2026 Q2 -tulosraportti
UUTTA
1 päivä sitten
‧27 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 30.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sittenChatGPT - After going through both the report and the entire webcast transcript, I would summarize it as follows: MPC Energy Solutions – updated assessment of capital distributions 1. First payment (Q3 2026) This is the part that appears to be clearly most certain. The CFO says he will recommend a distribution of: USD 29 million Subject to board approval and the waiting period under Dutch law expiring as planned. With USD/NOK around 9.60, this corresponds to: * approx. 278 million kroner * approx. 12.5 kroner per share This is the clearly most concrete guidance they have given. ⸻ 2. Then towards year-end The company still confirms: USD 33 million free cash by the end of 2026. This corresponds to approximately: * 317 million kroner * 14.2 kroner per share The difference between 29 and 33 million is: * USD 4 million * approximately 1.7 kroner per share The CFO explains that this increase, among other things, comes from: * release of escrow * further project transactions * deducted overhead and other costs Thus, I believe the most likely path now is: * Q3: approx. 12.5 kr * towards year-end: an additional around 1.7 kr Total very likely by the end of 2026: approx. 14.2 kr per share. ⸻ 3. What is already included in the USD 33 million? This is now clarified in the webcast. To the question: Is the sale of Los Girasoles included in the USD 33 million? The CFO answers: “The answer is yes.” Thus, Los Girasoles is already included in 33 million. ⸻ 4. What comes in addition? Here comes the most important upside. Mexico The CFO says: * they still wish to sell * regulatory changes have put the sales process on hold * they are working on restructuring He also says: We hope to return to around USD 4 million in sales proceeds. ⸻ The USA investment The company still owns approximately: * 7 % * book value around USD 1.5 million This will also be sold. ⸻ Recapture of minimum cash There still remains: * escrow * minimum cash * other withheld amounts which can gradually be released. ⸻ 5. How much can the total be? The CFO receives a direct question about what shareholders can expect in total. He answers: * after the distribution, the company will still have around USD 4 million * then comes: * minimum cash back * Mexico * The USA investment And concludes with: “There will be more.” He says at the same time that he cannot estimate how much more. ⸻ 6. My updated assessment Very likely * Q3: approx. 12.5 kr * additional by year-end: approx. 1.7 kr Total by the end of 2026: approx. 14.2 kr per share. ⸻ Thereafter More will likely come when: * Mexico is sold * the USA investment is realized * remaining withheld funds are released ⸻ Realistic total outcome Based on the webcast, I believe a realistic range now is: * 14.2 kr: very likely by the end of 2026. * 16–18 kr: realistic total when the remaining assets are realized. * Around 19–20 kr: possible if Mexico is sold at the level management hopes for and other values are realized well. In my opinion, this is a significantly stronger conclusion than before the webcast, because management has now explicitly confirmed that Los Girasoles is included in the USD 33 million, while clearly stating that Mexico, the USA investment, and further release of cash come in addition
·10 t sittenIt wasn't too bad, but the upside is constantly decreasing. Bid on Los Girasoles saves the day. Suggests payment of the first three steps in the plan, 1.14 EUR, approx 12.50kr during the year. Then I'm unsure what to expect beyond that. Probably the entire sale sum for Los Girasoles. A sale at book value would in that case give an additional approx. 4kr, but it's probably wise to adjust expectations down a bit. Extremely disturbing news about Mexico. I feared much worse and have sold, but am considering re-entering eventually.ChatGPT - After going through both the report and the entire webcast transcript, I would summarize it as follows: MPC Energy Solutions – updated assessment of capital distributions 1. First payment (Q3 2026) This is the part that appears to be clearly most certain. The CFO says he will recommend a distribution of: USD 29 million Subject to board approval and the waiting period under Dutch law expiring as planned. With USD/NOK around 9.60, this corresponds to: * approx. 278 million kroner * approx. 12.5 kroner per share This is the clearly most concrete guidance they have given. ⸻ 2. Then towards year-end The company still confirms: USD 33 million free cash by the end of 2026. This corresponds to approximately: * 317 million kroner * 14.2 kroner per share The difference between 29 and 33 million is: * USD 4 million * approximately 1.7 kroner per share The CFO explains that this increase, among other things, comes from: * release of escrow * further project transactions * deducted overhead and other costs Thus, I believe the most likely path now is: * Q3: approx. 12.5 kr * towards year-end: an additional around 1.7 kr Total very likely by the end of 2026: approx. 14.2 kr per share. ⸻ 3. What is already included in the USD 33 million? This is now clarified in the webcast. To the question: Is the sale of Los Girasoles included in the USD 33 million? The CFO answers: “The answer is yes.” Thus, Los Girasoles is already included in 33 million. ⸻ 4. What comes in addition? Here comes the most important upside. Mexico The CFO says: * they still wish to sell * regulatory changes have put the sales process on hold * they are working on restructuring He also says: We hope to return to around USD 4 million in sales proceeds. ⸻ The USA investment The company still owns approximately: * 7 % * book value around USD 1.5 million This will also be sold. ⸻ Recapture of minimum cash There still remains: * escrow * minimum cash * other withheld amounts which can gradually be released. ⸻ 5. How much can the total be? The CFO receives a direct question about what shareholders can expect in total. He answers: * after the distribution, the company will still have around USD 4 million * then comes: * minimum cash back * Mexico * The USA investment And concludes with: “There will be more.” He says at the same time that he cannot estimate how much more. ⸻ 6. My updated assessment Very likely * Q3: approx. 12.5 kr * additional by year-end: approx. 1.7 kr Total by the end of 2026: approx. 14.2 kr per share. ⸻ Thereafter More will likely come when: * Mexico is sold * the USA investment is realized * remaining withheld funds are released ⸻ Realistic total outcome Based on the webcast, I believe a realistic range now is: * 14.2 kr: very likely by the end of 2026. * 16–18 kr: realistic total when the remaining assets are realized. * Around 19–20 kr: possible if Mexico is sold at the level management hopes for and other values are realized well. In my opinion, this is a significantly stronger conclusion than before the webcast, because management has now explicitly confirmed that Los Girasoles is included in the USD 33 million, while clearly stating that Mexico, the USA investment, and further release of cash come in addition- ·2 päivää sittenIt was time to torture the LLM again. After doing everything I could to explain how worthless my shares are, and why, Gemini replied: "13.95 NOK is mathematically cheap. You are getting the remaining power plants, the USD 2.2 million escrow account, and the upside of their La Perla development premium for less than zero."La Perla has been sold (with a tiny remaining earnout). I personally believe that one must look at the adopted payout level from GF and guess how much they cough up. There are values of up to 20kr in the company, but I have chosen to reduce significantly. There are probably good chances that one will get back at least approx. 14 NOK, the question is how long it takes and how much of the residual value disappears along the way. The right-wing that won in Colombia will pursue a more confrontational line, so I think the risk has increased there. When one has not managed to sell everything, project Merlin becomes a Pyrrhic victory. If they hadn't done Merlin, we would now have had a large enough portfolio to run the company with perhaps 3kr one-time repayment and at least 1kr in dividend/year (plus 2-4kr from Colombia upon a sale there).
- ·24.7.I wonder what made someone sell 40k shares for 13.80 just now a week before Q2. Either they must know something I don't know, or they must have had a stroke.
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
UUTTA
1 päivä sitten
‧27 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
- ·8 t sittenChatGPT - After going through both the report and the entire webcast transcript, I would summarize it as follows: MPC Energy Solutions – updated assessment of capital distributions 1. First payment (Q3 2026) This is the part that appears to be clearly most certain. The CFO says he will recommend a distribution of: USD 29 million Subject to board approval and the waiting period under Dutch law expiring as planned. With USD/NOK around 9.60, this corresponds to: * approx. 278 million kroner * approx. 12.5 kroner per share This is the clearly most concrete guidance they have given. ⸻ 2. Then towards year-end The company still confirms: USD 33 million free cash by the end of 2026. This corresponds to approximately: * 317 million kroner * 14.2 kroner per share The difference between 29 and 33 million is: * USD 4 million * approximately 1.7 kroner per share The CFO explains that this increase, among other things, comes from: * release of escrow * further project transactions * deducted overhead and other costs Thus, I believe the most likely path now is: * Q3: approx. 12.5 kr * towards year-end: an additional around 1.7 kr Total very likely by the end of 2026: approx. 14.2 kr per share. ⸻ 3. What is already included in the USD 33 million? This is now clarified in the webcast. To the question: Is the sale of Los Girasoles included in the USD 33 million? The CFO answers: “The answer is yes.” Thus, Los Girasoles is already included in 33 million. ⸻ 4. What comes in addition? Here comes the most important upside. Mexico The CFO says: * they still wish to sell * regulatory changes have put the sales process on hold * they are working on restructuring He also says: We hope to return to around USD 4 million in sales proceeds. ⸻ The USA investment The company still owns approximately: * 7 % * book value around USD 1.5 million This will also be sold. ⸻ Recapture of minimum cash There still remains: * escrow * minimum cash * other withheld amounts which can gradually be released. ⸻ 5. How much can the total be? The CFO receives a direct question about what shareholders can expect in total. He answers: * after the distribution, the company will still have around USD 4 million * then comes: * minimum cash back * Mexico * The USA investment And concludes with: “There will be more.” He says at the same time that he cannot estimate how much more. ⸻ 6. My updated assessment Very likely * Q3: approx. 12.5 kr * additional by year-end: approx. 1.7 kr Total by the end of 2026: approx. 14.2 kr per share. ⸻ Thereafter More will likely come when: * Mexico is sold * the USA investment is realized * remaining withheld funds are released ⸻ Realistic total outcome Based on the webcast, I believe a realistic range now is: * 14.2 kr: very likely by the end of 2026. * 16–18 kr: realistic total when the remaining assets are realized. * Around 19–20 kr: possible if Mexico is sold at the level management hopes for and other values are realized well. In my opinion, this is a significantly stronger conclusion than before the webcast, because management has now explicitly confirmed that Los Girasoles is included in the USD 33 million, while clearly stating that Mexico, the USA investment, and further release of cash come in addition
- ·10 t sittenIt wasn't too bad, but the upside is constantly decreasing. Bid on Los Girasoles saves the day. Suggests payment of the first three steps in the plan, 1.14 EUR, approx 12.50kr during the year. Then I'm unsure what to expect beyond that. Probably the entire sale sum for Los Girasoles. A sale at book value would in that case give an additional approx. 4kr, but it's probably wise to adjust expectations down a bit. Extremely disturbing news about Mexico. I feared much worse and have sold, but am considering re-entering eventually.ChatGPT - After going through both the report and the entire webcast transcript, I would summarize it as follows: MPC Energy Solutions – updated assessment of capital distributions 1. First payment (Q3 2026) This is the part that appears to be clearly most certain. The CFO says he will recommend a distribution of: USD 29 million Subject to board approval and the waiting period under Dutch law expiring as planned. With USD/NOK around 9.60, this corresponds to: * approx. 278 million kroner * approx. 12.5 kroner per share This is the clearly most concrete guidance they have given. ⸻ 2. Then towards year-end The company still confirms: USD 33 million free cash by the end of 2026. This corresponds to approximately: * 317 million kroner * 14.2 kroner per share The difference between 29 and 33 million is: * USD 4 million * approximately 1.7 kroner per share The CFO explains that this increase, among other things, comes from: * release of escrow * further project transactions * deducted overhead and other costs Thus, I believe the most likely path now is: * Q3: approx. 12.5 kr * towards year-end: an additional around 1.7 kr Total very likely by the end of 2026: approx. 14.2 kr per share. ⸻ 3. What is already included in the USD 33 million? This is now clarified in the webcast. To the question: Is the sale of Los Girasoles included in the USD 33 million? The CFO answers: “The answer is yes.” Thus, Los Girasoles is already included in 33 million. ⸻ 4. What comes in addition? Here comes the most important upside. Mexico The CFO says: * they still wish to sell * regulatory changes have put the sales process on hold * they are working on restructuring He also says: We hope to return to around USD 4 million in sales proceeds. ⸻ The USA investment The company still owns approximately: * 7 % * book value around USD 1.5 million This will also be sold. ⸻ Recapture of minimum cash There still remains: * escrow * minimum cash * other withheld amounts which can gradually be released. ⸻ 5. How much can the total be? The CFO receives a direct question about what shareholders can expect in total. He answers: * after the distribution, the company will still have around USD 4 million * then comes: * minimum cash back * Mexico * The USA investment And concludes with: “There will be more.” He says at the same time that he cannot estimate how much more. ⸻ 6. My updated assessment Very likely * Q3: approx. 12.5 kr * additional by year-end: approx. 1.7 kr Total by the end of 2026: approx. 14.2 kr per share. ⸻ Thereafter More will likely come when: * Mexico is sold * the USA investment is realized * remaining withheld funds are released ⸻ Realistic total outcome Based on the webcast, I believe a realistic range now is: * 14.2 kr: very likely by the end of 2026. * 16–18 kr: realistic total when the remaining assets are realized. * Around 19–20 kr: possible if Mexico is sold at the level management hopes for and other values are realized well. In my opinion, this is a significantly stronger conclusion than before the webcast, because management has now explicitly confirmed that Los Girasoles is included in the USD 33 million, while clearly stating that Mexico, the USA investment, and further release of cash come in addition
- ·2 päivää sittenIt was time to torture the LLM again. After doing everything I could to explain how worthless my shares are, and why, Gemini replied: "13.95 NOK is mathematically cheap. You are getting the remaining power plants, the USD 2.2 million escrow account, and the upside of their La Perla development premium for less than zero."La Perla has been sold (with a tiny remaining earnout). I personally believe that one must look at the adopted payout level from GF and guess how much they cough up. There are values of up to 20kr in the company, but I have chosen to reduce significantly. There are probably good chances that one will get back at least approx. 14 NOK, the question is how long it takes and how much of the residual value disappears along the way. The right-wing that won in Colombia will pursue a more confrontational line, so I think the risk has increased there. When one has not managed to sell everything, project Merlin becomes a Pyrrhic victory. If they hadn't done Merlin, we would now have had a large enough portfolio to run the company with perhaps 3kr one-time repayment and at least 1kr in dividend/year (plus 2-4kr from Colombia upon a sale there).
- ·24.7.I wonder what made someone sell 40k shares for 13.80 just now a week before Q2. Either they must know something I don't know, or they must have had a stroke.
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 30.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 |
2026 Q2 -tulosraportti
UUTTA
1 päivä sitten
‧27 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 30.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenChatGPT - After going through both the report and the entire webcast transcript, I would summarize it as follows: MPC Energy Solutions – updated assessment of capital distributions 1. First payment (Q3 2026) This is the part that appears to be clearly most certain. The CFO says he will recommend a distribution of: USD 29 million Subject to board approval and the waiting period under Dutch law expiring as planned. With USD/NOK around 9.60, this corresponds to: * approx. 278 million kroner * approx. 12.5 kroner per share This is the clearly most concrete guidance they have given. ⸻ 2. Then towards year-end The company still confirms: USD 33 million free cash by the end of 2026. This corresponds to approximately: * 317 million kroner * 14.2 kroner per share The difference between 29 and 33 million is: * USD 4 million * approximately 1.7 kroner per share The CFO explains that this increase, among other things, comes from: * release of escrow * further project transactions * deducted overhead and other costs Thus, I believe the most likely path now is: * Q3: approx. 12.5 kr * towards year-end: an additional around 1.7 kr Total very likely by the end of 2026: approx. 14.2 kr per share. ⸻ 3. What is already included in the USD 33 million? This is now clarified in the webcast. To the question: Is the sale of Los Girasoles included in the USD 33 million? The CFO answers: “The answer is yes.” Thus, Los Girasoles is already included in 33 million. ⸻ 4. What comes in addition? Here comes the most important upside. Mexico The CFO says: * they still wish to sell * regulatory changes have put the sales process on hold * they are working on restructuring He also says: We hope to return to around USD 4 million in sales proceeds. ⸻ The USA investment The company still owns approximately: * 7 % * book value around USD 1.5 million This will also be sold. ⸻ Recapture of minimum cash There still remains: * escrow * minimum cash * other withheld amounts which can gradually be released. ⸻ 5. How much can the total be? The CFO receives a direct question about what shareholders can expect in total. He answers: * after the distribution, the company will still have around USD 4 million * then comes: * minimum cash back * Mexico * The USA investment And concludes with: “There will be more.” He says at the same time that he cannot estimate how much more. ⸻ 6. My updated assessment Very likely * Q3: approx. 12.5 kr * additional by year-end: approx. 1.7 kr Total by the end of 2026: approx. 14.2 kr per share. ⸻ Thereafter More will likely come when: * Mexico is sold * the USA investment is realized * remaining withheld funds are released ⸻ Realistic total outcome Based on the webcast, I believe a realistic range now is: * 14.2 kr: very likely by the end of 2026. * 16–18 kr: realistic total when the remaining assets are realized. * Around 19–20 kr: possible if Mexico is sold at the level management hopes for and other values are realized well. In my opinion, this is a significantly stronger conclusion than before the webcast, because management has now explicitly confirmed that Los Girasoles is included in the USD 33 million, while clearly stating that Mexico, the USA investment, and further release of cash come in addition
- ·10 t sittenIt wasn't too bad, but the upside is constantly decreasing. Bid on Los Girasoles saves the day. Suggests payment of the first three steps in the plan, 1.14 EUR, approx 12.50kr during the year. Then I'm unsure what to expect beyond that. Probably the entire sale sum for Los Girasoles. A sale at book value would in that case give an additional approx. 4kr, but it's probably wise to adjust expectations down a bit. Extremely disturbing news about Mexico. I feared much worse and have sold, but am considering re-entering eventually.ChatGPT - After going through both the report and the entire webcast transcript, I would summarize it as follows: MPC Energy Solutions – updated assessment of capital distributions 1. First payment (Q3 2026) This is the part that appears to be clearly most certain. The CFO says he will recommend a distribution of: USD 29 million Subject to board approval and the waiting period under Dutch law expiring as planned. With USD/NOK around 9.60, this corresponds to: * approx. 278 million kroner * approx. 12.5 kroner per share This is the clearly most concrete guidance they have given. ⸻ 2. Then towards year-end The company still confirms: USD 33 million free cash by the end of 2026. This corresponds to approximately: * 317 million kroner * 14.2 kroner per share The difference between 29 and 33 million is: * USD 4 million * approximately 1.7 kroner per share The CFO explains that this increase, among other things, comes from: * release of escrow * further project transactions * deducted overhead and other costs Thus, I believe the most likely path now is: * Q3: approx. 12.5 kr * towards year-end: an additional around 1.7 kr Total very likely by the end of 2026: approx. 14.2 kr per share. ⸻ 3. What is already included in the USD 33 million? This is now clarified in the webcast. To the question: Is the sale of Los Girasoles included in the USD 33 million? The CFO answers: “The answer is yes.” Thus, Los Girasoles is already included in 33 million. ⸻ 4. What comes in addition? Here comes the most important upside. Mexico The CFO says: * they still wish to sell * regulatory changes have put the sales process on hold * they are working on restructuring He also says: We hope to return to around USD 4 million in sales proceeds. ⸻ The USA investment The company still owns approximately: * 7 % * book value around USD 1.5 million This will also be sold. ⸻ Recapture of minimum cash There still remains: * escrow * minimum cash * other withheld amounts which can gradually be released. ⸻ 5. How much can the total be? The CFO receives a direct question about what shareholders can expect in total. He answers: * after the distribution, the company will still have around USD 4 million * then comes: * minimum cash back * Mexico * The USA investment And concludes with: “There will be more.” He says at the same time that he cannot estimate how much more. ⸻ 6. My updated assessment Very likely * Q3: approx. 12.5 kr * additional by year-end: approx. 1.7 kr Total by the end of 2026: approx. 14.2 kr per share. ⸻ Thereafter More will likely come when: * Mexico is sold * the USA investment is realized * remaining withheld funds are released ⸻ Realistic total outcome Based on the webcast, I believe a realistic range now is: * 14.2 kr: very likely by the end of 2026. * 16–18 kr: realistic total when the remaining assets are realized. * Around 19–20 kr: possible if Mexico is sold at the level management hopes for and other values are realized well. In my opinion, this is a significantly stronger conclusion than before the webcast, because management has now explicitly confirmed that Los Girasoles is included in the USD 33 million, while clearly stating that Mexico, the USA investment, and further release of cash come in addition
- ·2 päivää sittenIt was time to torture the LLM again. After doing everything I could to explain how worthless my shares are, and why, Gemini replied: "13.95 NOK is mathematically cheap. You are getting the remaining power plants, the USD 2.2 million escrow account, and the upside of their La Perla development premium for less than zero."La Perla has been sold (with a tiny remaining earnout). I personally believe that one must look at the adopted payout level from GF and guess how much they cough up. There are values of up to 20kr in the company, but I have chosen to reduce significantly. There are probably good chances that one will get back at least approx. 14 NOK, the question is how long it takes and how much of the residual value disappears along the way. The right-wing that won in Colombia will pursue a more confrontational line, so I think the risk has increased there. When one has not managed to sell everything, project Merlin becomes a Pyrrhic victory. If they hadn't done Merlin, we would now have had a large enough portfolio to run the company with perhaps 3kr one-time repayment and at least 1kr in dividend/year (plus 2-4kr from Colombia upon a sale there).
- ·24.7.I wonder what made someone sell 40k shares for 13.80 just now a week before Q2. Either they must know something I don't know, or they must have had a stroke.
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