2026 Q2 -tulosraportti
12 päivää sitten
‧39 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sitten · MuokattuThe buyers of DNB shares have performed professional DD and last week's purchase confirms that they share the forum's view that the pricing is reasonable and the potential is great. DNB is not concerned with selling at the highest possible price or timing the market. They were forced to buy Badin & Co's shares in 2024 via a forced sale, and the focus has been on being a responsible owner regarding the debt side. In a sales process, DNB has been keen to sell when the "right" investors come knocking. The new owners, via the board, will have ultimate responsibility for DNB getting its money back (the bank loan to Vow). Before the weekend, I had a short discussion with MorganKane in another thread in the forum about covenants. Due to the payment of NOK 100 million, Vow is well within 2 of them in Q3, and perhaps within NIBD/EBITDA. The ratio fluctuates above and below the 3.5x requirement depending on the data basis. This means there might be a waiver for the covenant for Q3. If we look at Q4, all covenants are within. It gets even better with the potential Cruise contract and the Murfitts contract. I am sure Murfitts will be announced as a client in September, with a potential contract value of NOK 450 million. I also have great faith in the Cruise contract, but I can't put a date on it other than during H2. The Murfitts contract means much more than just the money Vow earns from the contract. It's a shift for the industrial segment, moving from negative operations and low backlog to profitability, more backlog, and better margins. The industrial segment will be a force to be reckoned with, and Vow will have more pillars to stand on. There are many projects in the pipeline, so it could become larger than Maritime in a few years.Vow amortizes intangible assets linearly over 7 and 15 years according to IFRS, and I consider larger write-downs beyond ordinary amortization unrealistic. A write-down of 51% would mean that Vow's technology does not work, is outdated, or better technology has entered the market. If the contract with Murfitts comes through, it will strengthen the conclusion that Vow's technology is in demand, indicating that it works. Things seem to be going well in the Follum project. When it comes to the value of goodwill, I link it to a 70% market share in Maritime and the revenue potential the technology has for the company, especially in the industrial segment. Whether goodwill is low or high, I don't have strong opinions about it.
·2 päivää sitten · MuokattuVery interesting. Jotelino emerges as a new shareholder today with a couple of million shares. The Jotelino guys have close ties to the Steensland family. And the entry is guaranteed to be coordinated with Steensland. Go Haaland🦾
Jotelino went from 619 996 to 2 613 666 shares (+1 993 670) in under two weeks. Now 0.90 % - 13th largest owner Was already in mid-August (620k), thus a quadrupled position..... This looks promising 👌🏼
·2 päivää sittenRegarding the refinancing, have you seen this detail in the half-year report: The DNB loan previously had a 3M NIBOR + 3.4% interest rate, plus a 3% PIK interest rate. PIK means that the additional interest is not paid continuously, but is added to the debt – typically a solution when the bank assesses the credit risk as high. On February 24, 2026, DNB removed the entire 3% PIK interest. This is interesting because it suggests that the bank already then considered VOW's financial situation to be clearly better. Together with a strong Q2, in my opinion, this strengthens the probability of a clean long-term refinancing without an equity issue.
I advise against bad blood on the forum. Regarding KO-trade having changed position concerning buy/sell Wow, I think he has argued well and objectively for it. And what he writes now in recent weeks is consistent with what he said when he hung up about a year ago. The fact that he is now back and discussing in the forum, I therefore interpret as a clear buy signal.
·3 päivää sittenIt is with astonishment that focus is not now being directed to VOW finally being declared healthy after many difficult years. Audley and those who bought the last block have undoubtedly had a thoroughly updated dialogue with Dnb. You don't buy shares in a company for 60 mill without a discount if you know that capital must be injected and that the clean-up process is not finished. Dnb has always said that they will be involved as long as needed to ensure that the company can stand on its own feet. We are there now! Forget share issues and other old problems from the Badin era. Now we are waiting for new large orders and for Murfits to finally make a decision. The share price WILL follow gravity. I have been invested since 2020 and my belief is even stronger now as I see that the world needs VOW's products and knowledge. Looking forward to the next 10 yearsI don't quite understand what you mean by Nibd/ebidta = 3,46. In that case, it's better than the requirement.
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.
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.
2026 Q2 -tulosraportti
12 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
- ·1 t sitten · MuokattuThe buyers of DNB shares have performed professional DD and last week's purchase confirms that they share the forum's view that the pricing is reasonable and the potential is great. DNB is not concerned with selling at the highest possible price or timing the market. They were forced to buy Badin & Co's shares in 2024 via a forced sale, and the focus has been on being a responsible owner regarding the debt side. In a sales process, DNB has been keen to sell when the "right" investors come knocking. The new owners, via the board, will have ultimate responsibility for DNB getting its money back (the bank loan to Vow). Before the weekend, I had a short discussion with MorganKane in another thread in the forum about covenants. Due to the payment of NOK 100 million, Vow is well within 2 of them in Q3, and perhaps within NIBD/EBITDA. The ratio fluctuates above and below the 3.5x requirement depending on the data basis. This means there might be a waiver for the covenant for Q3. If we look at Q4, all covenants are within. It gets even better with the potential Cruise contract and the Murfitts contract. I am sure Murfitts will be announced as a client in September, with a potential contract value of NOK 450 million. I also have great faith in the Cruise contract, but I can't put a date on it other than during H2. The Murfitts contract means much more than just the money Vow earns from the contract. It's a shift for the industrial segment, moving from negative operations and low backlog to profitability, more backlog, and better margins. The industrial segment will be a force to be reckoned with, and Vow will have more pillars to stand on. There are many projects in the pipeline, so it could become larger than Maritime in a few years.Vow amortizes intangible assets linearly over 7 and 15 years according to IFRS, and I consider larger write-downs beyond ordinary amortization unrealistic. A write-down of 51% would mean that Vow's technology does not work, is outdated, or better technology has entered the market. If the contract with Murfitts comes through, it will strengthen the conclusion that Vow's technology is in demand, indicating that it works. Things seem to be going well in the Follum project. When it comes to the value of goodwill, I link it to a 70% market share in Maritime and the revenue potential the technology has for the company, especially in the industrial segment. Whether goodwill is low or high, I don't have strong opinions about it.
- ·2 päivää sitten · MuokattuVery interesting. Jotelino emerges as a new shareholder today with a couple of million shares. The Jotelino guys have close ties to the Steensland family. And the entry is guaranteed to be coordinated with Steensland. Go Haaland🦾Jotelino went from 619 996 to 2 613 666 shares (+1 993 670) in under two weeks. Now 0.90 % - 13th largest owner Was already in mid-August (620k), thus a quadrupled position..... This looks promising 👌🏼
- ·2 päivää sittenRegarding the refinancing, have you seen this detail in the half-year report: The DNB loan previously had a 3M NIBOR + 3.4% interest rate, plus a 3% PIK interest rate. PIK means that the additional interest is not paid continuously, but is added to the debt – typically a solution when the bank assesses the credit risk as high. On February 24, 2026, DNB removed the entire 3% PIK interest. This is interesting because it suggests that the bank already then considered VOW's financial situation to be clearly better. Together with a strong Q2, in my opinion, this strengthens the probability of a clean long-term refinancing without an equity issue.I advise against bad blood on the forum. Regarding KO-trade having changed position concerning buy/sell Wow, I think he has argued well and objectively for it. And what he writes now in recent weeks is consistent with what he said when he hung up about a year ago. The fact that he is now back and discussing in the forum, I therefore interpret as a clear buy signal.
- ·3 päivää sittenIt is with astonishment that focus is not now being directed to VOW finally being declared healthy after many difficult years. Audley and those who bought the last block have undoubtedly had a thoroughly updated dialogue with Dnb. You don't buy shares in a company for 60 mill without a discount if you know that capital must be injected and that the clean-up process is not finished. Dnb has always said that they will be involved as long as needed to ensure that the company can stand on its own feet. We are there now! Forget share issues and other old problems from the Badin era. Now we are waiting for new large orders and for Murfits to finally make a decision. The share price WILL follow gravity. I have been invested since 2020 and my belief is even stronger now as I see that the world needs VOW's products and knowledge. Looking forward to the next 10 yearsI don't quite understand what you mean by Nibd/ebidta = 3,46. In that case, it's better than the requirement.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
2026 Q2 -tulosraportti
12 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
- ·1 t sitten · MuokattuThe buyers of DNB shares have performed professional DD and last week's purchase confirms that they share the forum's view that the pricing is reasonable and the potential is great. DNB is not concerned with selling at the highest possible price or timing the market. They were forced to buy Badin & Co's shares in 2024 via a forced sale, and the focus has been on being a responsible owner regarding the debt side. In a sales process, DNB has been keen to sell when the "right" investors come knocking. The new owners, via the board, will have ultimate responsibility for DNB getting its money back (the bank loan to Vow). Before the weekend, I had a short discussion with MorganKane in another thread in the forum about covenants. Due to the payment of NOK 100 million, Vow is well within 2 of them in Q3, and perhaps within NIBD/EBITDA. The ratio fluctuates above and below the 3.5x requirement depending on the data basis. This means there might be a waiver for the covenant for Q3. If we look at Q4, all covenants are within. It gets even better with the potential Cruise contract and the Murfitts contract. I am sure Murfitts will be announced as a client in September, with a potential contract value of NOK 450 million. I also have great faith in the Cruise contract, but I can't put a date on it other than during H2. The Murfitts contract means much more than just the money Vow earns from the contract. It's a shift for the industrial segment, moving from negative operations and low backlog to profitability, more backlog, and better margins. The industrial segment will be a force to be reckoned with, and Vow will have more pillars to stand on. There are many projects in the pipeline, so it could become larger than Maritime in a few years.Vow amortizes intangible assets linearly over 7 and 15 years according to IFRS, and I consider larger write-downs beyond ordinary amortization unrealistic. A write-down of 51% would mean that Vow's technology does not work, is outdated, or better technology has entered the market. If the contract with Murfitts comes through, it will strengthen the conclusion that Vow's technology is in demand, indicating that it works. Things seem to be going well in the Follum project. When it comes to the value of goodwill, I link it to a 70% market share in Maritime and the revenue potential the technology has for the company, especially in the industrial segment. Whether goodwill is low or high, I don't have strong opinions about it.
- ·2 päivää sitten · MuokattuVery interesting. Jotelino emerges as a new shareholder today with a couple of million shares. The Jotelino guys have close ties to the Steensland family. And the entry is guaranteed to be coordinated with Steensland. Go Haaland🦾Jotelino went from 619 996 to 2 613 666 shares (+1 993 670) in under two weeks. Now 0.90 % - 13th largest owner Was already in mid-August (620k), thus a quadrupled position..... This looks promising 👌🏼
- ·2 päivää sittenRegarding the refinancing, have you seen this detail in the half-year report: The DNB loan previously had a 3M NIBOR + 3.4% interest rate, plus a 3% PIK interest rate. PIK means that the additional interest is not paid continuously, but is added to the debt – typically a solution when the bank assesses the credit risk as high. On February 24, 2026, DNB removed the entire 3% PIK interest. This is interesting because it suggests that the bank already then considered VOW's financial situation to be clearly better. Together with a strong Q2, in my opinion, this strengthens the probability of a clean long-term refinancing without an equity issue.I advise against bad blood on the forum. Regarding KO-trade having changed position concerning buy/sell Wow, I think he has argued well and objectively for it. And what he writes now in recent weeks is consistent with what he said when he hung up about a year ago. The fact that he is now back and discussing in the forum, I therefore interpret as a clear buy signal.
- ·3 päivää sittenIt is with astonishment that focus is not now being directed to VOW finally being declared healthy after many difficult years. Audley and those who bought the last block have undoubtedly had a thoroughly updated dialogue with Dnb. You don't buy shares in a company for 60 mill without a discount if you know that capital must be injected and that the clean-up process is not finished. Dnb has always said that they will be involved as long as needed to ensure that the company can stand on its own feet. We are there now! Forget share issues and other old problems from the Badin era. Now we are waiting for new large orders and for Murfits to finally make a decision. The share price WILL follow gravity. I have been invested since 2020 and my belief is even stronger now as I see that the world needs VOW's products and knowledge. Looking forward to the next 10 yearsI don't quite understand what you mean by Nibd/ebidta = 3,46. In that case, it's better than the requirement.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt