2025 Q4 -tulosraportti
55 päivää sitten
‧13 min
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 000 | - | - | ||
| 888 | - | - | ||
| 1 200 | - | - | ||
| 8 640 | - | - | ||
| 406 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 978 657 | 5 978 657 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 978 657 | 5 978 657 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 25.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sitten · MuokattuLeif Göransson has a strong reputation as a "turnaround specialist" and has over the years stepped into several companies that have been in crisis or in need of extensive change. He is often called in when a business needs to be stabilized financially and organizationally. Leif Göransson is seen as precisely the leader Soltech needs at this stage. He has a reputation for being a calm and methodical leader who is an expert at turning companies profitable. His experience from major companies like Eltel provides security to both employees and shareholders. Focus on financial stability With Göransson at the helm, the focus shifts from rapid expansion to core business and profit. This is positive because: Cash flow is prioritized: The company aims to become financially self-sufficient. Structure: He is expected to clean up the organization to make it more efficient and less costly. Long-term perspective: Instead of short-term gains, he builds a stable foundation for future growth. Market potential Despite previous challenges, Soltech is in an industry with enormous future potential: The green transition: The need for solar energy and smart energy solutions is constantly increasing throughout Europe. Trust: By appointing an interim CEO with Göransson's profile, the board signals that they are taking the situation very seriously and prioritizing shareholder value. Increased security for investors Many see this change of leadership as a fresh start. Bringing in an external person with "new eyes" can break old patterns and create the transparency and order that the market has demanded. Leif Göransson's strategy as interim CEO for Soltech is fundamentally about moving from quantity to quality. Under his leadership, the focus shifts from buying many companies to ensuring that existing ones deliver maximum value. Here are the four main pillars of his strategy: 1. Operational efficiency ("Cleaning house") Instead of growing through new acquisitions, the companies already part of the group will be optimized. Coordination: Integrate subsidiaries more effectively to lower administrative costs. Margin focus: Every single project must be scrutinized more rigorously to ensure it actually generates profit, not just revenue. 2. Financial discipline and cash flow The absolute most important point is to stop the "bleeding" and make the company profitable. Strengthened balance sheet: Focus on reducing debt and improving liquidity. Prioritization: Terminate or sell off parts of the business that are not performing or are too far from the core business (solar energy and electrical engineering). 3. Focus on core business Göransson wants to streamline Soltech to become a specialist in smart energy solutions. Solar energy + Electrical engineering: Utilize synergies between roofing, electrical installation, and solar cells. Stability: Create a predictable business model that instills confidence in banks and investors. 4. Transparency and leadership As an experienced change leader, he places great importance on rebuilding trust. Clear communication: Be honest with the market about the challenges and the steps being taken. Culture building: Create a common vision for all employees in the group after a turbulent time. In summary The strategy can be described as a consolidation phase. The idea is to build such a strong and profitable foundation that Soltech stands firm when the next big wave of solar energy investments arrives. Posetivt Here are the most positive aspects of Soltech's new strategy under Leif Göransson, focused on why this is good news for the company's future: From size to profitability The most positive aspect is the shift in focus. Instead of just trying to be "biggest," the focus is now on being the best and most profitable. Safer investment: A company that prioritizes profit over risky acquisitions is significantly more stable on the stock market. Quality seal: By eliminating unprofitable parts, the remaining business becomes stronger and more competitive. Enormous market potential Soltech operates in one of the world's fastest-growing industries. The positive aspects are that: Demand is increasing: The need for solar cells, battery storage, and EV charging will only continue to grow. Support packages: The EU's investments in green energy provide a tailwind that few other industries have. Synergy effects (1+1=3) Soltech owns many different companies (roofing, electrical, solar). The new strategy aims to make them collaborate better, which provides great advantages: Complete solutions: They can offer customers everything from roof replacement to a complete solar panel system, which makes them unique. Lower costs: When subsidiaries share purchasing and administration, profit margins increase rapidly. Experienced leadership provides peace of mind Having an interim CEO like Leif Göransson, who has done this before with great success (e.g., at Eltel.Umia, Imtech.infranet. etc.
·21 t sittenAnother positive news from the management. This could very well be the key they need right now. https://www.mfn.se/a/soltech-energy-sweden/soltech-energy-utser-ny-interim-ceo-for-att-driva-turnaround-och-bygga-en-plattform-for-langsiktig-lonsam-tillvaxt
·1 päivä sitten• New strong board with Nordic Capital in the driver's seat Nordic Capital is now the largest owner with approx. 30 % after the acquisition of Sesol and has gained two seats on the board. At the extraordinary general meeting in March 2026, new board members with solid industrial experience were elected. These are not just “new faces” – it is the weight and know-how of private equity that is now steering towards consolidation and profitability. When Nordic Capital steps in with both capital and expertise, the stock usually truly awakens. • Geopolitical reality strikes With ongoing conflicts in the Middle East, everyone now understands that we cannot continue to be dependent on oil and imported energy. Energy security is suddenly a high priority – both for states and companies. Soltech is precisely in that position: Swedish production + local installation of solar, storage and charging infrastructure. It is no longer “nice to have”, it is “must have”. • Soltech is much more than “solar panels on the villa roof” The Group owns only a few extremely strong solar companies. The rest (approx. 2/3 of the business) is within roofing, construction, facade and electrical engineering – all with stable revenues and good margins in their niches. This makes Soltech a full-service provider for properties and industry, not a pure solar provider like many competitors. Diversification is a huge strength in a market where pure solar installers are crashing. • THE MOST IMPORTANT DRIVING FORCE – STATUTORY REQUIREMENTS FROM THE STATE + EU The EPBD directive (energy performance of buildings) will become Swedish law by May 2026 at the latest. Property owners and municipalities must have a self-sufficient part of their energy supply – solar + storage is the only realistic solution. Already now, municipalities and large property companies are procuring large volumes. It is no longer voluntary – it is law. And Soltech is one of the few players that can deliver the whole package: roofing, solar, electricity and storage in one. • Capital injection + consolidation = winning position Soltech has poured in hundreds of millions (rights issue + Nordic Capital) precisely when the market for private individuals died. While small players go bankrupt or into reconstruction, Soltech buys up assets cheaply and becomes one of the last big players remaining. The money in the solar industry is no longer with the homeowner – it is with industry, production, warehouses and property owners. And they are receiving large subsidies right now. Who benefits most? The producer/installer who remains and can deliver on a large scale. That is Soltech. In summary: The stock has already reacted positively to the board decision and the large orders coming in (solar parks, charging stations etc.). But that's just the beginning. The legal requirements come into force in 2026, competitors are thinning out and Nordic Capital holds 30 % and wants to see value creation. Soltech is positioned to gain market share in a market that goes from crisis to structural boom. This is not a hype – these are structural drivers that will be visible in every report going forward. Keep your eyes open.
·1 päivä sittenGood summary, but Nordic Capital got its shares when they exchanged them for the company Sesol for over 100 milj. That company was soon thereafter put into bankruptcy. Ugly! But it was the old board that unskillfully bought. Good that the old board is replaced by sharp members from Nordic C
·3 päivää sittenIs there any logic behind these movements?
·2 päivää sittenNo, in essence nothing new. It will be exciting to see what the Q1 result looks like. Still large intrinsic values from the acquisitions 2022-2024. The bankruptcy in Sesol should also affect. However, the market capitalization in Soltech is clearly more reasonable than in Suntrade and Byhmgard if one is to make a comparison.
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
55 päivää sitten
‧13 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sitten · MuokattuLeif Göransson has a strong reputation as a "turnaround specialist" and has over the years stepped into several companies that have been in crisis or in need of extensive change. He is often called in when a business needs to be stabilized financially and organizationally. Leif Göransson is seen as precisely the leader Soltech needs at this stage. He has a reputation for being a calm and methodical leader who is an expert at turning companies profitable. His experience from major companies like Eltel provides security to both employees and shareholders. Focus on financial stability With Göransson at the helm, the focus shifts from rapid expansion to core business and profit. This is positive because: Cash flow is prioritized: The company aims to become financially self-sufficient. Structure: He is expected to clean up the organization to make it more efficient and less costly. Long-term perspective: Instead of short-term gains, he builds a stable foundation for future growth. Market potential Despite previous challenges, Soltech is in an industry with enormous future potential: The green transition: The need for solar energy and smart energy solutions is constantly increasing throughout Europe. Trust: By appointing an interim CEO with Göransson's profile, the board signals that they are taking the situation very seriously and prioritizing shareholder value. Increased security for investors Many see this change of leadership as a fresh start. Bringing in an external person with "new eyes" can break old patterns and create the transparency and order that the market has demanded. Leif Göransson's strategy as interim CEO for Soltech is fundamentally about moving from quantity to quality. Under his leadership, the focus shifts from buying many companies to ensuring that existing ones deliver maximum value. Here are the four main pillars of his strategy: 1. Operational efficiency ("Cleaning house") Instead of growing through new acquisitions, the companies already part of the group will be optimized. Coordination: Integrate subsidiaries more effectively to lower administrative costs. Margin focus: Every single project must be scrutinized more rigorously to ensure it actually generates profit, not just revenue. 2. Financial discipline and cash flow The absolute most important point is to stop the "bleeding" and make the company profitable. Strengthened balance sheet: Focus on reducing debt and improving liquidity. Prioritization: Terminate or sell off parts of the business that are not performing or are too far from the core business (solar energy and electrical engineering). 3. Focus on core business Göransson wants to streamline Soltech to become a specialist in smart energy solutions. Solar energy + Electrical engineering: Utilize synergies between roofing, electrical installation, and solar cells. Stability: Create a predictable business model that instills confidence in banks and investors. 4. Transparency and leadership As an experienced change leader, he places great importance on rebuilding trust. Clear communication: Be honest with the market about the challenges and the steps being taken. Culture building: Create a common vision for all employees in the group after a turbulent time. In summary The strategy can be described as a consolidation phase. The idea is to build such a strong and profitable foundation that Soltech stands firm when the next big wave of solar energy investments arrives. Posetivt Here are the most positive aspects of Soltech's new strategy under Leif Göransson, focused on why this is good news for the company's future: From size to profitability The most positive aspect is the shift in focus. Instead of just trying to be "biggest," the focus is now on being the best and most profitable. Safer investment: A company that prioritizes profit over risky acquisitions is significantly more stable on the stock market. Quality seal: By eliminating unprofitable parts, the remaining business becomes stronger and more competitive. Enormous market potential Soltech operates in one of the world's fastest-growing industries. The positive aspects are that: Demand is increasing: The need for solar cells, battery storage, and EV charging will only continue to grow. Support packages: The EU's investments in green energy provide a tailwind that few other industries have. Synergy effects (1+1=3) Soltech owns many different companies (roofing, electrical, solar). The new strategy aims to make them collaborate better, which provides great advantages: Complete solutions: They can offer customers everything from roof replacement to a complete solar panel system, which makes them unique. Lower costs: When subsidiaries share purchasing and administration, profit margins increase rapidly. Experienced leadership provides peace of mind Having an interim CEO like Leif Göransson, who has done this before with great success (e.g., at Eltel.Umia, Imtech.infranet. etc.
- ·21 t sittenAnother positive news from the management. This could very well be the key they need right now. https://www.mfn.se/a/soltech-energy-sweden/soltech-energy-utser-ny-interim-ceo-for-att-driva-turnaround-och-bygga-en-plattform-for-langsiktig-lonsam-tillvaxt
- ·1 päivä sitten• New strong board with Nordic Capital in the driver's seat Nordic Capital is now the largest owner with approx. 30 % after the acquisition of Sesol and has gained two seats on the board. At the extraordinary general meeting in March 2026, new board members with solid industrial experience were elected. These are not just “new faces” – it is the weight and know-how of private equity that is now steering towards consolidation and profitability. When Nordic Capital steps in with both capital and expertise, the stock usually truly awakens. • Geopolitical reality strikes With ongoing conflicts in the Middle East, everyone now understands that we cannot continue to be dependent on oil and imported energy. Energy security is suddenly a high priority – both for states and companies. Soltech is precisely in that position: Swedish production + local installation of solar, storage and charging infrastructure. It is no longer “nice to have”, it is “must have”. • Soltech is much more than “solar panels on the villa roof” The Group owns only a few extremely strong solar companies. The rest (approx. 2/3 of the business) is within roofing, construction, facade and electrical engineering – all with stable revenues and good margins in their niches. This makes Soltech a full-service provider for properties and industry, not a pure solar provider like many competitors. Diversification is a huge strength in a market where pure solar installers are crashing. • THE MOST IMPORTANT DRIVING FORCE – STATUTORY REQUIREMENTS FROM THE STATE + EU The EPBD directive (energy performance of buildings) will become Swedish law by May 2026 at the latest. Property owners and municipalities must have a self-sufficient part of their energy supply – solar + storage is the only realistic solution. Already now, municipalities and large property companies are procuring large volumes. It is no longer voluntary – it is law. And Soltech is one of the few players that can deliver the whole package: roofing, solar, electricity and storage in one. • Capital injection + consolidation = winning position Soltech has poured in hundreds of millions (rights issue + Nordic Capital) precisely when the market for private individuals died. While small players go bankrupt or into reconstruction, Soltech buys up assets cheaply and becomes one of the last big players remaining. The money in the solar industry is no longer with the homeowner – it is with industry, production, warehouses and property owners. And they are receiving large subsidies right now. Who benefits most? The producer/installer who remains and can deliver on a large scale. That is Soltech. In summary: The stock has already reacted positively to the board decision and the large orders coming in (solar parks, charging stations etc.). But that's just the beginning. The legal requirements come into force in 2026, competitors are thinning out and Nordic Capital holds 30 % and wants to see value creation. Soltech is positioned to gain market share in a market that goes from crisis to structural boom. This is not a hype – these are structural drivers that will be visible in every report going forward. Keep your eyes open.·1 päivä sittenGood summary, but Nordic Capital got its shares when they exchanged them for the company Sesol for over 100 milj. That company was soon thereafter put into bankruptcy. Ugly! But it was the old board that unskillfully bought. Good that the old board is replaced by sharp members from Nordic C
- ·3 päivää sittenIs there any logic behind these movements?·2 päivää sittenNo, in essence nothing new. It will be exciting to see what the Q1 result looks like. Still large intrinsic values from the acquisitions 2022-2024. The bankruptcy in Sesol should also affect. However, the market capitalization in Soltech is clearly more reasonable than in Suntrade and Byhmgard if one is to make a comparison.
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 000 | - | - | ||
| 888 | - | - | ||
| 1 200 | - | - | ||
| 8 640 | - | - | ||
| 406 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 978 657 | 5 978 657 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 978 657 | 5 978 657 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 25.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
55 päivää sitten
‧13 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 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 25.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sitten · MuokattuLeif Göransson has a strong reputation as a "turnaround specialist" and has over the years stepped into several companies that have been in crisis or in need of extensive change. He is often called in when a business needs to be stabilized financially and organizationally. Leif Göransson is seen as precisely the leader Soltech needs at this stage. He has a reputation for being a calm and methodical leader who is an expert at turning companies profitable. His experience from major companies like Eltel provides security to both employees and shareholders. Focus on financial stability With Göransson at the helm, the focus shifts from rapid expansion to core business and profit. This is positive because: Cash flow is prioritized: The company aims to become financially self-sufficient. Structure: He is expected to clean up the organization to make it more efficient and less costly. Long-term perspective: Instead of short-term gains, he builds a stable foundation for future growth. Market potential Despite previous challenges, Soltech is in an industry with enormous future potential: The green transition: The need for solar energy and smart energy solutions is constantly increasing throughout Europe. Trust: By appointing an interim CEO with Göransson's profile, the board signals that they are taking the situation very seriously and prioritizing shareholder value. Increased security for investors Many see this change of leadership as a fresh start. Bringing in an external person with "new eyes" can break old patterns and create the transparency and order that the market has demanded. Leif Göransson's strategy as interim CEO for Soltech is fundamentally about moving from quantity to quality. Under his leadership, the focus shifts from buying many companies to ensuring that existing ones deliver maximum value. Here are the four main pillars of his strategy: 1. Operational efficiency ("Cleaning house") Instead of growing through new acquisitions, the companies already part of the group will be optimized. Coordination: Integrate subsidiaries more effectively to lower administrative costs. Margin focus: Every single project must be scrutinized more rigorously to ensure it actually generates profit, not just revenue. 2. Financial discipline and cash flow The absolute most important point is to stop the "bleeding" and make the company profitable. Strengthened balance sheet: Focus on reducing debt and improving liquidity. Prioritization: Terminate or sell off parts of the business that are not performing or are too far from the core business (solar energy and electrical engineering). 3. Focus on core business Göransson wants to streamline Soltech to become a specialist in smart energy solutions. Solar energy + Electrical engineering: Utilize synergies between roofing, electrical installation, and solar cells. Stability: Create a predictable business model that instills confidence in banks and investors. 4. Transparency and leadership As an experienced change leader, he places great importance on rebuilding trust. Clear communication: Be honest with the market about the challenges and the steps being taken. Culture building: Create a common vision for all employees in the group after a turbulent time. In summary The strategy can be described as a consolidation phase. The idea is to build such a strong and profitable foundation that Soltech stands firm when the next big wave of solar energy investments arrives. Posetivt Here are the most positive aspects of Soltech's new strategy under Leif Göransson, focused on why this is good news for the company's future: From size to profitability The most positive aspect is the shift in focus. Instead of just trying to be "biggest," the focus is now on being the best and most profitable. Safer investment: A company that prioritizes profit over risky acquisitions is significantly more stable on the stock market. Quality seal: By eliminating unprofitable parts, the remaining business becomes stronger and more competitive. Enormous market potential Soltech operates in one of the world's fastest-growing industries. The positive aspects are that: Demand is increasing: The need for solar cells, battery storage, and EV charging will only continue to grow. Support packages: The EU's investments in green energy provide a tailwind that few other industries have. Synergy effects (1+1=3) Soltech owns many different companies (roofing, electrical, solar). The new strategy aims to make them collaborate better, which provides great advantages: Complete solutions: They can offer customers everything from roof replacement to a complete solar panel system, which makes them unique. Lower costs: When subsidiaries share purchasing and administration, profit margins increase rapidly. Experienced leadership provides peace of mind Having an interim CEO like Leif Göransson, who has done this before with great success (e.g., at Eltel.Umia, Imtech.infranet. etc.
- ·21 t sittenAnother positive news from the management. This could very well be the key they need right now. https://www.mfn.se/a/soltech-energy-sweden/soltech-energy-utser-ny-interim-ceo-for-att-driva-turnaround-och-bygga-en-plattform-for-langsiktig-lonsam-tillvaxt
- ·1 päivä sitten• New strong board with Nordic Capital in the driver's seat Nordic Capital is now the largest owner with approx. 30 % after the acquisition of Sesol and has gained two seats on the board. At the extraordinary general meeting in March 2026, new board members with solid industrial experience were elected. These are not just “new faces” – it is the weight and know-how of private equity that is now steering towards consolidation and profitability. When Nordic Capital steps in with both capital and expertise, the stock usually truly awakens. • Geopolitical reality strikes With ongoing conflicts in the Middle East, everyone now understands that we cannot continue to be dependent on oil and imported energy. Energy security is suddenly a high priority – both for states and companies. Soltech is precisely in that position: Swedish production + local installation of solar, storage and charging infrastructure. It is no longer “nice to have”, it is “must have”. • Soltech is much more than “solar panels on the villa roof” The Group owns only a few extremely strong solar companies. The rest (approx. 2/3 of the business) is within roofing, construction, facade and electrical engineering – all with stable revenues and good margins in their niches. This makes Soltech a full-service provider for properties and industry, not a pure solar provider like many competitors. Diversification is a huge strength in a market where pure solar installers are crashing. • THE MOST IMPORTANT DRIVING FORCE – STATUTORY REQUIREMENTS FROM THE STATE + EU The EPBD directive (energy performance of buildings) will become Swedish law by May 2026 at the latest. Property owners and municipalities must have a self-sufficient part of their energy supply – solar + storage is the only realistic solution. Already now, municipalities and large property companies are procuring large volumes. It is no longer voluntary – it is law. And Soltech is one of the few players that can deliver the whole package: roofing, solar, electricity and storage in one. • Capital injection + consolidation = winning position Soltech has poured in hundreds of millions (rights issue + Nordic Capital) precisely when the market for private individuals died. While small players go bankrupt or into reconstruction, Soltech buys up assets cheaply and becomes one of the last big players remaining. The money in the solar industry is no longer with the homeowner – it is with industry, production, warehouses and property owners. And they are receiving large subsidies right now. Who benefits most? The producer/installer who remains and can deliver on a large scale. That is Soltech. In summary: The stock has already reacted positively to the board decision and the large orders coming in (solar parks, charging stations etc.). But that's just the beginning. The legal requirements come into force in 2026, competitors are thinning out and Nordic Capital holds 30 % and wants to see value creation. Soltech is positioned to gain market share in a market that goes from crisis to structural boom. This is not a hype – these are structural drivers that will be visible in every report going forward. Keep your eyes open.·1 päivä sittenGood summary, but Nordic Capital got its shares when they exchanged them for the company Sesol for over 100 milj. That company was soon thereafter put into bankruptcy. Ugly! But it was the old board that unskillfully bought. Good that the old board is replaced by sharp members from Nordic C
- ·3 päivää sittenIs there any logic behind these movements?·2 päivää sittenNo, in essence nothing new. It will be exciting to see what the Q1 result looks like. Still large intrinsic values from the acquisitions 2022-2024. The bankruptcy in Sesol should also affect. However, the market capitalization in Soltech is clearly more reasonable than in Suntrade and Byhmgard if one is to make a comparison.
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 000 | - | - | ||
| 888 | - | - | ||
| 1 200 | - | - | ||
| 8 640 | - | - | ||
| 406 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 978 657 | 5 978 657 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 978 657 | 5 978 657 | 0 | 0 |