2025 Q4 -tulosraportti
8 päivää sitten
‧24 min
Tarjoustasot
Oslo Børs
Määrä
Osto
1 521
Myynti
Määrä
24 787
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 037 | - | - | ||
| 663 | - | - | ||
| 1 800 | - | - | ||
| 622 | - | - | ||
| 658 | - | - |
Ylin
7,76VWAP
Alin
7,68VaihtoMäärä
0,4 49 610
VWAP
Ylin
7,76Alin
7,68VaihtoMäärä
0,4 49 610
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
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 päivää sittenThe reason to buy Axactor now is that it is a much better market to refinance in now. With their debt and good results, they can clearly get better terms. Something I am sure they are doing everything they can for.
·15 t sitten625 bp is not too bad. For each quarter the company delivers according to plan/targets, the possibility for better terms will also increase. The company has also informed that they can choose not to go for a new bond in 2026 but rather extend the RCF on current terms. The RCF margin has not been disclosed by the company but I think it's probably close to 625 bp. It's been a while since I calculated it but that's how I remember it.
·16.2.Axactor delivered its best annual result since the company became a debt collector. Now P/E is x5.7 on 2025 results and P/E x4.6 for the company's target for 2026 (EUR 45 million). It is simply dirt cheap.- ·13.2.Axactor delivered the company's best annual result. Nevertheless, the share price has fallen almost 10%. What happened? In previous posts, I described that Axactor would not only achieve its best annual result, but also its quarterly result. They did not. Disappointing. But if we look at what went wrong - it was an expensing of an eanr-out on a portfolio that delivers collections far above estimates and therefore qualifies the seller for an extra payment. This expensing amounted to EUR 3.5 million. But this is not a negative event. It is positive that the company acquires good portfolios at a low price, but with upside sharing. Due to accounting rules, the additional payment is only charged to this quarterly report. A more economically correct accounting treatment would be to record the additional payment as an investment - which does not go through the income statement. Adjusted for this additional payment after tax, the quarterly result would have been EUR 12,1 million - which is the company's best quarterly result! The most important thing, however, is that Axactor did not pay a dividend. That was not fortunate. But the board's assessment is obviously that the reduced borrowing cost they hope to achieve by dropping the dividend more than outweighs the disadvantage of waiting another year for a dividend. It's not a disaster, but it's disappointing. In light of this, the decline in the company's value seems to be completely out of proportion. A decline of 1-2% would reflect a disappointment, while a decline of almost 10% is completely out of sync with the company performing better than ever. Here are opportunities!
·16.2.I don't understand that you think the management is good. B2i crushes ACR completely, even though the starting points are quite similar.·16.2.You're not going to read the post then? "Now they have better costs." 
·13.2. · MuokattuFrom the analyst at Nordea (Target NOK 11): «The adjusted collection performance was 102% in Q4 and the company is compliant with all covenants. These are our two key investment triggers… …In sum, we believe this report might be enough to send the share back above NOK 9.» He obviously has a lot to learn about how the market reacts to good news from Axactor :)))·13.2.He surely has a lot to learn, like the rest of us. However, he is THE ONLY ANALYST who has had a buy rating on the stock since February 14th last year, and thus the only one who has captured over 100% upside for his clients. If you are to listen to an analyst, it is him!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
8 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenThe reason to buy Axactor now is that it is a much better market to refinance in now. With their debt and good results, they can clearly get better terms. Something I am sure they are doing everything they can for.·15 t sitten625 bp is not too bad. For each quarter the company delivers according to plan/targets, the possibility for better terms will also increase. The company has also informed that they can choose not to go for a new bond in 2026 but rather extend the RCF on current terms. The RCF margin has not been disclosed by the company but I think it's probably close to 625 bp. It's been a while since I calculated it but that's how I remember it.
- ·16.2.Axactor delivered its best annual result since the company became a debt collector. Now P/E is x5.7 on 2025 results and P/E x4.6 for the company's target for 2026 (EUR 45 million). It is simply dirt cheap.
- ·13.2.Axactor delivered the company's best annual result. Nevertheless, the share price has fallen almost 10%. What happened? In previous posts, I described that Axactor would not only achieve its best annual result, but also its quarterly result. They did not. Disappointing. But if we look at what went wrong - it was an expensing of an eanr-out on a portfolio that delivers collections far above estimates and therefore qualifies the seller for an extra payment. This expensing amounted to EUR 3.5 million. But this is not a negative event. It is positive that the company acquires good portfolios at a low price, but with upside sharing. Due to accounting rules, the additional payment is only charged to this quarterly report. A more economically correct accounting treatment would be to record the additional payment as an investment - which does not go through the income statement. Adjusted for this additional payment after tax, the quarterly result would have been EUR 12,1 million - which is the company's best quarterly result! The most important thing, however, is that Axactor did not pay a dividend. That was not fortunate. But the board's assessment is obviously that the reduced borrowing cost they hope to achieve by dropping the dividend more than outweighs the disadvantage of waiting another year for a dividend. It's not a disaster, but it's disappointing. In light of this, the decline in the company's value seems to be completely out of proportion. A decline of 1-2% would reflect a disappointment, while a decline of almost 10% is completely out of sync with the company performing better than ever. Here are opportunities!·16.2.I don't understand that you think the management is good. B2i crushes ACR completely, even though the starting points are quite similar.·16.2.You're not going to read the post then? "Now they have better costs."
- ·13.2. · MuokattuFrom the analyst at Nordea (Target NOK 11): «The adjusted collection performance was 102% in Q4 and the company is compliant with all covenants. These are our two key investment triggers… …In sum, we believe this report might be enough to send the share back above NOK 9.» He obviously has a lot to learn about how the market reacts to good news from Axactor :)))·13.2.He surely has a lot to learn, like the rest of us. However, he is THE ONLY ANALYST who has had a buy rating on the stock since February 14th last year, and thus the only one who has captured over 100% upside for his clients. If you are to listen to an analyst, it is him!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
1 521
Myynti
Määrä
24 787
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 037 | - | - | ||
| 663 | - | - | ||
| 1 800 | - | - | ||
| 622 | - | - | ||
| 658 | - | - |
Ylin
7,76VWAP
Alin
7,68VaihtoMäärä
0,4 49 610
VWAP
Ylin
7,76Alin
7,68VaihtoMäärä
0,4 49 610
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
8 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 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenThe reason to buy Axactor now is that it is a much better market to refinance in now. With their debt and good results, they can clearly get better terms. Something I am sure they are doing everything they can for.·15 t sitten625 bp is not too bad. For each quarter the company delivers according to plan/targets, the possibility for better terms will also increase. The company has also informed that they can choose not to go for a new bond in 2026 but rather extend the RCF on current terms. The RCF margin has not been disclosed by the company but I think it's probably close to 625 bp. It's been a while since I calculated it but that's how I remember it.
- ·16.2.Axactor delivered its best annual result since the company became a debt collector. Now P/E is x5.7 on 2025 results and P/E x4.6 for the company's target for 2026 (EUR 45 million). It is simply dirt cheap.
- ·13.2.Axactor delivered the company's best annual result. Nevertheless, the share price has fallen almost 10%. What happened? In previous posts, I described that Axactor would not only achieve its best annual result, but also its quarterly result. They did not. Disappointing. But if we look at what went wrong - it was an expensing of an eanr-out on a portfolio that delivers collections far above estimates and therefore qualifies the seller for an extra payment. This expensing amounted to EUR 3.5 million. But this is not a negative event. It is positive that the company acquires good portfolios at a low price, but with upside sharing. Due to accounting rules, the additional payment is only charged to this quarterly report. A more economically correct accounting treatment would be to record the additional payment as an investment - which does not go through the income statement. Adjusted for this additional payment after tax, the quarterly result would have been EUR 12,1 million - which is the company's best quarterly result! The most important thing, however, is that Axactor did not pay a dividend. That was not fortunate. But the board's assessment is obviously that the reduced borrowing cost they hope to achieve by dropping the dividend more than outweighs the disadvantage of waiting another year for a dividend. It's not a disaster, but it's disappointing. In light of this, the decline in the company's value seems to be completely out of proportion. A decline of 1-2% would reflect a disappointment, while a decline of almost 10% is completely out of sync with the company performing better than ever. Here are opportunities!·16.2.I don't understand that you think the management is good. B2i crushes ACR completely, even though the starting points are quite similar.·16.2.You're not going to read the post then? "Now they have better costs."
- ·13.2. · MuokattuFrom the analyst at Nordea (Target NOK 11): «The adjusted collection performance was 102% in Q4 and the company is compliant with all covenants. These are our two key investment triggers… …In sum, we believe this report might be enough to send the share back above NOK 9.» He obviously has a lot to learn about how the market reacts to good news from Axactor :)))·13.2.He surely has a lot to learn, like the rest of us. However, he is THE ONLY ANALYST who has had a buy rating on the stock since February 14th last year, and thus the only one who has captured over 100% upside for his clients. If you are to listen to an analyst, it is him!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
1 521
Myynti
Määrä
24 787
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 037 | - | - | ||
| 663 | - | - | ||
| 1 800 | - | - | ||
| 622 | - | - | ||
| 658 | - | - |
Ylin
7,76VWAP
Alin
7,68VaihtoMäärä
0,4 49 610
VWAP
Ylin
7,76Alin
7,68VaihtoMäärä
0,4 49 610
Välittäjätilasto
Dataa ei löytynyt