2026 Q2 -tulosraportti
8 päivää sittenTarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
1 päivä sittenAny news why this down so much?
1 päivä sittenSlowly digesting the earnings report released on the 20th. No real news. Some may also be concerned about the SAI convertible bond "default redemption" terms may be excercised for 120% of the investment by any of the investing parties if the 10 day WVAP drops 50% below WVAP of the first trading day after the investment. In short if SAI price drops another 30% any of the three investors demands cash rest of them will demand cash. That's how I interpreted the terms, but I am not one of those fancy contract reading guys. No real plan for how the convertible bond is going to generate value over the next three years. They are far off from financing their first 10MW data center in Talavera de la Reina.- 20.8.The report for me is quite strange. Although I want's expecting anything major/positive, as the company is in the "grow-now-worry-about-profits-later", however, one thing in particular caught my attention - the SEK 30.8m expense is enormous relative to Subgen's underlying business. This single financial item is roughly 28% of H1 revenue. I find it strange that each quarter some "unexpected extraordinary expense" appears. The accounting classification is strange - they put the SEK 30.8m under financial expenses, but their explanation sounds more like a transaction/restructuring/governance cost. The report itself says - "payments made to reduce the complexity of the governance"; Did Subgen pay someone to terminate an agreement, buy out a right, settle a contractual obligation, etc., why is the entire amount classified as financial expense? - It may be a perfectly valid IFRS (International Financial Reporting Standards) reason, but the report doesn't tell us what the underlying transaction was, so for me is very hard to assess the accounting. We need to know: Who received the money? Why did Subgen have to pay it? Was this obligation known when Subgen acquired control of Substrate? Was it included in the valuation/business plan? Will anything similar happen again? Does the payment create an asset/right that should remain on the balance sheet, or is it simply an expense? An important note to remember: the report explicitly says it has not been reviewed by the auditor. - it doesn't mean the accounting is wrong, this means the management's one-line explanation is very insufficient and suspicious. So, for me this report is mixed/slightly negative, but I am willing to hold a little longer20.8.Anyone else having trouble accessing their privileged information page to cross reference for an expense? That's notable enough to disclose in some document, right?
·20.8.What do you say to that - the report?
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.
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 Q2 -tulosraportti
8 päivää sittenTämän 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
- 1 päivä sittenAny news why this down so much?1 päivä sittenSlowly digesting the earnings report released on the 20th. No real news. Some may also be concerned about the SAI convertible bond "default redemption" terms may be excercised for 120% of the investment by any of the investing parties if the 10 day WVAP drops 50% below WVAP of the first trading day after the investment. In short if SAI price drops another 30% any of the three investors demands cash rest of them will demand cash. That's how I interpreted the terms, but I am not one of those fancy contract reading guys. No real plan for how the convertible bond is going to generate value over the next three years. They are far off from financing their first 10MW data center in Talavera de la Reina.
- 20.8.The report for me is quite strange. Although I want's expecting anything major/positive, as the company is in the "grow-now-worry-about-profits-later", however, one thing in particular caught my attention - the SEK 30.8m expense is enormous relative to Subgen's underlying business. This single financial item is roughly 28% of H1 revenue. I find it strange that each quarter some "unexpected extraordinary expense" appears. The accounting classification is strange - they put the SEK 30.8m under financial expenses, but their explanation sounds more like a transaction/restructuring/governance cost. The report itself says - "payments made to reduce the complexity of the governance"; Did Subgen pay someone to terminate an agreement, buy out a right, settle a contractual obligation, etc., why is the entire amount classified as financial expense? - It may be a perfectly valid IFRS (International Financial Reporting Standards) reason, but the report doesn't tell us what the underlying transaction was, so for me is very hard to assess the accounting. We need to know: Who received the money? Why did Subgen have to pay it? Was this obligation known when Subgen acquired control of Substrate? Was it included in the valuation/business plan? Will anything similar happen again? Does the payment create an asset/right that should remain on the balance sheet, or is it simply an expense? An important note to remember: the report explicitly says it has not been reviewed by the auditor. - it doesn't mean the accounting is wrong, this means the management's one-line explanation is very insufficient and suspicious. So, for me this report is mixed/slightly negative, but I am willing to hold a little longer20.8.Anyone else having trouble accessing their privileged information page to cross reference for an expense? That's notable enough to disclose in some document, right?
- ·20.8.What do you say to that - the report?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 |
2026 Q2 -tulosraportti
8 päivää sittenTämän 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| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 1 päivä sittenAny news why this down so much?1 päivä sittenSlowly digesting the earnings report released on the 20th. No real news. Some may also be concerned about the SAI convertible bond "default redemption" terms may be excercised for 120% of the investment by any of the investing parties if the 10 day WVAP drops 50% below WVAP of the first trading day after the investment. In short if SAI price drops another 30% any of the three investors demands cash rest of them will demand cash. That's how I interpreted the terms, but I am not one of those fancy contract reading guys. No real plan for how the convertible bond is going to generate value over the next three years. They are far off from financing their first 10MW data center in Talavera de la Reina.
- 20.8.The report for me is quite strange. Although I want's expecting anything major/positive, as the company is in the "grow-now-worry-about-profits-later", however, one thing in particular caught my attention - the SEK 30.8m expense is enormous relative to Subgen's underlying business. This single financial item is roughly 28% of H1 revenue. I find it strange that each quarter some "unexpected extraordinary expense" appears. The accounting classification is strange - they put the SEK 30.8m under financial expenses, but their explanation sounds more like a transaction/restructuring/governance cost. The report itself says - "payments made to reduce the complexity of the governance"; Did Subgen pay someone to terminate an agreement, buy out a right, settle a contractual obligation, etc., why is the entire amount classified as financial expense? - It may be a perfectly valid IFRS (International Financial Reporting Standards) reason, but the report doesn't tell us what the underlying transaction was, so for me is very hard to assess the accounting. We need to know: Who received the money? Why did Subgen have to pay it? Was this obligation known when Subgen acquired control of Substrate? Was it included in the valuation/business plan? Will anything similar happen again? Does the payment create an asset/right that should remain on the balance sheet, or is it simply an expense? An important note to remember: the report explicitly says it has not been reviewed by the auditor. - it doesn't mean the accounting is wrong, this means the management's one-line explanation is very insufficient and suspicious. So, for me this report is mixed/slightly negative, but I am willing to hold a little longer20.8.Anyone else having trouble accessing their privileged information page to cross reference for an expense? That's notable enough to disclose in some document, right?
- ·20.8.What do you say to that - the report?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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