2025 Q4 -tulosraportti
75 päivää sitten
‧24 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 23 | - | - | ||
| 22 | - | - | ||
| 471 | - | - | ||
| 102 | - | - | ||
| 63 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 min sittenIt's easy to get fixated on the issue price, but here we must look at the big picture. Axactor is now executing a strategic masterstroke that removes the biggest drag on the company: the high interest costs. Here are the reasons why I see this as an enormous buying opportunity: - Fredriksen and Fortress as guarantors: When two of the world's most professional financial players inject billions, they don't do it to lose money. Fredriksen accepts owning 33 % of the "new" Axactor because he knows that a debt-free and efficient company is worth far more than the old one. - Enormous impact on the bottom line: The transaction cuts interest costs by approx. 25 million euro per year. That's almost 300 million Norwegian kroner that now goes directly to shareholders instead of to the banks. These are funds that can be used for growth and, not least, dividends! - Rational value is much higher: If one calculates based on the new capital base, a mathematically fair price lands well over 5,50 kr. Those who subscribe in the repair issue at 4,70 kr effectively buy shares at a solid discount compared to the company's real values. - Primed for dividends: Fortress Investment Group does not enter with this volume without a plan to extract money. Since they cannot sell out on the stock exchange, it means they will steer the company towards an aggressive dividend policy. Here we will sit with the pros and reap the rewards. Conclusion: This is the "new" Axactor. The uncertainty surrounding the debt is gone, interest rates are plummeting, and we have brought in the world elite on the ownership side. The presentation at 10:00 will hopefully open the market's eyes to how cheap the stock is even after this capital raise. I am sitting tight and looking forward to the repair issue!
·2 t sittenShort-term investors: Mega sucks. Long-term investors: Super great!! Hadn't seen that coming, but after reading it, it's just a matter of steeling oneself for the future to be good now that action was finally taken on the debt ratio. Even though I believe they could easily have managed this without an emission with the margins they have delivered and have projected they would deliver.
·23 min sittenDon't you understand that this is dangerous?- ·4 t sittenMuch focus on the issue price, but there are several clear positive elements here: The issue is practically secured with strong owners backing it, and the capital will be used to strengthen the balance sheet, reduce financing costs, and increase liquidity. In addition, further growth is planned, not just stabilization. Looks more like a structural change for further development than a sign of weakness. The company has also communicated a goal of shareholder distribution from 2027, with at least 50% of adjusted net profit (dividend/buyback).
·1 t sittenStrategically this is probably correct, but see the Q1-financials at the bottom of the presentation. They are horrible..·58 min sittenI see your point, but "horrible" is perhaps a bit harsh 🙂 EBITDA is actually quite strong, so the operations themselves are working. The problem is that interest expenses eat up almost the entire profit – therefore the net result is weak. And that is precisely what this transaction addresses: lower debt and lower financing costs. So I agree that Q1 doesn't look good on the bottom line, but it's more a financing problem than an operational problem – and that's exactly what they are now trying to fix. 
·5 t sittenDifficult to understand the discount. Johnny has previously stated, when asked about a new share issue, that the company is not in need of liquidity and that equity reflects reality.
·1 t sittenIt's actually not that difficult to understand the "discount" when looking at the whole picture. Firstly, the emission is not done because the company needs to raise money to survive, but because they want to change their capital structure and scale up. Those are two completely different things. Secondly, the pricing is not necessarily a "sick discount". If you look at post money, this is priced quite close to book equity/NAV. In other words, the big players are not entering at a giveaway price, they are paying approximately fair value to gain control and access to dealflow. What actually happens is lower debt and lower risk, better access to portfolios and a platform for growth Yes, existing shareholders will be diluted, that is the real cost here. But the alternative would have been lower growth and higher financing costs. The question going forward is not the issue price, but whether they can actually deliver 15%+ ROE. That's where the upside (or lack thereof) lies.
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.
2025 Q4 -tulosraportti
75 päivää sitten
‧24 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
- ·9 min sittenIt's easy to get fixated on the issue price, but here we must look at the big picture. Axactor is now executing a strategic masterstroke that removes the biggest drag on the company: the high interest costs. Here are the reasons why I see this as an enormous buying opportunity: - Fredriksen and Fortress as guarantors: When two of the world's most professional financial players inject billions, they don't do it to lose money. Fredriksen accepts owning 33 % of the "new" Axactor because he knows that a debt-free and efficient company is worth far more than the old one. - Enormous impact on the bottom line: The transaction cuts interest costs by approx. 25 million euro per year. That's almost 300 million Norwegian kroner that now goes directly to shareholders instead of to the banks. These are funds that can be used for growth and, not least, dividends! - Rational value is much higher: If one calculates based on the new capital base, a mathematically fair price lands well over 5,50 kr. Those who subscribe in the repair issue at 4,70 kr effectively buy shares at a solid discount compared to the company's real values. - Primed for dividends: Fortress Investment Group does not enter with this volume without a plan to extract money. Since they cannot sell out on the stock exchange, it means they will steer the company towards an aggressive dividend policy. Here we will sit with the pros and reap the rewards. Conclusion: This is the "new" Axactor. The uncertainty surrounding the debt is gone, interest rates are plummeting, and we have brought in the world elite on the ownership side. The presentation at 10:00 will hopefully open the market's eyes to how cheap the stock is even after this capital raise. I am sitting tight and looking forward to the repair issue!
- ·2 t sittenShort-term investors: Mega sucks. Long-term investors: Super great!! Hadn't seen that coming, but after reading it, it's just a matter of steeling oneself for the future to be good now that action was finally taken on the debt ratio. Even though I believe they could easily have managed this without an emission with the margins they have delivered and have projected they would deliver.·23 min sittenDon't you understand that this is dangerous?
- ·4 t sittenMuch focus on the issue price, but there are several clear positive elements here: The issue is practically secured with strong owners backing it, and the capital will be used to strengthen the balance sheet, reduce financing costs, and increase liquidity. In addition, further growth is planned, not just stabilization. Looks more like a structural change for further development than a sign of weakness. The company has also communicated a goal of shareholder distribution from 2027, with at least 50% of adjusted net profit (dividend/buyback).·1 t sittenStrategically this is probably correct, but see the Q1-financials at the bottom of the presentation. They are horrible..·58 min sittenI see your point, but "horrible" is perhaps a bit harsh 🙂 EBITDA is actually quite strong, so the operations themselves are working. The problem is that interest expenses eat up almost the entire profit – therefore the net result is weak. And that is precisely what this transaction addresses: lower debt and lower financing costs. So I agree that Q1 doesn't look good on the bottom line, but it's more a financing problem than an operational problem – and that's exactly what they are now trying to fix.
- ·5 t sittenDifficult to understand the discount. Johnny has previously stated, when asked about a new share issue, that the company is not in need of liquidity and that equity reflects reality.·1 t sittenIt's actually not that difficult to understand the "discount" when looking at the whole picture. Firstly, the emission is not done because the company needs to raise money to survive, but because they want to change their capital structure and scale up. Those are two completely different things. Secondly, the pricing is not necessarily a "sick discount". If you look at post money, this is priced quite close to book equity/NAV. In other words, the big players are not entering at a giveaway price, they are paying approximately fair value to gain control and access to dealflow. What actually happens is lower debt and lower risk, better access to portfolios and a platform for growth Yes, existing shareholders will be diluted, that is the real cost here. But the alternative would have been lower growth and higher financing costs. The question going forward is not the issue price, but whether they can actually deliver 15%+ ROE. That's where the upside (or lack thereof) lies.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 23 | - | - | ||
| 22 | - | - | ||
| 471 | - | - | ||
| 102 | - | - | ||
| 63 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2025 Q4 -tulosraportti
75 päivää sitten
‧24 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 min sittenIt's easy to get fixated on the issue price, but here we must look at the big picture. Axactor is now executing a strategic masterstroke that removes the biggest drag on the company: the high interest costs. Here are the reasons why I see this as an enormous buying opportunity: - Fredriksen and Fortress as guarantors: When two of the world's most professional financial players inject billions, they don't do it to lose money. Fredriksen accepts owning 33 % of the "new" Axactor because he knows that a debt-free and efficient company is worth far more than the old one. - Enormous impact on the bottom line: The transaction cuts interest costs by approx. 25 million euro per year. That's almost 300 million Norwegian kroner that now goes directly to shareholders instead of to the banks. These are funds that can be used for growth and, not least, dividends! - Rational value is much higher: If one calculates based on the new capital base, a mathematically fair price lands well over 5,50 kr. Those who subscribe in the repair issue at 4,70 kr effectively buy shares at a solid discount compared to the company's real values. - Primed for dividends: Fortress Investment Group does not enter with this volume without a plan to extract money. Since they cannot sell out on the stock exchange, it means they will steer the company towards an aggressive dividend policy. Here we will sit with the pros and reap the rewards. Conclusion: This is the "new" Axactor. The uncertainty surrounding the debt is gone, interest rates are plummeting, and we have brought in the world elite on the ownership side. The presentation at 10:00 will hopefully open the market's eyes to how cheap the stock is even after this capital raise. I am sitting tight and looking forward to the repair issue!
- ·2 t sittenShort-term investors: Mega sucks. Long-term investors: Super great!! Hadn't seen that coming, but after reading it, it's just a matter of steeling oneself for the future to be good now that action was finally taken on the debt ratio. Even though I believe they could easily have managed this without an emission with the margins they have delivered and have projected they would deliver.·23 min sittenDon't you understand that this is dangerous?
- ·4 t sittenMuch focus on the issue price, but there are several clear positive elements here: The issue is practically secured with strong owners backing it, and the capital will be used to strengthen the balance sheet, reduce financing costs, and increase liquidity. In addition, further growth is planned, not just stabilization. Looks more like a structural change for further development than a sign of weakness. The company has also communicated a goal of shareholder distribution from 2027, with at least 50% of adjusted net profit (dividend/buyback).·1 t sittenStrategically this is probably correct, but see the Q1-financials at the bottom of the presentation. They are horrible..·58 min sittenI see your point, but "horrible" is perhaps a bit harsh 🙂 EBITDA is actually quite strong, so the operations themselves are working. The problem is that interest expenses eat up almost the entire profit – therefore the net result is weak. And that is precisely what this transaction addresses: lower debt and lower financing costs. So I agree that Q1 doesn't look good on the bottom line, but it's more a financing problem than an operational problem – and that's exactly what they are now trying to fix.
- ·5 t sittenDifficult to understand the discount. Johnny has previously stated, when asked about a new share issue, that the company is not in need of liquidity and that equity reflects reality.·1 t sittenIt's actually not that difficult to understand the "discount" when looking at the whole picture. Firstly, the emission is not done because the company needs to raise money to survive, but because they want to change their capital structure and scale up. Those are two completely different things. Secondly, the pricing is not necessarily a "sick discount". If you look at post money, this is priced quite close to book equity/NAV. In other words, the big players are not entering at a giveaway price, they are paying approximately fair value to gain control and access to dealflow. What actually happens is lower debt and lower risk, better access to portfolios and a platform for growth Yes, existing shareholders will be diluted, that is the real cost here. But the alternative would have been lower growth and higher financing costs. The question going forward is not the issue price, but whether they can actually deliver 15%+ ROE. That's where the upside (or lack thereof) lies.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 23 | - | - | ||
| 22 | - | - | ||
| 471 | - | - | ||
| 102 | - | - | ||
| 63 | - | - |
Välittäjätilasto
Dataa ei löytynyt