2025 Q4 -tulosraportti
UUTTA
2 päivää sitten
‧27 min
1,00 NOK/osake
Viimeisin osinko
2,50%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
242
Myynti
Määrä
80
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 1 813 | - | - | ||
| 187 | - | - | ||
| 21 | - | - | ||
| 3 | - | - |
Ylin
175VWAP
Alin
167VaihtoMäärä
6,9 40 576
VWAP
Ylin
175Alin
167VaihtoMäärä
6,9 40 576
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
2 päivää sitten2 päivää sittenArctic today: "Volue transaction implies ~NOK 60/sh NAV uplift. TA Associates, a large US-based growth private equity firm, has entered as a new strategic investment partner in Volue at an implied equity value of approximately NOK 17bn (100% basis). Following the transaction, AFK’s ownership will be ~36%, implying that its remaining stake is valued at approximately NOK 5.9bn, or ~NOK 107 per AFK share. This is significantly above our previous valuation of ~NOK 46 per AFK share, which was based on an EV of 15x LTM cash EBITDA.... All else equal, applying the transaction-implied value of NOK 107 per AFK share for Volue increases our AFK NAV from NOK 165/share to NOK 226/share (+37%). .... we expect a substantial positive market reaction, as the transaction both validates Volue’s transformation into a scaled electrification software platform and materially reduces valuation uncertainty around AFK’s largest asset."
2 päivää sitten2 päivää sittenArendals Fossekompani: A Value Giant Hidden in Plain Sight The central argument for why the market is currently "sleeping" on Arendals Fossekompani (AFK) lies in the massive valuation disconnect following the recent restructuring of its flagship holding, Volue. The Volue Catalyst: Redefining the Floor Volue is a premier software and services provider driving the energy transition by optimizing power production, trading, and distribution. Its multi-year transformation from a traditional licensing model to a pure Software-as-a-Service (SaaS) model has fundamentally improved its earnings quality and recurring revenue streams. In February 2026, a landmark deal was announced: TA Associates joined as a strategic investment partner. This transaction values Volue at an equity value of approximately €1.5 billion (~NOK 17 billion)—nearly triple the valuation discussed during previous acquisition attempts by Edison Bidco. The Math of Undervaluation When you break down AFK’s post-transaction position, the valuation gap becomes undeniable: Ownership Stake: Post-transaction, AFK will retain a 36% stake in Volue. Equity Value: This stake is valued at €520 million (~NOK 5.9 billion). Cash Inflow: In addition to the retained stake, AFK receives a cash settlement of €38 million (~NOK 425 million). Total Volue Value: The total value of the Volue holding for AFK stands at approximately NOK 6.3 billion. The Disconnect: With AFK’s total market capitalization sitting at roughly NOK 9 billion, the market is effectively valuing the rest of the group’s massive portfolio—including its hydropower assets, Tekna, NSSLGlobal, ENRX Heat, and a significant real estate portfolio—at a mere NOK 2.7 billion. This represents an unreasonable discount that is likely to correct as the transaction closes and the cash flows become visible to the broader market. The Hydropower Engine: Perpetual Cash Flow AFK’s hydropower assets in Norway’s NO2 pricing region provide the bedrock of the company’s valuation. The Bøylefoss and Flatenfoss stations produce over 500 GWh of renewable energy annually. Financial Strength: In Q4 2025, the segment delivered an EBIT of NOK 106 million, bolstered by strong hydrological conditions and robust power prices. Immediate Trigger: The Kilandsfoss power plant is set to begin operations in May 2026. This joint venture will add 38 GWh of annual production. In a European energy market desperate for dispatchable, renewable power, these assets are "gold." Given the long lifespan and low operating costs, a steady EBIT of NOK 250 million per year justifies a multi-billion NOK valuation on its own, further highlighting the parent company's undervaluation. ENRX: Strategic De-risking and Industrial Focus During 2025, ENRX underwent a critical pivot to align with AFK’s risk profile. By selling 75% of its "Charge" division (wireless charging) to IPT Energy Group, the company eliminated a capital-intensive, early-stage cash drain. Focus on "Heat" What remains is ENRX Heat, a global leader in induction heating technology. Market Drivers: The industry is shifting toward induction to meet decarbonization goals, as it offers a contamination-free, precise alternative to traditional gas furnaces. Resilience: Despite a challenging 2025 due to automotive sector volatility and geopolitical shifts in the US and China, ENRX Heat maintained its market share. Growth Outlook: The global induction heating market is projected to grow at a CAGR of 7.4% through 2030, positioning ENRX as a high-margin industrial core for AFK. Summary: AFK is a diversified powerhouse where the market value of a single holding (Volue) accounts for 70% of the entire group's market cap. Investors are currently getting a world-class hydropower business and several global industrial leaders at a massive discount.
·2 päivää sittenhttps://newsweb.oslobors.no/message/665731 Not negative. Also highlights some of the values that lie in AFK.·2 päivää sitten
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
UUTTA
2 päivää sitten
‧27 min
1,00 NOK/osake
Viimeisin osinko
2,50%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
- 2 päivää sitten2 päivää sittenArctic today: "Volue transaction implies ~NOK 60/sh NAV uplift. TA Associates, a large US-based growth private equity firm, has entered as a new strategic investment partner in Volue at an implied equity value of approximately NOK 17bn (100% basis). Following the transaction, AFK’s ownership will be ~36%, implying that its remaining stake is valued at approximately NOK 5.9bn, or ~NOK 107 per AFK share. This is significantly above our previous valuation of ~NOK 46 per AFK share, which was based on an EV of 15x LTM cash EBITDA.... All else equal, applying the transaction-implied value of NOK 107 per AFK share for Volue increases our AFK NAV from NOK 165/share to NOK 226/share (+37%). .... we expect a substantial positive market reaction, as the transaction both validates Volue’s transformation into a scaled electrification software platform and materially reduces valuation uncertainty around AFK’s largest asset."
- 2 päivää sitten2 päivää sittenArendals Fossekompani: A Value Giant Hidden in Plain Sight The central argument for why the market is currently "sleeping" on Arendals Fossekompani (AFK) lies in the massive valuation disconnect following the recent restructuring of its flagship holding, Volue. The Volue Catalyst: Redefining the Floor Volue is a premier software and services provider driving the energy transition by optimizing power production, trading, and distribution. Its multi-year transformation from a traditional licensing model to a pure Software-as-a-Service (SaaS) model has fundamentally improved its earnings quality and recurring revenue streams. In February 2026, a landmark deal was announced: TA Associates joined as a strategic investment partner. This transaction values Volue at an equity value of approximately €1.5 billion (~NOK 17 billion)—nearly triple the valuation discussed during previous acquisition attempts by Edison Bidco. The Math of Undervaluation When you break down AFK’s post-transaction position, the valuation gap becomes undeniable: Ownership Stake: Post-transaction, AFK will retain a 36% stake in Volue. Equity Value: This stake is valued at €520 million (~NOK 5.9 billion). Cash Inflow: In addition to the retained stake, AFK receives a cash settlement of €38 million (~NOK 425 million). Total Volue Value: The total value of the Volue holding for AFK stands at approximately NOK 6.3 billion. The Disconnect: With AFK’s total market capitalization sitting at roughly NOK 9 billion, the market is effectively valuing the rest of the group’s massive portfolio—including its hydropower assets, Tekna, NSSLGlobal, ENRX Heat, and a significant real estate portfolio—at a mere NOK 2.7 billion. This represents an unreasonable discount that is likely to correct as the transaction closes and the cash flows become visible to the broader market. The Hydropower Engine: Perpetual Cash Flow AFK’s hydropower assets in Norway’s NO2 pricing region provide the bedrock of the company’s valuation. The Bøylefoss and Flatenfoss stations produce over 500 GWh of renewable energy annually. Financial Strength: In Q4 2025, the segment delivered an EBIT of NOK 106 million, bolstered by strong hydrological conditions and robust power prices. Immediate Trigger: The Kilandsfoss power plant is set to begin operations in May 2026. This joint venture will add 38 GWh of annual production. In a European energy market desperate for dispatchable, renewable power, these assets are "gold." Given the long lifespan and low operating costs, a steady EBIT of NOK 250 million per year justifies a multi-billion NOK valuation on its own, further highlighting the parent company's undervaluation. ENRX: Strategic De-risking and Industrial Focus During 2025, ENRX underwent a critical pivot to align with AFK’s risk profile. By selling 75% of its "Charge" division (wireless charging) to IPT Energy Group, the company eliminated a capital-intensive, early-stage cash drain. Focus on "Heat" What remains is ENRX Heat, a global leader in induction heating technology. Market Drivers: The industry is shifting toward induction to meet decarbonization goals, as it offers a contamination-free, precise alternative to traditional gas furnaces. Resilience: Despite a challenging 2025 due to automotive sector volatility and geopolitical shifts in the US and China, ENRX Heat maintained its market share. Growth Outlook: The global induction heating market is projected to grow at a CAGR of 7.4% through 2030, positioning ENRX as a high-margin industrial core for AFK. Summary: AFK is a diversified powerhouse where the market value of a single holding (Volue) accounts for 70% of the entire group's market cap. Investors are currently getting a world-class hydropower business and several global industrial leaders at a massive discount.
- ·2 päivää sittenhttps://newsweb.oslobors.no/message/665731 Not negative. Also highlights some of the values that lie in AFK.·2 päivää sitten
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
Oslo Børs
Määrä
Osto
242
Myynti
Määrä
80
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 1 813 | - | - | ||
| 187 | - | - | ||
| 21 | - | - | ||
| 3 | - | - |
Ylin
175VWAP
Alin
167VaihtoMäärä
6,9 40 576
VWAP
Ylin
175Alin
167VaihtoMäärä
6,9 40 576
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2025 Q4 -tulosraportti
UUTTA
2 päivää sitten
‧27 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 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
1,00 NOK/osake
Viimeisin osinko
2,50%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 2 päivää sitten2 päivää sittenArctic today: "Volue transaction implies ~NOK 60/sh NAV uplift. TA Associates, a large US-based growth private equity firm, has entered as a new strategic investment partner in Volue at an implied equity value of approximately NOK 17bn (100% basis). Following the transaction, AFK’s ownership will be ~36%, implying that its remaining stake is valued at approximately NOK 5.9bn, or ~NOK 107 per AFK share. This is significantly above our previous valuation of ~NOK 46 per AFK share, which was based on an EV of 15x LTM cash EBITDA.... All else equal, applying the transaction-implied value of NOK 107 per AFK share for Volue increases our AFK NAV from NOK 165/share to NOK 226/share (+37%). .... we expect a substantial positive market reaction, as the transaction both validates Volue’s transformation into a scaled electrification software platform and materially reduces valuation uncertainty around AFK’s largest asset."
- 2 päivää sitten2 päivää sittenArendals Fossekompani: A Value Giant Hidden in Plain Sight The central argument for why the market is currently "sleeping" on Arendals Fossekompani (AFK) lies in the massive valuation disconnect following the recent restructuring of its flagship holding, Volue. The Volue Catalyst: Redefining the Floor Volue is a premier software and services provider driving the energy transition by optimizing power production, trading, and distribution. Its multi-year transformation from a traditional licensing model to a pure Software-as-a-Service (SaaS) model has fundamentally improved its earnings quality and recurring revenue streams. In February 2026, a landmark deal was announced: TA Associates joined as a strategic investment partner. This transaction values Volue at an equity value of approximately €1.5 billion (~NOK 17 billion)—nearly triple the valuation discussed during previous acquisition attempts by Edison Bidco. The Math of Undervaluation When you break down AFK’s post-transaction position, the valuation gap becomes undeniable: Ownership Stake: Post-transaction, AFK will retain a 36% stake in Volue. Equity Value: This stake is valued at €520 million (~NOK 5.9 billion). Cash Inflow: In addition to the retained stake, AFK receives a cash settlement of €38 million (~NOK 425 million). Total Volue Value: The total value of the Volue holding for AFK stands at approximately NOK 6.3 billion. The Disconnect: With AFK’s total market capitalization sitting at roughly NOK 9 billion, the market is effectively valuing the rest of the group’s massive portfolio—including its hydropower assets, Tekna, NSSLGlobal, ENRX Heat, and a significant real estate portfolio—at a mere NOK 2.7 billion. This represents an unreasonable discount that is likely to correct as the transaction closes and the cash flows become visible to the broader market. The Hydropower Engine: Perpetual Cash Flow AFK’s hydropower assets in Norway’s NO2 pricing region provide the bedrock of the company’s valuation. The Bøylefoss and Flatenfoss stations produce over 500 GWh of renewable energy annually. Financial Strength: In Q4 2025, the segment delivered an EBIT of NOK 106 million, bolstered by strong hydrological conditions and robust power prices. Immediate Trigger: The Kilandsfoss power plant is set to begin operations in May 2026. This joint venture will add 38 GWh of annual production. In a European energy market desperate for dispatchable, renewable power, these assets are "gold." Given the long lifespan and low operating costs, a steady EBIT of NOK 250 million per year justifies a multi-billion NOK valuation on its own, further highlighting the parent company's undervaluation. ENRX: Strategic De-risking and Industrial Focus During 2025, ENRX underwent a critical pivot to align with AFK’s risk profile. By selling 75% of its "Charge" division (wireless charging) to IPT Energy Group, the company eliminated a capital-intensive, early-stage cash drain. Focus on "Heat" What remains is ENRX Heat, a global leader in induction heating technology. Market Drivers: The industry is shifting toward induction to meet decarbonization goals, as it offers a contamination-free, precise alternative to traditional gas furnaces. Resilience: Despite a challenging 2025 due to automotive sector volatility and geopolitical shifts in the US and China, ENRX Heat maintained its market share. Growth Outlook: The global induction heating market is projected to grow at a CAGR of 7.4% through 2030, positioning ENRX as a high-margin industrial core for AFK. Summary: AFK is a diversified powerhouse where the market value of a single holding (Volue) accounts for 70% of the entire group's market cap. Investors are currently getting a world-class hydropower business and several global industrial leaders at a massive discount.
- ·2 päivää sittenhttps://newsweb.oslobors.no/message/665731 Not negative. Also highlights some of the values that lie in AFK.·2 päivää sitten
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
Oslo Børs
Määrä
Osto
242
Myynti
Määrä
80
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 1 813 | - | - | ||
| 187 | - | - | ||
| 21 | - | - | ||
| 3 | - | - |
Ylin
175VWAP
Alin
167VaihtoMäärä
6,9 40 576
VWAP
Ylin
175Alin
167VaihtoMäärä
6,9 40 576
Välittäjätilasto
Dataa ei löytynyt