2026 Q2 -tulosraportti
23 päivää sitten
‧39 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 500 | - | - | ||
| 15 000 | - | - | ||
| 315 | - | - | ||
| 111 | - | - | ||
| 946 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 18.11. |
| 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
Kirjaudu
·16 t sitten · MuokattuThere are 14 trading days left of Q3, and within these days Vow shall according to the latest quarterly report: (1) completed refinancing of the DNB loan. (2) provide an update on the strategic review of the Food Safety segment. Regarding point 1, I believe management is right when they say they don't think DNB will demand an equity issue. What I believe DNB will do instead is gradually tighten the covenant requirements throughout 2027. Other points as to why I don't believe in an equity issue: (1) For Q3 2026, Vow is within 2 of 3 covenants, while the last covenant regarding NIBD/EBITDA is both within and outside depending on the data basis. For Q4 2026, I see all covenants within the requirement, and thus the basis for an equity issue in the refinancing is weak. (2) The most important thing for DNB is to get back the money they have lent Vow, and diluting the shareholder value of the management and board in the company that is supposed to ensure this is a bad idea. Good cooperation is important for DNB, not just for Vow. For me, it is therefore unthinkable that DNB would demand an equity issue just because Vow is potentially barely outside 1 of 3 covenants. (3) Had DNB believed that Vow would be better served by an equity issue, I think they would have forced it through in Q2 instead of temporarily increasing the credit lines until August 10. (4) Vow can point to concrete measures to improve the financial situation. Examples include the sale of the Food Safety segment, significant improvement in margins in Maritime from Q1 2027, a potential large cruise contract, an offer sent to Murfitts, and recent good news from Japan. (5) Profitability in 2027 is set to be significantly better compared to 2025 and 2026. We could see EBITDA of NOK 200 million, and that will strongly impact better ratios in covenants. (6) DNB has been a responsible owner and has truly given Vow good support over the past two years. Pulling the rug out from under the company now that Vow is approaching the finish line with the end of legacy contracts and increased profitability is, to me, unlikely; it doesn't make sense. Regarding point 2 about the Food Safety segment, I think it's obvious that Vow wants to sell the division. This could be a suggestion from DNB, as both the refinancing and the strategic review are to be completed in Q3. In the Q2 presentation, it states "strong position in a niche segment". I note "strong position" and assume it could mean that Vow can achieve a good price upon sale. I have no idea what it's worth, but I envision NOK 20-50 million. Vow is expected to provide an update by September, and I believe they will come with concrete information about possible interested parties, about negotiations, or at best, announce that the sale is finalized.If I'm bullish, yes, there's no doubt! Poor liquidity and waivers have held the price back. It seems like those problems will soon be solved, and then the stock will be repriced. NOK 5,00 - 7,00 within 12 months should be possible.
·1 päivä sittenIt has loosened up a tiny bit today... 😇
But for heaven's sake, gtrx09p, weren't you going to try to revive the forum on Cambi again? Did you sell at a loss in Thor Medical, or are you still in for the further decline there, gtrx09p? Both Cambi and Thor Medical desperately need you now. Don't waste your time on a company you're not going to invest in, that's my advice to you, old man. :)
·2 päivää sittenOne might think that dnb is out now👍👍😊
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
23 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·16 t sitten · MuokattuThere are 14 trading days left of Q3, and within these days Vow shall according to the latest quarterly report: (1) completed refinancing of the DNB loan. (2) provide an update on the strategic review of the Food Safety segment. Regarding point 1, I believe management is right when they say they don't think DNB will demand an equity issue. What I believe DNB will do instead is gradually tighten the covenant requirements throughout 2027. Other points as to why I don't believe in an equity issue: (1) For Q3 2026, Vow is within 2 of 3 covenants, while the last covenant regarding NIBD/EBITDA is both within and outside depending on the data basis. For Q4 2026, I see all covenants within the requirement, and thus the basis for an equity issue in the refinancing is weak. (2) The most important thing for DNB is to get back the money they have lent Vow, and diluting the shareholder value of the management and board in the company that is supposed to ensure this is a bad idea. Good cooperation is important for DNB, not just for Vow. For me, it is therefore unthinkable that DNB would demand an equity issue just because Vow is potentially barely outside 1 of 3 covenants. (3) Had DNB believed that Vow would be better served by an equity issue, I think they would have forced it through in Q2 instead of temporarily increasing the credit lines until August 10. (4) Vow can point to concrete measures to improve the financial situation. Examples include the sale of the Food Safety segment, significant improvement in margins in Maritime from Q1 2027, a potential large cruise contract, an offer sent to Murfitts, and recent good news from Japan. (5) Profitability in 2027 is set to be significantly better compared to 2025 and 2026. We could see EBITDA of NOK 200 million, and that will strongly impact better ratios in covenants. (6) DNB has been a responsible owner and has truly given Vow good support over the past two years. Pulling the rug out from under the company now that Vow is approaching the finish line with the end of legacy contracts and increased profitability is, to me, unlikely; it doesn't make sense. Regarding point 2 about the Food Safety segment, I think it's obvious that Vow wants to sell the division. This could be a suggestion from DNB, as both the refinancing and the strategic review are to be completed in Q3. In the Q2 presentation, it states "strong position in a niche segment". I note "strong position" and assume it could mean that Vow can achieve a good price upon sale. I have no idea what it's worth, but I envision NOK 20-50 million. Vow is expected to provide an update by September, and I believe they will come with concrete information about possible interested parties, about negotiations, or at best, announce that the sale is finalized.If I'm bullish, yes, there's no doubt! Poor liquidity and waivers have held the price back. It seems like those problems will soon be solved, and then the stock will be repriced. NOK 5,00 - 7,00 within 12 months should be possible.
- ·1 päivä sittenIt has loosened up a tiny bit today... 😇But for heaven's sake, gtrx09p, weren't you going to try to revive the forum on Cambi again? Did you sell at a loss in Thor Medical, or are you still in for the further decline there, gtrx09p? Both Cambi and Thor Medical desperately need you now. Don't waste your time on a company you're not going to invest in, that's my advice to you, old man. :)
- ·2 päivää sittenOne might think that dnb is out now👍👍😊
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 500 | - | - | ||
| 15 000 | - | - | ||
| 315 | - | - | ||
| 111 | - | - | ||
| 946 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 18.11. |
| 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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
23 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. |
| 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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·16 t sitten · MuokattuThere are 14 trading days left of Q3, and within these days Vow shall according to the latest quarterly report: (1) completed refinancing of the DNB loan. (2) provide an update on the strategic review of the Food Safety segment. Regarding point 1, I believe management is right when they say they don't think DNB will demand an equity issue. What I believe DNB will do instead is gradually tighten the covenant requirements throughout 2027. Other points as to why I don't believe in an equity issue: (1) For Q3 2026, Vow is within 2 of 3 covenants, while the last covenant regarding NIBD/EBITDA is both within and outside depending on the data basis. For Q4 2026, I see all covenants within the requirement, and thus the basis for an equity issue in the refinancing is weak. (2) The most important thing for DNB is to get back the money they have lent Vow, and diluting the shareholder value of the management and board in the company that is supposed to ensure this is a bad idea. Good cooperation is important for DNB, not just for Vow. For me, it is therefore unthinkable that DNB would demand an equity issue just because Vow is potentially barely outside 1 of 3 covenants. (3) Had DNB believed that Vow would be better served by an equity issue, I think they would have forced it through in Q2 instead of temporarily increasing the credit lines until August 10. (4) Vow can point to concrete measures to improve the financial situation. Examples include the sale of the Food Safety segment, significant improvement in margins in Maritime from Q1 2027, a potential large cruise contract, an offer sent to Murfitts, and recent good news from Japan. (5) Profitability in 2027 is set to be significantly better compared to 2025 and 2026. We could see EBITDA of NOK 200 million, and that will strongly impact better ratios in covenants. (6) DNB has been a responsible owner and has truly given Vow good support over the past two years. Pulling the rug out from under the company now that Vow is approaching the finish line with the end of legacy contracts and increased profitability is, to me, unlikely; it doesn't make sense. Regarding point 2 about the Food Safety segment, I think it's obvious that Vow wants to sell the division. This could be a suggestion from DNB, as both the refinancing and the strategic review are to be completed in Q3. In the Q2 presentation, it states "strong position in a niche segment". I note "strong position" and assume it could mean that Vow can achieve a good price upon sale. I have no idea what it's worth, but I envision NOK 20-50 million. Vow is expected to provide an update by September, and I believe they will come with concrete information about possible interested parties, about negotiations, or at best, announce that the sale is finalized.If I'm bullish, yes, there's no doubt! Poor liquidity and waivers have held the price back. It seems like those problems will soon be solved, and then the stock will be repriced. NOK 5,00 - 7,00 within 12 months should be possible.
- ·1 päivä sittenIt has loosened up a tiny bit today... 😇But for heaven's sake, gtrx09p, weren't you going to try to revive the forum on Cambi again? Did you sell at a loss in Thor Medical, or are you still in for the further decline there, gtrx09p? Both Cambi and Thor Medical desperately need you now. Don't waste your time on a company you're not going to invest in, that's my advice to you, old man. :)
- ·2 päivää sittenOne might think that dnb is out now👍👍😊
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 500 | - | - | ||
| 15 000 | - | - | ||
| 315 | - | - | ||
| 111 | - | - | ||
| 946 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt