2026 Q2 -tulosraportti
34 päivää sitten
‧27 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 000 | - | - | ||
| 30 000 | - | - | ||
| 4 181 | - | - | ||
| 1 906 | - | - | ||
| 7 588 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
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 |
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
·1 t sittenCfo doesn't believe in any big upside after dividend? https://newsweb.oslobors.no/message/681451
·1 päivä sittenPSA: Don't gamble away your money. One can assume that both the buyer and seller in the recent insider transaction knew what they were paying for when they agreed on 1.2kr for 7.5% of the company recently. (I sold 98% of mine between 13.5 and 14.1 (1.3-1.9kr) and will hardly buy it back at that price unless there are big positive surprises.)
I chose the opposite strategy, and bought a bit more leading up to the ex-date. Based on previous (admittedly few) experiences with companies that liquidate everything, there will be many months with little news, and I imagine the share price will slowly slide downwards during those months. But first, there will probably be a bit of chaos in the coming days. Many probably consider themselves done with the stock, and sell out. One less thing to think about. Others buy strategically, because they believe they will get more than 2,50 in the end. It will be exciting to see what happens when the payout is in people's accounts; some will probably choose to reinvest.
·1 päivä sitten🚀 MPCES – could this become a 2020 Bulkers case? MPCES is now going ex-dividend for a full NOK 12.1867 per share. With the price around NOK 2 after the ex-date, the share looks extremely cheap nominally. But look at what is actually happening: 💰 NOK 12.19 per share is distributed 💰 A total of approx. USD 29.4 mill. is distributed 📉 The share technically goes from around NOK 14.40 to around NOK 2 after the ex-date 📊 This does not mean that the company is worthless – large parts of the value drop are due to the capital distribution itself. And then comes what makes the case extra interesting: 🔥 On August 20, an official PDMR notification about insider trading was released. So, there is completely fresh insider activity right before the enormous capital distribution. Euronext shows August 20 as the PDMR trade date. (Euronext Live) If we use the purchase of around 1.75 million shares at approx. NOK 13.40, we are talking about an investment of around: 1.75m × 13.40 = approx. 23.45 MILLION kroner. It is not a small symbolic insider purchase. The interesting question therefore becomes: How much is MPCES actually worth after USD 29.4 mill. has been distributed? If the market only sees "the share has fallen from NOK 14 to NOK 2", an enormous psychological effect can arise. This is precisely what makes me think of the 2020 Bulkers effect: ➡️ Large capital distribution ➡️ Sharp mechanical price drop ➡️ The share looks extremely cheap nominally ➡️ Traders start buying ➡️ Volume increases ➡️ Momentum can take over I am NOT saying that MPCES will return to NOK 14. But if the underlying value after the distribution indicates that the share should be, for example, NOK 3–5, a movement from 2 → 3 → 4 → 5 kr can be enormous percentage-wise. And if the insider actually bought 1.75 million shares around NOK 13.40, it is especially interesting to see how the market prices the company after the ex-date. 🔥 MPCES could become a share to follow very closely in the coming days. The most important thing now is the volume. If buying pressure explodes while the share stays above the theoretical ex-price, this could become far more interesting than just a regular capital distribution.
1 päivä sittenI guess Residual value 1.73( cash)+ mexico+ microgrid+ cash from mexico operation. To me it looks like 5-6 nok of value.- ·26.8.What if Mexico is not sold? MPC Energy Solutions distributes 12.1867 kr per share. The last day with right to the distribution is August 31. With a share price around 13.75 kr today, it means that the theoretical ex-price, in isolation, is around 1.56 kr. But what actually remains in the company? After the sales, it is mainly the Mexico project and the ownership stake in the American microgrid developer that remain. Management has simultaneously stated that Mexico and the USA ownership stake will likely remain in the company even after 2026 if they are not sold. The Los Santos plant of 15.8 MWp generates ongoing revenues. H1 2026, the Mexico project had an EBITDA margin of around 68%, even after a meter error cost the company almost one month's revenues. Management expects the project to return towards previous margins. So the question becomes: If one buys MPCES at approx. 13.75 kr today, does one then practically get back 12.19 kr and is left with a share around 1.56 kr which still has an operational solar power plant in Mexico, an American ownership stake and any remaining cash? It is of course not given that the market prices the share in this way after the ex-date. But precisely for that reason, I think September 1st becomes very interesting. If the market prices in little of the remaining values, an interesting repricing could occur if Mexico continues to generate solid cash flow or is later sold.I think 12.19kr was disappointing - I had expected 12.50kr (1.14EUR). The cash flow/value of Mexico is probably not that large ref. last quarterly presentation. The only thing that can almost be guaranteed is the guaranteed amount from project Merlin. The next approved payment is also 0.37 EUR/share, and it is doubtful that they will scrape together quite that much. I assume in any case that further repayment will be delayed until at least July 27. But it will be exciting to follow the price ex-date.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
34 päivää sitten
‧27 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
- ·1 t sittenCfo doesn't believe in any big upside after dividend? https://newsweb.oslobors.no/message/681451
- ·1 päivä sittenPSA: Don't gamble away your money. One can assume that both the buyer and seller in the recent insider transaction knew what they were paying for when they agreed on 1.2kr for 7.5% of the company recently. (I sold 98% of mine between 13.5 and 14.1 (1.3-1.9kr) and will hardly buy it back at that price unless there are big positive surprises.)I chose the opposite strategy, and bought a bit more leading up to the ex-date. Based on previous (admittedly few) experiences with companies that liquidate everything, there will be many months with little news, and I imagine the share price will slowly slide downwards during those months. But first, there will probably be a bit of chaos in the coming days. Many probably consider themselves done with the stock, and sell out. One less thing to think about. Others buy strategically, because they believe they will get more than 2,50 in the end. It will be exciting to see what happens when the payout is in people's accounts; some will probably choose to reinvest.
- ·1 päivä sitten🚀 MPCES – could this become a 2020 Bulkers case? MPCES is now going ex-dividend for a full NOK 12.1867 per share. With the price around NOK 2 after the ex-date, the share looks extremely cheap nominally. But look at what is actually happening: 💰 NOK 12.19 per share is distributed 💰 A total of approx. USD 29.4 mill. is distributed 📉 The share technically goes from around NOK 14.40 to around NOK 2 after the ex-date 📊 This does not mean that the company is worthless – large parts of the value drop are due to the capital distribution itself. And then comes what makes the case extra interesting: 🔥 On August 20, an official PDMR notification about insider trading was released. So, there is completely fresh insider activity right before the enormous capital distribution. Euronext shows August 20 as the PDMR trade date. (Euronext Live) If we use the purchase of around 1.75 million shares at approx. NOK 13.40, we are talking about an investment of around: 1.75m × 13.40 = approx. 23.45 MILLION kroner. It is not a small symbolic insider purchase. The interesting question therefore becomes: How much is MPCES actually worth after USD 29.4 mill. has been distributed? If the market only sees "the share has fallen from NOK 14 to NOK 2", an enormous psychological effect can arise. This is precisely what makes me think of the 2020 Bulkers effect: ➡️ Large capital distribution ➡️ Sharp mechanical price drop ➡️ The share looks extremely cheap nominally ➡️ Traders start buying ➡️ Volume increases ➡️ Momentum can take over I am NOT saying that MPCES will return to NOK 14. But if the underlying value after the distribution indicates that the share should be, for example, NOK 3–5, a movement from 2 → 3 → 4 → 5 kr can be enormous percentage-wise. And if the insider actually bought 1.75 million shares around NOK 13.40, it is especially interesting to see how the market prices the company after the ex-date. 🔥 MPCES could become a share to follow very closely in the coming days. The most important thing now is the volume. If buying pressure explodes while the share stays above the theoretical ex-price, this could become far more interesting than just a regular capital distribution.1 päivä sittenI guess Residual value 1.73( cash)+ mexico+ microgrid+ cash from mexico operation. To me it looks like 5-6 nok of value.
- ·26.8.What if Mexico is not sold? MPC Energy Solutions distributes 12.1867 kr per share. The last day with right to the distribution is August 31. With a share price around 13.75 kr today, it means that the theoretical ex-price, in isolation, is around 1.56 kr. But what actually remains in the company? After the sales, it is mainly the Mexico project and the ownership stake in the American microgrid developer that remain. Management has simultaneously stated that Mexico and the USA ownership stake will likely remain in the company even after 2026 if they are not sold. The Los Santos plant of 15.8 MWp generates ongoing revenues. H1 2026, the Mexico project had an EBITDA margin of around 68%, even after a meter error cost the company almost one month's revenues. Management expects the project to return towards previous margins. So the question becomes: If one buys MPCES at approx. 13.75 kr today, does one then practically get back 12.19 kr and is left with a share around 1.56 kr which still has an operational solar power plant in Mexico, an American ownership stake and any remaining cash? It is of course not given that the market prices the share in this way after the ex-date. But precisely for that reason, I think September 1st becomes very interesting. If the market prices in little of the remaining values, an interesting repricing could occur if Mexico continues to generate solid cash flow or is later sold.I think 12.19kr was disappointing - I had expected 12.50kr (1.14EUR). The cash flow/value of Mexico is probably not that large ref. last quarterly presentation. The only thing that can almost be guaranteed is the guaranteed amount from project Merlin. The next approved payment is also 0.37 EUR/share, and it is doubtful that they will scrape together quite that much. I assume in any case that further repayment will be delayed until at least July 27. But it will be exciting to follow the price ex-date.
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 |
|---|---|---|---|---|
| 10 000 | - | - | ||
| 30 000 | - | - | ||
| 4 181 | - | - | ||
| 1 906 | - | - | ||
| 7 588 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
34 päivää sitten
‧27 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: 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
- ·1 t sittenCfo doesn't believe in any big upside after dividend? https://newsweb.oslobors.no/message/681451
- ·1 päivä sittenPSA: Don't gamble away your money. One can assume that both the buyer and seller in the recent insider transaction knew what they were paying for when they agreed on 1.2kr for 7.5% of the company recently. (I sold 98% of mine between 13.5 and 14.1 (1.3-1.9kr) and will hardly buy it back at that price unless there are big positive surprises.)I chose the opposite strategy, and bought a bit more leading up to the ex-date. Based on previous (admittedly few) experiences with companies that liquidate everything, there will be many months with little news, and I imagine the share price will slowly slide downwards during those months. But first, there will probably be a bit of chaos in the coming days. Many probably consider themselves done with the stock, and sell out. One less thing to think about. Others buy strategically, because they believe they will get more than 2,50 in the end. It will be exciting to see what happens when the payout is in people's accounts; some will probably choose to reinvest.
- ·1 päivä sitten🚀 MPCES – could this become a 2020 Bulkers case? MPCES is now going ex-dividend for a full NOK 12.1867 per share. With the price around NOK 2 after the ex-date, the share looks extremely cheap nominally. But look at what is actually happening: 💰 NOK 12.19 per share is distributed 💰 A total of approx. USD 29.4 mill. is distributed 📉 The share technically goes from around NOK 14.40 to around NOK 2 after the ex-date 📊 This does not mean that the company is worthless – large parts of the value drop are due to the capital distribution itself. And then comes what makes the case extra interesting: 🔥 On August 20, an official PDMR notification about insider trading was released. So, there is completely fresh insider activity right before the enormous capital distribution. Euronext shows August 20 as the PDMR trade date. (Euronext Live) If we use the purchase of around 1.75 million shares at approx. NOK 13.40, we are talking about an investment of around: 1.75m × 13.40 = approx. 23.45 MILLION kroner. It is not a small symbolic insider purchase. The interesting question therefore becomes: How much is MPCES actually worth after USD 29.4 mill. has been distributed? If the market only sees "the share has fallen from NOK 14 to NOK 2", an enormous psychological effect can arise. This is precisely what makes me think of the 2020 Bulkers effect: ➡️ Large capital distribution ➡️ Sharp mechanical price drop ➡️ The share looks extremely cheap nominally ➡️ Traders start buying ➡️ Volume increases ➡️ Momentum can take over I am NOT saying that MPCES will return to NOK 14. But if the underlying value after the distribution indicates that the share should be, for example, NOK 3–5, a movement from 2 → 3 → 4 → 5 kr can be enormous percentage-wise. And if the insider actually bought 1.75 million shares around NOK 13.40, it is especially interesting to see how the market prices the company after the ex-date. 🔥 MPCES could become a share to follow very closely in the coming days. The most important thing now is the volume. If buying pressure explodes while the share stays above the theoretical ex-price, this could become far more interesting than just a regular capital distribution.1 päivä sittenI guess Residual value 1.73( cash)+ mexico+ microgrid+ cash from mexico operation. To me it looks like 5-6 nok of value.
- ·26.8.What if Mexico is not sold? MPC Energy Solutions distributes 12.1867 kr per share. The last day with right to the distribution is August 31. With a share price around 13.75 kr today, it means that the theoretical ex-price, in isolation, is around 1.56 kr. But what actually remains in the company? After the sales, it is mainly the Mexico project and the ownership stake in the American microgrid developer that remain. Management has simultaneously stated that Mexico and the USA ownership stake will likely remain in the company even after 2026 if they are not sold. The Los Santos plant of 15.8 MWp generates ongoing revenues. H1 2026, the Mexico project had an EBITDA margin of around 68%, even after a meter error cost the company almost one month's revenues. Management expects the project to return towards previous margins. So the question becomes: If one buys MPCES at approx. 13.75 kr today, does one then practically get back 12.19 kr and is left with a share around 1.56 kr which still has an operational solar power plant in Mexico, an American ownership stake and any remaining cash? It is of course not given that the market prices the share in this way after the ex-date. But precisely for that reason, I think September 1st becomes very interesting. If the market prices in little of the remaining values, an interesting repricing could occur if Mexico continues to generate solid cash flow or is later sold.I think 12.19kr was disappointing - I had expected 12.50kr (1.14EUR). The cash flow/value of Mexico is probably not that large ref. last quarterly presentation. The only thing that can almost be guaranteed is the guaranteed amount from project Merlin. The next approved payment is also 0.37 EUR/share, and it is doubtful that they will scrape together quite that much. I assume in any case that further repayment will be delayed until at least July 27. But it will be exciting to follow the price ex-date.
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 |
|---|---|---|---|---|
| 10 000 | - | - | ||
| 30 000 | - | - | ||
| 4 181 | - | - | ||
| 1 906 | - | - | ||
| 7 588 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt