2025 Q4 -tulosraportti
60 päivää sitten
‧34 min
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 3 500 | - | - | ||
| 2 000 | - | - | ||
| 14 | - | - | ||
| 25 451 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.3. | ||
2025 Q3 -tulosraportti 21.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 14.3.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenCan anyone imagine a scenario where the result of the strategic review leads to the market pricing HAV lower?
·3 t sittenAs if Hav wasn't already undervalued at sale, the future looks bright with regard to growth as well: https://e24.no/energi-og-klima/i/Pd5jdp/nye-klimakrav-til-offshoreskip?utm_source=iosapp&utm_medium=share
·8.5.Asked ChatGPT to make an assessment What do you think is a realistic price for HAV Group as a whole from a larger player? Purely strategically, I think HAV Group looks like a typical company where the stock market value can be significantly lower than what an industrial buyer would actually be willing to pay. If I were to realistically speculate on a whole company bid in today's market, I might think something like this: low/realistic floor: ~1.2–1.5 billion NOK more likely industrial scenario: ~1.8–2.5 billion NOK aggressive strategic bid: 3 billion+ if several players see large synergies That sounds like a lot relative to how HAV has historically been priced on the stock exchange. But that's precisely why such "strategic reviews" often occur. When I roughly sum up the parts in my head: NES / Energy Design & Smart Control: maybe 1–1.5+ billion alone in an industrial sale HAV Design: maybe 200–400 million in the current cycle HAV Hydrogen: maybe low financial value now, but strategic option value ballast/water treatment: still value, service base, installed base expertise environment + customers + backlog + system integration: often underestimated on the stock exchange What makes HAV interesting is that they have actually built something resembling a complete green maritime technology platform: design electrical energy systems control/automation hydrogen integration maritime approvals/regulatory competence There are not many such environments in the Nordics. And if a large player wants to quickly buy into green maritime technology, it is often cheaper to acquire an existing environment than to build everything themselves over 5–10 years.
·8.5.If one had asked AI the same regarding the Valuation of SEAM in November 25, one would probably have gotten many strange answers then too. The fact is that SEAM was sold for 2bn... NES has better Margins and is on track this year for quite similar revenue. So that the value of NES at least can be between 1.5-2bn is completely realistic.- ·8.5.Nice development despite low volume. Are we sniffing at 14,- before the weekend?
·8.5.Note that selling hardly occurs downwards. It is low volume, but buyer must meet seller in most transactions. That bodes well for the price development. One should also not rule out that some of the larger players suddenly place a block purchase, we have seen some instances of that recently. Such a purchase alone can lift the price a lot.
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.
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
60 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenCan anyone imagine a scenario where the result of the strategic review leads to the market pricing HAV lower?
- ·3 t sittenAs if Hav wasn't already undervalued at sale, the future looks bright with regard to growth as well: https://e24.no/energi-og-klima/i/Pd5jdp/nye-klimakrav-til-offshoreskip?utm_source=iosapp&utm_medium=share
- ·8.5.Asked ChatGPT to make an assessment What do you think is a realistic price for HAV Group as a whole from a larger player? Purely strategically, I think HAV Group looks like a typical company where the stock market value can be significantly lower than what an industrial buyer would actually be willing to pay. If I were to realistically speculate on a whole company bid in today's market, I might think something like this: low/realistic floor: ~1.2–1.5 billion NOK more likely industrial scenario: ~1.8–2.5 billion NOK aggressive strategic bid: 3 billion+ if several players see large synergies That sounds like a lot relative to how HAV has historically been priced on the stock exchange. But that's precisely why such "strategic reviews" often occur. When I roughly sum up the parts in my head: NES / Energy Design & Smart Control: maybe 1–1.5+ billion alone in an industrial sale HAV Design: maybe 200–400 million in the current cycle HAV Hydrogen: maybe low financial value now, but strategic option value ballast/water treatment: still value, service base, installed base expertise environment + customers + backlog + system integration: often underestimated on the stock exchange What makes HAV interesting is that they have actually built something resembling a complete green maritime technology platform: design electrical energy systems control/automation hydrogen integration maritime approvals/regulatory competence There are not many such environments in the Nordics. And if a large player wants to quickly buy into green maritime technology, it is often cheaper to acquire an existing environment than to build everything themselves over 5–10 years.·8.5.If one had asked AI the same regarding the Valuation of SEAM in November 25, one would probably have gotten many strange answers then too. The fact is that SEAM was sold for 2bn... NES has better Margins and is on track this year for quite similar revenue. So that the value of NES at least can be between 1.5-2bn is completely realistic.
- ·8.5.Nice development despite low volume. Are we sniffing at 14,- before the weekend?·8.5.Note that selling hardly occurs downwards. It is low volume, but buyer must meet seller in most transactions. That bodes well for the price development. One should also not rule out that some of the larger players suddenly place a block purchase, we have seen some instances of that recently. Such a purchase alone can lift the price a lot.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 3 500 | - | - | ||
| 2 000 | - | - | ||
| 14 | - | - | ||
| 25 451 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.3. | ||
2025 Q3 -tulosraportti 21.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 14.3.2025 |
2025 Q4 -tulosraportti
60 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 | |
|---|---|
2026 Q1 -tulosraportti 28.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.3. | ||
2025 Q3 -tulosraportti 21.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 14.3.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenCan anyone imagine a scenario where the result of the strategic review leads to the market pricing HAV lower?
- ·3 t sittenAs if Hav wasn't already undervalued at sale, the future looks bright with regard to growth as well: https://e24.no/energi-og-klima/i/Pd5jdp/nye-klimakrav-til-offshoreskip?utm_source=iosapp&utm_medium=share
- ·8.5.Asked ChatGPT to make an assessment What do you think is a realistic price for HAV Group as a whole from a larger player? Purely strategically, I think HAV Group looks like a typical company where the stock market value can be significantly lower than what an industrial buyer would actually be willing to pay. If I were to realistically speculate on a whole company bid in today's market, I might think something like this: low/realistic floor: ~1.2–1.5 billion NOK more likely industrial scenario: ~1.8–2.5 billion NOK aggressive strategic bid: 3 billion+ if several players see large synergies That sounds like a lot relative to how HAV has historically been priced on the stock exchange. But that's precisely why such "strategic reviews" often occur. When I roughly sum up the parts in my head: NES / Energy Design & Smart Control: maybe 1–1.5+ billion alone in an industrial sale HAV Design: maybe 200–400 million in the current cycle HAV Hydrogen: maybe low financial value now, but strategic option value ballast/water treatment: still value, service base, installed base expertise environment + customers + backlog + system integration: often underestimated on the stock exchange What makes HAV interesting is that they have actually built something resembling a complete green maritime technology platform: design electrical energy systems control/automation hydrogen integration maritime approvals/regulatory competence There are not many such environments in the Nordics. And if a large player wants to quickly buy into green maritime technology, it is often cheaper to acquire an existing environment than to build everything themselves over 5–10 years.·8.5.If one had asked AI the same regarding the Valuation of SEAM in November 25, one would probably have gotten many strange answers then too. The fact is that SEAM was sold for 2bn... NES has better Margins and is on track this year for quite similar revenue. So that the value of NES at least can be between 1.5-2bn is completely realistic.
- ·8.5.Nice development despite low volume. Are we sniffing at 14,- before the weekend?·8.5.Note that selling hardly occurs downwards. It is low volume, but buyer must meet seller in most transactions. That bodes well for the price development. One should also not rule out that some of the larger players suddenly place a block purchase, we have seen some instances of that recently. Such a purchase alone can lift the price a lot.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 3 500 | - | - | ||
| 2 000 | - | - | ||
| 14 | - | - | ||
| 25 451 | - | - |
Välittäjätilasto
Dataa ei löytynyt