2026 Q2 - tulosraportti
76 päivää sitten
‧39 min
0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 1 573 | ||
| 87 | ||
| 845 | ||
| 155 | ||
| 276 |
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. |
| 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
·7 t sitten · MuokattuI think Arbion may be included in the approved plan for Eiktyr. The government mentions not only the battery factory, but also associated industrial development, bio-industries and circular industry. This fits very well with Arbion's planned biocarbon factory of 30 000 tonnes annually. Arbion is already one of the industrial partners in Eiktyr. If the establishment can now be realized, this could mean a significant order for Vow. With a planned FID in the second half of 2026, this is an exciting potential trigger.
Vow has had several projects running over several years. The results show that the pyrolysis technology works. Now we are at the beginning of seeing a sea of orders for Vow as authorities approve regulatory plans. We have Murfitts, Arbion with Eiktyr and Viken, Repsol, Circon and the unnamed customer in Japan and surely more. 2027 could be the first year where order intake in land-based is higher than in the cruise segment.
·7 t sittenMuch talk about Murfitts - but cannot see how large this potential contract could be. Is there anyone who has possible figures on size?- ·15 t sitten · MuokattuI have read through the environmental application from Murfitts, and it shows that Vow will deliver 2 production lines distributed across 6 reactors. 4 pcs Spirajoule 750L8 and 2 pcs Spirajoule 750L4. Vow has had a pilot in operation for over 3 years at Murfitts. The results from this formed the basis for the upcoming contract. The capacity of the pilot was 80-90 kg/h and in the new facility the capacity is increased to 1,500 kg/h. What I don't understand is the capital expenditure of Murfitts at GBP 14 mill. Construction: The plot is 6.2 acres and is located in an industrial area belonging to Michelin and their factories. I cannot find out who owns the plot, but I assume Michelin makes the plot available. The plot today is a gravel lot, the building application was approved by the municipality on February 26, 2026. A production building of nearly 400 m² is to be built, which will house the reception and feeding of tyre granulate, pyrolysis lines, production and handling of pyrolysis oil, further processing of recovered carbon black (rCB) into a finished product, as well as systems for energy recovery and emission purification. The building is more than just deliveries from Vow. Production: 11,288 tonnes of tyre granulate come from Michelin. Out of this, 4,783 tonnes of pyrolysis oil, 2,391 tonnes of syngas, 4,214 tonnes of rCB, 35,898 tonnes of steam and 80,164 tonnes of flue gas are to be produced. Pyrolysis oil and rCB are sold to Michelin to produce new tyres, syngas can be sold or used internally to reduce energy costs, steam is sold to Michelin's neighboring facility as a replacement for steam made from natural gas, and flue gas is to be cleaned and emitted. Economy: When I look at the scope of the facility, with six reactors, extensive process equipment, further processing of rCB, energy recovery and emission purification, GBP 14 mill. appears as a surprisingly low investment. This is a commercial project and Vow is guaranteed not to enter into the agreement without making money. Management has been very clear on this. Their deliveries eat up too much of the investment budget for the framework to be correct as I see it. I checked Murfitts' annual report and it says that as of March 2026, Murfitts has spent GBP 6.1 mill. (NOK 85 mill.) on the project and it is registered as development costs under intangible assets. This may mean that the sum has financed the FEED study from Vow, the pilot project, applications to the public authorities and R&D costs for the building to be constructed. Murfitts has thus spent a lot of money on the project overall without a shovel being put in the ground. This money is surely not a part of the GBP 14 mill., but it indicates to me that the sum is too low to build an entire factory. If we trust the internet, the sales revenue from produced goods is €5.35 mill. per year and EBITDA €1.5-2.0 mill. This gives a payback period of the factory of 7-10 years. That seems very profitable for this type of activity, i.e. high return on capital if it costs GBP 14 mill. to build the factory. So good a return that the investment cost is wrong? I cannot make this add up. The only logical explanation is that the investment budget must go up, either the final framework from Murfitts is higher, Michelin will contribute, there is external EU financing or a third partner comes in. There is something we do not know because this does not make sense. Anyone who can explain?
H1 – GBP 14m er kun deler av prosjektet Hvilke leveranser og kostnader er ekskludert? H2 – Utviklingskostnadene kommer i tillegg Er GBP 6,1m knyttet til Stoke, og hvordan er kostnadene behandlet? H3 – Michelin bidrar med infrastruktur Tomt, eksisterende bygg, energi, damp, tilkoblinger og øvrig infrastruktur H4 – Andre finansieringskilder Tilskudd, støtteordninger, partnerfinansiering eller lån 
·1 päivä sittenContract coming any second, fasten seatbelt
None of the three (Viken is still several months away). New cruise contract comes first.
·1 päivä sittenNow I think it can go up again. Preferably to 3.8 as the banking oracle has predicted 🤩
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
76 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
- ·7 t sitten · MuokattuI think Arbion may be included in the approved plan for Eiktyr. The government mentions not only the battery factory, but also associated industrial development, bio-industries and circular industry. This fits very well with Arbion's planned biocarbon factory of 30 000 tonnes annually. Arbion is already one of the industrial partners in Eiktyr. If the establishment can now be realized, this could mean a significant order for Vow. With a planned FID in the second half of 2026, this is an exciting potential trigger.Vow has had several projects running over several years. The results show that the pyrolysis technology works. Now we are at the beginning of seeing a sea of orders for Vow as authorities approve regulatory plans. We have Murfitts, Arbion with Eiktyr and Viken, Repsol, Circon and the unnamed customer in Japan and surely more. 2027 could be the first year where order intake in land-based is higher than in the cruise segment.
- ·7 t sittenMuch talk about Murfitts - but cannot see how large this potential contract could be. Is there anyone who has possible figures on size?
- ·15 t sitten · MuokattuI have read through the environmental application from Murfitts, and it shows that Vow will deliver 2 production lines distributed across 6 reactors. 4 pcs Spirajoule 750L8 and 2 pcs Spirajoule 750L4. Vow has had a pilot in operation for over 3 years at Murfitts. The results from this formed the basis for the upcoming contract. The capacity of the pilot was 80-90 kg/h and in the new facility the capacity is increased to 1,500 kg/h. What I don't understand is the capital expenditure of Murfitts at GBP 14 mill. Construction: The plot is 6.2 acres and is located in an industrial area belonging to Michelin and their factories. I cannot find out who owns the plot, but I assume Michelin makes the plot available. The plot today is a gravel lot, the building application was approved by the municipality on February 26, 2026. A production building of nearly 400 m² is to be built, which will house the reception and feeding of tyre granulate, pyrolysis lines, production and handling of pyrolysis oil, further processing of recovered carbon black (rCB) into a finished product, as well as systems for energy recovery and emission purification. The building is more than just deliveries from Vow. Production: 11,288 tonnes of tyre granulate come from Michelin. Out of this, 4,783 tonnes of pyrolysis oil, 2,391 tonnes of syngas, 4,214 tonnes of rCB, 35,898 tonnes of steam and 80,164 tonnes of flue gas are to be produced. Pyrolysis oil and rCB are sold to Michelin to produce new tyres, syngas can be sold or used internally to reduce energy costs, steam is sold to Michelin's neighboring facility as a replacement for steam made from natural gas, and flue gas is to be cleaned and emitted. Economy: When I look at the scope of the facility, with six reactors, extensive process equipment, further processing of rCB, energy recovery and emission purification, GBP 14 mill. appears as a surprisingly low investment. This is a commercial project and Vow is guaranteed not to enter into the agreement without making money. Management has been very clear on this. Their deliveries eat up too much of the investment budget for the framework to be correct as I see it. I checked Murfitts' annual report and it says that as of March 2026, Murfitts has spent GBP 6.1 mill. (NOK 85 mill.) on the project and it is registered as development costs under intangible assets. This may mean that the sum has financed the FEED study from Vow, the pilot project, applications to the public authorities and R&D costs for the building to be constructed. Murfitts has thus spent a lot of money on the project overall without a shovel being put in the ground. This money is surely not a part of the GBP 14 mill., but it indicates to me that the sum is too low to build an entire factory. If we trust the internet, the sales revenue from produced goods is €5.35 mill. per year and EBITDA €1.5-2.0 mill. This gives a payback period of the factory of 7-10 years. That seems very profitable for this type of activity, i.e. high return on capital if it costs GBP 14 mill. to build the factory. So good a return that the investment cost is wrong? I cannot make this add up. The only logical explanation is that the investment budget must go up, either the final framework from Murfitts is higher, Michelin will contribute, there is external EU financing or a third partner comes in. There is something we do not know because this does not make sense. Anyone who can explain?H1 – GBP 14m er kun deler av prosjektet Hvilke leveranser og kostnader er ekskludert? H2 – Utviklingskostnadene kommer i tillegg Er GBP 6,1m knyttet til Stoke, og hvordan er kostnadene behandlet? H3 – Michelin bidrar med infrastruktur Tomt, eksisterende bygg, energi, damp, tilkoblinger og øvrig infrastruktur H4 – Andre finansieringskilder Tilskudd, støtteordninger, partnerfinansiering eller lån
- ·1 päivä sittenContract coming any second, fasten seatbeltNone of the three (Viken is still several months away). New cruise contract comes first.
- ·1 päivä sittenNow I think it can go up again. Preferably to 3.8 as the banking oracle has predicted 🤩
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 |
|---|---|---|
| 1 573 | ||
| 87 | ||
| 845 | ||
| 155 | ||
| 276 |
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. |
| 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
76 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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,071 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·7 t sitten · MuokattuI think Arbion may be included in the approved plan for Eiktyr. The government mentions not only the battery factory, but also associated industrial development, bio-industries and circular industry. This fits very well with Arbion's planned biocarbon factory of 30 000 tonnes annually. Arbion is already one of the industrial partners in Eiktyr. If the establishment can now be realized, this could mean a significant order for Vow. With a planned FID in the second half of 2026, this is an exciting potential trigger.Vow has had several projects running over several years. The results show that the pyrolysis technology works. Now we are at the beginning of seeing a sea of orders for Vow as authorities approve regulatory plans. We have Murfitts, Arbion with Eiktyr and Viken, Repsol, Circon and the unnamed customer in Japan and surely more. 2027 could be the first year where order intake in land-based is higher than in the cruise segment.
- ·7 t sittenMuch talk about Murfitts - but cannot see how large this potential contract could be. Is there anyone who has possible figures on size?
- ·15 t sitten · MuokattuI have read through the environmental application from Murfitts, and it shows that Vow will deliver 2 production lines distributed across 6 reactors. 4 pcs Spirajoule 750L8 and 2 pcs Spirajoule 750L4. Vow has had a pilot in operation for over 3 years at Murfitts. The results from this formed the basis for the upcoming contract. The capacity of the pilot was 80-90 kg/h and in the new facility the capacity is increased to 1,500 kg/h. What I don't understand is the capital expenditure of Murfitts at GBP 14 mill. Construction: The plot is 6.2 acres and is located in an industrial area belonging to Michelin and their factories. I cannot find out who owns the plot, but I assume Michelin makes the plot available. The plot today is a gravel lot, the building application was approved by the municipality on February 26, 2026. A production building of nearly 400 m² is to be built, which will house the reception and feeding of tyre granulate, pyrolysis lines, production and handling of pyrolysis oil, further processing of recovered carbon black (rCB) into a finished product, as well as systems for energy recovery and emission purification. The building is more than just deliveries from Vow. Production: 11,288 tonnes of tyre granulate come from Michelin. Out of this, 4,783 tonnes of pyrolysis oil, 2,391 tonnes of syngas, 4,214 tonnes of rCB, 35,898 tonnes of steam and 80,164 tonnes of flue gas are to be produced. Pyrolysis oil and rCB are sold to Michelin to produce new tyres, syngas can be sold or used internally to reduce energy costs, steam is sold to Michelin's neighboring facility as a replacement for steam made from natural gas, and flue gas is to be cleaned and emitted. Economy: When I look at the scope of the facility, with six reactors, extensive process equipment, further processing of rCB, energy recovery and emission purification, GBP 14 mill. appears as a surprisingly low investment. This is a commercial project and Vow is guaranteed not to enter into the agreement without making money. Management has been very clear on this. Their deliveries eat up too much of the investment budget for the framework to be correct as I see it. I checked Murfitts' annual report and it says that as of March 2026, Murfitts has spent GBP 6.1 mill. (NOK 85 mill.) on the project and it is registered as development costs under intangible assets. This may mean that the sum has financed the FEED study from Vow, the pilot project, applications to the public authorities and R&D costs for the building to be constructed. Murfitts has thus spent a lot of money on the project overall without a shovel being put in the ground. This money is surely not a part of the GBP 14 mill., but it indicates to me that the sum is too low to build an entire factory. If we trust the internet, the sales revenue from produced goods is €5.35 mill. per year and EBITDA €1.5-2.0 mill. This gives a payback period of the factory of 7-10 years. That seems very profitable for this type of activity, i.e. high return on capital if it costs GBP 14 mill. to build the factory. So good a return that the investment cost is wrong? I cannot make this add up. The only logical explanation is that the investment budget must go up, either the final framework from Murfitts is higher, Michelin will contribute, there is external EU financing or a third partner comes in. There is something we do not know because this does not make sense. Anyone who can explain?H1 – GBP 14m er kun deler av prosjektet Hvilke leveranser og kostnader er ekskludert? H2 – Utviklingskostnadene kommer i tillegg Er GBP 6,1m knyttet til Stoke, og hvordan er kostnadene behandlet? H3 – Michelin bidrar med infrastruktur Tomt, eksisterende bygg, energi, damp, tilkoblinger og øvrig infrastruktur H4 – Andre finansieringskilder Tilskudd, støtteordninger, partnerfinansiering eller lån
- ·1 päivä sittenContract coming any second, fasten seatbeltNone of the three (Viken is still several months away). New cruise contract comes first.
- ·1 päivä sittenNow I think it can go up again. Preferably to 3.8 as the banking oracle has predicted 🤩
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 |
|---|---|---|
| 1 573 | ||
| 87 | ||
| 845 | ||
| 155 | ||
| 276 |
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