2025 Q3 -tulosraportti
107 päivää sitten
‧34 min
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
4 500
Myynti
Määrä
425
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 850 | - | - | ||
| 160 | - | - | ||
| 57 | - | - | ||
| 933 | - | - | ||
| 4 | - | - |
Ylin
13,65VWAP
Alin
13,5VaihtoMäärä
0,1 4 684
VWAP
Ylin
13,65Alin
13,5VaihtoMäärä
0,1 4 684
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 27.2. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenIncredibly poor of the company to miss so badly on approval in Guatemala. Concerns: Expect Q4 to look decent, but the debt burden from an unproductive project will affect cash flow significantly. As far as I remember, it was said that it would manage even without revenue in Guatemala, but the cash position is probably not better. From 1Q, there are delivery obligations to a customer as a worst case. Upside potential: Clarified responsibility/compensation for the delay in Guatemala. Guidance regarding time and/or value for the sale of the remaining portfolio. Specification of the size of the announced dividend. Cost reductions in connection with winding down. The previous sale was timed after the quarterly presentation, maybe they will do it again? Still believe in reaching ~20kr (and tax-free gain), but I'm preparing for it to become a buying opportunity going forward.
·16.1.The share costs 13,5, expected dividend in 3Q26 of approx 15 (or more) kr. 100% return in half a year?
·21.1.How will the tax be on the dividend of 15 kr/share? Then I might be left with 9.5 kr/share. Followed this for a long time and my GAV is 12 kr/share, so if I sell now I get 1.5 kr/share in profit minus tax - that means I am left again with 13/share. Ergo almost 4 kr/share more than getting dividend. Should I sell?·21.1.The dividend itself is not a dividend, but a return of capital and will not trigger any tax. With a 15kr dividend, the GAV will fall to -3kr, so when you sell the share, the gain will be correspondingly larger. So what I have done (which is not meant as advice) is to open a new IKZ, filled with MPCES and waiting for the payments to come. When I eventually sell, I will get a gain on IKZ, but I don't need to realize it. Also have something in IPS and AF.- 12.1.12.1.LinkedIn: We closed the year with strong momentum⚡ In December, our three operating plants in Colombia, Mexico, and El Salvador generated 6.8 GWh of clean and affordable energy — matching the output of December 2024 on a like-for-like basis. For 2025, this brings our total annual power generation to 113 GWh. A solid result that reflects the reliability of our assets and our continued commitment to delivering sustainable energy across Latin America.·12.1.I don't think November has been posted here before: 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐔𝐩𝐝𝐚𝐭𝐞 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 ☀️ In November, MPC Energy Solutions added 7.2 GWh of clean and affordable energy, bringing year-to-date production to 106 GWh. On a like-for-like basis, power generation in November was 8% higher year-over-year, while total output in 2025 to date is 3% above last year, reflecting continued solid operational performance across the portfolio.
8.1.8.1.Tämä julkaisu on poistettu.·7.1.What kind of figures are you using for cash and sales? They are going to sell everything and liquidate. They have 16,6kr (~37 mill USD) in free cash before the last two facilities are sold (assuming a successful transaction). 13% in half a year is a pretty good return.·7.1.If they get half for Girasoles as Planeta Rica per MW, that gives 6-7 million. They paid 5 million for Mexico in 2022. The project has a fixed interest rate of 5%. The interest rate and the plant's performance are up since then. Earn out 1 mill from PR sale this autumn. 17kr is my floor unless something goes wrong.
·6.1.Certificacion-Resolucion-CRIE-35-2025-Solicitud-de-Conexion-a-la-RTR-Guatemala-Proyecto-Magdalena-Solar.pdf Certificacion-Resolucion-CRIE-36-2025-Solicitud-de-Conexion-a-la-RTR-Guatemala-Linea-de-Transmision-Magdalena-Solar.pdf See attached links - both from December this year. It appears here that regional and national authorities in Guatemala (CRIE/CNEE) have no objections to the grid connection and associated transmission solution for the Magdalena Solar / San Patricio project. The documents are dated December 2025 and come after the period where the company reported testing/startup. This indicates that the project has passed the central regulatory checkpoints. Overall, this suggests that the process is in its final phase and on track, with formal COD as the remaining step. I thus guess that it's only a matter of time. Feel free to check the PDF translated on Chat GPT
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q3 -tulosraportti
107 päivää sitten
‧34 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenIncredibly poor of the company to miss so badly on approval in Guatemala. Concerns: Expect Q4 to look decent, but the debt burden from an unproductive project will affect cash flow significantly. As far as I remember, it was said that it would manage even without revenue in Guatemala, but the cash position is probably not better. From 1Q, there are delivery obligations to a customer as a worst case. Upside potential: Clarified responsibility/compensation for the delay in Guatemala. Guidance regarding time and/or value for the sale of the remaining portfolio. Specification of the size of the announced dividend. Cost reductions in connection with winding down. The previous sale was timed after the quarterly presentation, maybe they will do it again? Still believe in reaching ~20kr (and tax-free gain), but I'm preparing for it to become a buying opportunity going forward.
- ·16.1.The share costs 13,5, expected dividend in 3Q26 of approx 15 (or more) kr. 100% return in half a year?·21.1.How will the tax be on the dividend of 15 kr/share? Then I might be left with 9.5 kr/share. Followed this for a long time and my GAV is 12 kr/share, so if I sell now I get 1.5 kr/share in profit minus tax - that means I am left again with 13/share. Ergo almost 4 kr/share more than getting dividend. Should I sell?·21.1.The dividend itself is not a dividend, but a return of capital and will not trigger any tax. With a 15kr dividend, the GAV will fall to -3kr, so when you sell the share, the gain will be correspondingly larger. So what I have done (which is not meant as advice) is to open a new IKZ, filled with MPCES and waiting for the payments to come. When I eventually sell, I will get a gain on IKZ, but I don't need to realize it. Also have something in IPS and AF.
- 12.1.12.1.LinkedIn: We closed the year with strong momentum⚡ In December, our three operating plants in Colombia, Mexico, and El Salvador generated 6.8 GWh of clean and affordable energy — matching the output of December 2024 on a like-for-like basis. For 2025, this brings our total annual power generation to 113 GWh. A solid result that reflects the reliability of our assets and our continued commitment to delivering sustainable energy across Latin America.·12.1.I don't think November has been posted here before: 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐔𝐩𝐝𝐚𝐭𝐞 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 ☀️ In November, MPC Energy Solutions added 7.2 GWh of clean and affordable energy, bringing year-to-date production to 106 GWh. On a like-for-like basis, power generation in November was 8% higher year-over-year, while total output in 2025 to date is 3% above last year, reflecting continued solid operational performance across the portfolio.
- 8.1.8.1.Tämä julkaisu on poistettu.·7.1.What kind of figures are you using for cash and sales? They are going to sell everything and liquidate. They have 16,6kr (~37 mill USD) in free cash before the last two facilities are sold (assuming a successful transaction). 13% in half a year is a pretty good return.·7.1.If they get half for Girasoles as Planeta Rica per MW, that gives 6-7 million. They paid 5 million for Mexico in 2022. The project has a fixed interest rate of 5%. The interest rate and the plant's performance are up since then. Earn out 1 mill from PR sale this autumn. 17kr is my floor unless something goes wrong.
- ·6.1.Certificacion-Resolucion-CRIE-35-2025-Solicitud-de-Conexion-a-la-RTR-Guatemala-Proyecto-Magdalena-Solar.pdf Certificacion-Resolucion-CRIE-36-2025-Solicitud-de-Conexion-a-la-RTR-Guatemala-Linea-de-Transmision-Magdalena-Solar.pdf See attached links - both from December this year. It appears here that regional and national authorities in Guatemala (CRIE/CNEE) have no objections to the grid connection and associated transmission solution for the Magdalena Solar / San Patricio project. The documents are dated December 2025 and come after the period where the company reported testing/startup. This indicates that the project has passed the central regulatory checkpoints. Overall, this suggests that the process is in its final phase and on track, with formal COD as the remaining step. I thus guess that it's only a matter of time. Feel free to check the PDF translated on Chat GPT
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Euronext Growth Oslo
Määrä
Osto
4 500
Myynti
Määrä
425
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 850 | - | - | ||
| 160 | - | - | ||
| 57 | - | - | ||
| 933 | - | - | ||
| 4 | - | - |
Ylin
13,65VWAP
Alin
13,5VaihtoMäärä
0,1 4 684
VWAP
Ylin
13,65Alin
13,5VaihtoMäärä
0,1 4 684
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 27.2. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 |
2025 Q3 -tulosraportti
107 päivää sitten
‧34 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 | |
|---|---|
2025 Q4 -tulosraportti 27.2. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenIncredibly poor of the company to miss so badly on approval in Guatemala. Concerns: Expect Q4 to look decent, but the debt burden from an unproductive project will affect cash flow significantly. As far as I remember, it was said that it would manage even without revenue in Guatemala, but the cash position is probably not better. From 1Q, there are delivery obligations to a customer as a worst case. Upside potential: Clarified responsibility/compensation for the delay in Guatemala. Guidance regarding time and/or value for the sale of the remaining portfolio. Specification of the size of the announced dividend. Cost reductions in connection with winding down. The previous sale was timed after the quarterly presentation, maybe they will do it again? Still believe in reaching ~20kr (and tax-free gain), but I'm preparing for it to become a buying opportunity going forward.
- ·16.1.The share costs 13,5, expected dividend in 3Q26 of approx 15 (or more) kr. 100% return in half a year?·21.1.How will the tax be on the dividend of 15 kr/share? Then I might be left with 9.5 kr/share. Followed this for a long time and my GAV is 12 kr/share, so if I sell now I get 1.5 kr/share in profit minus tax - that means I am left again with 13/share. Ergo almost 4 kr/share more than getting dividend. Should I sell?·21.1.The dividend itself is not a dividend, but a return of capital and will not trigger any tax. With a 15kr dividend, the GAV will fall to -3kr, so when you sell the share, the gain will be correspondingly larger. So what I have done (which is not meant as advice) is to open a new IKZ, filled with MPCES and waiting for the payments to come. When I eventually sell, I will get a gain on IKZ, but I don't need to realize it. Also have something in IPS and AF.
- 12.1.12.1.LinkedIn: We closed the year with strong momentum⚡ In December, our three operating plants in Colombia, Mexico, and El Salvador generated 6.8 GWh of clean and affordable energy — matching the output of December 2024 on a like-for-like basis. For 2025, this brings our total annual power generation to 113 GWh. A solid result that reflects the reliability of our assets and our continued commitment to delivering sustainable energy across Latin America.·12.1.I don't think November has been posted here before: 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐔𝐩𝐝𝐚𝐭𝐞 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 ☀️ In November, MPC Energy Solutions added 7.2 GWh of clean and affordable energy, bringing year-to-date production to 106 GWh. On a like-for-like basis, power generation in November was 8% higher year-over-year, while total output in 2025 to date is 3% above last year, reflecting continued solid operational performance across the portfolio.
- 8.1.8.1.Tämä julkaisu on poistettu.·7.1.What kind of figures are you using for cash and sales? They are going to sell everything and liquidate. They have 16,6kr (~37 mill USD) in free cash before the last two facilities are sold (assuming a successful transaction). 13% in half a year is a pretty good return.·7.1.If they get half for Girasoles as Planeta Rica per MW, that gives 6-7 million. They paid 5 million for Mexico in 2022. The project has a fixed interest rate of 5%. The interest rate and the plant's performance are up since then. Earn out 1 mill from PR sale this autumn. 17kr is my floor unless something goes wrong.
- ·6.1.Certificacion-Resolucion-CRIE-35-2025-Solicitud-de-Conexion-a-la-RTR-Guatemala-Proyecto-Magdalena-Solar.pdf Certificacion-Resolucion-CRIE-36-2025-Solicitud-de-Conexion-a-la-RTR-Guatemala-Linea-de-Transmision-Magdalena-Solar.pdf See attached links - both from December this year. It appears here that regional and national authorities in Guatemala (CRIE/CNEE) have no objections to the grid connection and associated transmission solution for the Magdalena Solar / San Patricio project. The documents are dated December 2025 and come after the period where the company reported testing/startup. This indicates that the project has passed the central regulatory checkpoints. Overall, this suggests that the process is in its final phase and on track, with formal COD as the remaining step. I thus guess that it's only a matter of time. Feel free to check the PDF translated on Chat GPT
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Euronext Growth Oslo
Määrä
Osto
4 500
Myynti
Määrä
425
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 850 | - | - | ||
| 160 | - | - | ||
| 57 | - | - | ||
| 933 | - | - | ||
| 4 | - | - |
Ylin
13,65VWAP
Alin
13,5VaihtoMäärä
0,1 4 684
VWAP
Ylin
13,65Alin
13,5VaihtoMäärä
0,1 4 684
Välittäjätilasto
Dataa ei löytynyt