2026 Q1 -tulosraportti
57 päivää sitten
‧54 min
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
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenI have taken a closer look at the loan terms. The most important covenants are net-debt/LTM EBITDA (leverage ratio). There is a rather steep tightening here, from 3.6x end Q3/25 to 2.5x end Q2/26. Per Q1/26, LTM EBITDA was NOK 249,7m. Cash end Q1/26 was NOK 534,5m and outstanding loans were 917.4m. This gives net debt of NOK 382,9m (917.4-534,5)- > and consequently a leverage ratio of 1.53x (382,9/249,7). So, well within. But the end Q1/26 balance was after the share issue and before the Emporia acquisition. So if we correct for this, i.e., deduct both the share issue proceeds from the cash (NOK 144m), as well as the cost for Emporia (approx. NOK 130m), the cash balance is reduced to NOK 260,3m, which consequently gives net debt of NOK 657m. This again gives a leverage ratio of 2.63x (657/249.7), which would thus be in breach of the loan terms. This obviously explains the reason for the share issue earlier this year. Unfortunately, we do not have the figures for Q2, but if we use the cash balance from Q1 and deduct the Emporia acquisition, I calculate a leverage ratio of approx. 2.1x. - in other words, Xplora has an okay buffer, even if negative working capital development in Q2, as well as worse EBITDA than last year, will make it tighter. Otherwise, it's worth noting that the Nordea facility has a rather steep repayment profile over 4 years (approx. NOK 60m/quarter in EUR). As of the end of Q1/26, NOK 299 was marked as "current", which means due within 12 months (includes Q1, where Xplora received a deferral). The stock has fallen a lot recently, I'm guessing it's due to several factors, including weaker EBITDA development than expected, and that some see a risk that the company might have to raise more money to avoid being in breach of the aforementioned covenant by the end of the year, in combination with the risk that the cash flow is not strong enough to cover the installments over the next quarters. (My take after a long flight with the opportunity to delve a bit into the numbers…)
·7 t sittenTo describe the degree of "fear" and whether the price is falling due to a sell-off: out of 2 mill shares acquired through the emission at kr 52, the players have collectively net sold 146k shares. Hermanrud, among others, is 1.7 mill in the red and has not sold a single share. In total, these players are 32 mill in the red. Tigerstaden sold as usual a couple of days after the emission. The majority otherwise remains stoically calm. That the willingness to buy is so low is probably what's remarkable.
This one is probably getting oversold by a good margin, so I took a flier, so we'll see if I get burned.
·18 t sittenWhat has happened in 2026 that justifies the fear spreading in the market? *Q1 revenue increased by 11%. EBITDA increased 58%. Number of subscriptions increased 32%. *Q2 number of subscriptions increased by 27.7% *CFO has bought shares at 46.2 NOK *SIM card services are ready to be rolled out in stores after system build. *The biggest competitor in senior phones has been acquired. *534 mnok in cash (Q1) Things are going well now. Everything else is speculation that something dramatic we don't know about has happened. It reminds me of when I could buy shares at 9 NOK. There was nothing wrong with the company then either.
Again disappointing management in Xplora who does nothing to communicate to the market that the case and the belief are intact. Look at Telenor and how the management + insiders react to calm the market. https://www.finansavisen.no/finans/2026/07/17/8366534/telenor-topper-stottekjopte-i-borskollaps
1 päivä sittenThis fish smell rotten.Instead of spreading such phrases, without any substance, you can try to explain your opinions.
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 Q1 -tulosraportti
57 päivää sitten
‧54 min
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
- ·3 t sittenI have taken a closer look at the loan terms. The most important covenants are net-debt/LTM EBITDA (leverage ratio). There is a rather steep tightening here, from 3.6x end Q3/25 to 2.5x end Q2/26. Per Q1/26, LTM EBITDA was NOK 249,7m. Cash end Q1/26 was NOK 534,5m and outstanding loans were 917.4m. This gives net debt of NOK 382,9m (917.4-534,5)- > and consequently a leverage ratio of 1.53x (382,9/249,7). So, well within. But the end Q1/26 balance was after the share issue and before the Emporia acquisition. So if we correct for this, i.e., deduct both the share issue proceeds from the cash (NOK 144m), as well as the cost for Emporia (approx. NOK 130m), the cash balance is reduced to NOK 260,3m, which consequently gives net debt of NOK 657m. This again gives a leverage ratio of 2.63x (657/249.7), which would thus be in breach of the loan terms. This obviously explains the reason for the share issue earlier this year. Unfortunately, we do not have the figures for Q2, but if we use the cash balance from Q1 and deduct the Emporia acquisition, I calculate a leverage ratio of approx. 2.1x. - in other words, Xplora has an okay buffer, even if negative working capital development in Q2, as well as worse EBITDA than last year, will make it tighter. Otherwise, it's worth noting that the Nordea facility has a rather steep repayment profile over 4 years (approx. NOK 60m/quarter in EUR). As of the end of Q1/26, NOK 299 was marked as "current", which means due within 12 months (includes Q1, where Xplora received a deferral). The stock has fallen a lot recently, I'm guessing it's due to several factors, including weaker EBITDA development than expected, and that some see a risk that the company might have to raise more money to avoid being in breach of the aforementioned covenant by the end of the year, in combination with the risk that the cash flow is not strong enough to cover the installments over the next quarters. (My take after a long flight with the opportunity to delve a bit into the numbers…)
- ·7 t sittenTo describe the degree of "fear" and whether the price is falling due to a sell-off: out of 2 mill shares acquired through the emission at kr 52, the players have collectively net sold 146k shares. Hermanrud, among others, is 1.7 mill in the red and has not sold a single share. In total, these players are 32 mill in the red. Tigerstaden sold as usual a couple of days after the emission. The majority otherwise remains stoically calm. That the willingness to buy is so low is probably what's remarkable.This one is probably getting oversold by a good margin, so I took a flier, so we'll see if I get burned.
- ·18 t sittenWhat has happened in 2026 that justifies the fear spreading in the market? *Q1 revenue increased by 11%. EBITDA increased 58%. Number of subscriptions increased 32%. *Q2 number of subscriptions increased by 27.7% *CFO has bought shares at 46.2 NOK *SIM card services are ready to be rolled out in stores after system build. *The biggest competitor in senior phones has been acquired. *534 mnok in cash (Q1) Things are going well now. Everything else is speculation that something dramatic we don't know about has happened. It reminds me of when I could buy shares at 9 NOK. There was nothing wrong with the company then either.Again disappointing management in Xplora who does nothing to communicate to the market that the case and the belief are intact. Look at Telenor and how the management + insiders react to calm the market. https://www.finansavisen.no/finans/2026/07/17/8366534/telenor-topper-stottekjopte-i-borskollaps
- 1 päivä sittenThis fish smell rotten.Instead of spreading such phrases, without any substance, you can try to explain your opinions.
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, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
2026 Q1 -tulosraportti
57 päivää sitten
‧54 min
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 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenI have taken a closer look at the loan terms. The most important covenants are net-debt/LTM EBITDA (leverage ratio). There is a rather steep tightening here, from 3.6x end Q3/25 to 2.5x end Q2/26. Per Q1/26, LTM EBITDA was NOK 249,7m. Cash end Q1/26 was NOK 534,5m and outstanding loans were 917.4m. This gives net debt of NOK 382,9m (917.4-534,5)- > and consequently a leverage ratio of 1.53x (382,9/249,7). So, well within. But the end Q1/26 balance was after the share issue and before the Emporia acquisition. So if we correct for this, i.e., deduct both the share issue proceeds from the cash (NOK 144m), as well as the cost for Emporia (approx. NOK 130m), the cash balance is reduced to NOK 260,3m, which consequently gives net debt of NOK 657m. This again gives a leverage ratio of 2.63x (657/249.7), which would thus be in breach of the loan terms. This obviously explains the reason for the share issue earlier this year. Unfortunately, we do not have the figures for Q2, but if we use the cash balance from Q1 and deduct the Emporia acquisition, I calculate a leverage ratio of approx. 2.1x. - in other words, Xplora has an okay buffer, even if negative working capital development in Q2, as well as worse EBITDA than last year, will make it tighter. Otherwise, it's worth noting that the Nordea facility has a rather steep repayment profile over 4 years (approx. NOK 60m/quarter in EUR). As of the end of Q1/26, NOK 299 was marked as "current", which means due within 12 months (includes Q1, where Xplora received a deferral). The stock has fallen a lot recently, I'm guessing it's due to several factors, including weaker EBITDA development than expected, and that some see a risk that the company might have to raise more money to avoid being in breach of the aforementioned covenant by the end of the year, in combination with the risk that the cash flow is not strong enough to cover the installments over the next quarters. (My take after a long flight with the opportunity to delve a bit into the numbers…)
- ·7 t sittenTo describe the degree of "fear" and whether the price is falling due to a sell-off: out of 2 mill shares acquired through the emission at kr 52, the players have collectively net sold 146k shares. Hermanrud, among others, is 1.7 mill in the red and has not sold a single share. In total, these players are 32 mill in the red. Tigerstaden sold as usual a couple of days after the emission. The majority otherwise remains stoically calm. That the willingness to buy is so low is probably what's remarkable.This one is probably getting oversold by a good margin, so I took a flier, so we'll see if I get burned.
- ·18 t sittenWhat has happened in 2026 that justifies the fear spreading in the market? *Q1 revenue increased by 11%. EBITDA increased 58%. Number of subscriptions increased 32%. *Q2 number of subscriptions increased by 27.7% *CFO has bought shares at 46.2 NOK *SIM card services are ready to be rolled out in stores after system build. *The biggest competitor in senior phones has been acquired. *534 mnok in cash (Q1) Things are going well now. Everything else is speculation that something dramatic we don't know about has happened. It reminds me of when I could buy shares at 9 NOK. There was nothing wrong with the company then either.Again disappointing management in Xplora who does nothing to communicate to the market that the case and the belief are intact. Look at Telenor and how the management + insiders react to calm the market. https://www.finansavisen.no/finans/2026/07/17/8366534/telenor-topper-stottekjopte-i-borskollaps
- 1 päivä sittenThis fish smell rotten.Instead of spreading such phrases, without any substance, you can try to explain your opinions.
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