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Vow

Ylin-
Alin-
Vaihto-
2026 Q1 -tulosraportti
84 päivää sitten
0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

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 Q2 -tulosraportti
19.8.

7 päivää

Menneet tapahtumat
2026 Q1 -tulosraportti
20.5.
2025 Q4 -tulosraportti
25.2.
2025 Q3 -tulosraportti
19.11.2025
2025 Q2 -tulosraportti
28.8.2025
2025 Q1 -tulosraportti
28.5.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 11 t sitten · Muokattu
    ·
    Q2 will be a decisive quarter for Vow to avoid a repeat of the Q2 presentation in 2024. At that time, DNB forced through an unpleasant share issue. After reviewing what Vow itself states, Q2 should provide a solid liquidity surplus where the company has the opportunity to repay parts of the credit facility. What makes me doubt is the lack of self-confidence in the statements by mentioning July. Are they trying to hedge against new delayed payments? They say they did a lot of work in Q1 which was invoiced in Q1, and payment then in July is after the due dates. Earlier this summer, Vow received two contracts and here Vow will initially receive advance payments. But then Vow is in a situation where it's not that easy to receive 10-15% of the contract's value. Vow is not creditworthy from the customers' perspective, and here the guarantee of NOK 100 million from DNB comes in handy. But if the guarantee is fully utilized, it is likely that Vow will only receive small amounts in advance payments from the two contracts, in the worst case nothing. To give an example: If NOK 20 million of the guarantee is utilized, the amount will be locked until Vow delivers on the contract the guarantee amount is linked to. This means that if the contract starts in 2028, the guarantee amount is tied until 2028. The question is how much of the NOK 100 million remains unutilized. Vow received contracts for NOK 817 million in Q4 and Q1, and 10-15% of this is NOK 82-123 million. This and how many of the customers require a bank guarantee are questions one can ask the company. Covenants in the DNB loan: It is strange that Vow has not provided a waiver for the NIBD/EBITDA-covenant for Q2. The figure is somewhat higher than the requirement of 6.8x. For Q3, they are probably not within the limits, so a joint waiver might come on August 19. The DSCR-covenant has a waiver for Q2. For Q3, the requirement is 0.8x, and here Vow is both below and above the requirement depending on what one assumes. Common is that they are close to the requirement, so I believe a new waiver will come to be on the safe side. Vow is well within the Equity-covenant after DNB lowered the requirement from 20% to 15%. For Q2, Vow is at 18%. Ultimately, it all boils down to customers paying invoices on time. It has never been more important for Vow than now. Management has built expectations since the Q1 presentation, and the potential for failure is even greater on August 19. My base case is that management will deliver because it would be incredibly amateurish if they fail. That means they don't have control over working capital. Then there might be a share issue, and we'll see a blueprint from 2024, which I've talked about several times. Good luck!
    4 t sitten
    ·
    Vow says, however, that these funds will only come in q3 when customers have a 2-month payment deadline.
  • 1 päivä sitten
    ·
    Strange that Vow isn't going up much more .. There are record orders for cruise ships in the years ahead .. The future should be fantastically good ..
    12 t sitten
    ·
    How high do we go before next Wednesday?
  • 1 päivä sitten
    ·
    MSC Cruises yesterday posted a position for its new, permanent site office in Papenburg at Meyer Werft. The tasks are not related to planning, but to the follow-up of ships under construction – drawings, inspections, documentation, shipyard access, and preparations for sea trials. At the same time, we know that MSC and Meyer Werft have previously stated that the New Frontier contracts are in final negotiations and are expected to be signed "in the coming weeks". Does this prove that the contract has been signed? No. But it looks like MSC is already preparing the organization for the construction phase at Meyer Werft. It will be exciting to see when the main contract is announced – and then which subcontractors will follow. Vow has, after all, delivered to several MSC/Meyer projects previously. https://careers.msccruises.com/gb/en/job/17619/Office-Manager
    1 päivä sitten
    ·
    Completely agree that VOW is part of the process here. But remember that a contract between the shipyard and VOW will probably first be signed a few weeks after (at the earliest) the shipyard and MSC have published the final contract. Don't count on any new contracts before q2.
  • 1 päivä sitten · Muokattu
    ·
    Isn't it true that Vow's management has accumulated shares worth many millions at a slightly higher price than today's, how many millions have they invested? Anyway, the management has done a lot of good and cleaned up properly.. They have great faith in their own company.. Today's price should be cheap for those who can wait 3 years. Lately, the stock has been between 2.20 and 2.30. That probably means consolidation before the uptrend continues?
    1 päivä sitten
    ·
    What is positive is that no one has received info before everyone else:-)) This=pro management:-)) NEW world :-)) 4weeks silence :-))
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
84 päivää sitten
0,071 NOK/osake
Viimeisin osinko
0,00%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
  • 11 t sitten · Muokattu
    ·
    Q2 will be a decisive quarter for Vow to avoid a repeat of the Q2 presentation in 2024. At that time, DNB forced through an unpleasant share issue. After reviewing what Vow itself states, Q2 should provide a solid liquidity surplus where the company has the opportunity to repay parts of the credit facility. What makes me doubt is the lack of self-confidence in the statements by mentioning July. Are they trying to hedge against new delayed payments? They say they did a lot of work in Q1 which was invoiced in Q1, and payment then in July is after the due dates. Earlier this summer, Vow received two contracts and here Vow will initially receive advance payments. But then Vow is in a situation where it's not that easy to receive 10-15% of the contract's value. Vow is not creditworthy from the customers' perspective, and here the guarantee of NOK 100 million from DNB comes in handy. But if the guarantee is fully utilized, it is likely that Vow will only receive small amounts in advance payments from the two contracts, in the worst case nothing. To give an example: If NOK 20 million of the guarantee is utilized, the amount will be locked until Vow delivers on the contract the guarantee amount is linked to. This means that if the contract starts in 2028, the guarantee amount is tied until 2028. The question is how much of the NOK 100 million remains unutilized. Vow received contracts for NOK 817 million in Q4 and Q1, and 10-15% of this is NOK 82-123 million. This and how many of the customers require a bank guarantee are questions one can ask the company. Covenants in the DNB loan: It is strange that Vow has not provided a waiver for the NIBD/EBITDA-covenant for Q2. The figure is somewhat higher than the requirement of 6.8x. For Q3, they are probably not within the limits, so a joint waiver might come on August 19. The DSCR-covenant has a waiver for Q2. For Q3, the requirement is 0.8x, and here Vow is both below and above the requirement depending on what one assumes. Common is that they are close to the requirement, so I believe a new waiver will come to be on the safe side. Vow is well within the Equity-covenant after DNB lowered the requirement from 20% to 15%. For Q2, Vow is at 18%. Ultimately, it all boils down to customers paying invoices on time. It has never been more important for Vow than now. Management has built expectations since the Q1 presentation, and the potential for failure is even greater on August 19. My base case is that management will deliver because it would be incredibly amateurish if they fail. That means they don't have control over working capital. Then there might be a share issue, and we'll see a blueprint from 2024, which I've talked about several times. Good luck!
    4 t sitten
    ·
    Vow says, however, that these funds will only come in q3 when customers have a 2-month payment deadline.
  • 1 päivä sitten
    ·
    Strange that Vow isn't going up much more .. There are record orders for cruise ships in the years ahead .. The future should be fantastically good ..
    12 t sitten
    ·
    How high do we go before next Wednesday?
  • 1 päivä sitten
    ·
    MSC Cruises yesterday posted a position for its new, permanent site office in Papenburg at Meyer Werft. The tasks are not related to planning, but to the follow-up of ships under construction – drawings, inspections, documentation, shipyard access, and preparations for sea trials. At the same time, we know that MSC and Meyer Werft have previously stated that the New Frontier contracts are in final negotiations and are expected to be signed "in the coming weeks". Does this prove that the contract has been signed? No. But it looks like MSC is already preparing the organization for the construction phase at Meyer Werft. It will be exciting to see when the main contract is announced – and then which subcontractors will follow. Vow has, after all, delivered to several MSC/Meyer projects previously. https://careers.msccruises.com/gb/en/job/17619/Office-Manager
    1 päivä sitten
    ·
    Completely agree that VOW is part of the process here. But remember that a contract between the shipyard and VOW will probably first be signed a few weeks after (at the earliest) the shipyard and MSC have published the final contract. Don't count on any new contracts before q2.
  • 1 päivä sitten · Muokattu
    ·
    Isn't it true that Vow's management has accumulated shares worth many millions at a slightly higher price than today's, how many millions have they invested? Anyway, the management has done a lot of good and cleaned up properly.. They have great faith in their own company.. Today's price should be cheap for those who can wait 3 years. Lately, the stock has been between 2.20 and 2.30. That probably means consolidation before the uptrend continues?
    1 päivä sitten
    ·
    What is positive is that no one has received info before everyone else:-)) This=pro management:-)) NEW world :-)) 4weeks silence :-))
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

AikaHintaMääräOstajaMyyjä
----

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 Q2 -tulosraportti
19.8.

7 päivää

Menneet tapahtumat
2026 Q1 -tulosraportti
20.5.
2025 Q4 -tulosraportti
25.2.
2025 Q3 -tulosraportti
19.11.2025
2025 Q2 -tulosraportti
28.8.2025
2025 Q1 -tulosraportti
28.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
84 päivää sitten

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: Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
19.8.

7 päivää

Menneet tapahtumat
2026 Q1 -tulosraportti
20.5.
2025 Q4 -tulosraportti
25.2.
2025 Q3 -tulosraportti
19.11.2025
2025 Q2 -tulosraportti
28.8.2025
2025 Q1 -tulosraportti
28.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 11 t sitten · Muokattu
    ·
    Q2 will be a decisive quarter for Vow to avoid a repeat of the Q2 presentation in 2024. At that time, DNB forced through an unpleasant share issue. After reviewing what Vow itself states, Q2 should provide a solid liquidity surplus where the company has the opportunity to repay parts of the credit facility. What makes me doubt is the lack of self-confidence in the statements by mentioning July. Are they trying to hedge against new delayed payments? They say they did a lot of work in Q1 which was invoiced in Q1, and payment then in July is after the due dates. Earlier this summer, Vow received two contracts and here Vow will initially receive advance payments. But then Vow is in a situation where it's not that easy to receive 10-15% of the contract's value. Vow is not creditworthy from the customers' perspective, and here the guarantee of NOK 100 million from DNB comes in handy. But if the guarantee is fully utilized, it is likely that Vow will only receive small amounts in advance payments from the two contracts, in the worst case nothing. To give an example: If NOK 20 million of the guarantee is utilized, the amount will be locked until Vow delivers on the contract the guarantee amount is linked to. This means that if the contract starts in 2028, the guarantee amount is tied until 2028. The question is how much of the NOK 100 million remains unutilized. Vow received contracts for NOK 817 million in Q4 and Q1, and 10-15% of this is NOK 82-123 million. This and how many of the customers require a bank guarantee are questions one can ask the company. Covenants in the DNB loan: It is strange that Vow has not provided a waiver for the NIBD/EBITDA-covenant for Q2. The figure is somewhat higher than the requirement of 6.8x. For Q3, they are probably not within the limits, so a joint waiver might come on August 19. The DSCR-covenant has a waiver for Q2. For Q3, the requirement is 0.8x, and here Vow is both below and above the requirement depending on what one assumes. Common is that they are close to the requirement, so I believe a new waiver will come to be on the safe side. Vow is well within the Equity-covenant after DNB lowered the requirement from 20% to 15%. For Q2, Vow is at 18%. Ultimately, it all boils down to customers paying invoices on time. It has never been more important for Vow than now. Management has built expectations since the Q1 presentation, and the potential for failure is even greater on August 19. My base case is that management will deliver because it would be incredibly amateurish if they fail. That means they don't have control over working capital. Then there might be a share issue, and we'll see a blueprint from 2024, which I've talked about several times. Good luck!
    4 t sitten
    ·
    Vow says, however, that these funds will only come in q3 when customers have a 2-month payment deadline.
  • 1 päivä sitten
    ·
    Strange that Vow isn't going up much more .. There are record orders for cruise ships in the years ahead .. The future should be fantastically good ..
    12 t sitten
    ·
    How high do we go before next Wednesday?
  • 1 päivä sitten
    ·
    MSC Cruises yesterday posted a position for its new, permanent site office in Papenburg at Meyer Werft. The tasks are not related to planning, but to the follow-up of ships under construction – drawings, inspections, documentation, shipyard access, and preparations for sea trials. At the same time, we know that MSC and Meyer Werft have previously stated that the New Frontier contracts are in final negotiations and are expected to be signed "in the coming weeks". Does this prove that the contract has been signed? No. But it looks like MSC is already preparing the organization for the construction phase at Meyer Werft. It will be exciting to see when the main contract is announced – and then which subcontractors will follow. Vow has, after all, delivered to several MSC/Meyer projects previously. https://careers.msccruises.com/gb/en/job/17619/Office-Manager
    1 päivä sitten
    ·
    Completely agree that VOW is part of the process here. But remember that a contract between the shipyard and VOW will probably first be signed a few weeks after (at the earliest) the shipyard and MSC have published the final contract. Don't count on any new contracts before q2.
  • 1 päivä sitten · Muokattu
    ·
    Isn't it true that Vow's management has accumulated shares worth many millions at a slightly higher price than today's, how many millions have they invested? Anyway, the management has done a lot of good and cleaned up properly.. They have great faith in their own company.. Today's price should be cheap for those who can wait 3 years. Lately, the stock has been between 2.20 and 2.30. That probably means consolidation before the uptrend continues?
    1 päivä sitten
    ·
    What is positive is that no one has received info before everyone else:-)) This=pro management:-)) NEW world :-)) 4weeks silence :-))
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

AikaHintaMääräOstajaMyyjä
----

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