2025 Q4 -tulosraportti
UUTTA
2 päivää sitten
‧24 min
Tarjoustasot
Oslo Børs
Määrä
Osto
1 000
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 515 | - | - | ||
| 1 | - | - | ||
| 69 | - | - | ||
| 155 | - | - | ||
| 479 | - | - |
Ylin
7,9VWAP
Alin
7,64VaihtoMäärä
3,2 411 683
VWAP
Ylin
7,9Alin
7,64VaihtoMäärä
3,2 411 683
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
·1 päivä sittenAxactor 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!
·19 t sittenThe main problem is that ACR cannot buy as many portfolios as they wish due to high debt. They have approx 9 % lower ERC than B2I while being barely over replacement capex. B2 has 3.5 times as high portfolio purchases, so growth will be much higher there going forward. Until ACR catches up with its loans. B2 has gone up a lot lately, so it might be that percentage-wise ACR performs better going forward, but I don't think so in the short term. I was wrong about ACR some time ago and unfortunately sold out at the bottom last year, so do your own assessment!
·1 päivä sitten · 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 :)))·1 päivä sittenHe 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!
·1 päivä sittenI will soon trade heavily in AXACTOR and increase holdings, a dividend is coming, they have started a new agreement, everything looks bright, except for some analysts who are paid to keep the price down.
·1 päivä sittenThe company has never paid dividends and has a leverage ratio above their internal target, which means they "cannot" pay dividends. The market also doesn't believe the book is correct, which can also be seen in the ERC overview towards the end of the presentation, therefore it looks cheaper on p/b than it actually is. B2 has a leverage ratio that is "almost" half of axa's, they pay half the interest spread vs axa, and they can pay out 100% of the dividend, and do so.
·2 päivää sitten · MuokattuMy average is almost 12kr. I'm losing my patience here. Not selling now, but what a terrible stock it has been for those who have been here for a while. Also bought at the share issue at 8kr and thought it was a good deal. 😰
·1 päivä sittenI feel your pain, same situation here. I have averaged down several times and now have an average cost basis of 9.98,-. And in all those years, it's naturally bitter to think about how one potentially could have made a profit on the money. But I try not to let that bitterness affect my choices now. I believe that as of today, I have rational and good reasons not to sell at the price the market offers and will therefore continue to hold. I chuckle a bit when I read in Aftenposten that ACR is well within the top 5 stock market winners last year. It is, after all, a positive long-term trend, and a reaction like today's I consider just noise in that context. You are welcome to stay in the boat with me:)
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
UUTTA
2 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
- ·1 päivä sittenAxactor 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!·19 t sittenThe main problem is that ACR cannot buy as many portfolios as they wish due to high debt. They have approx 9 % lower ERC than B2I while being barely over replacement capex. B2 has 3.5 times as high portfolio purchases, so growth will be much higher there going forward. Until ACR catches up with its loans. B2 has gone up a lot lately, so it might be that percentage-wise ACR performs better going forward, but I don't think so in the short term. I was wrong about ACR some time ago and unfortunately sold out at the bottom last year, so do your own assessment!
- ·1 päivä sitten · 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 :)))·1 päivä sittenHe 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!
- ·1 päivä sittenI will soon trade heavily in AXACTOR and increase holdings, a dividend is coming, they have started a new agreement, everything looks bright, except for some analysts who are paid to keep the price down.·1 päivä sittenThe company has never paid dividends and has a leverage ratio above their internal target, which means they "cannot" pay dividends. The market also doesn't believe the book is correct, which can also be seen in the ERC overview towards the end of the presentation, therefore it looks cheaper on p/b than it actually is. B2 has a leverage ratio that is "almost" half of axa's, they pay half the interest spread vs axa, and they can pay out 100% of the dividend, and do so.
- ·2 päivää sitten · MuokattuMy average is almost 12kr. I'm losing my patience here. Not selling now, but what a terrible stock it has been for those who have been here for a while. Also bought at the share issue at 8kr and thought it was a good deal. 😰·1 päivä sittenI feel your pain, same situation here. I have averaged down several times and now have an average cost basis of 9.98,-. And in all those years, it's naturally bitter to think about how one potentially could have made a profit on the money. But I try not to let that bitterness affect my choices now. I believe that as of today, I have rational and good reasons not to sell at the price the market offers and will therefore continue to hold. I chuckle a bit when I read in Aftenposten that ACR is well within the top 5 stock market winners last year. It is, after all, a positive long-term trend, and a reaction like today's I consider just noise in that context. You are welcome to stay in the boat with me:)
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
1 000
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 515 | - | - | ||
| 1 | - | - | ||
| 69 | - | - | ||
| 155 | - | - | ||
| 479 | - | - |
Ylin
7,9VWAP
Alin
7,64VaihtoMäärä
3,2 411 683
VWAP
Ylin
7,9Alin
7,64VaihtoMäärä
3,2 411 683
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
UUTTA
2 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
- ·1 päivä sittenAxactor 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!·19 t sittenThe main problem is that ACR cannot buy as many portfolios as they wish due to high debt. They have approx 9 % lower ERC than B2I while being barely over replacement capex. B2 has 3.5 times as high portfolio purchases, so growth will be much higher there going forward. Until ACR catches up with its loans. B2 has gone up a lot lately, so it might be that percentage-wise ACR performs better going forward, but I don't think so in the short term. I was wrong about ACR some time ago and unfortunately sold out at the bottom last year, so do your own assessment!
- ·1 päivä sitten · 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 :)))·1 päivä sittenHe 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!
- ·1 päivä sittenI will soon trade heavily in AXACTOR and increase holdings, a dividend is coming, they have started a new agreement, everything looks bright, except for some analysts who are paid to keep the price down.·1 päivä sittenThe company has never paid dividends and has a leverage ratio above their internal target, which means they "cannot" pay dividends. The market also doesn't believe the book is correct, which can also be seen in the ERC overview towards the end of the presentation, therefore it looks cheaper on p/b than it actually is. B2 has a leverage ratio that is "almost" half of axa's, they pay half the interest spread vs axa, and they can pay out 100% of the dividend, and do so.
- ·2 päivää sitten · MuokattuMy average is almost 12kr. I'm losing my patience here. Not selling now, but what a terrible stock it has been for those who have been here for a while. Also bought at the share issue at 8kr and thought it was a good deal. 😰·1 päivä sittenI feel your pain, same situation here. I have averaged down several times and now have an average cost basis of 9.98,-. And in all those years, it's naturally bitter to think about how one potentially could have made a profit on the money. But I try not to let that bitterness affect my choices now. I believe that as of today, I have rational and good reasons not to sell at the price the market offers and will therefore continue to hold. I chuckle a bit when I read in Aftenposten that ACR is well within the top 5 stock market winners last year. It is, after all, a positive long-term trend, and a reaction like today's I consider just noise in that context. You are welcome to stay in the boat with me:)
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
1 000
Myynti
Määrä
10 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 515 | - | - | ||
| 1 | - | - | ||
| 69 | - | - | ||
| 155 | - | - | ||
| 479 | - | - |
Ylin
7,9VWAP
Alin
7,64VaihtoMäärä
3,2 411 683
VWAP
Ylin
7,9Alin
7,64VaihtoMäärä
3,2 411 683
Välittäjätilasto
Dataa ei löytynyt