2025 Q4 -tulosraportti
18 päivää sitten
‧38 min
0,11 SEK/osake
Irtoamispäivä 7.5.
1,06%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 14 369 | - | - | ||
| 40 707 | - | - | ||
| 1 603 | - | - | ||
| 1 654 | - | - |
Ylin
9,482VWAP
Alin
9,208VaihtoMäärä
56 6 039 426
VWAP
Ylin
9,482Alin
9,208VaihtoMäärä
56 6 039 426
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·17 t sittenI'm currently observing the share price development in Storskogen, and I can't quite decide if the market is now extremely rational – or extremely short-sighted. At 9 kroner, we are practically pricing the company as if confidence is permanently weakened and improvement fails to materialize. At the same time, it's worth reminding oneself what Storskogen actually is: a broad portfolio of cash-flow-generating companies within industry, trade, and services. Not one case. Not one contract. But many small and medium-sized businesses. Yes – the balance sheet has been under pressure. Yes – the acquisition pace had to slow down. And yes – communication could have been better in earlier phases. But much of this has already been addressed: cost control, reduced acquisition pace, focus on cash flow and debt. So my question really is: What justifies such a low valuation if one has a 3–5 year perspective? • Are all portfolio companies structurally weak? • Is earnings permanently weakened? • Or is it primarily sentiment and patience that are lacking? History shows that conglomerates are often traded at a discount when the market loses confidence – and that the repricing can be significant when confidence gradually returns. Not necessarily on one report, but over time. For my part, levels below 9 kroner are starting to look more like an asymmetric opportunity than a balanced risk. The downside is of course there if operations disappoint further, but the upside with stabilization and moderate improvement seems significantly greater than what the share price implies. I'm not saying this is risk-free – far from it. But I wonder if the market is now pricing in a more negative scenario than fundamentals suggest. What do you others think – is this a value trap, or a phase where patience can actually be rewarded?
·20.2.The EV (Enterprise Value) amounts to approximately 27 billion (I have calculated this based on 11 billion in net debt). The cash flow from operating activities, if we exclude everything related to working capital (which fluctuates), is approximately 3 billion per year. The valuation at these levels is therefore quite attractive because the leveraged portion is slightly cheaper capital for us shareholders (if interest rates can be kept at reasonable levels). There should be a 25-30% upside if the company can perform in the coming quarters. It is also noteworthy that the company acquires companies with quite high margins, which in the short term can have a positive margin effect on the reported overall margin (not much, but some effect in any case). Interest expenses are likely to continue to fall as loans are now gradually renegotiated. I believe we will end the year around 11.5. We'll see.
·20.2.unfortunately, as far as I can see, they never create any organic growth; they just drown the portfolio companies in management costs.- ·17.2.On April 29th there is a new report. If it's also just completely okay. No crisis.. like the last report, after which it fell a lot. What do you who still own shares in the company think. Another drop of approx -20 % ?·18.2.So far it doesn't look good and glad I wasn't in from the start.. a feeling of desert wandering 🐫 before it can recover to early levels. Nevertheless, it is absolutely possible for the company to rise significantly again if one puts on slightly longer glasses. But I bought too early, have an average cost basis of 11.62 and am now wondering if I should buy more at 9.40 or 8.90, or if one should wait for 20 % further down 🤓
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
18 päivää sitten
‧38 min
0,11 SEK/osake
Irtoamispäivä 7.5.
1,06%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
- ·17 t sittenI'm currently observing the share price development in Storskogen, and I can't quite decide if the market is now extremely rational – or extremely short-sighted. At 9 kroner, we are practically pricing the company as if confidence is permanently weakened and improvement fails to materialize. At the same time, it's worth reminding oneself what Storskogen actually is: a broad portfolio of cash-flow-generating companies within industry, trade, and services. Not one case. Not one contract. But many small and medium-sized businesses. Yes – the balance sheet has been under pressure. Yes – the acquisition pace had to slow down. And yes – communication could have been better in earlier phases. But much of this has already been addressed: cost control, reduced acquisition pace, focus on cash flow and debt. So my question really is: What justifies such a low valuation if one has a 3–5 year perspective? • Are all portfolio companies structurally weak? • Is earnings permanently weakened? • Or is it primarily sentiment and patience that are lacking? History shows that conglomerates are often traded at a discount when the market loses confidence – and that the repricing can be significant when confidence gradually returns. Not necessarily on one report, but over time. For my part, levels below 9 kroner are starting to look more like an asymmetric opportunity than a balanced risk. The downside is of course there if operations disappoint further, but the upside with stabilization and moderate improvement seems significantly greater than what the share price implies. I'm not saying this is risk-free – far from it. But I wonder if the market is now pricing in a more negative scenario than fundamentals suggest. What do you others think – is this a value trap, or a phase where patience can actually be rewarded?
- ·20.2.The EV (Enterprise Value) amounts to approximately 27 billion (I have calculated this based on 11 billion in net debt). The cash flow from operating activities, if we exclude everything related to working capital (which fluctuates), is approximately 3 billion per year. The valuation at these levels is therefore quite attractive because the leveraged portion is slightly cheaper capital for us shareholders (if interest rates can be kept at reasonable levels). There should be a 25-30% upside if the company can perform in the coming quarters. It is also noteworthy that the company acquires companies with quite high margins, which in the short term can have a positive margin effect on the reported overall margin (not much, but some effect in any case). Interest expenses are likely to continue to fall as loans are now gradually renegotiated. I believe we will end the year around 11.5. We'll see.
- ·20.2.unfortunately, as far as I can see, they never create any organic growth; they just drown the portfolio companies in management costs.
- ·17.2.On April 29th there is a new report. If it's also just completely okay. No crisis.. like the last report, after which it fell a lot. What do you who still own shares in the company think. Another drop of approx -20 % ?·18.2.So far it doesn't look good and glad I wasn't in from the start.. a feeling of desert wandering 🐫 before it can recover to early levels. Nevertheless, it is absolutely possible for the company to rise significantly again if one puts on slightly longer glasses. But I bought too early, have an average cost basis of 11.62 and am now wondering if I should buy more at 9.40 or 8.90, or if one should wait for 20 % further down 🤓
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 14 369 | - | - | ||
| 40 707 | - | - | ||
| 1 603 | - | - | ||
| 1 654 | - | - |
Ylin
9,482VWAP
Alin
9,208VaihtoMäärä
56 6 039 426
VWAP
Ylin
9,482Alin
9,208VaihtoMäärä
56 6 039 426
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
18 päivää sitten
‧38 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 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
0,11 SEK/osake
Irtoamispäivä 7.5.
1,06%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17 t sittenI'm currently observing the share price development in Storskogen, and I can't quite decide if the market is now extremely rational – or extremely short-sighted. At 9 kroner, we are practically pricing the company as if confidence is permanently weakened and improvement fails to materialize. At the same time, it's worth reminding oneself what Storskogen actually is: a broad portfolio of cash-flow-generating companies within industry, trade, and services. Not one case. Not one contract. But many small and medium-sized businesses. Yes – the balance sheet has been under pressure. Yes – the acquisition pace had to slow down. And yes – communication could have been better in earlier phases. But much of this has already been addressed: cost control, reduced acquisition pace, focus on cash flow and debt. So my question really is: What justifies such a low valuation if one has a 3–5 year perspective? • Are all portfolio companies structurally weak? • Is earnings permanently weakened? • Or is it primarily sentiment and patience that are lacking? History shows that conglomerates are often traded at a discount when the market loses confidence – and that the repricing can be significant when confidence gradually returns. Not necessarily on one report, but over time. For my part, levels below 9 kroner are starting to look more like an asymmetric opportunity than a balanced risk. The downside is of course there if operations disappoint further, but the upside with stabilization and moderate improvement seems significantly greater than what the share price implies. I'm not saying this is risk-free – far from it. But I wonder if the market is now pricing in a more negative scenario than fundamentals suggest. What do you others think – is this a value trap, or a phase where patience can actually be rewarded?
- ·20.2.The EV (Enterprise Value) amounts to approximately 27 billion (I have calculated this based on 11 billion in net debt). The cash flow from operating activities, if we exclude everything related to working capital (which fluctuates), is approximately 3 billion per year. The valuation at these levels is therefore quite attractive because the leveraged portion is slightly cheaper capital for us shareholders (if interest rates can be kept at reasonable levels). There should be a 25-30% upside if the company can perform in the coming quarters. It is also noteworthy that the company acquires companies with quite high margins, which in the short term can have a positive margin effect on the reported overall margin (not much, but some effect in any case). Interest expenses are likely to continue to fall as loans are now gradually renegotiated. I believe we will end the year around 11.5. We'll see.
- ·20.2.unfortunately, as far as I can see, they never create any organic growth; they just drown the portfolio companies in management costs.
- ·17.2.On April 29th there is a new report. If it's also just completely okay. No crisis.. like the last report, after which it fell a lot. What do you who still own shares in the company think. Another drop of approx -20 % ?·18.2.So far it doesn't look good and glad I wasn't in from the start.. a feeling of desert wandering 🐫 before it can recover to early levels. Nevertheless, it is absolutely possible for the company to rise significantly again if one puts on slightly longer glasses. But I bought too early, have an average cost basis of 11.62 and am now wondering if I should buy more at 9.40 or 8.90, or if one should wait for 20 % further down 🤓
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 14 369 | - | - | ||
| 40 707 | - | - | ||
| 1 603 | - | - | ||
| 1 654 | - | - |
Ylin
9,482VWAP
Alin
9,208VaihtoMäärä
56 6 039 426
VWAP
Ylin
9,482Alin
9,208VaihtoMäärä
56 6 039 426
Välittäjätilasto
Dataa ei löytynyt