2026 H1 -tulosraportti
UUTTA
5 päivää sitten
‧45 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 930 | - | - | ||
| 1 | - | - | ||
| 1 643 | - | - | ||
| 1 471 | - | - | ||
| 14 665 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 H2 -tulosraportti 26.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 H1 -tulosraportti 28.8. | ||
2025 H2 -tulosraportti 26.2. | ||
2025 H1 -tulosraportti 29.8.2025 | ||
2024 H2 -tulosraportti 26.2.2025 | ||
2024 H1 -tulosraportti 30.8.2024 |
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
·1 t sittenThe only thing that bothers me is that I've been down again, with some small adjustments that haven't been entirely successful. I had actually intended to reduce the level we were at to buy a small farm, but it seems that will be somewhat postponed. But, I have actually always only been long-term, with a few exceptions. I'm actually not afraid that we won't go up again. I believe we will eventually get some feedback on the results of clinical trials. And the product seems promising. Publicity, results of clinical trials, more contracts, possible acceleration of a new factory etc., are news that will all help to raise the price when they eventually come.
·2 t sittenThe brokerage houses naturally have different models, assumptions, and interests that influence how the analyses are designed and what values they arrive at. DNB at 4,20 kroner represents, in my view, a clear "prove it first"-scenario. They place great emphasis on today's low revenues and the risk in the customer base, but I also think they underestimate how much has already been de-risked through the completed AlphaOne, started production, first deliveries, and around 850 millioner kroner in signed delivery agreements. ABG at 7 kroner appears to be the most balanced price target. They factor in strong growth from 2027, but still well below Thor's long-term capacity targets, and simultaneously use a high required rate of return. Arctic at 8,70 kroner prices in more of AlphaOne's self-scaling production economics and thus also more of the long-term upside. I believe the emission risk is moderate as long as the ramp-up goes according to plan. H1-cashburn was heavily influenced by the completion of AlphaOne and the build-up of raw material inventory, i.e., costs that cannot be annualized. With around 60 millioner kroner in cash and approximately 40 millioner in available facilities, Thor should be able to reach positive cash flow in 2027 without an ordinary operational emission. A significant delay in the revenue ramp-up can, of course, change the picture. A potential later emission, however, could just as well be growth financing for new production hubs or expansion in the USA, and should in that case be assessed completely differently than an emission to keep ongoing operations running. My assessment is therefore that DNB is too defensive if AlphaOne delivers as planned, Arctic is somewhat ahead of the documentation we have today, while ABG's 7 kroner per now appears to be the most robust of the three price targets. These are just my observations on the case as of today.
What do you think about cash burn going forward Borgebox? Based on H1 financial statements, I'm thinking somewhere between 5 and 6 million per month, and slightly increasing in line with new hires. With increasing revenues, Thor should initially be financed well into 2028 and thus with a good margin on the books compared to what the company guides for cash positive in 2027.
·3 t sittenHope everyone here who has DnB switches bank.I switched when they started with climate policy in the interest calculation for mortgages, and started blocking the account for those who used a lot of cash instead of cards.
3 t sittenLet's remain calm. The demand for isotopes will grow exponentially in the coming years… https://pmarketresearch.com/worldwide-lead-212-market-research/
very interesting. if these numbers are correct/materialize, it's not about whether there's enough demand, but rather about how much capacity Thor has (or can build). If they are correct, one can forget DNB's price target. ABG is probably most realistic at present. I myself have a base case of 7-9kr.
·4 t sittenI understand that there is no definitive answer in the stock market world, but there must be limits. A brokerage firm states a price target of 8.70 and then DBN comes with a price target of 4.20. You'd think these lived on different planets, absolutely incredible, man.
They must have noticed what's happening at the factory too, oh my god 🙈
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.
Välittäjätilasto
Dataa ei löytynyt
2026 H1 -tulosraportti
UUTTA
5 päivää sitten
‧45 min
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
- ·1 t sittenThe only thing that bothers me is that I've been down again, with some small adjustments that haven't been entirely successful. I had actually intended to reduce the level we were at to buy a small farm, but it seems that will be somewhat postponed. But, I have actually always only been long-term, with a few exceptions. I'm actually not afraid that we won't go up again. I believe we will eventually get some feedback on the results of clinical trials. And the product seems promising. Publicity, results of clinical trials, more contracts, possible acceleration of a new factory etc., are news that will all help to raise the price when they eventually come.
- ·2 t sittenThe brokerage houses naturally have different models, assumptions, and interests that influence how the analyses are designed and what values they arrive at. DNB at 4,20 kroner represents, in my view, a clear "prove it first"-scenario. They place great emphasis on today's low revenues and the risk in the customer base, but I also think they underestimate how much has already been de-risked through the completed AlphaOne, started production, first deliveries, and around 850 millioner kroner in signed delivery agreements. ABG at 7 kroner appears to be the most balanced price target. They factor in strong growth from 2027, but still well below Thor's long-term capacity targets, and simultaneously use a high required rate of return. Arctic at 8,70 kroner prices in more of AlphaOne's self-scaling production economics and thus also more of the long-term upside. I believe the emission risk is moderate as long as the ramp-up goes according to plan. H1-cashburn was heavily influenced by the completion of AlphaOne and the build-up of raw material inventory, i.e., costs that cannot be annualized. With around 60 millioner kroner in cash and approximately 40 millioner in available facilities, Thor should be able to reach positive cash flow in 2027 without an ordinary operational emission. A significant delay in the revenue ramp-up can, of course, change the picture. A potential later emission, however, could just as well be growth financing for new production hubs or expansion in the USA, and should in that case be assessed completely differently than an emission to keep ongoing operations running. My assessment is therefore that DNB is too defensive if AlphaOne delivers as planned, Arctic is somewhat ahead of the documentation we have today, while ABG's 7 kroner per now appears to be the most robust of the three price targets. These are just my observations on the case as of today.What do you think about cash burn going forward Borgebox? Based on H1 financial statements, I'm thinking somewhere between 5 and 6 million per month, and slightly increasing in line with new hires. With increasing revenues, Thor should initially be financed well into 2028 and thus with a good margin on the books compared to what the company guides for cash positive in 2027.
- ·3 t sittenHope everyone here who has DnB switches bank.I switched when they started with climate policy in the interest calculation for mortgages, and started blocking the account for those who used a lot of cash instead of cards.
- 3 t sittenLet's remain calm. The demand for isotopes will grow exponentially in the coming years… https://pmarketresearch.com/worldwide-lead-212-market-research/very interesting. if these numbers are correct/materialize, it's not about whether there's enough demand, but rather about how much capacity Thor has (or can build). If they are correct, one can forget DNB's price target. ABG is probably most realistic at present. I myself have a base case of 7-9kr.
- ·4 t sittenI understand that there is no definitive answer in the stock market world, but there must be limits. A brokerage firm states a price target of 8.70 and then DBN comes with a price target of 4.20. You'd think these lived on different planets, absolutely incredible, man.They must have noticed what's happening at the factory too, oh my god 🙈
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 |
|---|---|---|---|---|
| 930 | - | - | ||
| 1 | - | - | ||
| 1 643 | - | - | ||
| 1 471 | - | - | ||
| 14 665 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 H2 -tulosraportti 26.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 H1 -tulosraportti 28.8. | ||
2025 H2 -tulosraportti 26.2. | ||
2025 H1 -tulosraportti 29.8.2025 | ||
2024 H2 -tulosraportti 26.2.2025 | ||
2024 H1 -tulosraportti 30.8.2024 |
Välittäjätilasto
Dataa ei löytynyt
2026 H1 -tulosraportti
UUTTA
5 päivää sitten
‧45 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 H2 -tulosraportti 26.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 H1 -tulosraportti 28.8. | ||
2025 H2 -tulosraportti 26.2. | ||
2025 H1 -tulosraportti 29.8.2025 | ||
2024 H2 -tulosraportti 26.2.2025 | ||
2024 H1 -tulosraportti 30.8.2024 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenThe only thing that bothers me is that I've been down again, with some small adjustments that haven't been entirely successful. I had actually intended to reduce the level we were at to buy a small farm, but it seems that will be somewhat postponed. But, I have actually always only been long-term, with a few exceptions. I'm actually not afraid that we won't go up again. I believe we will eventually get some feedback on the results of clinical trials. And the product seems promising. Publicity, results of clinical trials, more contracts, possible acceleration of a new factory etc., are news that will all help to raise the price when they eventually come.
- ·2 t sittenThe brokerage houses naturally have different models, assumptions, and interests that influence how the analyses are designed and what values they arrive at. DNB at 4,20 kroner represents, in my view, a clear "prove it first"-scenario. They place great emphasis on today's low revenues and the risk in the customer base, but I also think they underestimate how much has already been de-risked through the completed AlphaOne, started production, first deliveries, and around 850 millioner kroner in signed delivery agreements. ABG at 7 kroner appears to be the most balanced price target. They factor in strong growth from 2027, but still well below Thor's long-term capacity targets, and simultaneously use a high required rate of return. Arctic at 8,70 kroner prices in more of AlphaOne's self-scaling production economics and thus also more of the long-term upside. I believe the emission risk is moderate as long as the ramp-up goes according to plan. H1-cashburn was heavily influenced by the completion of AlphaOne and the build-up of raw material inventory, i.e., costs that cannot be annualized. With around 60 millioner kroner in cash and approximately 40 millioner in available facilities, Thor should be able to reach positive cash flow in 2027 without an ordinary operational emission. A significant delay in the revenue ramp-up can, of course, change the picture. A potential later emission, however, could just as well be growth financing for new production hubs or expansion in the USA, and should in that case be assessed completely differently than an emission to keep ongoing operations running. My assessment is therefore that DNB is too defensive if AlphaOne delivers as planned, Arctic is somewhat ahead of the documentation we have today, while ABG's 7 kroner per now appears to be the most robust of the three price targets. These are just my observations on the case as of today.What do you think about cash burn going forward Borgebox? Based on H1 financial statements, I'm thinking somewhere between 5 and 6 million per month, and slightly increasing in line with new hires. With increasing revenues, Thor should initially be financed well into 2028 and thus with a good margin on the books compared to what the company guides for cash positive in 2027.
- ·3 t sittenHope everyone here who has DnB switches bank.I switched when they started with climate policy in the interest calculation for mortgages, and started blocking the account for those who used a lot of cash instead of cards.
- 3 t sittenLet's remain calm. The demand for isotopes will grow exponentially in the coming years… https://pmarketresearch.com/worldwide-lead-212-market-research/very interesting. if these numbers are correct/materialize, it's not about whether there's enough demand, but rather about how much capacity Thor has (or can build). If they are correct, one can forget DNB's price target. ABG is probably most realistic at present. I myself have a base case of 7-9kr.
- ·4 t sittenI understand that there is no definitive answer in the stock market world, but there must be limits. A brokerage firm states a price target of 8.70 and then DBN comes with a price target of 4.20. You'd think these lived on different planets, absolutely incredible, man.They must have noticed what's happening at the factory too, oh my god 🙈
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 |
|---|---|---|---|---|
| 930 | - | - | ||
| 1 | - | - | ||
| 1 643 | - | - | ||
| 1 471 | - | - | ||
| 14 665 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt