2026 Q2 - tulosraportti
88 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 | ||
| 930 | ||
| 1 338 | ||
| 1 755 | ||
| 5 754 |
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. | 3 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
·2 t sitten · MuokattuAn agreement regarding Meyer Werft is now approaching clarification. The state authorities in Lower Saxony, the Meyer family, and MSC are now said to have agreed on a deal that will possibly be signed on Tuesday. It can be mentioned that part of the negotiations has also concerned the Meyer family simultaneously wishing to increase its ownership stake from the current 20%. It will be interesting to see how such a change of ownership will affect the further progress for MSC's new ship class New Frontier - and not least - whether it will lead to new orders at VOW. https://www.manager-magazin.de/unternehmen/mobilitaet/meyer-werft-bund-steht-vor-anteilsverkauf-an-msc-eigentuemerfamilie-stockt-auf-a-f4d7c336-c450-4bbd-9bf3-1db756db2987
I am quite sure that the purchase of the shipyard has no connection to the construction of the 6 new ships. That contract was signed this summer, and the work must surely be underway regardless of the change of ownership? As for Vows part, I see even less connection, what is it that you and MorganKane see?
·2 päivää sittenRemember a year ago how it went after q3 then. Then we went up. Suddenly 2 contracts tumbled in and we went to heaven. Something like 100 % in a week or three. The same thing can quickly happen again this year. Especially if things calm down a bit geopolitically at the same time.
TheRMK, I really have no good arguments. Agree with you. A Murfitts contract is clearly very positive in the negotiations with DNB. Ugh, yes, I can almost not wait for the confirmation from Vow ASA that all 4 reactors are producing 100 percent around the clock at Follum. I check Arbion's websites, and everything else, daily to try to find any news concerning this. :) My impression is that the management in Vow ASA wants to report most things on reporting days, apart from what naturally must be reported according to the rules, but what I see as reassuring, is that I do not think Vow ASA would have signed an exclusive cooperation agreement with Danieli Corus, without them having full control of this. But 100 percent agree with you, the day we get information that the reactors are producing 100 percent 24/7, yes, that will be a BIG and IMPORTANT day for the company and for us shareholders. I can almost not wait, and am crossing all fingers and toes that this will work out.- ·3 päivää 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."
·3 päivää 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)And now we are three øre below. Fair enough that the krone has gone up a bit again, but to me this is strange. Several good news, but no response. Apparently people are waiting until q3 is available. It is a buying opportunity I think now. Though of course greater risk.
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
88 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
- ·2 t sitten · MuokattuAn agreement regarding Meyer Werft is now approaching clarification. The state authorities in Lower Saxony, the Meyer family, and MSC are now said to have agreed on a deal that will possibly be signed on Tuesday. It can be mentioned that part of the negotiations has also concerned the Meyer family simultaneously wishing to increase its ownership stake from the current 20%. It will be interesting to see how such a change of ownership will affect the further progress for MSC's new ship class New Frontier - and not least - whether it will lead to new orders at VOW. https://www.manager-magazin.de/unternehmen/mobilitaet/meyer-werft-bund-steht-vor-anteilsverkauf-an-msc-eigentuemerfamilie-stockt-auf-a-f4d7c336-c450-4bbd-9bf3-1db756db2987I am quite sure that the purchase of the shipyard has no connection to the construction of the 6 new ships. That contract was signed this summer, and the work must surely be underway regardless of the change of ownership? As for Vows part, I see even less connection, what is it that you and MorganKane see?
- ·2 päivää sittenRemember a year ago how it went after q3 then. Then we went up. Suddenly 2 contracts tumbled in and we went to heaven. Something like 100 % in a week or three. The same thing can quickly happen again this year. Especially if things calm down a bit geopolitically at the same time.TheRMK, I really have no good arguments. Agree with you. A Murfitts contract is clearly very positive in the negotiations with DNB. Ugh, yes, I can almost not wait for the confirmation from Vow ASA that all 4 reactors are producing 100 percent around the clock at Follum. I check Arbion's websites, and everything else, daily to try to find any news concerning this. :) My impression is that the management in Vow ASA wants to report most things on reporting days, apart from what naturally must be reported according to the rules, but what I see as reassuring, is that I do not think Vow ASA would have signed an exclusive cooperation agreement with Danieli Corus, without them having full control of this. But 100 percent agree with you, the day we get information that the reactors are producing 100 percent 24/7, yes, that will be a BIG and IMPORTANT day for the company and for us shareholders. I can almost not wait, and am crossing all fingers and toes that this will work out.
- ·3 päivää 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."
- ·3 päivää 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)And now we are three øre below. Fair enough that the krone has gone up a bit again, but to me this is strange. Several good news, but no response. Apparently people are waiting until q3 is available. It is a buying opportunity I think now. Though of course greater risk.
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 | ||
| 930 | ||
| 1 338 | ||
| 1 755 | ||
| 5 754 |
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. | 3 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
88 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. | 3 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
- ·2 t sitten · MuokattuAn agreement regarding Meyer Werft is now approaching clarification. The state authorities in Lower Saxony, the Meyer family, and MSC are now said to have agreed on a deal that will possibly be signed on Tuesday. It can be mentioned that part of the negotiations has also concerned the Meyer family simultaneously wishing to increase its ownership stake from the current 20%. It will be interesting to see how such a change of ownership will affect the further progress for MSC's new ship class New Frontier - and not least - whether it will lead to new orders at VOW. https://www.manager-magazin.de/unternehmen/mobilitaet/meyer-werft-bund-steht-vor-anteilsverkauf-an-msc-eigentuemerfamilie-stockt-auf-a-f4d7c336-c450-4bbd-9bf3-1db756db2987I am quite sure that the purchase of the shipyard has no connection to the construction of the 6 new ships. That contract was signed this summer, and the work must surely be underway regardless of the change of ownership? As for Vows part, I see even less connection, what is it that you and MorganKane see?
- ·2 päivää sittenRemember a year ago how it went after q3 then. Then we went up. Suddenly 2 contracts tumbled in and we went to heaven. Something like 100 % in a week or three. The same thing can quickly happen again this year. Especially if things calm down a bit geopolitically at the same time.TheRMK, I really have no good arguments. Agree with you. A Murfitts contract is clearly very positive in the negotiations with DNB. Ugh, yes, I can almost not wait for the confirmation from Vow ASA that all 4 reactors are producing 100 percent around the clock at Follum. I check Arbion's websites, and everything else, daily to try to find any news concerning this. :) My impression is that the management in Vow ASA wants to report most things on reporting days, apart from what naturally must be reported according to the rules, but what I see as reassuring, is that I do not think Vow ASA would have signed an exclusive cooperation agreement with Danieli Corus, without them having full control of this. But 100 percent agree with you, the day we get information that the reactors are producing 100 percent 24/7, yes, that will be a BIG and IMPORTANT day for the company and for us shareholders. I can almost not wait, and am crossing all fingers and toes that this will work out.
- ·3 päivää 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."
- ·3 päivää 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)And now we are three øre below. Fair enough that the krone has gone up a bit again, but to me this is strange. Several good news, but no response. Apparently people are waiting until q3 is available. It is a buying opportunity I think now. Though of course greater risk.
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 | ||
| 930 | ||
| 1 338 | ||
| 1 755 | ||
| 5 754 |
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