2026 Q1 -tulosraportti
11 päivää sitten
‧14 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 052 | - | - | ||
| 3 400 | - | - | ||
| 1 738 | - | - | ||
| 1 662 | - | - | ||
| 10 100 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·43 min sittenWhen do we know how many shares one received in the share issue?
·1 t sitten · MuokattuWhen unexpected events occur, opportunities often arise. Axactor's refinancing appears to be one such opportunity. The market value of the company after the share issue and repair issue is fully diluted EUR 360 million. In the refinancing total, the company receives 200 mill in the share issue, 20 mill. in the repair issue and 100 mill from the portfolio sale. That is a total of 320 million. 320 million of the market value is cash paid into the company in June. The operations are worth 40 million. That is obviously wrong. The portfolio and investment opportunities that the company can pursue as a result of a better balance sheet have a far higher value than EUR 40 million. The totality is an obvious mispricing. Here, one just has to seize the opportunity. One can ask why this opportunity arises. In Axactor's case, it can be explained by the fact that the refinancing has so many factors that most people do not understand the total consequence of all factors combined. Here there is a share issue, repair issue. Sale of portfolio in a JV that frees up cash but will still be 100% consolidated in, write-down of the unsecured portfolio up to and including 2020, and refinancing of the bonds. Until investors have managed to digest this, the opportunity will persist. One just has to take the opportunity while it is there.
·1 päivä sittenAxactor is better positioned than ever. In a few days, Axactor halved its loan margin and strengthened its balance sheet by several hundred million euro. Now, an additional EUR 20 million is being raised from shareholders at the same price as in the directed issue. For a company that lives by buying and managing portfolios of defaulted debt, the financing cost is not just an accounting item – it is a large part of its very competitiveness. Lower financing costs drive increased profitability and strengthen competitiveness, thereby providing better conditions for winning attractive portfolios. It was in this area that Axactor had challenges. – "Over time, we have had a significant competitive advantage through low operational costs, but we have also had too high financing costs and too low investment capacity. The purpose of the transaction has therefore been to create a more competitive Axactor by raising new equity," says CEO Johnny Tsolis. Positioning for the next phase – "The combined effect is a stronger balance sheet, lower financial risk, and increased flexibility to utilize investment opportunities. This includes any further growth through acquisitions," concludes the Axactor CEO.
·1 päivä sittenYes, it will probably be easier for them with profitability now, one can assume. But one wonders regarding low collection costs if one still cannot collect according to forecast like others can. Then one easily gets the impression that the low costs are due to not collecting everything.
·3 päivää sittenThere has been criticism that selected investors have been offered to buy shares at a far too low price. What is then the rationale for selling one's shares at approximately the same low price? Is there anyone out there who is good with numbers who can suggest a fair price regarding the new situation?·2 päivää sittenNot just shares but an entire debt portfolio at a 38% discount to book value. A month earlier, the auditor and board had signed off on the values at no discount. It's clear that this raises some questions. It's not strange that the price is approaching 4,7 kr - the board has set the value there and many need to sell off to be able to subscribe. The CEO also said that they had cleaned up after the last write-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.
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.
2026 Q1 -tulosraportti
11 päivää sitten
‧14 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
- ·43 min sittenWhen do we know how many shares one received in the share issue?
- ·1 t sitten · MuokattuWhen unexpected events occur, opportunities often arise. Axactor's refinancing appears to be one such opportunity. The market value of the company after the share issue and repair issue is fully diluted EUR 360 million. In the refinancing total, the company receives 200 mill in the share issue, 20 mill. in the repair issue and 100 mill from the portfolio sale. That is a total of 320 million. 320 million of the market value is cash paid into the company in June. The operations are worth 40 million. That is obviously wrong. The portfolio and investment opportunities that the company can pursue as a result of a better balance sheet have a far higher value than EUR 40 million. The totality is an obvious mispricing. Here, one just has to seize the opportunity. One can ask why this opportunity arises. In Axactor's case, it can be explained by the fact that the refinancing has so many factors that most people do not understand the total consequence of all factors combined. Here there is a share issue, repair issue. Sale of portfolio in a JV that frees up cash but will still be 100% consolidated in, write-down of the unsecured portfolio up to and including 2020, and refinancing of the bonds. Until investors have managed to digest this, the opportunity will persist. One just has to take the opportunity while it is there.
- ·1 päivä sittenAxactor is better positioned than ever. In a few days, Axactor halved its loan margin and strengthened its balance sheet by several hundred million euro. Now, an additional EUR 20 million is being raised from shareholders at the same price as in the directed issue. For a company that lives by buying and managing portfolios of defaulted debt, the financing cost is not just an accounting item – it is a large part of its very competitiveness. Lower financing costs drive increased profitability and strengthen competitiveness, thereby providing better conditions for winning attractive portfolios. It was in this area that Axactor had challenges. – "Over time, we have had a significant competitive advantage through low operational costs, but we have also had too high financing costs and too low investment capacity. The purpose of the transaction has therefore been to create a more competitive Axactor by raising new equity," says CEO Johnny Tsolis. Positioning for the next phase – "The combined effect is a stronger balance sheet, lower financial risk, and increased flexibility to utilize investment opportunities. This includes any further growth through acquisitions," concludes the Axactor CEO.·1 päivä sittenYes, it will probably be easier for them with profitability now, one can assume. But one wonders regarding low collection costs if one still cannot collect according to forecast like others can. Then one easily gets the impression that the low costs are due to not collecting everything.
- ·3 päivää sittenThere has been criticism that selected investors have been offered to buy shares at a far too low price. What is then the rationale for selling one's shares at approximately the same low price? Is there anyone out there who is good with numbers who can suggest a fair price regarding the new situation?·2 päivää sittenNot just shares but an entire debt portfolio at a 38% discount to book value. A month earlier, the auditor and board had signed off on the values at no discount. It's clear that this raises some questions. It's not strange that the price is approaching 4,7 kr - the board has set the value there and many need to sell off to be able to subscribe. The CEO also said that they had cleaned up after the last write-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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 052 | - | - | ||
| 3 400 | - | - | ||
| 1 738 | - | - | ||
| 1 662 | - | - | ||
| 10 100 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
11 päivää sitten
‧14 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 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·43 min sittenWhen do we know how many shares one received in the share issue?
- ·1 t sitten · MuokattuWhen unexpected events occur, opportunities often arise. Axactor's refinancing appears to be one such opportunity. The market value of the company after the share issue and repair issue is fully diluted EUR 360 million. In the refinancing total, the company receives 200 mill in the share issue, 20 mill. in the repair issue and 100 mill from the portfolio sale. That is a total of 320 million. 320 million of the market value is cash paid into the company in June. The operations are worth 40 million. That is obviously wrong. The portfolio and investment opportunities that the company can pursue as a result of a better balance sheet have a far higher value than EUR 40 million. The totality is an obvious mispricing. Here, one just has to seize the opportunity. One can ask why this opportunity arises. In Axactor's case, it can be explained by the fact that the refinancing has so many factors that most people do not understand the total consequence of all factors combined. Here there is a share issue, repair issue. Sale of portfolio in a JV that frees up cash but will still be 100% consolidated in, write-down of the unsecured portfolio up to and including 2020, and refinancing of the bonds. Until investors have managed to digest this, the opportunity will persist. One just has to take the opportunity while it is there.
- ·1 päivä sittenAxactor is better positioned than ever. In a few days, Axactor halved its loan margin and strengthened its balance sheet by several hundred million euro. Now, an additional EUR 20 million is being raised from shareholders at the same price as in the directed issue. For a company that lives by buying and managing portfolios of defaulted debt, the financing cost is not just an accounting item – it is a large part of its very competitiveness. Lower financing costs drive increased profitability and strengthen competitiveness, thereby providing better conditions for winning attractive portfolios. It was in this area that Axactor had challenges. – "Over time, we have had a significant competitive advantage through low operational costs, but we have also had too high financing costs and too low investment capacity. The purpose of the transaction has therefore been to create a more competitive Axactor by raising new equity," says CEO Johnny Tsolis. Positioning for the next phase – "The combined effect is a stronger balance sheet, lower financial risk, and increased flexibility to utilize investment opportunities. This includes any further growth through acquisitions," concludes the Axactor CEO.·1 päivä sittenYes, it will probably be easier for them with profitability now, one can assume. But one wonders regarding low collection costs if one still cannot collect according to forecast like others can. Then one easily gets the impression that the low costs are due to not collecting everything.
- ·3 päivää sittenThere has been criticism that selected investors have been offered to buy shares at a far too low price. What is then the rationale for selling one's shares at approximately the same low price? Is there anyone out there who is good with numbers who can suggest a fair price regarding the new situation?·2 päivää sittenNot just shares but an entire debt portfolio at a 38% discount to book value. A month earlier, the auditor and board had signed off on the values at no discount. It's clear that this raises some questions. It's not strange that the price is approaching 4,7 kr - the board has set the value there and many need to sell off to be able to subscribe. The CEO also said that they had cleaned up after the last write-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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 052 | - | - | ||
| 3 400 | - | - | ||
| 1 738 | - | - | ||
| 1 662 | - | - | ||
| 10 100 | - | - |
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