2026 Q2 -tulosraportti
Vain PDF
34 päivää sitten
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 24.7. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenAfter going through all the reconstruction material, my overall assessment is that Enviro now has a clearly more credible path out of reconstruction than before. The positive aspect is that the reconstructor expressly endorses the plan and assesses that Enviro has good prospects of becoming long-term viable. Creditors are offered 30 % compared to approximately 20 % in an estimated bankruptcy scenario, which strengthens the chance that the plan will pass. The financing with Nordic and Alumni provides the company with a concrete capital path, but it comes with clear dilution. Enviro itself also expects continued external financing until approximately Q4 2027, when operating cash flow according to the plan is expected to become positive. This means that the dilution risk is still high. Commercially, the most interesting aspect is that the plan is based on 1 pilot plant + 3 plants in continuous operation, with growing license and service revenues thereafter. If this actually materializes, Enviro will transform from a reconstruction case to a scalable license/technology case. The Infiniteria dispute is still the major risk. At the same time, it appears that Enviro itself expects possible compensation in the arbitration proceedings and that the reconstructor's bankruptcy analysis uses a maximum liability of 8 MEUR for the disputed part, not the entire significantly larger claim that has been communicated. My conclusion: lower bankruptcy risk, higher probable dilution, continued high legal risk – but also significantly clearer commercial upside if the license model starts to deliver in 2027. In my opinion, this is no longer a pure survival bet. It is a high-risk turnaround case where the next major value drivers are: approved reconstruction, limited capital requirement, and above all, real license deals.- ·18 t sitten · MuokattuEnviro publishes reconstruction plan, proposal for debt settlement, enters into conditional financing agreement with Nordic Restructuring and Growth Capital 1 for up to 100 MSEK and extends existing facility The Enviro-PM feels clearly positive for the survival chance. The financing and the reconstruction plan significantly reduce the risk, but the price is potentially large dilution for us shareholders. In short: a significantly better situation than before – but far from free.
Since the restructuring is predominantly loan-financed, it appears that we will precisely avoid massive dilution. If the extension is approved by the court, and the creditors agree to an extension - then this is really good news. It also means that there are financing companies that believe so much in SES's business plan that they are prepared to lend them money for it. Good work by the management. 
19.8.When and what is the next communication milestone as well as the TO capital raise exercise? Does anyone have a clear headed analysis of the situation?
·14.8.In August, there will be an announcement about the reconstruction!? The reconstruction is based on finding a settlement with Infiniteria or a new agreement to use the factory? Have I understood correctly that Enviro owns the patent and Infiniteria owns the factory? Both are losers if they go separate ways? I have unlocked some capital here because it's an exciting case, but what is actually required for the success we investors dream of to materialize?Enviro I believe owns 10% of the factory they had an option to own more. So they own a bit of infiniteria. SES has been governed by groomed little boys from business schools and infiniteria has a CEO who failed with their woke environmental agenda and likely feels humiliated by the previously mentioned little boys. Unfortunately, neither technology nor money can. The probability that this ends well is small. We have to hope for an acquisition or a miracle in the USA. I hope I can cover parts of the loss through this. Maybe can see an exit at 50 öre with a lot of luck.
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.
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 Q2 -tulosraportti
Vain PDF
34 päivää sitten
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
- ·2 t sittenAfter going through all the reconstruction material, my overall assessment is that Enviro now has a clearly more credible path out of reconstruction than before. The positive aspect is that the reconstructor expressly endorses the plan and assesses that Enviro has good prospects of becoming long-term viable. Creditors are offered 30 % compared to approximately 20 % in an estimated bankruptcy scenario, which strengthens the chance that the plan will pass. The financing with Nordic and Alumni provides the company with a concrete capital path, but it comes with clear dilution. Enviro itself also expects continued external financing until approximately Q4 2027, when operating cash flow according to the plan is expected to become positive. This means that the dilution risk is still high. Commercially, the most interesting aspect is that the plan is based on 1 pilot plant + 3 plants in continuous operation, with growing license and service revenues thereafter. If this actually materializes, Enviro will transform from a reconstruction case to a scalable license/technology case. The Infiniteria dispute is still the major risk. At the same time, it appears that Enviro itself expects possible compensation in the arbitration proceedings and that the reconstructor's bankruptcy analysis uses a maximum liability of 8 MEUR for the disputed part, not the entire significantly larger claim that has been communicated. My conclusion: lower bankruptcy risk, higher probable dilution, continued high legal risk – but also significantly clearer commercial upside if the license model starts to deliver in 2027. In my opinion, this is no longer a pure survival bet. It is a high-risk turnaround case where the next major value drivers are: approved reconstruction, limited capital requirement, and above all, real license deals.
- ·18 t sitten · MuokattuEnviro publishes reconstruction plan, proposal for debt settlement, enters into conditional financing agreement with Nordic Restructuring and Growth Capital 1 for up to 100 MSEK and extends existing facility The Enviro-PM feels clearly positive for the survival chance. The financing and the reconstruction plan significantly reduce the risk, but the price is potentially large dilution for us shareholders. In short: a significantly better situation than before – but far from free.Since the restructuring is predominantly loan-financed, it appears that we will precisely avoid massive dilution. If the extension is approved by the court, and the creditors agree to an extension - then this is really good news. It also means that there are financing companies that believe so much in SES's business plan that they are prepared to lend them money for it. Good work by the management.
- 19.8.When and what is the next communication milestone as well as the TO capital raise exercise? Does anyone have a clear headed analysis of the situation?
- ·14.8.In August, there will be an announcement about the reconstruction!? The reconstruction is based on finding a settlement with Infiniteria or a new agreement to use the factory? Have I understood correctly that Enviro owns the patent and Infiniteria owns the factory? Both are losers if they go separate ways? I have unlocked some capital here because it's an exciting case, but what is actually required for the success we investors dream of to materialize?Enviro I believe owns 10% of the factory they had an option to own more. So they own a bit of infiniteria. SES has been governed by groomed little boys from business schools and infiniteria has a CEO who failed with their woke environmental agenda and likely feels humiliated by the previously mentioned little boys. Unfortunately, neither technology nor money can. The probability that this ends well is small. We have to hope for an acquisition or a miracle in the USA. I hope I can cover parts of the loss through this. Maybe can see an exit at 50 öre with a lot of luck.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 24.7. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 |
2026 Q2 -tulosraportti
Vain PDF
34 päivää sitten
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 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 24.7. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenAfter going through all the reconstruction material, my overall assessment is that Enviro now has a clearly more credible path out of reconstruction than before. The positive aspect is that the reconstructor expressly endorses the plan and assesses that Enviro has good prospects of becoming long-term viable. Creditors are offered 30 % compared to approximately 20 % in an estimated bankruptcy scenario, which strengthens the chance that the plan will pass. The financing with Nordic and Alumni provides the company with a concrete capital path, but it comes with clear dilution. Enviro itself also expects continued external financing until approximately Q4 2027, when operating cash flow according to the plan is expected to become positive. This means that the dilution risk is still high. Commercially, the most interesting aspect is that the plan is based on 1 pilot plant + 3 plants in continuous operation, with growing license and service revenues thereafter. If this actually materializes, Enviro will transform from a reconstruction case to a scalable license/technology case. The Infiniteria dispute is still the major risk. At the same time, it appears that Enviro itself expects possible compensation in the arbitration proceedings and that the reconstructor's bankruptcy analysis uses a maximum liability of 8 MEUR for the disputed part, not the entire significantly larger claim that has been communicated. My conclusion: lower bankruptcy risk, higher probable dilution, continued high legal risk – but also significantly clearer commercial upside if the license model starts to deliver in 2027. In my opinion, this is no longer a pure survival bet. It is a high-risk turnaround case where the next major value drivers are: approved reconstruction, limited capital requirement, and above all, real license deals.
- ·18 t sitten · MuokattuEnviro publishes reconstruction plan, proposal for debt settlement, enters into conditional financing agreement with Nordic Restructuring and Growth Capital 1 for up to 100 MSEK and extends existing facility The Enviro-PM feels clearly positive for the survival chance. The financing and the reconstruction plan significantly reduce the risk, but the price is potentially large dilution for us shareholders. In short: a significantly better situation than before – but far from free.Since the restructuring is predominantly loan-financed, it appears that we will precisely avoid massive dilution. If the extension is approved by the court, and the creditors agree to an extension - then this is really good news. It also means that there are financing companies that believe so much in SES's business plan that they are prepared to lend them money for it. Good work by the management.
- 19.8.When and what is the next communication milestone as well as the TO capital raise exercise? Does anyone have a clear headed analysis of the situation?
- ·14.8.In August, there will be an announcement about the reconstruction!? The reconstruction is based on finding a settlement with Infiniteria or a new agreement to use the factory? Have I understood correctly that Enviro owns the patent and Infiniteria owns the factory? Both are losers if they go separate ways? I have unlocked some capital here because it's an exciting case, but what is actually required for the success we investors dream of to materialize?Enviro I believe owns 10% of the factory they had an option to own more. So they own a bit of infiniteria. SES has been governed by groomed little boys from business schools and infiniteria has a CEO who failed with their woke environmental agenda and likely feels humiliated by the previously mentioned little boys. Unfortunately, neither technology nor money can. The probability that this ends well is small. We have to hope for an acquisition or a miracle in the USA. I hope I can cover parts of the loss through this. Maybe can see an exit at 50 öre with a lot of luck.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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