2026 Q2 - tulosraportti
21 päivää sitten
‧28 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 782 | - | - | ||
| 218 | - | - | ||
| 864 | - | - | ||
| 58 | - | - | ||
| 317 | - | - |
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 20.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 13.3. | ||
2025 Q3 - tulosraportti 21.11.2025 | ||
2025 Q2 - tulosraportti 27.8.2025 |
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 päivä sittenPoint #1: HAV Group reports on 30 April, and reiterates in the Q2 presentation on 27 August, that the company will return to the market when "relevant information" is available. Actually a slightly irritating phrasing, but informing the market with "relevant information" is a legal standard phrase rooted in the EU Market Abuse Regulation (MAR). Information only triggers a statutory reporting obligation when it is precise (e.g., a binding offer, a signed share purchase agreement, or a formal conclusion of the process without an agreement). If you look at it differently, the company is actually not allowed to report on non-binding offers, interested parties, or due diligence findings, because this is considered incomplete information that could mislead the market. No info from the company along the way is actually completely fine, in other words. Point #2: In recent years, there have been a number of cases on the Oslo Stock Exchange that have reported the initiation of strategic processes. This takes time and it is impossible to predict how long it will take. Meltwater (2022/23). After they announced a strategic process with JP Morgan and DNB Markets, they continued for 125 days without updates from the company before an offer from Altor & Marlin was announced in early 2023. Actually a relatively quick process if you ask me, and therefore also interesting to include in the comparison. HAV Group (2026) has, as is known, announced a strategic process that has been ongoing for 138 days without an update from the company. Aker BioMarine (2026) spent 154 days on the process surrounding their Human Health Ingredients division, which culminated in a form of delisting offer from Aker ASA. AKVA Group (2026) announced in April this year that they have initiated a strategic review. This has been ongoing for 160 days without any update from the company. Hexagon Purus (2025/26) kept shareholders on tenterhooks for 225 days without an update on the process surrounding their BVI segment. Mowi (2025), for its part, spent 293 days concluding an industrial feed partnership for their Mowi Feed division. This is far from an exhaustive list, but my point is probably clear. You just have to be patient because it's impossible to predict how long this might take, and it's completely normal for a long time to pass without an update from the company. The cool thing is that it could happen tomorrow, next week, or next month. Point #3: Sparebanken 1 Markets is HAV Group's advisor. This is a bunch of ultra-competent Investment Banking people. As also previously mentioned here on the forum, they were Advisor for SEAM in the transaction with Hanwha Group. It's copy-paste to sell a similar company (or segment of a company) to another external party. These people have 100% control over potential interested parties in HAV Group. I am extremely comfortable with this. Point #4: One can always complain about a small backlog, but there are professional players involved here. They invest just as much for the IP in the case and for the market outlook for the next 5-10 years. They manage to see through a couple of weak quarters with a low book-to-bill ratio. Conclusion: I am long the stock and will hold until the conclusion of the strategic process is announced. I believe there will be a carve-out of NES to an external party followed by an extraordinary dividend to HAV Group shareholders. I speculate on possible buyers such as Kongsberg Maritime, Danfoss, Wärtsilä, various Asian shipyards, etc. The list of potential buyers of NES is loooong. Based on the SEAM transaction and a dose of sobriety, my base case is roughly that such a carve-out will yield NOK 1bn in added value from today's level. That means ~200% up from today's share price. Time will tell if I am right. Feel free to debate here if anyone disagrees with what I write. Regards, JerryDuckHat
The backlog development and book-to-bill in recent quarters are not something one can just overlook because "professional players" evaluate IP and long-term market prospects. The numbers show quite clearly that HAV over time has not managed to replace revenue with new orders. It is a commercial problem, not just quarterly noise. If it hadn't been for the large Fjord1 contracts that built up backlog earlier, the situation could quickly have looked much more serious. When B2B has now been below 1 for four consecutive quarters and backlog has fallen from around 1.3 billion to 826 million, one must eventually ask why the company cannot sell more of its products in a market they themselves describe as attractive. And professional buyers naturally care about this. IP, technology, and 5–10 year market prospects have great value, but a buyer will also look at order intake, commercial execution capability, customer pipeline, and how robust earnings actually are when today's backlog is delivered. There, I believe Gunnar and the team must come a bit out of hibernation. They must find out why the order intake is so weak, and what it actually takes to get B2B back above 1. The strategic process can still create significant value, but it should not be used as an explanation that operational sales development plays no role.
·2 päivää sittenIt will be nice when you who just sold at 12,15, check the HAV stock again later in the autumn. A word to you. Mistake🐅
Obviously someone has run out of patience. It seems they also had some shares, but that is perfectly legitimate and understandable. Things really take time at Hav. However, I strongly agree that it's a mistake to sell at these levels. If we get any information about a sale, we'll shoot up, unless it turns out that no one is interested.... which I consider unlikely. I genuinely believe them when they say they will create shareholder value going forward. Especially with Barmen at the helm.
·2 päivää sittenAnyone running out of patience... that's understandable ;)
Understandable, but there's probably an overwhelming probability that we'll get a clarification during the autumn! The potential here is enormous- ·9.9.Recommends people to listen to Q&A with CEO Gunnar and CFO Pål on youtube: «the process has given a lot og opportunities so far and we are still evaluating. The process has been good so far and we are optimistic it will lead to a good outcome for shareholders»
- ·8.9. · MuokattuNES has entered into a collaboration agreement with Indian Varya Tech. Link: linkedin.com/company/varyatech Varya was established by two Norwegians in 1942 and has since had strong ties to Norwegian industry. Today, the company represents a number of Norwegian players such as Kongsberg, Framo, NEL, Syncrolift and NORBIT. Several of these are maritime technology companies like NES. We hope Varya has the network and local expertise needed to open doors for NES in India. An exciting collaboration that can build a solid pipeline going forward.
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
21 päivää sitten
‧28 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 päivä sittenPoint #1: HAV Group reports on 30 April, and reiterates in the Q2 presentation on 27 August, that the company will return to the market when "relevant information" is available. Actually a slightly irritating phrasing, but informing the market with "relevant information" is a legal standard phrase rooted in the EU Market Abuse Regulation (MAR). Information only triggers a statutory reporting obligation when it is precise (e.g., a binding offer, a signed share purchase agreement, or a formal conclusion of the process without an agreement). If you look at it differently, the company is actually not allowed to report on non-binding offers, interested parties, or due diligence findings, because this is considered incomplete information that could mislead the market. No info from the company along the way is actually completely fine, in other words. Point #2: In recent years, there have been a number of cases on the Oslo Stock Exchange that have reported the initiation of strategic processes. This takes time and it is impossible to predict how long it will take. Meltwater (2022/23). After they announced a strategic process with JP Morgan and DNB Markets, they continued for 125 days without updates from the company before an offer from Altor & Marlin was announced in early 2023. Actually a relatively quick process if you ask me, and therefore also interesting to include in the comparison. HAV Group (2026) has, as is known, announced a strategic process that has been ongoing for 138 days without an update from the company. Aker BioMarine (2026) spent 154 days on the process surrounding their Human Health Ingredients division, which culminated in a form of delisting offer from Aker ASA. AKVA Group (2026) announced in April this year that they have initiated a strategic review. This has been ongoing for 160 days without any update from the company. Hexagon Purus (2025/26) kept shareholders on tenterhooks for 225 days without an update on the process surrounding their BVI segment. Mowi (2025), for its part, spent 293 days concluding an industrial feed partnership for their Mowi Feed division. This is far from an exhaustive list, but my point is probably clear. You just have to be patient because it's impossible to predict how long this might take, and it's completely normal for a long time to pass without an update from the company. The cool thing is that it could happen tomorrow, next week, or next month. Point #3: Sparebanken 1 Markets is HAV Group's advisor. This is a bunch of ultra-competent Investment Banking people. As also previously mentioned here on the forum, they were Advisor for SEAM in the transaction with Hanwha Group. It's copy-paste to sell a similar company (or segment of a company) to another external party. These people have 100% control over potential interested parties in HAV Group. I am extremely comfortable with this. Point #4: One can always complain about a small backlog, but there are professional players involved here. They invest just as much for the IP in the case and for the market outlook for the next 5-10 years. They manage to see through a couple of weak quarters with a low book-to-bill ratio. Conclusion: I am long the stock and will hold until the conclusion of the strategic process is announced. I believe there will be a carve-out of NES to an external party followed by an extraordinary dividend to HAV Group shareholders. I speculate on possible buyers such as Kongsberg Maritime, Danfoss, Wärtsilä, various Asian shipyards, etc. The list of potential buyers of NES is loooong. Based on the SEAM transaction and a dose of sobriety, my base case is roughly that such a carve-out will yield NOK 1bn in added value from today's level. That means ~200% up from today's share price. Time will tell if I am right. Feel free to debate here if anyone disagrees with what I write. Regards, JerryDuckHatThe backlog development and book-to-bill in recent quarters are not something one can just overlook because "professional players" evaluate IP and long-term market prospects. The numbers show quite clearly that HAV over time has not managed to replace revenue with new orders. It is a commercial problem, not just quarterly noise. If it hadn't been for the large Fjord1 contracts that built up backlog earlier, the situation could quickly have looked much more serious. When B2B has now been below 1 for four consecutive quarters and backlog has fallen from around 1.3 billion to 826 million, one must eventually ask why the company cannot sell more of its products in a market they themselves describe as attractive. And professional buyers naturally care about this. IP, technology, and 5–10 year market prospects have great value, but a buyer will also look at order intake, commercial execution capability, customer pipeline, and how robust earnings actually are when today's backlog is delivered. There, I believe Gunnar and the team must come a bit out of hibernation. They must find out why the order intake is so weak, and what it actually takes to get B2B back above 1. The strategic process can still create significant value, but it should not be used as an explanation that operational sales development plays no role.
- ·2 päivää sittenIt will be nice when you who just sold at 12,15, check the HAV stock again later in the autumn. A word to you. Mistake🐅Obviously someone has run out of patience. It seems they also had some shares, but that is perfectly legitimate and understandable. Things really take time at Hav. However, I strongly agree that it's a mistake to sell at these levels. If we get any information about a sale, we'll shoot up, unless it turns out that no one is interested.... which I consider unlikely. I genuinely believe them when they say they will create shareholder value going forward. Especially with Barmen at the helm.
- ·2 päivää sittenAnyone running out of patience... that's understandable ;)Understandable, but there's probably an overwhelming probability that we'll get a clarification during the autumn! The potential here is enormous
- ·9.9.Recommends people to listen to Q&A with CEO Gunnar and CFO Pål on youtube: «the process has given a lot og opportunities so far and we are still evaluating. The process has been good so far and we are optimistic it will lead to a good outcome for shareholders»
- ·8.9. · MuokattuNES has entered into a collaboration agreement with Indian Varya Tech. Link: linkedin.com/company/varyatech Varya was established by two Norwegians in 1942 and has since had strong ties to Norwegian industry. Today, the company represents a number of Norwegian players such as Kongsberg, Framo, NEL, Syncrolift and NORBIT. Several of these are maritime technology companies like NES. We hope Varya has the network and local expertise needed to open doors for NES in India. An exciting collaboration that can build a solid pipeline going forward.
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 |
|---|---|---|---|---|
| 782 | - | - | ||
| 218 | - | - | ||
| 864 | - | - | ||
| 58 | - | - | ||
| 317 | - | - |
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 20.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 13.3. | ||
2025 Q3 - tulosraportti 21.11.2025 | ||
2025 Q2 - tulosraportti 27.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
21 päivää sitten
‧28 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 20.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 13.3. | ||
2025 Q3 - tulosraportti 21.11.2025 | ||
2025 Q2 - tulosraportti 27.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenPoint #1: HAV Group reports on 30 April, and reiterates in the Q2 presentation on 27 August, that the company will return to the market when "relevant information" is available. Actually a slightly irritating phrasing, but informing the market with "relevant information" is a legal standard phrase rooted in the EU Market Abuse Regulation (MAR). Information only triggers a statutory reporting obligation when it is precise (e.g., a binding offer, a signed share purchase agreement, or a formal conclusion of the process without an agreement). If you look at it differently, the company is actually not allowed to report on non-binding offers, interested parties, or due diligence findings, because this is considered incomplete information that could mislead the market. No info from the company along the way is actually completely fine, in other words. Point #2: In recent years, there have been a number of cases on the Oslo Stock Exchange that have reported the initiation of strategic processes. This takes time and it is impossible to predict how long it will take. Meltwater (2022/23). After they announced a strategic process with JP Morgan and DNB Markets, they continued for 125 days without updates from the company before an offer from Altor & Marlin was announced in early 2023. Actually a relatively quick process if you ask me, and therefore also interesting to include in the comparison. HAV Group (2026) has, as is known, announced a strategic process that has been ongoing for 138 days without an update from the company. Aker BioMarine (2026) spent 154 days on the process surrounding their Human Health Ingredients division, which culminated in a form of delisting offer from Aker ASA. AKVA Group (2026) announced in April this year that they have initiated a strategic review. This has been ongoing for 160 days without any update from the company. Hexagon Purus (2025/26) kept shareholders on tenterhooks for 225 days without an update on the process surrounding their BVI segment. Mowi (2025), for its part, spent 293 days concluding an industrial feed partnership for their Mowi Feed division. This is far from an exhaustive list, but my point is probably clear. You just have to be patient because it's impossible to predict how long this might take, and it's completely normal for a long time to pass without an update from the company. The cool thing is that it could happen tomorrow, next week, or next month. Point #3: Sparebanken 1 Markets is HAV Group's advisor. This is a bunch of ultra-competent Investment Banking people. As also previously mentioned here on the forum, they were Advisor for SEAM in the transaction with Hanwha Group. It's copy-paste to sell a similar company (or segment of a company) to another external party. These people have 100% control over potential interested parties in HAV Group. I am extremely comfortable with this. Point #4: One can always complain about a small backlog, but there are professional players involved here. They invest just as much for the IP in the case and for the market outlook for the next 5-10 years. They manage to see through a couple of weak quarters with a low book-to-bill ratio. Conclusion: I am long the stock and will hold until the conclusion of the strategic process is announced. I believe there will be a carve-out of NES to an external party followed by an extraordinary dividend to HAV Group shareholders. I speculate on possible buyers such as Kongsberg Maritime, Danfoss, Wärtsilä, various Asian shipyards, etc. The list of potential buyers of NES is loooong. Based on the SEAM transaction and a dose of sobriety, my base case is roughly that such a carve-out will yield NOK 1bn in added value from today's level. That means ~200% up from today's share price. Time will tell if I am right. Feel free to debate here if anyone disagrees with what I write. Regards, JerryDuckHatThe backlog development and book-to-bill in recent quarters are not something one can just overlook because "professional players" evaluate IP and long-term market prospects. The numbers show quite clearly that HAV over time has not managed to replace revenue with new orders. It is a commercial problem, not just quarterly noise. If it hadn't been for the large Fjord1 contracts that built up backlog earlier, the situation could quickly have looked much more serious. When B2B has now been below 1 for four consecutive quarters and backlog has fallen from around 1.3 billion to 826 million, one must eventually ask why the company cannot sell more of its products in a market they themselves describe as attractive. And professional buyers naturally care about this. IP, technology, and 5–10 year market prospects have great value, but a buyer will also look at order intake, commercial execution capability, customer pipeline, and how robust earnings actually are when today's backlog is delivered. There, I believe Gunnar and the team must come a bit out of hibernation. They must find out why the order intake is so weak, and what it actually takes to get B2B back above 1. The strategic process can still create significant value, but it should not be used as an explanation that operational sales development plays no role.
- ·2 päivää sittenIt will be nice when you who just sold at 12,15, check the HAV stock again later in the autumn. A word to you. Mistake🐅Obviously someone has run out of patience. It seems they also had some shares, but that is perfectly legitimate and understandable. Things really take time at Hav. However, I strongly agree that it's a mistake to sell at these levels. If we get any information about a sale, we'll shoot up, unless it turns out that no one is interested.... which I consider unlikely. I genuinely believe them when they say they will create shareholder value going forward. Especially with Barmen at the helm.
- ·2 päivää sittenAnyone running out of patience... that's understandable ;)Understandable, but there's probably an overwhelming probability that we'll get a clarification during the autumn! The potential here is enormous
- ·9.9.Recommends people to listen to Q&A with CEO Gunnar and CFO Pål on youtube: «the process has given a lot og opportunities so far and we are still evaluating. The process has been good so far and we are optimistic it will lead to a good outcome for shareholders»
- ·8.9. · MuokattuNES has entered into a collaboration agreement with Indian Varya Tech. Link: linkedin.com/company/varyatech Varya was established by two Norwegians in 1942 and has since had strong ties to Norwegian industry. Today, the company represents a number of Norwegian players such as Kongsberg, Framo, NEL, Syncrolift and NORBIT. Several of these are maritime technology companies like NES. We hope Varya has the network and local expertise needed to open doors for NES in India. An exciting collaboration that can build a solid pipeline going forward.
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 |
|---|---|---|---|---|
| 782 | - | - | ||
| 218 | - | - | ||
| 864 | - | - | ||
| 58 | - | - | ||
| 317 | - | - |
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