2025 Q3 -tulosraportti
79 päivää sitten0,268 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
29 655
Myynti
Määrä
4 199
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 680 | - | - | ||
| 3 081 | - | - | ||
| 13 267 | - | - | ||
| 360 | - | - | ||
| 541 | - | - |
Ylin
0,398VWAP
Alin
0,387VaihtoMäärä
0,5 1 145 979
VWAP
Ylin
0,398Alin
0,387VaihtoMäärä
0,5 1 145 979
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 13.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 30.10.2025 | |
| 2025 Q2 -tulosraportti | 15.7.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 1.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·21 min sittenSomething is happening on the websites, in that subpages are being updated, but without it being visible in the frontend. https://akerhorizons.com/news-sitemap.xml Now there will soon be an announcement, hold on tight!
·2 päivää sittenForecasts listing rush for Røkke DNB Carnegie analyst Helene Kvilhaug Brøndbo sees two stock market listings in the Aker portfolio. In addition, two other companies could also become relevant. Over the past year, the Aker share has risen close to 50 percent on the Oslo Stock Exchange. Parts of the increase are due to Aker being at the center of the investment in artificial intelligence and data centers through Aker Nscale, Nscale and Cognite. On Thursday, DNB Carnegie analyst Helene Kvilhaug Brøndbo initiated coverage of Aker with a buy recommendation and a price target of 860 kroner. – We believe Aker's work to transform itself into a more focused company, with fewer and larger investments that yield dividends, should facilitate NAV growth (net asset value, editor's note) and, together with higher transparency after any future stock market listings of companies within digitalization and artificial intelligence, contribute to reducing the NAV discount from today's 16 percent, says Helene Kvilhaug Brøndbo. The price target of 860 kroner implies a NAV discount, often referred to as a “Røkke” discount, of 10 percent. Several candidates In recent years, Aker has taken several steps to concentrate on fewer and larger cash-flow-generating investments. – I believe this makes it easier for investors to understand what values lie in Aker. It becomes less complex. It can contribute to a lower discount, and a prioritization of companies that generate cash flow also makes Aker more robust, both in terms of growth and the ability to pay solid dividends in the future, says Brøndbo. She believes Aker, through investments in real estate as well as digitalization and artificial intelligence, has established two solid growth tracks that can help mitigate the effect of cyclicality in the company's oil and gas-related investments. – We see potential for further measures, such as a possible listing of Nscale and a merger with Aker Nscale, listings of Cognite and Akastor's subsidiaries MHM and Nes Fircroft, value realization of seafood-related investments as well as consolidation of the Solstad companies. In our view, this will help to highlight underlying values and further reduce the NAV discount, says Brøndbo. Conservative estimates In other words, she highlights two concrete listing candidates in Nscale and Cognite, as well as two possible candidates through the Akastor umbrella. Aker's 51 percent stake in Cognite is valued at 6.68 billion kroner in the company's NAV, equivalent to 92 kroner per share, and is the second largest holding after Aker BP as of the third quarter of 2025. The valuation is based on previous transactions. Accel invested 75 million dollars in Cognite in October 2020, which resulted in a valuation of 550 million dollars. In May 2021, TCV followed with an investment of 150 million dollars, which raised the valuation to 1.6 billion dollars. In February 2022, Saudi Aramco invested 113 million dollars, equivalent to a valuation of 1.5 billion dollars. – Have you calculated what Cognite and Nscale could be worth in a listing scenario? – I have taken a relatively conservative approach, as there is limited available data. I have used reported values for Cognite, combined with the latest transaction value for Nscale, which Aker bought into in the fourth quarter. I believe both companies are clear listing candidates, perhaps as early as 2026. With my price target, based on today's values, there is already good upside, especially when also including dividends. In addition, there could be a pleasant surprise if these events actually materialize, says Brøndbo. Conservative estimates In other words, she highlights two concrete listing candidates in Nscale and Cognite, as well as two possible candidates through the Akastor umbrella. Aker's 51 percent stake in Cognite is valued at 6.68 billion kroner in the company's NAV, equivalent to 92 kroner per share, and is the second largest holding after Aker BP as of the third quarter of 2025. The valuation is based on previous transactions. Accel invested 75 million dollars in Cognite in October 2020, which resulted in a valuation of 550 million dollars. In May 2021, TCV followed with an investment of 150 million dollars, which raised the valuation to 1.6 billion dollars. In February 2022, Saudi Aramco invested 113 million dollars, equivalent to a valuation of 1.5 billion dollars. – Have you calculated what Cognite and Nscale could be worth in a listing scenario? – I have taken a relatively conservative approach, as there is limited available data. I have used reported values for Cognite, combined with the latest transaction value for Nscale, which Aker bought into in the fourth quarter. I believe both companies are clear listing candidates, perhaps as early as 2026. With my price target, based on today's values, there is already good upside, especially when also including dividends. In addition, there could be a pleasant surprise if these events actually materialize, says Brøndbo.
·8 t sittenThanks for the answer, but I don't understand why this would be positive for an increased share price in AKH.
·2 päivää sittenWhen do people think we'll find out more? Personally, I think this is dragging on for far too long, I've been super bullish on akh for almost 1 year, unfortunately sold some down in November but still want to believe in something big here. Røkke was, as mentioned, supposed to restore confidence in akh shareholders as he has stated in the media, and akh is, as said, not delisted either, but personally I feel this is starting to drag on a bit too long, which is a bit unsettling... They could at least have hinted a bit more concretely about what is being worked on, where they are in the process, and what they eventually want to do with akh. Everyone can speculate and check people's Twitter profiles, but it helps little if nothing concrete comes from akh and the management, I think it's time we soon get an announcement about what is happening and what will happen going forward... January should absolutely be a month when the stock exchange announcement comes..
·1 päivä sittenNice to see signs of life from you again agmart1😊 This case has proven to be more a test of patience than a test of uncertainty… we have been super bullish for a long time, and at least for me, I believe the case has not changed in a negative direction. On the contrary, the basic case is the same, but many more indications have emerged that further strengthen the case all the way. With all interim balance sheets in underlying Aker AS companies and changes in board compositions (KMR has become general manager in several of these) now in December, this further strengthens that they are in the final phase before presenting a complete solution. Remember that Aker is extremely professional at keeping quiet until everything is fully rigged and ready to press the button, and where subsequent capital raising is secured within 2 days after the first announcement. Look at the establishment of ACC, AOW etc. I believe everything points to a very imminent stock exchange announcement where a complete solution is confirmed and initiated. I even believe that it also has a connection with Nscales' ongoing capital raising. Liquidating AKH will hardly happen unless they completely fail to raise capital for the solution that we don't quite see yet…·12 t sittenYou sold down a bit in November, didn't you? It probably wasn't a bad idea if you got a return on alternative investment and if you sold for higher than the current price. The price always drops when there are no news or concrete signs of life, so I believe the price will remain at this level until something happens. If we recall back to this summer when we discussed the merger extensively, the price was also low then (lower than the exchange rate) until Huse & co hyped it up in the media. Something similar could happen now too. A small spark and it could go 🚀 simply because many are sitting on the fence now. I myself am sufficiently positioned with the available allocated (and somewhat extended…) equity funds. And the merger dividend makes the net positive even if AKH were to be liquidated. I therefore choose to calculate this based on before the merger and with the reward opportunities at the other end. The risk of liquidation is very small (I believe) and should there be liquidation, I still have a net gain through the merger (with today's Aker price + cash settlement). Should this lead to liquidation, all these months have at least given me a lot of excitement and training in patience…
·13.1.Today I think it will be a green Tuesday.
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
79 päivää sitten0,268 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
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
- ·21 min sittenSomething is happening on the websites, in that subpages are being updated, but without it being visible in the frontend. https://akerhorizons.com/news-sitemap.xml Now there will soon be an announcement, hold on tight!
- ·2 päivää sittenForecasts listing rush for Røkke DNB Carnegie analyst Helene Kvilhaug Brøndbo sees two stock market listings in the Aker portfolio. In addition, two other companies could also become relevant. Over the past year, the Aker share has risen close to 50 percent on the Oslo Stock Exchange. Parts of the increase are due to Aker being at the center of the investment in artificial intelligence and data centers through Aker Nscale, Nscale and Cognite. On Thursday, DNB Carnegie analyst Helene Kvilhaug Brøndbo initiated coverage of Aker with a buy recommendation and a price target of 860 kroner. – We believe Aker's work to transform itself into a more focused company, with fewer and larger investments that yield dividends, should facilitate NAV growth (net asset value, editor's note) and, together with higher transparency after any future stock market listings of companies within digitalization and artificial intelligence, contribute to reducing the NAV discount from today's 16 percent, says Helene Kvilhaug Brøndbo. The price target of 860 kroner implies a NAV discount, often referred to as a “Røkke” discount, of 10 percent. Several candidates In recent years, Aker has taken several steps to concentrate on fewer and larger cash-flow-generating investments. – I believe this makes it easier for investors to understand what values lie in Aker. It becomes less complex. It can contribute to a lower discount, and a prioritization of companies that generate cash flow also makes Aker more robust, both in terms of growth and the ability to pay solid dividends in the future, says Brøndbo. She believes Aker, through investments in real estate as well as digitalization and artificial intelligence, has established two solid growth tracks that can help mitigate the effect of cyclicality in the company's oil and gas-related investments. – We see potential for further measures, such as a possible listing of Nscale and a merger with Aker Nscale, listings of Cognite and Akastor's subsidiaries MHM and Nes Fircroft, value realization of seafood-related investments as well as consolidation of the Solstad companies. In our view, this will help to highlight underlying values and further reduce the NAV discount, says Brøndbo. Conservative estimates In other words, she highlights two concrete listing candidates in Nscale and Cognite, as well as two possible candidates through the Akastor umbrella. Aker's 51 percent stake in Cognite is valued at 6.68 billion kroner in the company's NAV, equivalent to 92 kroner per share, and is the second largest holding after Aker BP as of the third quarter of 2025. The valuation is based on previous transactions. Accel invested 75 million dollars in Cognite in October 2020, which resulted in a valuation of 550 million dollars. In May 2021, TCV followed with an investment of 150 million dollars, which raised the valuation to 1.6 billion dollars. In February 2022, Saudi Aramco invested 113 million dollars, equivalent to a valuation of 1.5 billion dollars. – Have you calculated what Cognite and Nscale could be worth in a listing scenario? – I have taken a relatively conservative approach, as there is limited available data. I have used reported values for Cognite, combined with the latest transaction value for Nscale, which Aker bought into in the fourth quarter. I believe both companies are clear listing candidates, perhaps as early as 2026. With my price target, based on today's values, there is already good upside, especially when also including dividends. In addition, there could be a pleasant surprise if these events actually materialize, says Brøndbo. Conservative estimates In other words, she highlights two concrete listing candidates in Nscale and Cognite, as well as two possible candidates through the Akastor umbrella. Aker's 51 percent stake in Cognite is valued at 6.68 billion kroner in the company's NAV, equivalent to 92 kroner per share, and is the second largest holding after Aker BP as of the third quarter of 2025. The valuation is based on previous transactions. Accel invested 75 million dollars in Cognite in October 2020, which resulted in a valuation of 550 million dollars. In May 2021, TCV followed with an investment of 150 million dollars, which raised the valuation to 1.6 billion dollars. In February 2022, Saudi Aramco invested 113 million dollars, equivalent to a valuation of 1.5 billion dollars. – Have you calculated what Cognite and Nscale could be worth in a listing scenario? – I have taken a relatively conservative approach, as there is limited available data. I have used reported values for Cognite, combined with the latest transaction value for Nscale, which Aker bought into in the fourth quarter. I believe both companies are clear listing candidates, perhaps as early as 2026. With my price target, based on today's values, there is already good upside, especially when also including dividends. In addition, there could be a pleasant surprise if these events actually materialize, says Brøndbo.·8 t sittenThanks for the answer, but I don't understand why this would be positive for an increased share price in AKH.
- ·2 päivää sittenWhen do people think we'll find out more? Personally, I think this is dragging on for far too long, I've been super bullish on akh for almost 1 year, unfortunately sold some down in November but still want to believe in something big here. Røkke was, as mentioned, supposed to restore confidence in akh shareholders as he has stated in the media, and akh is, as said, not delisted either, but personally I feel this is starting to drag on a bit too long, which is a bit unsettling... They could at least have hinted a bit more concretely about what is being worked on, where they are in the process, and what they eventually want to do with akh. Everyone can speculate and check people's Twitter profiles, but it helps little if nothing concrete comes from akh and the management, I think it's time we soon get an announcement about what is happening and what will happen going forward... January should absolutely be a month when the stock exchange announcement comes..·1 päivä sittenNice to see signs of life from you again agmart1😊 This case has proven to be more a test of patience than a test of uncertainty… we have been super bullish for a long time, and at least for me, I believe the case has not changed in a negative direction. On the contrary, the basic case is the same, but many more indications have emerged that further strengthen the case all the way. With all interim balance sheets in underlying Aker AS companies and changes in board compositions (KMR has become general manager in several of these) now in December, this further strengthens that they are in the final phase before presenting a complete solution. Remember that Aker is extremely professional at keeping quiet until everything is fully rigged and ready to press the button, and where subsequent capital raising is secured within 2 days after the first announcement. Look at the establishment of ACC, AOW etc. I believe everything points to a very imminent stock exchange announcement where a complete solution is confirmed and initiated. I even believe that it also has a connection with Nscales' ongoing capital raising. Liquidating AKH will hardly happen unless they completely fail to raise capital for the solution that we don't quite see yet…·12 t sittenYou sold down a bit in November, didn't you? It probably wasn't a bad idea if you got a return on alternative investment and if you sold for higher than the current price. The price always drops when there are no news or concrete signs of life, so I believe the price will remain at this level until something happens. If we recall back to this summer when we discussed the merger extensively, the price was also low then (lower than the exchange rate) until Huse & co hyped it up in the media. Something similar could happen now too. A small spark and it could go 🚀 simply because many are sitting on the fence now. I myself am sufficiently positioned with the available allocated (and somewhat extended…) equity funds. And the merger dividend makes the net positive even if AKH were to be liquidated. I therefore choose to calculate this based on before the merger and with the reward opportunities at the other end. The risk of liquidation is very small (I believe) and should there be liquidation, I still have a net gain through the merger (with today's Aker price + cash settlement). Should this lead to liquidation, all these months have at least given me a lot of excitement and training in patience…
- ·13.1.Today I think it will be a green Tuesday.
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
Oslo Børs
Määrä
Osto
29 655
Myynti
Määrä
4 199
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 680 | - | - | ||
| 3 081 | - | - | ||
| 13 267 | - | - | ||
| 360 | - | - | ||
| 541 | - | - |
Ylin
0,398VWAP
Alin
0,387VaihtoMäärä
0,5 1 145 979
VWAP
Ylin
0,398Alin
0,387VaihtoMäärä
0,5 1 145 979
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 13.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 30.10.2025 | |
| 2025 Q2 -tulosraportti | 15.7.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 1.11.2024 |
2025 Q3 -tulosraportti
79 päivää sittenUutiset
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 | 13.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 30.10.2025 | |
| 2025 Q2 -tulosraportti | 15.7.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 1.11.2024 |
0,268 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·21 min sittenSomething is happening on the websites, in that subpages are being updated, but without it being visible in the frontend. https://akerhorizons.com/news-sitemap.xml Now there will soon be an announcement, hold on tight!
- ·2 päivää sittenForecasts listing rush for Røkke DNB Carnegie analyst Helene Kvilhaug Brøndbo sees two stock market listings in the Aker portfolio. In addition, two other companies could also become relevant. Over the past year, the Aker share has risen close to 50 percent on the Oslo Stock Exchange. Parts of the increase are due to Aker being at the center of the investment in artificial intelligence and data centers through Aker Nscale, Nscale and Cognite. On Thursday, DNB Carnegie analyst Helene Kvilhaug Brøndbo initiated coverage of Aker with a buy recommendation and a price target of 860 kroner. – We believe Aker's work to transform itself into a more focused company, with fewer and larger investments that yield dividends, should facilitate NAV growth (net asset value, editor's note) and, together with higher transparency after any future stock market listings of companies within digitalization and artificial intelligence, contribute to reducing the NAV discount from today's 16 percent, says Helene Kvilhaug Brøndbo. The price target of 860 kroner implies a NAV discount, often referred to as a “Røkke” discount, of 10 percent. Several candidates In recent years, Aker has taken several steps to concentrate on fewer and larger cash-flow-generating investments. – I believe this makes it easier for investors to understand what values lie in Aker. It becomes less complex. It can contribute to a lower discount, and a prioritization of companies that generate cash flow also makes Aker more robust, both in terms of growth and the ability to pay solid dividends in the future, says Brøndbo. She believes Aker, through investments in real estate as well as digitalization and artificial intelligence, has established two solid growth tracks that can help mitigate the effect of cyclicality in the company's oil and gas-related investments. – We see potential for further measures, such as a possible listing of Nscale and a merger with Aker Nscale, listings of Cognite and Akastor's subsidiaries MHM and Nes Fircroft, value realization of seafood-related investments as well as consolidation of the Solstad companies. In our view, this will help to highlight underlying values and further reduce the NAV discount, says Brøndbo. Conservative estimates In other words, she highlights two concrete listing candidates in Nscale and Cognite, as well as two possible candidates through the Akastor umbrella. Aker's 51 percent stake in Cognite is valued at 6.68 billion kroner in the company's NAV, equivalent to 92 kroner per share, and is the second largest holding after Aker BP as of the third quarter of 2025. The valuation is based on previous transactions. Accel invested 75 million dollars in Cognite in October 2020, which resulted in a valuation of 550 million dollars. In May 2021, TCV followed with an investment of 150 million dollars, which raised the valuation to 1.6 billion dollars. In February 2022, Saudi Aramco invested 113 million dollars, equivalent to a valuation of 1.5 billion dollars. – Have you calculated what Cognite and Nscale could be worth in a listing scenario? – I have taken a relatively conservative approach, as there is limited available data. I have used reported values for Cognite, combined with the latest transaction value for Nscale, which Aker bought into in the fourth quarter. I believe both companies are clear listing candidates, perhaps as early as 2026. With my price target, based on today's values, there is already good upside, especially when also including dividends. In addition, there could be a pleasant surprise if these events actually materialize, says Brøndbo. Conservative estimates In other words, she highlights two concrete listing candidates in Nscale and Cognite, as well as two possible candidates through the Akastor umbrella. Aker's 51 percent stake in Cognite is valued at 6.68 billion kroner in the company's NAV, equivalent to 92 kroner per share, and is the second largest holding after Aker BP as of the third quarter of 2025. The valuation is based on previous transactions. Accel invested 75 million dollars in Cognite in October 2020, which resulted in a valuation of 550 million dollars. In May 2021, TCV followed with an investment of 150 million dollars, which raised the valuation to 1.6 billion dollars. In February 2022, Saudi Aramco invested 113 million dollars, equivalent to a valuation of 1.5 billion dollars. – Have you calculated what Cognite and Nscale could be worth in a listing scenario? – I have taken a relatively conservative approach, as there is limited available data. I have used reported values for Cognite, combined with the latest transaction value for Nscale, which Aker bought into in the fourth quarter. I believe both companies are clear listing candidates, perhaps as early as 2026. With my price target, based on today's values, there is already good upside, especially when also including dividends. In addition, there could be a pleasant surprise if these events actually materialize, says Brøndbo.·8 t sittenThanks for the answer, but I don't understand why this would be positive for an increased share price in AKH.
- ·2 päivää sittenWhen do people think we'll find out more? Personally, I think this is dragging on for far too long, I've been super bullish on akh for almost 1 year, unfortunately sold some down in November but still want to believe in something big here. Røkke was, as mentioned, supposed to restore confidence in akh shareholders as he has stated in the media, and akh is, as said, not delisted either, but personally I feel this is starting to drag on a bit too long, which is a bit unsettling... They could at least have hinted a bit more concretely about what is being worked on, where they are in the process, and what they eventually want to do with akh. Everyone can speculate and check people's Twitter profiles, but it helps little if nothing concrete comes from akh and the management, I think it's time we soon get an announcement about what is happening and what will happen going forward... January should absolutely be a month when the stock exchange announcement comes..·1 päivä sittenNice to see signs of life from you again agmart1😊 This case has proven to be more a test of patience than a test of uncertainty… we have been super bullish for a long time, and at least for me, I believe the case has not changed in a negative direction. On the contrary, the basic case is the same, but many more indications have emerged that further strengthen the case all the way. With all interim balance sheets in underlying Aker AS companies and changes in board compositions (KMR has become general manager in several of these) now in December, this further strengthens that they are in the final phase before presenting a complete solution. Remember that Aker is extremely professional at keeping quiet until everything is fully rigged and ready to press the button, and where subsequent capital raising is secured within 2 days after the first announcement. Look at the establishment of ACC, AOW etc. I believe everything points to a very imminent stock exchange announcement where a complete solution is confirmed and initiated. I even believe that it also has a connection with Nscales' ongoing capital raising. Liquidating AKH will hardly happen unless they completely fail to raise capital for the solution that we don't quite see yet…·12 t sittenYou sold down a bit in November, didn't you? It probably wasn't a bad idea if you got a return on alternative investment and if you sold for higher than the current price. The price always drops when there are no news or concrete signs of life, so I believe the price will remain at this level until something happens. If we recall back to this summer when we discussed the merger extensively, the price was also low then (lower than the exchange rate) until Huse & co hyped it up in the media. Something similar could happen now too. A small spark and it could go 🚀 simply because many are sitting on the fence now. I myself am sufficiently positioned with the available allocated (and somewhat extended…) equity funds. And the merger dividend makes the net positive even if AKH were to be liquidated. I therefore choose to calculate this based on before the merger and with the reward opportunities at the other end. The risk of liquidation is very small (I believe) and should there be liquidation, I still have a net gain through the merger (with today's Aker price + cash settlement). Should this lead to liquidation, all these months have at least given me a lot of excitement and training in patience…
- ·13.1.Today I think it will be a green Tuesday.
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
Oslo Børs
Määrä
Osto
29 655
Myynti
Määrä
4 199
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 680 | - | - | ||
| 3 081 | - | - | ||
| 13 267 | - | - | ||
| 360 | - | - | ||
| 541 | - | - |
Ylin
0,398VWAP
Alin
0,387VaihtoMäärä
0,5 1 145 979
VWAP
Ylin
0,398Alin
0,387VaihtoMäärä
0,5 1 145 979
Välittäjätilasto
Dataa ei löytynyt