2026 Q2 - tulosraportti
15 päivää sitten
‧29 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 673 | - | - | ||
| 1 640 | - | - | ||
| 1 133 | - | - | ||
| 110 | - | - | ||
| 1 181 | - | - |
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 24.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 1.9. | ||
2026 Q1 - tulosraportti 26.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 18.11.2025 | ||
2025 Q2 - tulosraportti 19.8.2025 |
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
·5 t sittenSomewhat interesting after the comments below that the share price fell by nearly 1 % so what is correct about this stock we will have to consider further. Personally, I believe a spin-off or rather that the company is split into two for us shareholders could possibly be positive. The overarching question, above all others, will be how the liquid assets will be distributed, debt allocated between the companies etc,
·9 t sitten · MuokattuAt 16:35, Halvar Idland has a presentation of Keoc at the Pareto conference. Pareto has a price target of 20 on Keoc. Valuation range of SEK 14.0-20.5 per share Following the PDVSA agreement, reserve reports are the near-term triggers, while execution risk persists across both fintech and energy assets. Lower KEO estimates are partly offset by a higher PetroUrdaneta valuation following further de-risking. We set our valuation range to SEK 14.0-20.5 (14.9-21.6) per share, equal to 23.0x-33.7x adj. FY28E P/E. The analysis came before the Mastercard deal.
These are busy days at Keo Capital. The company recently entered into a letter of intent to spin off its oil business and take it to Nasdaq through a merger with Lionheart Holdings, as Financial Times first reported. Major shareholders have also proposed replacing three board members.
·1 päivä sittenI think the main focus for us who invest in the company is the story about the oil in Venezuela, here is a brief overview of what it might be worth, but the horizon is relatively long and it is indeed a high-risk project. One gets the impression that everything is a scam and there is no progress. That's why I'm sharing this from e24 and some info from other reports: Today's valuation: At a share price of SEK 7.03, the entire KEO Capital (fintech + energy) is valued at ~SEK 2.48 bn. (~USD 255-260 mn.), based on 352.7 mn. outstanding shares. The adjusted net financial position is ~USD 108.5 mn. (of which only ~48 mn. is free cash balance) – so the market prices in around USD 150 mn. in "story value" beyond pure cash balance, for both the fintech platform and the Venezuela optionality combined. Scenario calculation for the Venezuela share (40 %, not yet completed): KEO's share corresponds to ~324 mn. 2P barrels – but these are only PDVSA's own, not independently verified figures. What they have actually paid now: ~$0.3-0.4/barrel → ~$100-130 mn. Lionheart indication (collapsed SPAC deal, not binding): $400 mn. for the entire energy segment If everything succeeds and the reserves are priced like a stable, producing company (à la PetroNor, Oslo Børs, ~$7-8/barrel): ~$2.4 bn. A little positive from the E24 case about the Venezuela project: Idland says suppliers have already been on site inspection of the fields, and that they are negotiating equipment/service agreements now – i.e., something concrete on the ground, not just plans. He also confirms that investments are happening gradually: "in the early phase, the need is significantly smaller" than the full 350 mn. dollars. The agreements are also said to be registered with a French arbitration court, which provides some legal protection beyond Venezuelan courts. When can we expect more news about the oil side? Closing of the 40 % share: agreed deadline no later than November 30, 2026 (possibility of 30 days extension) Independent reserve report: expected in 2nd half 2026 (no exact date given) – probably the most important single event, since it's the first time the figures are checked by anyone other than PDVSA itself Q3 report November 24 will probably provide a status update So: enormous theoretical upside (20x+ spread between scenarios), real signs of operational progress, but still no concrete answers on the political/sanction-related risk. Pay special attention to the reserve report and the closing deadline in November.
·1 päivä sittenFrom borsen.dk has no access Oil stocks have soared this year in line with the massive increase in oil prices. But after the strong rally, investors are left with a difficult question: Is there still more to gain from the high-flying stocks? Michelle Nørgaard, investor and independent equity strategist, believes so, but she also warns against entering the sector too aggressively.
·1 päivä sittenA reminder of this: https://open.spotify.com/episode/6bxyhANFngtOWRsZTIyd53 Is there anything that changes the case after this was recorded?
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
15 päivää sitten
‧29 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sittenSomewhat interesting after the comments below that the share price fell by nearly 1 % so what is correct about this stock we will have to consider further. Personally, I believe a spin-off or rather that the company is split into two for us shareholders could possibly be positive. The overarching question, above all others, will be how the liquid assets will be distributed, debt allocated between the companies etc,
- ·9 t sitten · MuokattuAt 16:35, Halvar Idland has a presentation of Keoc at the Pareto conference. Pareto has a price target of 20 on Keoc. Valuation range of SEK 14.0-20.5 per share Following the PDVSA agreement, reserve reports are the near-term triggers, while execution risk persists across both fintech and energy assets. Lower KEO estimates are partly offset by a higher PetroUrdaneta valuation following further de-risking. We set our valuation range to SEK 14.0-20.5 (14.9-21.6) per share, equal to 23.0x-33.7x adj. FY28E P/E. The analysis came before the Mastercard deal.These are busy days at Keo Capital. The company recently entered into a letter of intent to spin off its oil business and take it to Nasdaq through a merger with Lionheart Holdings, as Financial Times first reported. Major shareholders have also proposed replacing three board members.
- ·1 päivä sittenI think the main focus for us who invest in the company is the story about the oil in Venezuela, here is a brief overview of what it might be worth, but the horizon is relatively long and it is indeed a high-risk project. One gets the impression that everything is a scam and there is no progress. That's why I'm sharing this from e24 and some info from other reports: Today's valuation: At a share price of SEK 7.03, the entire KEO Capital (fintech + energy) is valued at ~SEK 2.48 bn. (~USD 255-260 mn.), based on 352.7 mn. outstanding shares. The adjusted net financial position is ~USD 108.5 mn. (of which only ~48 mn. is free cash balance) – so the market prices in around USD 150 mn. in "story value" beyond pure cash balance, for both the fintech platform and the Venezuela optionality combined. Scenario calculation for the Venezuela share (40 %, not yet completed): KEO's share corresponds to ~324 mn. 2P barrels – but these are only PDVSA's own, not independently verified figures. What they have actually paid now: ~$0.3-0.4/barrel → ~$100-130 mn. Lionheart indication (collapsed SPAC deal, not binding): $400 mn. for the entire energy segment If everything succeeds and the reserves are priced like a stable, producing company (à la PetroNor, Oslo Børs, ~$7-8/barrel): ~$2.4 bn. A little positive from the E24 case about the Venezuela project: Idland says suppliers have already been on site inspection of the fields, and that they are negotiating equipment/service agreements now – i.e., something concrete on the ground, not just plans. He also confirms that investments are happening gradually: "in the early phase, the need is significantly smaller" than the full 350 mn. dollars. The agreements are also said to be registered with a French arbitration court, which provides some legal protection beyond Venezuelan courts. When can we expect more news about the oil side? Closing of the 40 % share: agreed deadline no later than November 30, 2026 (possibility of 30 days extension) Independent reserve report: expected in 2nd half 2026 (no exact date given) – probably the most important single event, since it's the first time the figures are checked by anyone other than PDVSA itself Q3 report November 24 will probably provide a status update So: enormous theoretical upside (20x+ spread between scenarios), real signs of operational progress, but still no concrete answers on the political/sanction-related risk. Pay special attention to the reserve report and the closing deadline in November.
- ·1 päivä sittenFrom borsen.dk has no access Oil stocks have soared this year in line with the massive increase in oil prices. But after the strong rally, investors are left with a difficult question: Is there still more to gain from the high-flying stocks? Michelle Nørgaard, investor and independent equity strategist, believes so, but she also warns against entering the sector too aggressively.
- ·1 päivä sittenA reminder of this: https://open.spotify.com/episode/6bxyhANFngtOWRsZTIyd53 Is there anything that changes the case after this was recorded?
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 |
|---|---|---|---|---|
| 3 673 | - | - | ||
| 1 640 | - | - | ||
| 1 133 | - | - | ||
| 110 | - | - | ||
| 1 181 | - | - |
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 24.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 1.9. | ||
2026 Q1 - tulosraportti 26.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 18.11.2025 | ||
2025 Q2 - tulosraportti 19.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
15 päivää sitten
‧29 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 24.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 1.9. | ||
2026 Q1 - tulosraportti 26.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 18.11.2025 | ||
2025 Q2 - tulosraportti 19.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sittenSomewhat interesting after the comments below that the share price fell by nearly 1 % so what is correct about this stock we will have to consider further. Personally, I believe a spin-off or rather that the company is split into two for us shareholders could possibly be positive. The overarching question, above all others, will be how the liquid assets will be distributed, debt allocated between the companies etc,
- ·9 t sitten · MuokattuAt 16:35, Halvar Idland has a presentation of Keoc at the Pareto conference. Pareto has a price target of 20 on Keoc. Valuation range of SEK 14.0-20.5 per share Following the PDVSA agreement, reserve reports are the near-term triggers, while execution risk persists across both fintech and energy assets. Lower KEO estimates are partly offset by a higher PetroUrdaneta valuation following further de-risking. We set our valuation range to SEK 14.0-20.5 (14.9-21.6) per share, equal to 23.0x-33.7x adj. FY28E P/E. The analysis came before the Mastercard deal.These are busy days at Keo Capital. The company recently entered into a letter of intent to spin off its oil business and take it to Nasdaq through a merger with Lionheart Holdings, as Financial Times first reported. Major shareholders have also proposed replacing three board members.
- ·1 päivä sittenI think the main focus for us who invest in the company is the story about the oil in Venezuela, here is a brief overview of what it might be worth, but the horizon is relatively long and it is indeed a high-risk project. One gets the impression that everything is a scam and there is no progress. That's why I'm sharing this from e24 and some info from other reports: Today's valuation: At a share price of SEK 7.03, the entire KEO Capital (fintech + energy) is valued at ~SEK 2.48 bn. (~USD 255-260 mn.), based on 352.7 mn. outstanding shares. The adjusted net financial position is ~USD 108.5 mn. (of which only ~48 mn. is free cash balance) – so the market prices in around USD 150 mn. in "story value" beyond pure cash balance, for both the fintech platform and the Venezuela optionality combined. Scenario calculation for the Venezuela share (40 %, not yet completed): KEO's share corresponds to ~324 mn. 2P barrels – but these are only PDVSA's own, not independently verified figures. What they have actually paid now: ~$0.3-0.4/barrel → ~$100-130 mn. Lionheart indication (collapsed SPAC deal, not binding): $400 mn. for the entire energy segment If everything succeeds and the reserves are priced like a stable, producing company (à la PetroNor, Oslo Børs, ~$7-8/barrel): ~$2.4 bn. A little positive from the E24 case about the Venezuela project: Idland says suppliers have already been on site inspection of the fields, and that they are negotiating equipment/service agreements now – i.e., something concrete on the ground, not just plans. He also confirms that investments are happening gradually: "in the early phase, the need is significantly smaller" than the full 350 mn. dollars. The agreements are also said to be registered with a French arbitration court, which provides some legal protection beyond Venezuelan courts. When can we expect more news about the oil side? Closing of the 40 % share: agreed deadline no later than November 30, 2026 (possibility of 30 days extension) Independent reserve report: expected in 2nd half 2026 (no exact date given) – probably the most important single event, since it's the first time the figures are checked by anyone other than PDVSA itself Q3 report November 24 will probably provide a status update So: enormous theoretical upside (20x+ spread between scenarios), real signs of operational progress, but still no concrete answers on the political/sanction-related risk. Pay special attention to the reserve report and the closing deadline in November.
- ·1 päivä sittenFrom borsen.dk has no access Oil stocks have soared this year in line with the massive increase in oil prices. But after the strong rally, investors are left with a difficult question: Is there still more to gain from the high-flying stocks? Michelle Nørgaard, investor and independent equity strategist, believes so, but she also warns against entering the sector too aggressively.
- ·1 päivä sittenA reminder of this: https://open.spotify.com/episode/6bxyhANFngtOWRsZTIyd53 Is there anything that changes the case after this was recorded?
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 |
|---|---|---|---|---|
| 3 673 | - | - | ||
| 1 640 | - | - | ||
| 1 133 | - | - | ||
| 110 | - | - | ||
| 1 181 | - | - |
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