent years. Much talk. The fact is that Magnora is back where we were last summer. In addition, the Hermana Holding spin-off went really badly. The advantage was that we shareholders were then allocated shares as a kind of dividend. We didn't get that in the Data Center venture. But Erik Sneve was clearly well paid 10.4 per share. So Magnora data center can go down another 25% before he risks anything. The others paid 13. I dislike that the development is moving towards taking care of themselves and their own, friends and family. I am actually very unsure if this journey will last many more years. Buying own shares has been tried before but then to be distributed to larger investors at a later occasion. So I don't believe in it anymore as a carrot. It can quickly take a long time before we are in the 30s again. Hyped up only to fall 10 kr. Sad and disappointing. Now it will be patience again, and perhaps many years before 35 is broken.·21 t sittenIt probably won't take more than 1-2 more sales before the share price is well up in the 30s again. They are selling very large projects in SA, Germany and Italy now, but those in the UK and Norway can also surprise. In addition, earnouts will hopefully start during 2026.
- ·1 päivä sitten
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 683 | - | - | ||
| 350 | - | - | ||
| 5 000 | - | - | ||
| 1 873 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt