2025 Q4 -tulosraportti
15 päivää sittenTarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 708 | - | - | ||
| 8 999 | - | - | ||
| 4 457 | - | - | ||
| 68 367 | - | - | ||
| 234 859 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 H1 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.3. | ||
2025 H2 -tulosraportti 26.3. | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 H1 -tulosraportti 29.8.2025 | ||
2024 H2 -tulosraportti 31.3.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·52 min sittenGood volume on the buy side now! Fun to see🚀
·51 min sittenI bought up what I could after some profit-taking in organo click.
·1 t sittenIn our view, Lokotech has quietly passed the most important turning point: the transition from concept to implementation phase. The recent GDS-II sign-off confirms that the ASIC design is finalized with low remaining technological risk — a milestone Carlsquare largely fails to reflect in its analysis. At this stage, Lokotech is no longer a «pre-revenue hardware case», but a fabless semiconductor company with increasing production visibility. This has direct implications for valuation. Historically, the stock has traded as a high-risk mining-proxy with low multiples. With sign-off completed, tape-out on schedule, and batch 1 and 2 practically allocated/sold through pre-demand, earnings now appear order-backed rather than speculative. Simultaneously, PowerPool and hosting show real progress and a more recurring revenue character, which reduces cyclicality. Furthermore, the chip is dual-purpose (Scrypt + AI edge), where AI functionality is embedded and can be activated post-silicon. This represents a free option on AI revenues not reflected in current estimates, while the core economics of mining are maintained. Combined with progress in data centers/hosting and increased financing visibility on wafers, the downside risk is significantly reduced. We believe the market still prices the case at ~10–15x P/E. As implementation is confirmed through 2026, a repricing towards 30–40x P/E appears realistic in the short term.- ·2 t sitten · MuokattuFor those of you who have read Carlsquare's analysis of Lokotech and want to read some observations. See the image for comparison. Carlsquare's analysis update from April 8, 2026, is a fully competent, data-driven analysis of the equity. It does a good job covering the Scrypt-mining part, the momentum in PowerPool, the delays in Hashblade, the pre-order levels, the cash position, and how the warrants function. None of this is incorrect. However, the challenge is that the note to some extent underestimates several forward-looking factors that are quite clearly evident in the Q&A section from the Fireside Chat. The analyst has adopted a deliberately cautious approach — with significant cuts in revenue estimates for 2026–2028 of 48–87 % compared to the levels from March 2025, and a reduction in the price target from NOK 3.1 to NOK 1.1. This caution is understandable in a formal analysis, but it simultaneously provides an incomplete picture of how much risk has actually been reduced, how mature the technology is, and how broad the company's strategy has become. The Fireside Chat gives a clear impression of a more mature and de-risked picture than what the analysis assumes. Several factors — particularly the ASIC architecture with dual-use functionality, the short-term plan for AI-sampling, the clear market share targets within Scrypt, and a more holistic ecosystem strategy — are either omitted or significantly downplayed in Carlsquare's model. These gaps are important because they directly affect the upside potential, the strategic optionality, and how the valuation can develop when the market starts to price them in. Here is a point-by-point comparison between what Carlsquare assumes and what the Fireside Q&A actually states — and why each difference is worth noting:
·4 t sittenOne should not be on the sidelines this weekend, no :)
·1 t sittenOh, that applies this weekend too. Loko should be in the guiness record book for having the world's biggest corner. Just around the corner
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 Q4 -tulosraportti
15 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·52 min sittenGood volume on the buy side now! Fun to see🚀·51 min sittenI bought up what I could after some profit-taking in organo click.
- ·1 t sittenIn our view, Lokotech has quietly passed the most important turning point: the transition from concept to implementation phase. The recent GDS-II sign-off confirms that the ASIC design is finalized with low remaining technological risk — a milestone Carlsquare largely fails to reflect in its analysis. At this stage, Lokotech is no longer a «pre-revenue hardware case», but a fabless semiconductor company with increasing production visibility. This has direct implications for valuation. Historically, the stock has traded as a high-risk mining-proxy with low multiples. With sign-off completed, tape-out on schedule, and batch 1 and 2 practically allocated/sold through pre-demand, earnings now appear order-backed rather than speculative. Simultaneously, PowerPool and hosting show real progress and a more recurring revenue character, which reduces cyclicality. Furthermore, the chip is dual-purpose (Scrypt + AI edge), where AI functionality is embedded and can be activated post-silicon. This represents a free option on AI revenues not reflected in current estimates, while the core economics of mining are maintained. Combined with progress in data centers/hosting and increased financing visibility on wafers, the downside risk is significantly reduced. We believe the market still prices the case at ~10–15x P/E. As implementation is confirmed through 2026, a repricing towards 30–40x P/E appears realistic in the short term.
- ·2 t sitten · MuokattuFor those of you who have read Carlsquare's analysis of Lokotech and want to read some observations. See the image for comparison. Carlsquare's analysis update from April 8, 2026, is a fully competent, data-driven analysis of the equity. It does a good job covering the Scrypt-mining part, the momentum in PowerPool, the delays in Hashblade, the pre-order levels, the cash position, and how the warrants function. None of this is incorrect. However, the challenge is that the note to some extent underestimates several forward-looking factors that are quite clearly evident in the Q&A section from the Fireside Chat. The analyst has adopted a deliberately cautious approach — with significant cuts in revenue estimates for 2026–2028 of 48–87 % compared to the levels from March 2025, and a reduction in the price target from NOK 3.1 to NOK 1.1. This caution is understandable in a formal analysis, but it simultaneously provides an incomplete picture of how much risk has actually been reduced, how mature the technology is, and how broad the company's strategy has become. The Fireside Chat gives a clear impression of a more mature and de-risked picture than what the analysis assumes. Several factors — particularly the ASIC architecture with dual-use functionality, the short-term plan for AI-sampling, the clear market share targets within Scrypt, and a more holistic ecosystem strategy — are either omitted or significantly downplayed in Carlsquare's model. These gaps are important because they directly affect the upside potential, the strategic optionality, and how the valuation can develop when the market starts to price them in. Here is a point-by-point comparison between what Carlsquare assumes and what the Fireside Q&A actually states — and why each difference is worth noting:
- ·4 t sittenOne should not be on the sidelines this weekend, no :)·1 t sittenOh, that applies this weekend too. Loko should be in the guiness record book for having the world's biggest corner. Just around the corner
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 708 | - | - | ||
| 8 999 | - | - | ||
| 4 457 | - | - | ||
| 68 367 | - | - | ||
| 234 859 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 H1 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.3. | ||
2025 H2 -tulosraportti 26.3. | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 H1 -tulosraportti 29.8.2025 | ||
2024 H2 -tulosraportti 31.3.2025 |
2025 Q4 -tulosraportti
15 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 | |
|---|---|
2026 H1 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.3. | ||
2025 H2 -tulosraportti 26.3. | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 H1 -tulosraportti 29.8.2025 | ||
2024 H2 -tulosraportti 31.3.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·52 min sittenGood volume on the buy side now! Fun to see🚀·51 min sittenI bought up what I could after some profit-taking in organo click.
- ·1 t sittenIn our view, Lokotech has quietly passed the most important turning point: the transition from concept to implementation phase. The recent GDS-II sign-off confirms that the ASIC design is finalized with low remaining technological risk — a milestone Carlsquare largely fails to reflect in its analysis. At this stage, Lokotech is no longer a «pre-revenue hardware case», but a fabless semiconductor company with increasing production visibility. This has direct implications for valuation. Historically, the stock has traded as a high-risk mining-proxy with low multiples. With sign-off completed, tape-out on schedule, and batch 1 and 2 practically allocated/sold through pre-demand, earnings now appear order-backed rather than speculative. Simultaneously, PowerPool and hosting show real progress and a more recurring revenue character, which reduces cyclicality. Furthermore, the chip is dual-purpose (Scrypt + AI edge), where AI functionality is embedded and can be activated post-silicon. This represents a free option on AI revenues not reflected in current estimates, while the core economics of mining are maintained. Combined with progress in data centers/hosting and increased financing visibility on wafers, the downside risk is significantly reduced. We believe the market still prices the case at ~10–15x P/E. As implementation is confirmed through 2026, a repricing towards 30–40x P/E appears realistic in the short term.
- ·2 t sitten · MuokattuFor those of you who have read Carlsquare's analysis of Lokotech and want to read some observations. See the image for comparison. Carlsquare's analysis update from April 8, 2026, is a fully competent, data-driven analysis of the equity. It does a good job covering the Scrypt-mining part, the momentum in PowerPool, the delays in Hashblade, the pre-order levels, the cash position, and how the warrants function. None of this is incorrect. However, the challenge is that the note to some extent underestimates several forward-looking factors that are quite clearly evident in the Q&A section from the Fireside Chat. The analyst has adopted a deliberately cautious approach — with significant cuts in revenue estimates for 2026–2028 of 48–87 % compared to the levels from March 2025, and a reduction in the price target from NOK 3.1 to NOK 1.1. This caution is understandable in a formal analysis, but it simultaneously provides an incomplete picture of how much risk has actually been reduced, how mature the technology is, and how broad the company's strategy has become. The Fireside Chat gives a clear impression of a more mature and de-risked picture than what the analysis assumes. Several factors — particularly the ASIC architecture with dual-use functionality, the short-term plan for AI-sampling, the clear market share targets within Scrypt, and a more holistic ecosystem strategy — are either omitted or significantly downplayed in Carlsquare's model. These gaps are important because they directly affect the upside potential, the strategic optionality, and how the valuation can develop when the market starts to price them in. Here is a point-by-point comparison between what Carlsquare assumes and what the Fireside Q&A actually states — and why each difference is worth noting:
- ·4 t sittenOne should not be on the sidelines this weekend, no :)·1 t sittenOh, that applies this weekend too. Loko should be in the guiness record book for having the world's biggest corner. Just around the corner
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 708 | - | - | ||
| 8 999 | - | - | ||
| 4 457 | - | - | ||
| 68 367 | - | - | ||
| 234 859 | - | - |
Välittäjätilasto
Dataa ei löytynyt