2026 Q2 -tulosraportti
12 päivää sitten
‧42 min
2,80 EUR/osake
Viimeisin osinko
0,00%Tuotto/v
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 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·42 min sittenI will never sell my shares below 900 anyway. Today there is speculation about a bid of 700, and I will never sell there...
My target price is minimum 1500. Take the following into consideration. Let's say that Evo will have a growth of 15% 27-28. Let's also say that the buyback program proceeds at roughly the same amount during this time. The buyback program alone will then have almost doubled the earnings per share. And if you add earnings growth of approx 40% during this time, we have an earnings per share of approx (2*65kr) *1.4=approx 180kr/share. And a P/E of around 15 is reasonable for a company with such good growth and stable profit margin. With these assumptions, the stock ends up at 15x180kr=2700kr. If one accounts for fewer shares being bought back as the price rises and for growth possibly ending up at 10% or lower, I set 1500kr as the bear case. And approx 3000 as the bull case. In approx 3 years' time. So an offer should be at least around 1500 if I am to consider it.
·2 t sittenQ2: Technical Analysis https://www.youtube.com/playlist?list=PLWhCLdkFfOMo6FMezLGcSlL4kfmojgyBqI don't think downturns triggered by technical guesses have much bearing now. There are too strong fundamental forces in motion with bid speculation, strong buybacks, and not least short sellers who will need to buy back shortly if they are not to incur large losses 😄. And all this above attracts positive attention from new buyers...the snowball rolls on and gets bigger and bigger.
·2 t sitten · MuokattuLook at this. All credit to Darkwing on X who shared this. Excluding the strategic holdings of Dart and Österbahr Ventures, only about 108.9 million shares remain. With the recent pace of approximately 1 million shares per week, Evolution is buying back almost 1 % of the strategically adjusted share capital every week. Another comments that you can also add Livingstone. Vanguard and BlackRock's position and only about 40% of the shares are in circulation.
·3 t sittenHas anyone seen any public statement from the company or anyone from IR regarding the ownership structure and KD's intentions?
·4 t sittenRegarding bid expectations from KD I myself own positions in Evolution and therefore have a financial interest in the share price. This is my own opinion, not advice, but I thought my thoughts would be interesting to others. However, I see no scenario where Kenneth Dart makes a bid higher than what the law requires. He has accumulated shares for a long time, and it is entirely in his interest to do so at the lowest possible price. Voluntarily driving up the price through a higher bid is consistent neither with how he has acted previously nor with what benefits him financially. He has increased his holding since August 2024 without saying a word publicly or seeking a board seat. That is not the behavior of someone who wants to buy the entire company. The minimum level is also already set, and it is low. The floor in a mandatory bid is practically determined by what he himself has paid recently – and the shares that triggered the mandatory bid were bought between 687,80 and 701,00 kronor. A bid will therefore reasonably be around 700 kronor. That is market price, not a premium. Then there's the financing. When the bid is announced, he must be able to show that he has secured financing to buy all shares covered by the bid – i.e., the entire company, if everyone were to accept. At today's prices, this amounts to 137–139 billion kronor. The higher the bid price, the greater the commitment and the more lenders will have to provide. Another reason why a bid above the minimum level seems unlikely. Then consider how he acted last Friday. My interpretation is that he bought just enough shares to pass 30 percent – he landed at 30,02. After that, he can make a bid at the lowest permitted level. If only a limited number of shares are sold into the bid, he has still fulfilled his mandatory bid obligation, and can then continue to buy on the market without a new mandatory bid arising. From that perspective, the timing is very strategic, and this is perhaps the most interesting part of the whole story. Evolution is repurchasing shares for 2 billion euro. When repurchased shares are cancelled, the number of shares in the company decreases, and Dart's stake rises by itself – without him buying anything. Merely slipping over 30 percent in that way does not in itself trigger a mandatory bid, because the law requires one to cross the threshold by buying shares. But he could then have ended up in a truly locked position: as long as he was over 30 percent, every additional share he bought would risk triggering a mandatory bid – and then at a price floor based on future prices, not today's. He would therefore have had to choose between stopping buying entirely, or triggering a mandatory bid at a price that could very well be significantly higher than 700 kronor. By doing it now, with the share below 700, he sets the floor at today's level instead of tomorrow's. And once the mandatory bid is fulfilled, he is free to continue accumulating. In my eyes, it's a really skillful move.It wouldn't surprise me at all if it's Dart who is lending out the shares to the short sellers. As long as he wants to accumulate, he benefits, as mentioned, from the price being kept down.
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.
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
‧42 min
2,80 EUR/osake
Viimeisin osinko
0,00%Tuotto/v
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
- ·42 min sittenI will never sell my shares below 900 anyway. Today there is speculation about a bid of 700, and I will never sell there...My target price is minimum 1500. Take the following into consideration. Let's say that Evo will have a growth of 15% 27-28. Let's also say that the buyback program proceeds at roughly the same amount during this time. The buyback program alone will then have almost doubled the earnings per share. And if you add earnings growth of approx 40% during this time, we have an earnings per share of approx (2*65kr) *1.4=approx 180kr/share. And a P/E of around 15 is reasonable for a company with such good growth and stable profit margin. With these assumptions, the stock ends up at 15x180kr=2700kr. If one accounts for fewer shares being bought back as the price rises and for growth possibly ending up at 10% or lower, I set 1500kr as the bear case. And approx 3000 as the bull case. In approx 3 years' time. So an offer should be at least around 1500 if I am to consider it.
- ·2 t sittenQ2: Technical Analysis https://www.youtube.com/playlist?list=PLWhCLdkFfOMo6FMezLGcSlL4kfmojgyBqI don't think downturns triggered by technical guesses have much bearing now. There are too strong fundamental forces in motion with bid speculation, strong buybacks, and not least short sellers who will need to buy back shortly if they are not to incur large losses 😄. And all this above attracts positive attention from new buyers...the snowball rolls on and gets bigger and bigger.
- ·2 t sitten · MuokattuLook at this. All credit to Darkwing on X who shared this. Excluding the strategic holdings of Dart and Österbahr Ventures, only about 108.9 million shares remain. With the recent pace of approximately 1 million shares per week, Evolution is buying back almost 1 % of the strategically adjusted share capital every week. Another comments that you can also add Livingstone. Vanguard and BlackRock's position and only about 40% of the shares are in circulation.
- ·3 t sittenHas anyone seen any public statement from the company or anyone from IR regarding the ownership structure and KD's intentions?
- ·4 t sittenRegarding bid expectations from KD I myself own positions in Evolution and therefore have a financial interest in the share price. This is my own opinion, not advice, but I thought my thoughts would be interesting to others. However, I see no scenario where Kenneth Dart makes a bid higher than what the law requires. He has accumulated shares for a long time, and it is entirely in his interest to do so at the lowest possible price. Voluntarily driving up the price through a higher bid is consistent neither with how he has acted previously nor with what benefits him financially. He has increased his holding since August 2024 without saying a word publicly or seeking a board seat. That is not the behavior of someone who wants to buy the entire company. The minimum level is also already set, and it is low. The floor in a mandatory bid is practically determined by what he himself has paid recently – and the shares that triggered the mandatory bid were bought between 687,80 and 701,00 kronor. A bid will therefore reasonably be around 700 kronor. That is market price, not a premium. Then there's the financing. When the bid is announced, he must be able to show that he has secured financing to buy all shares covered by the bid – i.e., the entire company, if everyone were to accept. At today's prices, this amounts to 137–139 billion kronor. The higher the bid price, the greater the commitment and the more lenders will have to provide. Another reason why a bid above the minimum level seems unlikely. Then consider how he acted last Friday. My interpretation is that he bought just enough shares to pass 30 percent – he landed at 30,02. After that, he can make a bid at the lowest permitted level. If only a limited number of shares are sold into the bid, he has still fulfilled his mandatory bid obligation, and can then continue to buy on the market without a new mandatory bid arising. From that perspective, the timing is very strategic, and this is perhaps the most interesting part of the whole story. Evolution is repurchasing shares for 2 billion euro. When repurchased shares are cancelled, the number of shares in the company decreases, and Dart's stake rises by itself – without him buying anything. Merely slipping over 30 percent in that way does not in itself trigger a mandatory bid, because the law requires one to cross the threshold by buying shares. But he could then have ended up in a truly locked position: as long as he was over 30 percent, every additional share he bought would risk triggering a mandatory bid – and then at a price floor based on future prices, not today's. He would therefore have had to choose between stopping buying entirely, or triggering a mandatory bid at a price that could very well be significantly higher than 700 kronor. By doing it now, with the share below 700, he sets the floor at today's level instead of tomorrow's. And once the mandatory bid is fulfilled, he is free to continue accumulating. In my eyes, it's a really skillful move.It wouldn't surprise me at all if it's Dart who is lending out the shares to the short sellers. As long as he wants to accumulate, he benefits, as mentioned, from the price being kept down.
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 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
2026 Q2 -tulosraportti
12 päivää sitten
‧42 min
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 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
2,80 EUR/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·42 min sittenI will never sell my shares below 900 anyway. Today there is speculation about a bid of 700, and I will never sell there...My target price is minimum 1500. Take the following into consideration. Let's say that Evo will have a growth of 15% 27-28. Let's also say that the buyback program proceeds at roughly the same amount during this time. The buyback program alone will then have almost doubled the earnings per share. And if you add earnings growth of approx 40% during this time, we have an earnings per share of approx (2*65kr) *1.4=approx 180kr/share. And a P/E of around 15 is reasonable for a company with such good growth and stable profit margin. With these assumptions, the stock ends up at 15x180kr=2700kr. If one accounts for fewer shares being bought back as the price rises and for growth possibly ending up at 10% or lower, I set 1500kr as the bear case. And approx 3000 as the bull case. In approx 3 years' time. So an offer should be at least around 1500 if I am to consider it.
- ·2 t sittenQ2: Technical Analysis https://www.youtube.com/playlist?list=PLWhCLdkFfOMo6FMezLGcSlL4kfmojgyBqI don't think downturns triggered by technical guesses have much bearing now. There are too strong fundamental forces in motion with bid speculation, strong buybacks, and not least short sellers who will need to buy back shortly if they are not to incur large losses 😄. And all this above attracts positive attention from new buyers...the snowball rolls on and gets bigger and bigger.
- ·2 t sitten · MuokattuLook at this. All credit to Darkwing on X who shared this. Excluding the strategic holdings of Dart and Österbahr Ventures, only about 108.9 million shares remain. With the recent pace of approximately 1 million shares per week, Evolution is buying back almost 1 % of the strategically adjusted share capital every week. Another comments that you can also add Livingstone. Vanguard and BlackRock's position and only about 40% of the shares are in circulation.
- ·3 t sittenHas anyone seen any public statement from the company or anyone from IR regarding the ownership structure and KD's intentions?
- ·4 t sittenRegarding bid expectations from KD I myself own positions in Evolution and therefore have a financial interest in the share price. This is my own opinion, not advice, but I thought my thoughts would be interesting to others. However, I see no scenario where Kenneth Dart makes a bid higher than what the law requires. He has accumulated shares for a long time, and it is entirely in his interest to do so at the lowest possible price. Voluntarily driving up the price through a higher bid is consistent neither with how he has acted previously nor with what benefits him financially. He has increased his holding since August 2024 without saying a word publicly or seeking a board seat. That is not the behavior of someone who wants to buy the entire company. The minimum level is also already set, and it is low. The floor in a mandatory bid is practically determined by what he himself has paid recently – and the shares that triggered the mandatory bid were bought between 687,80 and 701,00 kronor. A bid will therefore reasonably be around 700 kronor. That is market price, not a premium. Then there's the financing. When the bid is announced, he must be able to show that he has secured financing to buy all shares covered by the bid – i.e., the entire company, if everyone were to accept. At today's prices, this amounts to 137–139 billion kronor. The higher the bid price, the greater the commitment and the more lenders will have to provide. Another reason why a bid above the minimum level seems unlikely. Then consider how he acted last Friday. My interpretation is that he bought just enough shares to pass 30 percent – he landed at 30,02. After that, he can make a bid at the lowest permitted level. If only a limited number of shares are sold into the bid, he has still fulfilled his mandatory bid obligation, and can then continue to buy on the market without a new mandatory bid arising. From that perspective, the timing is very strategic, and this is perhaps the most interesting part of the whole story. Evolution is repurchasing shares for 2 billion euro. When repurchased shares are cancelled, the number of shares in the company decreases, and Dart's stake rises by itself – without him buying anything. Merely slipping over 30 percent in that way does not in itself trigger a mandatory bid, because the law requires one to cross the threshold by buying shares. But he could then have ended up in a truly locked position: as long as he was over 30 percent, every additional share he bought would risk triggering a mandatory bid – and then at a price floor based on future prices, not today's. He would therefore have had to choose between stopping buying entirely, or triggering a mandatory bid at a price that could very well be significantly higher than 700 kronor. By doing it now, with the share below 700, he sets the floor at today's level instead of tomorrow's. And once the mandatory bid is fulfilled, he is free to continue accumulating. In my eyes, it's a really skillful move.It wouldn't surprise me at all if it's Dart who is lending out the shares to the short sellers. As long as he wants to accumulate, he benefits, as mentioned, from the price being kept down.
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