2026 Q2 - tulosraportti
33 päivää sitten
‧39 min
0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 896 | - | - | ||
| 250 | - | - | ||
| 718 | - | - | ||
| 272 | - | - | ||
| 2 500 | - | - |
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
·1 t sitten · MuokattuBelow I have calculated EBITDA for H2 2026. The goal is to come up with a guaranteed minimum EBITDA for the quarters. What is very pleasing to see is that the EBITDA estimates are high enough for Vow to be within all covenants in Q3 and Q4. This bodes well for a positive outcome in the refinancing which will be finalized by next Wednesday, according to Vow. EBITDA: Q3: NOK 22,6 mill. Q4: NOK 23,5 mill. EBITDA per segment: Maritime: Q3: NOK 19,0 mill. Q4: NOK 19,9 mill. Figures from Q.presentation, 20/10% margin on new and old contracts. Aftersales: Q3: NOK 12,3 mill. Q4: NOK 12,3 mill. Conservative assumption of 0% growth and same EBITDA as in H1 2026. Land-based: Q3: NOK 1,3 mill. Q4: NOK 1,3 mill. Conservative assumption where each Q has NOK 25 mill. in revenues and 5% margin. Administration: Q3: NOK 10,0 mill. Q4: NOK 10,0 mill. Assumption based on figures from H1 2026. If H2 does not have non-recurring costs, the estimate is probably a bit too high.- ·23 t sitten · MuokattuVow ASA – EBITDA estimate 2027 I have previously estimated that Vow can reach around NOK 200 mill. in EBITDA in 2027. The calculation is as follows: Maritime: 2027-backlog: NOK 405 mill. 6 % is assumed to be legacy contracts Legacy: 10 % margin New contracts: 20 % margin EBITDA: NOK 78,2 mill. New contracts signed in July 2026 yield an additional NOK 7,3 mill. Maritime EBITDA: NOK 85,5 mill. Aftersales: Estimated revenue: NOK 273,3 mill. 2,7 % quarterly growth 20 % EBITDA-margin Aftersales EBITDA: NOK 54,4 mill. Land-based: Murfitts: NOK 175 mill. New contracts: 20 % margin Land-based EBITDA: NOK 35 mill. Total: Maritime NOK 85,5 mill. Aftersales NOK 54,4 mill. Land-based NOK 35,0 mill. Total NOK 174,9mill. NOK 25 mill. is missing to reach NOK 200 mill. in EBITDA, but still NOK 175 mill. is far above EBITDA in previous years. For comparison: 2024: NOK 53,8 mill. 2025: NOK -43,2 mill. 2026 YTD: NOK 51,4 mill. It is worth noting that the estimate of NOK 175 mill. does not include backlog or new contracts (except for Murfitts) within Land-based, so actual EBITDA could be higher. If we look at the order intake in Land-based, it is NOK 91 mill. YTD in 2026 compared to NOK 89 mill. in all of 2025 and NOK 123 mill. in 2024. The EBITDA calculation is not far from reality as Maritime and Aftersales are easy to calculate based on figures from Vow. The Murfitts contract is also quite simple. The point that the market does not yet see is that Vow is facing strong earnings growth starting in a few months. Remember that this is the biggest driver in valuation, and that shares are priced accordingly.
That being said, you absolutely forget everything that goes smoothly, already today, in industrials. It's more about heat treatment etc of Industrial ovens as well as the food segment. Like so many others, your conclusion might not be so wrong. But the calculation doesn't hold. 
·1 päivä sittenMSC wants to buy 80% of Meyer Werft. Perhaps that's why the final negotiations for the contract for the new New Frontier ships have dragged on a bit… https://seekingalpha.com/news/4644581-msc-explores-takeover-of-german-cruise-ship-builder-meyer-werftThe news certainly indicates that MSC has both money and a good appetite - and that they see good growth opportunities for the cruise industry. In addition, Meyer probably produces ships for both cruise competitors and defense, so an acquisition could be an investment that can give them a solid future return.- ·3 päivää sitten · MuokattuHere, it's just a matter of holding. In connection with the Pareto conference, VOW has also held investor meetings. There, it has been confirmed that two of the reactors are functioning as agreed (was also mentioned during the Q&A during the presentation). I have had this confirmed by people I trust. In that regard, it's only a matter of time before the last two do. And that news will overshadow loan renewal etc by a long shot. Again, a dozen employees, both at VOW and Arbio, already know this and it is not insider information. But since I, and many with me, did not know this before, I still believe it is an extremely important and good "news". I believe we are above 3 before loan terms are announced next week or the week after that. Good weekend eventually.They shall deliver 100% from and including no later than 1 January 2027. 2026 is the ramp-up period, after all. I believe there are no specific requirements there? .
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
33 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
Kirjaudu
- ·1 t sitten · MuokattuBelow I have calculated EBITDA for H2 2026. The goal is to come up with a guaranteed minimum EBITDA for the quarters. What is very pleasing to see is that the EBITDA estimates are high enough for Vow to be within all covenants in Q3 and Q4. This bodes well for a positive outcome in the refinancing which will be finalized by next Wednesday, according to Vow. EBITDA: Q3: NOK 22,6 mill. Q4: NOK 23,5 mill. EBITDA per segment: Maritime: Q3: NOK 19,0 mill. Q4: NOK 19,9 mill. Figures from Q.presentation, 20/10% margin on new and old contracts. Aftersales: Q3: NOK 12,3 mill. Q4: NOK 12,3 mill. Conservative assumption of 0% growth and same EBITDA as in H1 2026. Land-based: Q3: NOK 1,3 mill. Q4: NOK 1,3 mill. Conservative assumption where each Q has NOK 25 mill. in revenues and 5% margin. Administration: Q3: NOK 10,0 mill. Q4: NOK 10,0 mill. Assumption based on figures from H1 2026. If H2 does not have non-recurring costs, the estimate is probably a bit too high.
- ·23 t sitten · MuokattuVow ASA – EBITDA estimate 2027 I have previously estimated that Vow can reach around NOK 200 mill. in EBITDA in 2027. The calculation is as follows: Maritime: 2027-backlog: NOK 405 mill. 6 % is assumed to be legacy contracts Legacy: 10 % margin New contracts: 20 % margin EBITDA: NOK 78,2 mill. New contracts signed in July 2026 yield an additional NOK 7,3 mill. Maritime EBITDA: NOK 85,5 mill. Aftersales: Estimated revenue: NOK 273,3 mill. 2,7 % quarterly growth 20 % EBITDA-margin Aftersales EBITDA: NOK 54,4 mill. Land-based: Murfitts: NOK 175 mill. New contracts: 20 % margin Land-based EBITDA: NOK 35 mill. Total: Maritime NOK 85,5 mill. Aftersales NOK 54,4 mill. Land-based NOK 35,0 mill. Total NOK 174,9mill. NOK 25 mill. is missing to reach NOK 200 mill. in EBITDA, but still NOK 175 mill. is far above EBITDA in previous years. For comparison: 2024: NOK 53,8 mill. 2025: NOK -43,2 mill. 2026 YTD: NOK 51,4 mill. It is worth noting that the estimate of NOK 175 mill. does not include backlog or new contracts (except for Murfitts) within Land-based, so actual EBITDA could be higher. If we look at the order intake in Land-based, it is NOK 91 mill. YTD in 2026 compared to NOK 89 mill. in all of 2025 and NOK 123 mill. in 2024. The EBITDA calculation is not far from reality as Maritime and Aftersales are easy to calculate based on figures from Vow. The Murfitts contract is also quite simple. The point that the market does not yet see is that Vow is facing strong earnings growth starting in a few months. Remember that this is the biggest driver in valuation, and that shares are priced accordingly.That being said, you absolutely forget everything that goes smoothly, already today, in industrials. It's more about heat treatment etc of Industrial ovens as well as the food segment. Like so many others, your conclusion might not be so wrong. But the calculation doesn't hold.
- ·1 päivä sittenMSC wants to buy 80% of Meyer Werft. Perhaps that's why the final negotiations for the contract for the new New Frontier ships have dragged on a bit… https://seekingalpha.com/news/4644581-msc-explores-takeover-of-german-cruise-ship-builder-meyer-werftThe news certainly indicates that MSC has both money and a good appetite - and that they see good growth opportunities for the cruise industry. In addition, Meyer probably produces ships for both cruise competitors and defense, so an acquisition could be an investment that can give them a solid future return.
- ·3 päivää sitten · MuokattuHere, it's just a matter of holding. In connection with the Pareto conference, VOW has also held investor meetings. There, it has been confirmed that two of the reactors are functioning as agreed (was also mentioned during the Q&A during the presentation). I have had this confirmed by people I trust. In that regard, it's only a matter of time before the last two do. And that news will overshadow loan renewal etc by a long shot. Again, a dozen employees, both at VOW and Arbio, already know this and it is not insider information. But since I, and many with me, did not know this before, I still believe it is an extremely important and good "news". I believe we are above 3 before loan terms are announced next week or the week after that. Good weekend eventually.They shall deliver 100% from and including no later than 1 January 2027. 2026 is the ramp-up period, after all. I believe there are no specific requirements there? .
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 |
|---|---|---|---|---|
| 896 | - | - | ||
| 250 | - | - | ||
| 718 | - | - | ||
| 272 | - | - | ||
| 2 500 | - | - |
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
33 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 |
0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sitten · MuokattuBelow I have calculated EBITDA for H2 2026. The goal is to come up with a guaranteed minimum EBITDA for the quarters. What is very pleasing to see is that the EBITDA estimates are high enough for Vow to be within all covenants in Q3 and Q4. This bodes well for a positive outcome in the refinancing which will be finalized by next Wednesday, according to Vow. EBITDA: Q3: NOK 22,6 mill. Q4: NOK 23,5 mill. EBITDA per segment: Maritime: Q3: NOK 19,0 mill. Q4: NOK 19,9 mill. Figures from Q.presentation, 20/10% margin on new and old contracts. Aftersales: Q3: NOK 12,3 mill. Q4: NOK 12,3 mill. Conservative assumption of 0% growth and same EBITDA as in H1 2026. Land-based: Q3: NOK 1,3 mill. Q4: NOK 1,3 mill. Conservative assumption where each Q has NOK 25 mill. in revenues and 5% margin. Administration: Q3: NOK 10,0 mill. Q4: NOK 10,0 mill. Assumption based on figures from H1 2026. If H2 does not have non-recurring costs, the estimate is probably a bit too high.
- ·23 t sitten · MuokattuVow ASA – EBITDA estimate 2027 I have previously estimated that Vow can reach around NOK 200 mill. in EBITDA in 2027. The calculation is as follows: Maritime: 2027-backlog: NOK 405 mill. 6 % is assumed to be legacy contracts Legacy: 10 % margin New contracts: 20 % margin EBITDA: NOK 78,2 mill. New contracts signed in July 2026 yield an additional NOK 7,3 mill. Maritime EBITDA: NOK 85,5 mill. Aftersales: Estimated revenue: NOK 273,3 mill. 2,7 % quarterly growth 20 % EBITDA-margin Aftersales EBITDA: NOK 54,4 mill. Land-based: Murfitts: NOK 175 mill. New contracts: 20 % margin Land-based EBITDA: NOK 35 mill. Total: Maritime NOK 85,5 mill. Aftersales NOK 54,4 mill. Land-based NOK 35,0 mill. Total NOK 174,9mill. NOK 25 mill. is missing to reach NOK 200 mill. in EBITDA, but still NOK 175 mill. is far above EBITDA in previous years. For comparison: 2024: NOK 53,8 mill. 2025: NOK -43,2 mill. 2026 YTD: NOK 51,4 mill. It is worth noting that the estimate of NOK 175 mill. does not include backlog or new contracts (except for Murfitts) within Land-based, so actual EBITDA could be higher. If we look at the order intake in Land-based, it is NOK 91 mill. YTD in 2026 compared to NOK 89 mill. in all of 2025 and NOK 123 mill. in 2024. The EBITDA calculation is not far from reality as Maritime and Aftersales are easy to calculate based on figures from Vow. The Murfitts contract is also quite simple. The point that the market does not yet see is that Vow is facing strong earnings growth starting in a few months. Remember that this is the biggest driver in valuation, and that shares are priced accordingly.That being said, you absolutely forget everything that goes smoothly, already today, in industrials. It's more about heat treatment etc of Industrial ovens as well as the food segment. Like so many others, your conclusion might not be so wrong. But the calculation doesn't hold.
- ·1 päivä sittenMSC wants to buy 80% of Meyer Werft. Perhaps that's why the final negotiations for the contract for the new New Frontier ships have dragged on a bit… https://seekingalpha.com/news/4644581-msc-explores-takeover-of-german-cruise-ship-builder-meyer-werftThe news certainly indicates that MSC has both money and a good appetite - and that they see good growth opportunities for the cruise industry. In addition, Meyer probably produces ships for both cruise competitors and defense, so an acquisition could be an investment that can give them a solid future return.
- ·3 päivää sitten · MuokattuHere, it's just a matter of holding. In connection with the Pareto conference, VOW has also held investor meetings. There, it has been confirmed that two of the reactors are functioning as agreed (was also mentioned during the Q&A during the presentation). I have had this confirmed by people I trust. In that regard, it's only a matter of time before the last two do. And that news will overshadow loan renewal etc by a long shot. Again, a dozen employees, both at VOW and Arbio, already know this and it is not insider information. But since I, and many with me, did not know this before, I still believe it is an extremely important and good "news". I believe we are above 3 before loan terms are announced next week or the week after that. Good weekend eventually.They shall deliver 100% from and including no later than 1 January 2027. 2026 is the ramp-up period, after all. I believe there are no specific requirements there? .
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 |
|---|---|---|---|---|
| 896 | - | - | ||
| 250 | - | - | ||
| 718 | - | - | ||
| 272 | - | - | ||
| 2 500 | - | - |
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