2026 Q1 -tulosraportti
72 päivää sitten
‧10 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sitten · MuokattuIt's fascinating how quickly some begin to spread strong claims and try to scare other shareholders. If one owns shares in a company like Norse, one must tolerate both volatility and messages that create uncertainty. I choose to see the latest message in a larger perspective. Norse has previously been clear that they are considering strategic alternatives, including sale, merger or cooperation. When John Fredriksen has invested around 80 million kroner in the company, it is hardly without him seeing a possible value or strategic upside. Arne Blystad has over the years invested approximately 217 Million kroner. So rather trust the experienced investors, then you will soon see what returns you reap. I therefore place greater emphasis on what the largest investors do than on small shareholders who switch between extreme optimism and pessimism from day to day. The planes at IndiGo will first be returned towards the end of October, so that Norse will still have ACMI revenues through large parts of Q3. Q3 should also be relatively strong operationally due to the summer season. The decisive factor will be what the company manages to achieve from Q4 onwards. The favorable leasing agreements for the Boeing 787-9 aircraft can be attractive to another airline or a strategic partner, especially because new long-haul aircraft are difficult to acquire in the coming years. That the entire fleet eventually becomes available can therefore also give Norse greater flexibility in a sales, merger or partnership process. A merger with Norwegian could have been strategically interesting if Norwegian one day wished to focus on long-haul again, but it does not appear to be the most likely outcome in the short term. Norse has recently raised around 1 billion kroner and significantly reduced ordinary debt. My best estimate is that the Q2 report may show around 400-500 million kroner in cash, while Q3 may end at approximately 300–400 million kroner. The company therefore has some time, but not unlimited time. The most important thing now is to secure a new ACMI agreement, a strategic cooperation or another solution before Q4 2026. My gut feeling is that an agreement could come as early as August. This is of course speculation, but the formal strategic process suggests that more is happening behind the scenes than the market currently knows about.You have several good points, and I agree that one must be careful about pricing in the full theoretical value of the leasing agreements. When some people throw out price targets of 3 kroner without any concrete explanation for earnings, cash flow, or what a buyer would actually pay, I would be very skeptical. Several people are hyping the stock without a realistic picture of the risk. As the situation is now, I believe that 3 kroner appears unrealistic. I also don't disagree that large investors can make mistakes. Fredriksen and Blystad have also had investments that haven't gone according to plan. At the same time, their participation must be assessed in the right context. In the midst of a period of high oil and fuel prices, geopolitical unrest, and great uncertainty in the airline industry, they have chosen to inject significant capital into Norse. Airlines are hardly the most obvious place to invest if one only wants low risk. Fredriksen must therefore have assessed that the potential upside is large enough to justify the risk, otherwise he would hardly have participated so heavily in the share issue. We saw something similar in Norwegian during the pandemic. The risk was enormous, but government support, refinancing, and a new capital structure gave investors a basis for taking the chance. Norse is still a high-risk case. But when large and experienced investors are willing to inject significant capital in today's market, I believe it is a signal that should be taken into consideration. They have no guarantee of success, but I think the probability is good that Norse will secure a new ACMI agreement, a strategic partnership, or another solution. With the network around the company and the formal strategic process, I believe more is happening behind the scenes than what we on the outside can see.
·21 t sittenI specifically interpret this sentence in the press release as very positive: «Given the level of interest received to date as part of the strategic review, the Board HAS DECIDED TO MOVE FORWARD WITH A FORMAL PROCESS…,, which may result in a sale, merger or partnership. Further information will be provided as and when appropriate.» The redelivery probably makes the company even more interesting for buyers as they get quick access to aircraft for their routes. There are clearly several parties involved, which is very good, and the fact that they say they are discussing other ACMI, increasing their own route networks, as well as possibly discussing Partnerships and Sales, puts time pressure on interested parties and is in any case sensible to state in a negotiation process. Now there will be a deal and it can happen quickly😊
Totally failed company. Everything they touch turns to loss. Even the "highly profitable" rental.
·21 t sitten · MuokattuI have some problems interpreting tonight's message positively. Earlier in the process, Norse has said several times how pleased they are that six of the aircraft are leased to IndiGo, and now that the aircraft are being returned, it is suddenly what is in the company's interest. As an investor, I feel that Norse in the message is doing damage control and that the communications department has been a bit more involved than they usually are. The leasing agreements are for 6 months + mutual options for 18 months. Norse could have taken back 5 out of 6 aircraft in June and the last aircraft in October if they wanted to. So this claim that they now finally get flexibility and opportunities they didn't have before is a lie. Please tell me if I'm wrong. So Norse writes in the same message that they are looking at possibilities to lease out 5 of the aircraft on new ACMI agreements? So actually, was it best to have the aircraft with IndiGo after all? Then they don't get the flexibility that was so positive? Leasing out the aircraft today surely has worse terms than when the agreement with IndiGo was entered into? Those opportunities might not be very optimal now? So this idea that they "just" can deploy the aircraft on profitable winter routes. It's not that simple. The company wouldn't be in this situation if that were the case...Everything is lost in the end. It's just a matter of time before there's a total collapse. Wouldn't buy this even if it goes down to 1 øre.
·22 t sittenI no longer have shares here, but if the entire ship is to be sold, it's surely a big advantage that all 12 machines are available? (Not leased out). Or what?
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.
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.
2026 Q1 -tulosraportti
72 päivää sitten
‧10 min
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
- ·9 t sitten · MuokattuIt's fascinating how quickly some begin to spread strong claims and try to scare other shareholders. If one owns shares in a company like Norse, one must tolerate both volatility and messages that create uncertainty. I choose to see the latest message in a larger perspective. Norse has previously been clear that they are considering strategic alternatives, including sale, merger or cooperation. When John Fredriksen has invested around 80 million kroner in the company, it is hardly without him seeing a possible value or strategic upside. Arne Blystad has over the years invested approximately 217 Million kroner. So rather trust the experienced investors, then you will soon see what returns you reap. I therefore place greater emphasis on what the largest investors do than on small shareholders who switch between extreme optimism and pessimism from day to day. The planes at IndiGo will first be returned towards the end of October, so that Norse will still have ACMI revenues through large parts of Q3. Q3 should also be relatively strong operationally due to the summer season. The decisive factor will be what the company manages to achieve from Q4 onwards. The favorable leasing agreements for the Boeing 787-9 aircraft can be attractive to another airline or a strategic partner, especially because new long-haul aircraft are difficult to acquire in the coming years. That the entire fleet eventually becomes available can therefore also give Norse greater flexibility in a sales, merger or partnership process. A merger with Norwegian could have been strategically interesting if Norwegian one day wished to focus on long-haul again, but it does not appear to be the most likely outcome in the short term. Norse has recently raised around 1 billion kroner and significantly reduced ordinary debt. My best estimate is that the Q2 report may show around 400-500 million kroner in cash, while Q3 may end at approximately 300–400 million kroner. The company therefore has some time, but not unlimited time. The most important thing now is to secure a new ACMI agreement, a strategic cooperation or another solution before Q4 2026. My gut feeling is that an agreement could come as early as August. This is of course speculation, but the formal strategic process suggests that more is happening behind the scenes than the market currently knows about.You have several good points, and I agree that one must be careful about pricing in the full theoretical value of the leasing agreements. When some people throw out price targets of 3 kroner without any concrete explanation for earnings, cash flow, or what a buyer would actually pay, I would be very skeptical. Several people are hyping the stock without a realistic picture of the risk. As the situation is now, I believe that 3 kroner appears unrealistic. I also don't disagree that large investors can make mistakes. Fredriksen and Blystad have also had investments that haven't gone according to plan. At the same time, their participation must be assessed in the right context. In the midst of a period of high oil and fuel prices, geopolitical unrest, and great uncertainty in the airline industry, they have chosen to inject significant capital into Norse. Airlines are hardly the most obvious place to invest if one only wants low risk. Fredriksen must therefore have assessed that the potential upside is large enough to justify the risk, otherwise he would hardly have participated so heavily in the share issue. We saw something similar in Norwegian during the pandemic. The risk was enormous, but government support, refinancing, and a new capital structure gave investors a basis for taking the chance. Norse is still a high-risk case. But when large and experienced investors are willing to inject significant capital in today's market, I believe it is a signal that should be taken into consideration. They have no guarantee of success, but I think the probability is good that Norse will secure a new ACMI agreement, a strategic partnership, or another solution. With the network around the company and the formal strategic process, I believe more is happening behind the scenes than what we on the outside can see.
- ·21 t sittenI specifically interpret this sentence in the press release as very positive: «Given the level of interest received to date as part of the strategic review, the Board HAS DECIDED TO MOVE FORWARD WITH A FORMAL PROCESS…,, which may result in a sale, merger or partnership. Further information will be provided as and when appropriate.» The redelivery probably makes the company even more interesting for buyers as they get quick access to aircraft for their routes. There are clearly several parties involved, which is very good, and the fact that they say they are discussing other ACMI, increasing their own route networks, as well as possibly discussing Partnerships and Sales, puts time pressure on interested parties and is in any case sensible to state in a negotiation process. Now there will be a deal and it can happen quickly😊Totally failed company. Everything they touch turns to loss. Even the "highly profitable" rental.
- ·21 t sitten · MuokattuI have some problems interpreting tonight's message positively. Earlier in the process, Norse has said several times how pleased they are that six of the aircraft are leased to IndiGo, and now that the aircraft are being returned, it is suddenly what is in the company's interest. As an investor, I feel that Norse in the message is doing damage control and that the communications department has been a bit more involved than they usually are. The leasing agreements are for 6 months + mutual options for 18 months. Norse could have taken back 5 out of 6 aircraft in June and the last aircraft in October if they wanted to. So this claim that they now finally get flexibility and opportunities they didn't have before is a lie. Please tell me if I'm wrong. So Norse writes in the same message that they are looking at possibilities to lease out 5 of the aircraft on new ACMI agreements? So actually, was it best to have the aircraft with IndiGo after all? Then they don't get the flexibility that was so positive? Leasing out the aircraft today surely has worse terms than when the agreement with IndiGo was entered into? Those opportunities might not be very optimal now? So this idea that they "just" can deploy the aircraft on profitable winter routes. It's not that simple. The company wouldn't be in this situation if that were the case...Everything is lost in the end. It's just a matter of time before there's a total collapse. Wouldn't buy this even if it goes down to 1 øre.
- ·22 t sittenI no longer have shares here, but if the entire ship is to be sold, it's surely a big advantage that all 12 machines are available? (Not leased out). Or what?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
2026 Q1 -tulosraportti
72 päivää sitten
‧10 min
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 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sitten · MuokattuIt's fascinating how quickly some begin to spread strong claims and try to scare other shareholders. If one owns shares in a company like Norse, one must tolerate both volatility and messages that create uncertainty. I choose to see the latest message in a larger perspective. Norse has previously been clear that they are considering strategic alternatives, including sale, merger or cooperation. When John Fredriksen has invested around 80 million kroner in the company, it is hardly without him seeing a possible value or strategic upside. Arne Blystad has over the years invested approximately 217 Million kroner. So rather trust the experienced investors, then you will soon see what returns you reap. I therefore place greater emphasis on what the largest investors do than on small shareholders who switch between extreme optimism and pessimism from day to day. The planes at IndiGo will first be returned towards the end of October, so that Norse will still have ACMI revenues through large parts of Q3. Q3 should also be relatively strong operationally due to the summer season. The decisive factor will be what the company manages to achieve from Q4 onwards. The favorable leasing agreements for the Boeing 787-9 aircraft can be attractive to another airline or a strategic partner, especially because new long-haul aircraft are difficult to acquire in the coming years. That the entire fleet eventually becomes available can therefore also give Norse greater flexibility in a sales, merger or partnership process. A merger with Norwegian could have been strategically interesting if Norwegian one day wished to focus on long-haul again, but it does not appear to be the most likely outcome in the short term. Norse has recently raised around 1 billion kroner and significantly reduced ordinary debt. My best estimate is that the Q2 report may show around 400-500 million kroner in cash, while Q3 may end at approximately 300–400 million kroner. The company therefore has some time, but not unlimited time. The most important thing now is to secure a new ACMI agreement, a strategic cooperation or another solution before Q4 2026. My gut feeling is that an agreement could come as early as August. This is of course speculation, but the formal strategic process suggests that more is happening behind the scenes than the market currently knows about.You have several good points, and I agree that one must be careful about pricing in the full theoretical value of the leasing agreements. When some people throw out price targets of 3 kroner without any concrete explanation for earnings, cash flow, or what a buyer would actually pay, I would be very skeptical. Several people are hyping the stock without a realistic picture of the risk. As the situation is now, I believe that 3 kroner appears unrealistic. I also don't disagree that large investors can make mistakes. Fredriksen and Blystad have also had investments that haven't gone according to plan. At the same time, their participation must be assessed in the right context. In the midst of a period of high oil and fuel prices, geopolitical unrest, and great uncertainty in the airline industry, they have chosen to inject significant capital into Norse. Airlines are hardly the most obvious place to invest if one only wants low risk. Fredriksen must therefore have assessed that the potential upside is large enough to justify the risk, otherwise he would hardly have participated so heavily in the share issue. We saw something similar in Norwegian during the pandemic. The risk was enormous, but government support, refinancing, and a new capital structure gave investors a basis for taking the chance. Norse is still a high-risk case. But when large and experienced investors are willing to inject significant capital in today's market, I believe it is a signal that should be taken into consideration. They have no guarantee of success, but I think the probability is good that Norse will secure a new ACMI agreement, a strategic partnership, or another solution. With the network around the company and the formal strategic process, I believe more is happening behind the scenes than what we on the outside can see.
- ·21 t sittenI specifically interpret this sentence in the press release as very positive: «Given the level of interest received to date as part of the strategic review, the Board HAS DECIDED TO MOVE FORWARD WITH A FORMAL PROCESS…,, which may result in a sale, merger or partnership. Further information will be provided as and when appropriate.» The redelivery probably makes the company even more interesting for buyers as they get quick access to aircraft for their routes. There are clearly several parties involved, which is very good, and the fact that they say they are discussing other ACMI, increasing their own route networks, as well as possibly discussing Partnerships and Sales, puts time pressure on interested parties and is in any case sensible to state in a negotiation process. Now there will be a deal and it can happen quickly😊Totally failed company. Everything they touch turns to loss. Even the "highly profitable" rental.
- ·21 t sitten · MuokattuI have some problems interpreting tonight's message positively. Earlier in the process, Norse has said several times how pleased they are that six of the aircraft are leased to IndiGo, and now that the aircraft are being returned, it is suddenly what is in the company's interest. As an investor, I feel that Norse in the message is doing damage control and that the communications department has been a bit more involved than they usually are. The leasing agreements are for 6 months + mutual options for 18 months. Norse could have taken back 5 out of 6 aircraft in June and the last aircraft in October if they wanted to. So this claim that they now finally get flexibility and opportunities they didn't have before is a lie. Please tell me if I'm wrong. So Norse writes in the same message that they are looking at possibilities to lease out 5 of the aircraft on new ACMI agreements? So actually, was it best to have the aircraft with IndiGo after all? Then they don't get the flexibility that was so positive? Leasing out the aircraft today surely has worse terms than when the agreement with IndiGo was entered into? Those opportunities might not be very optimal now? So this idea that they "just" can deploy the aircraft on profitable winter routes. It's not that simple. The company wouldn't be in this situation if that were the case...Everything is lost in the end. It's just a matter of time before there's a total collapse. Wouldn't buy this even if it goes down to 1 øre.
- ·22 t sittenI no longer have shares here, but if the entire ship is to be sold, it's surely a big advantage that all 12 machines are available? (Not leased out). Or what?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt