2026 Q2 - tulosraportti
85 päivää sitten
‧39 min
0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 1 | ||
| 3 743 | ||
| 5 156 | ||
| 100 | ||
| 7 981 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
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
·6 t sittenIt doesn't seem like the market has all that much faith in the upcoming Q3 We'll probably get an idea of how merciful DnB is too now once they are out of the mire
I hope for more nervousness. And would gladly see the 2.5 handle before the presentation on Wednesday. So that I can stock up a bit more 🤠
·11 t sitten · Muokattu4 weeks since the environmental permit was approved, and it cannot be long until the contract is a fact, presumably we won't have to wait another 4 weeks. Next Wednesday is Q3 and as I've written previously I'm betting that the refinancing is completed by that time. I don't think they will stand there without an agreement in hand. If we're lucky we'll get info on the strategic review of the Food Safety segment. In September I published my EBITDA estimate for Q3 at NOK 22.6 mill, and that Vow is within all covenants. I stand by this. EBITDA in Q3 2025 was -31.3 mill, so we see marked improvement year-over-year. Change since early September is that Vow has informed the market about a waiver for "certain covenants" for Q3. The company is within the DSCR ratio and Equity ratio, so the waiver must be about NIBD/EBITDA. The requirement is 3.50x and I get 3.29x, meaning Vow is within. This could mean that Vow has received a waiver because the margin for breach is low. If there is actually a breach, it is due to a skewness between paid accounts payable and incoming payments from customers. That is quite possible and in that case Vow is presumably no more than a hair's breadth outside the requirement. In Q1 and Q2 Vow was not within the DSCR requirement so seeing them within in Q3 is very good. Q3 is an "over the hump" quarter covenant-wise, in Q4 all covenants are within with a good margin, according to my estimates. Q4 is an "over the hump" quarter revenue-wise. From Q1 revenues increase as a result of the legacy contracts in Maritime almost being gone. At the same time, the covenant ratios continue to strengthen. From Q1 27 we see EBITDA back above NOK 30 mill. and increasing towards NOK 40 mill. as the year progresses.Here is an excerpt from what I wrote about the debt on 28.09: "The last time Vow refinanced its loans with DNB was in August 2023. At that time, the bank loan was increased from NOK 170 mill. to NOK 380 mill., and the credit facilities were increased from NOK 150 mill. to NOK 240 mill. In total, the new facility was NOK 620 mill. Bank loan as of Q2 26: Repaid NOK 185 mill., from NOK 380 mill. to NOK 195 mill. Credits as of July 26: Utilized NOK 146 mill. of available credit of NOK 240 mill. (Estimates NOK 80 mill. of the July payment toward credit repayment) Total debt: NOK 195 mill. + NOK 146 mill. = NOK 341 mill. It will be interesting to see the new structure. One scenario is that the parties agree to refinance the entire amount of NOK 341 mill. in a new bank loan, so that NOK 0 mill. of the credits are used. If the same facility of 620 mill. is used, the credit facilities are NOK 279 mill. That is much more than what Vow needs. Even if DNB cuts the facilities by NOK 129 mill. from NOK 279 mill. to NOK 150 mill., it gives Vow great flexibility to finance working capital needs. That is one of several arguments for why Vow does not need to raise new equity."
·23 t sitten · MuokattuCan Norway's new climate finance become an advantage for Vow? Norway, the UK and Canada launched the "10 within 30" initiative, with the goal of mobilizing a total of 10 billion dollars – approximately 95 billion kroner – for climate finance by 2030. Norway's share is around 4.2 billion dollars, corresponding to a good 40 billion kroner, through Norfund's climate investment fund. The money will among other things go to renewable energy, power grids, energy storage and industrial decarbonization. The latter is interesting seen through Vow eyes! Can increased international financing of industrial decarbonization contribute to greater demand for technologies like pyrolysis and biocarbon? And can this give Vow new opportunities in international markets? There is no direct financing link documented, but I think the development is interesting. What do you think – could this become a positive indirect catalyst for Vow towards 2030? (AI)
It is by the way a bit strange that on 23 October the closing price was 2.75. Also, a stock exchange announcement came regarding a new contract of approx 220 million (incl. options of approx 140 mill). Then we just got the news about Safesteril's growth in Myanmar (and that the collaboration with Recio looks very promising). Murfitt's facility is past the bottleneck, oil and the krone are down sharply. And yet we are up a measly 3 öre. In that regard, it might be of interest to see that the top 50 are over 190 million shares for the first time since DNB sold out. We will just have to hope that the top 50 know what they are doing.- ·1 päivä sittenVow is currently trading at 2.7850 According to the chart, Vow could fall to 2.7800 or rise to 2.7950 by the time the exchange closes. The arrow is stuck and shows no way out for the day trader. I think Vow can take a sick leave day from the exchange on days like this. Many day traders have already fallen asleep. Wake me up if it gets go-go Buyers and sellers cannot settle for this price One of those sides must take responsibility and move it because we are snoring now day-o zzz smartAll my pointers stop at 2,7800 at market close AGAIN. Cupid's arrow straight to the heart of a day trader. Pacified and locked. Is it love or foolish? Whether it plunges to 2,7750 or skyrockets to 2,7850 I won't zzzett No thanks to fixed price All the same to me which way it sails Boycott today's vow price if it is not changed smart
- ·2 päivää sitten · MuokattuFantastic how this has turned around steg. Will be very exciting heading into q3 next week. The most important thing I think, in the short term, is that the oil price is plummeting. That brings down inflation and interest rates, increases activity in cruise and not least reduces the value vs Eurp for the Norwegian krone. All of this is super good. But then we have got some fantastic new potential triggers. 1 Corus. Absolutely fantastic collaboration. In best case scenario we get some FEED contracts there already in q4 2. Rieco. An agreement with Etia that obviously is already bearing fruit with Rieco's large order in Myanmar. And which gives a completely new valuation of the Food segment. 3. Eiktyr. Planning there at Arbio is in full swing. Exciting to see if they manage to take a FID during q4 as they planned. 4. Existing orders at Arbion. I think they have full control on this, but nice to get this confirmed next week. Anything more?
Reading that _gri nebit_eren is pushing hard on the provocation tactic.. Gr?ine_bite ren has a specific sykstrategy to make the forum kv%alm. But lets the person continue...
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
85 päivää sitten
‧39 min
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
- ·6 t sittenIt doesn't seem like the market has all that much faith in the upcoming Q3 We'll probably get an idea of how merciful DnB is too now once they are out of the mireI hope for more nervousness. And would gladly see the 2.5 handle before the presentation on Wednesday. So that I can stock up a bit more 🤠
- ·11 t sitten · Muokattu4 weeks since the environmental permit was approved, and it cannot be long until the contract is a fact, presumably we won't have to wait another 4 weeks. Next Wednesday is Q3 and as I've written previously I'm betting that the refinancing is completed by that time. I don't think they will stand there without an agreement in hand. If we're lucky we'll get info on the strategic review of the Food Safety segment. In September I published my EBITDA estimate for Q3 at NOK 22.6 mill, and that Vow is within all covenants. I stand by this. EBITDA in Q3 2025 was -31.3 mill, so we see marked improvement year-over-year. Change since early September is that Vow has informed the market about a waiver for "certain covenants" for Q3. The company is within the DSCR ratio and Equity ratio, so the waiver must be about NIBD/EBITDA. The requirement is 3.50x and I get 3.29x, meaning Vow is within. This could mean that Vow has received a waiver because the margin for breach is low. If there is actually a breach, it is due to a skewness between paid accounts payable and incoming payments from customers. That is quite possible and in that case Vow is presumably no more than a hair's breadth outside the requirement. In Q1 and Q2 Vow was not within the DSCR requirement so seeing them within in Q3 is very good. Q3 is an "over the hump" quarter covenant-wise, in Q4 all covenants are within with a good margin, according to my estimates. Q4 is an "over the hump" quarter revenue-wise. From Q1 revenues increase as a result of the legacy contracts in Maritime almost being gone. At the same time, the covenant ratios continue to strengthen. From Q1 27 we see EBITDA back above NOK 30 mill. and increasing towards NOK 40 mill. as the year progresses.Here is an excerpt from what I wrote about the debt on 28.09: "The last time Vow refinanced its loans with DNB was in August 2023. At that time, the bank loan was increased from NOK 170 mill. to NOK 380 mill., and the credit facilities were increased from NOK 150 mill. to NOK 240 mill. In total, the new facility was NOK 620 mill. Bank loan as of Q2 26: Repaid NOK 185 mill., from NOK 380 mill. to NOK 195 mill. Credits as of July 26: Utilized NOK 146 mill. of available credit of NOK 240 mill. (Estimates NOK 80 mill. of the July payment toward credit repayment) Total debt: NOK 195 mill. + NOK 146 mill. = NOK 341 mill. It will be interesting to see the new structure. One scenario is that the parties agree to refinance the entire amount of NOK 341 mill. in a new bank loan, so that NOK 0 mill. of the credits are used. If the same facility of 620 mill. is used, the credit facilities are NOK 279 mill. That is much more than what Vow needs. Even if DNB cuts the facilities by NOK 129 mill. from NOK 279 mill. to NOK 150 mill., it gives Vow great flexibility to finance working capital needs. That is one of several arguments for why Vow does not need to raise new equity."
- ·23 t sitten · MuokattuCan Norway's new climate finance become an advantage for Vow? Norway, the UK and Canada launched the "10 within 30" initiative, with the goal of mobilizing a total of 10 billion dollars – approximately 95 billion kroner – for climate finance by 2030. Norway's share is around 4.2 billion dollars, corresponding to a good 40 billion kroner, through Norfund's climate investment fund. The money will among other things go to renewable energy, power grids, energy storage and industrial decarbonization. The latter is interesting seen through Vow eyes! Can increased international financing of industrial decarbonization contribute to greater demand for technologies like pyrolysis and biocarbon? And can this give Vow new opportunities in international markets? There is no direct financing link documented, but I think the development is interesting. What do you think – could this become a positive indirect catalyst for Vow towards 2030? (AI)It is by the way a bit strange that on 23 October the closing price was 2.75. Also, a stock exchange announcement came regarding a new contract of approx 220 million (incl. options of approx 140 mill). Then we just got the news about Safesteril's growth in Myanmar (and that the collaboration with Recio looks very promising). Murfitt's facility is past the bottleneck, oil and the krone are down sharply. And yet we are up a measly 3 öre. In that regard, it might be of interest to see that the top 50 are over 190 million shares for the first time since DNB sold out. We will just have to hope that the top 50 know what they are doing.
- ·1 päivä sittenVow is currently trading at 2.7850 According to the chart, Vow could fall to 2.7800 or rise to 2.7950 by the time the exchange closes. The arrow is stuck and shows no way out for the day trader. I think Vow can take a sick leave day from the exchange on days like this. Many day traders have already fallen asleep. Wake me up if it gets go-go Buyers and sellers cannot settle for this price One of those sides must take responsibility and move it because we are snoring now day-o zzz smartAll my pointers stop at 2,7800 at market close AGAIN. Cupid's arrow straight to the heart of a day trader. Pacified and locked. Is it love or foolish? Whether it plunges to 2,7750 or skyrockets to 2,7850 I won't zzzett No thanks to fixed price All the same to me which way it sails Boycott today's vow price if it is not changed smart
- ·2 päivää sitten · MuokattuFantastic how this has turned around steg. Will be very exciting heading into q3 next week. The most important thing I think, in the short term, is that the oil price is plummeting. That brings down inflation and interest rates, increases activity in cruise and not least reduces the value vs Eurp for the Norwegian krone. All of this is super good. But then we have got some fantastic new potential triggers. 1 Corus. Absolutely fantastic collaboration. In best case scenario we get some FEED contracts there already in q4 2. Rieco. An agreement with Etia that obviously is already bearing fruit with Rieco's large order in Myanmar. And which gives a completely new valuation of the Food segment. 3. Eiktyr. Planning there at Arbio is in full swing. Exciting to see if they manage to take a FID during q4 as they planned. 4. Existing orders at Arbion. I think they have full control on this, but nice to get this confirmed next week. Anything more?Reading that _gri nebit_eren is pushing hard on the provocation tactic.. Gr?ine_bite ren has a specific sykstrategy to make the forum kv%alm. But lets the person continue...
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 |
|---|---|---|
| 1 | ||
| 3 743 | ||
| 5 156 | ||
| 100 | ||
| 7 981 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
85 päivää sitten
‧39 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·6 t sittenIt doesn't seem like the market has all that much faith in the upcoming Q3 We'll probably get an idea of how merciful DnB is too now once they are out of the mireI hope for more nervousness. And would gladly see the 2.5 handle before the presentation on Wednesday. So that I can stock up a bit more 🤠
- ·11 t sitten · Muokattu4 weeks since the environmental permit was approved, and it cannot be long until the contract is a fact, presumably we won't have to wait another 4 weeks. Next Wednesday is Q3 and as I've written previously I'm betting that the refinancing is completed by that time. I don't think they will stand there without an agreement in hand. If we're lucky we'll get info on the strategic review of the Food Safety segment. In September I published my EBITDA estimate for Q3 at NOK 22.6 mill, and that Vow is within all covenants. I stand by this. EBITDA in Q3 2025 was -31.3 mill, so we see marked improvement year-over-year. Change since early September is that Vow has informed the market about a waiver for "certain covenants" for Q3. The company is within the DSCR ratio and Equity ratio, so the waiver must be about NIBD/EBITDA. The requirement is 3.50x and I get 3.29x, meaning Vow is within. This could mean that Vow has received a waiver because the margin for breach is low. If there is actually a breach, it is due to a skewness between paid accounts payable and incoming payments from customers. That is quite possible and in that case Vow is presumably no more than a hair's breadth outside the requirement. In Q1 and Q2 Vow was not within the DSCR requirement so seeing them within in Q3 is very good. Q3 is an "over the hump" quarter covenant-wise, in Q4 all covenants are within with a good margin, according to my estimates. Q4 is an "over the hump" quarter revenue-wise. From Q1 revenues increase as a result of the legacy contracts in Maritime almost being gone. At the same time, the covenant ratios continue to strengthen. From Q1 27 we see EBITDA back above NOK 30 mill. and increasing towards NOK 40 mill. as the year progresses.Here is an excerpt from what I wrote about the debt on 28.09: "The last time Vow refinanced its loans with DNB was in August 2023. At that time, the bank loan was increased from NOK 170 mill. to NOK 380 mill., and the credit facilities were increased from NOK 150 mill. to NOK 240 mill. In total, the new facility was NOK 620 mill. Bank loan as of Q2 26: Repaid NOK 185 mill., from NOK 380 mill. to NOK 195 mill. Credits as of July 26: Utilized NOK 146 mill. of available credit of NOK 240 mill. (Estimates NOK 80 mill. of the July payment toward credit repayment) Total debt: NOK 195 mill. + NOK 146 mill. = NOK 341 mill. It will be interesting to see the new structure. One scenario is that the parties agree to refinance the entire amount of NOK 341 mill. in a new bank loan, so that NOK 0 mill. of the credits are used. If the same facility of 620 mill. is used, the credit facilities are NOK 279 mill. That is much more than what Vow needs. Even if DNB cuts the facilities by NOK 129 mill. from NOK 279 mill. to NOK 150 mill., it gives Vow great flexibility to finance working capital needs. That is one of several arguments for why Vow does not need to raise new equity."
- ·23 t sitten · MuokattuCan Norway's new climate finance become an advantage for Vow? Norway, the UK and Canada launched the "10 within 30" initiative, with the goal of mobilizing a total of 10 billion dollars – approximately 95 billion kroner – for climate finance by 2030. Norway's share is around 4.2 billion dollars, corresponding to a good 40 billion kroner, through Norfund's climate investment fund. The money will among other things go to renewable energy, power grids, energy storage and industrial decarbonization. The latter is interesting seen through Vow eyes! Can increased international financing of industrial decarbonization contribute to greater demand for technologies like pyrolysis and biocarbon? And can this give Vow new opportunities in international markets? There is no direct financing link documented, but I think the development is interesting. What do you think – could this become a positive indirect catalyst for Vow towards 2030? (AI)It is by the way a bit strange that on 23 October the closing price was 2.75. Also, a stock exchange announcement came regarding a new contract of approx 220 million (incl. options of approx 140 mill). Then we just got the news about Safesteril's growth in Myanmar (and that the collaboration with Recio looks very promising). Murfitt's facility is past the bottleneck, oil and the krone are down sharply. And yet we are up a measly 3 öre. In that regard, it might be of interest to see that the top 50 are over 190 million shares for the first time since DNB sold out. We will just have to hope that the top 50 know what they are doing.
- ·1 päivä sittenVow is currently trading at 2.7850 According to the chart, Vow could fall to 2.7800 or rise to 2.7950 by the time the exchange closes. The arrow is stuck and shows no way out for the day trader. I think Vow can take a sick leave day from the exchange on days like this. Many day traders have already fallen asleep. Wake me up if it gets go-go Buyers and sellers cannot settle for this price One of those sides must take responsibility and move it because we are snoring now day-o zzz smartAll my pointers stop at 2,7800 at market close AGAIN. Cupid's arrow straight to the heart of a day trader. Pacified and locked. Is it love or foolish? Whether it plunges to 2,7750 or skyrockets to 2,7850 I won't zzzett No thanks to fixed price All the same to me which way it sails Boycott today's vow price if it is not changed smart
- ·2 päivää sitten · MuokattuFantastic how this has turned around steg. Will be very exciting heading into q3 next week. The most important thing I think, in the short term, is that the oil price is plummeting. That brings down inflation and interest rates, increases activity in cruise and not least reduces the value vs Eurp for the Norwegian krone. All of this is super good. But then we have got some fantastic new potential triggers. 1 Corus. Absolutely fantastic collaboration. In best case scenario we get some FEED contracts there already in q4 2. Rieco. An agreement with Etia that obviously is already bearing fruit with Rieco's large order in Myanmar. And which gives a completely new valuation of the Food segment. 3. Eiktyr. Planning there at Arbio is in full swing. Exciting to see if they manage to take a FID during q4 as they planned. 4. Existing orders at Arbion. I think they have full control on this, but nice to get this confirmed next week. Anything more?Reading that _gri nebit_eren is pushing hard on the provocation tactic.. Gr?ine_bite ren has a specific sykstrategy to make the forum kv%alm. But lets the person continue...
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 |
|---|---|---|
| 1 | ||
| 3 743 | ||
| 5 156 | ||
| 100 | ||
| 7 981 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt