2025 Q2 -tulosraportti
176 päivää sitten
‧15 min
Tarjoustasot
Oslo Børs
Määrä
Osto
500
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 30 | - | - | ||
| 94 | - | - | ||
| 7 | - | - | ||
| 750 | - | - | ||
| 24 | - | - |
Ylin
5,188VWAP
Alin
4,88VaihtoMäärä
0,1 18 956
VWAP
Ylin
5,188Alin
4,88VaihtoMäärä
0,1 18 956
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 22.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q2 -tulosraportti 1.9.2025 | ||
2024 Q4 -tulosraportti 23.4.2025 | ||
2024 Q2 -tulosraportti 20.8.2024 | ||
2023 Q4 -tulosraportti 29.2.2024 | ||
2023 Q3 -tulosraportti 1.11.2023 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sittenUpdated cash flow forecasts have revealed a capital requirement of between 15 and 20 million dollars, i.e., up to 190 million kroner, to manage until the company achieves positive cash flow. We have heard exactly that explanation so many times now that no one believes it. It's almost three weeks ago and since the announcement came, it has been silent as the grave from the company. That is hardly a coincidence. The share is still trading at low levels after the fall. The company is valued at 175 million kroner. This can be compared with the book equity of approximately 1.6 billion kroner as of the end of the first half of 2025. That gives a price/book of 0.1. Put another way, the share is priced as an option for a miracle to happen. Given a capital requirement of up to 190 million kroner, today's market value of 175 million kroner and a subscription price that probably must be set ultra-low, this results in extreme dilution of existing shareholders. Among the largest shareholders is Petter Stordalen's investment company Strawberry with 9.1 percent of the shares. Stordalen has had the patience of an angel with Atlantic Sapphire and contributed new capital when the company has run out of money.
·10 t sitten · MuokattuAtlantic Sapphire - constant "light bankruptcy" events, and what the management is doing wrong? (and how to do something about the misery) When each share issue is so dilutive that it inflicts a "light bankruptcy" situation on the owners, it threatens the company's future - if enough of the owners take the realities seriously. For there to be a point in investing, the company must change the way it raises capital. Continuing as now, by dripping small share issues into operations (when it's urgent) and being publicly listed with minimal trust among retail investors (who crush the share price) is not in anyone's interest. The question is whether the company should be publicly listed, when it is not developing as planned? How to carry out capital raising? - There should be few and larger share issue(s), and that the owners do not accept deviations from what management promises (management should be followed up more closely). E.g., pushing the promise of "EBITDA positive" into eternity, and excusing themselves and apologizing, shows dishonest people who do not control the way investments are made and that we are dealing with a bad team of leaders - they are bad at managing other people's money. Who will make money? The only adult (long-term) owners who will make money on Atlantic Sapphire are those who participate in the latest ASA share issue (I have been waiting for it for 5 years). PS Archer was in the same situation. they had the last dilutive (80%) and destructive share issue in 2023 (?) before the company got in order. I was on the sidelines in Archer from 2010 to 2023, before I considered the company investable. Those with long share experience see the same pattern, that Atlantic Sapphire is a similar case. I expect there are few retail investors on Shareville who have anything knowledge-based to add, as experienced ones will not touch the company.
·20.2.Up over 12% last week suggests that most who had to exit ASA are already out. Whether last week's rise is due to ASA being oversold and just a "blip" or if this indicates further upside is impossible to know. The volume is very weak anyway, which in turn means that news, both negative and positive, can move the price significantly. The underlying operations have shown a positive development in recent quarters, and if this continues, I believe the price will go up further.·1 päivä sitten · MuokattuHave followed ASA for 5 years and the trick is not to participate when the issue price constantly falls. Participating in a startup that never seems to reach its goal (phase 1) is a bad use of one's own money. ASA employees must show that they can make the company succeed, and I believe it is future shareholders who have the best opportunity for return, not current owners. PS I had a position last year, but chose to take a loss.
·11.2. · MuokattuThis strategy of achieving positive EBITDA in phase 1 before resuming construction of phase 2 is falling apart. The goal was initially to be reached in 2025, then by the end of 2026, and I believe it will be pushed to 2027. DNB is to provide USD 100 million in loans, and they have certainly set positive EBITDA as a condition for the loan. I have disagreed with that direction from the start. ASA would have been better off raising enough money for phase 2 in 2025, realizing the cost synergies, and aiming for profit in 2028. The problem today is that they are not reducing costs fast enough, and the current plan seems to be too ambitious. Since Q3 2024, things have been moving in the right direction, management has done a lot of good, but progress on the cost side is too slow. It seems that ASA has a bank that only half-believes in the company. The same can be said about the shareholders. Last year, they no longer wanted to participate in equity issues. Now, they are only willing to participate in convertible loans (at the expense of the rest of the shareholder base). I would not be surprised if there is an announcement of a new USD 15-25 million convertible loan. That tells us one thing. ASA needs a new banking relationship and new owners. This is wishful thinking, but if ASA is to get anywhere before bankruptcy comes knocking, they must turn 180 degrees, fully finance phase 2, and raise enough money to reduce the debt ratio to below 30-40%. If they have to change their main banking relationship, then do it! If they have to let themselves be acquired by larger investors, then go for it! ASA has enormous potential! Fumbling around in phase 1, financed by convertible loans from investors who don't believe enough in the case, is stillborn.- ·11.2. · MuokattuTo those deluded who believe ASA is a dream project. The company has no value for the owners - before - cash outflow is replaced by solid cash inflow. Those who own after the last share issue (no one knows when it comes) may get a return, but I expect that will be other people, than today's owners.
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 Q2 -tulosraportti
176 päivää sitten
‧15 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenUpdated cash flow forecasts have revealed a capital requirement of between 15 and 20 million dollars, i.e., up to 190 million kroner, to manage until the company achieves positive cash flow. We have heard exactly that explanation so many times now that no one believes it. It's almost three weeks ago and since the announcement came, it has been silent as the grave from the company. That is hardly a coincidence. The share is still trading at low levels after the fall. The company is valued at 175 million kroner. This can be compared with the book equity of approximately 1.6 billion kroner as of the end of the first half of 2025. That gives a price/book of 0.1. Put another way, the share is priced as an option for a miracle to happen. Given a capital requirement of up to 190 million kroner, today's market value of 175 million kroner and a subscription price that probably must be set ultra-low, this results in extreme dilution of existing shareholders. Among the largest shareholders is Petter Stordalen's investment company Strawberry with 9.1 percent of the shares. Stordalen has had the patience of an angel with Atlantic Sapphire and contributed new capital when the company has run out of money.
- ·10 t sitten · MuokattuAtlantic Sapphire - constant "light bankruptcy" events, and what the management is doing wrong? (and how to do something about the misery) When each share issue is so dilutive that it inflicts a "light bankruptcy" situation on the owners, it threatens the company's future - if enough of the owners take the realities seriously. For there to be a point in investing, the company must change the way it raises capital. Continuing as now, by dripping small share issues into operations (when it's urgent) and being publicly listed with minimal trust among retail investors (who crush the share price) is not in anyone's interest. The question is whether the company should be publicly listed, when it is not developing as planned? How to carry out capital raising? - There should be few and larger share issue(s), and that the owners do not accept deviations from what management promises (management should be followed up more closely). E.g., pushing the promise of "EBITDA positive" into eternity, and excusing themselves and apologizing, shows dishonest people who do not control the way investments are made and that we are dealing with a bad team of leaders - they are bad at managing other people's money. Who will make money? The only adult (long-term) owners who will make money on Atlantic Sapphire are those who participate in the latest ASA share issue (I have been waiting for it for 5 years). PS Archer was in the same situation. they had the last dilutive (80%) and destructive share issue in 2023 (?) before the company got in order. I was on the sidelines in Archer from 2010 to 2023, before I considered the company investable. Those with long share experience see the same pattern, that Atlantic Sapphire is a similar case. I expect there are few retail investors on Shareville who have anything knowledge-based to add, as experienced ones will not touch the company.
- ·20.2.Up over 12% last week suggests that most who had to exit ASA are already out. Whether last week's rise is due to ASA being oversold and just a "blip" or if this indicates further upside is impossible to know. The volume is very weak anyway, which in turn means that news, both negative and positive, can move the price significantly. The underlying operations have shown a positive development in recent quarters, and if this continues, I believe the price will go up further.·1 päivä sitten · MuokattuHave followed ASA for 5 years and the trick is not to participate when the issue price constantly falls. Participating in a startup that never seems to reach its goal (phase 1) is a bad use of one's own money. ASA employees must show that they can make the company succeed, and I believe it is future shareholders who have the best opportunity for return, not current owners. PS I had a position last year, but chose to take a loss.
- ·11.2. · MuokattuThis strategy of achieving positive EBITDA in phase 1 before resuming construction of phase 2 is falling apart. The goal was initially to be reached in 2025, then by the end of 2026, and I believe it will be pushed to 2027. DNB is to provide USD 100 million in loans, and they have certainly set positive EBITDA as a condition for the loan. I have disagreed with that direction from the start. ASA would have been better off raising enough money for phase 2 in 2025, realizing the cost synergies, and aiming for profit in 2028. The problem today is that they are not reducing costs fast enough, and the current plan seems to be too ambitious. Since Q3 2024, things have been moving in the right direction, management has done a lot of good, but progress on the cost side is too slow. It seems that ASA has a bank that only half-believes in the company. The same can be said about the shareholders. Last year, they no longer wanted to participate in equity issues. Now, they are only willing to participate in convertible loans (at the expense of the rest of the shareholder base). I would not be surprised if there is an announcement of a new USD 15-25 million convertible loan. That tells us one thing. ASA needs a new banking relationship and new owners. This is wishful thinking, but if ASA is to get anywhere before bankruptcy comes knocking, they must turn 180 degrees, fully finance phase 2, and raise enough money to reduce the debt ratio to below 30-40%. If they have to change their main banking relationship, then do it! If they have to let themselves be acquired by larger investors, then go for it! ASA has enormous potential! Fumbling around in phase 1, financed by convertible loans from investors who don't believe enough in the case, is stillborn.
- ·11.2. · MuokattuTo those deluded who believe ASA is a dream project. The company has no value for the owners - before - cash outflow is replaced by solid cash inflow. Those who own after the last share issue (no one knows when it comes) may get a return, but I expect that will be other people, than today's owners.
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
500
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 30 | - | - | ||
| 94 | - | - | ||
| 7 | - | - | ||
| 750 | - | - | ||
| 24 | - | - |
Ylin
5,188VWAP
Alin
4,88VaihtoMäärä
0,1 18 956
VWAP
Ylin
5,188Alin
4,88VaihtoMäärä
0,1 18 956
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 22.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q2 -tulosraportti 1.9.2025 | ||
2024 Q4 -tulosraportti 23.4.2025 | ||
2024 Q2 -tulosraportti 20.8.2024 | ||
2023 Q4 -tulosraportti 29.2.2024 | ||
2023 Q3 -tulosraportti 1.11.2023 |
2025 Q2 -tulosraportti
176 päivää sitten
‧15 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 | |
|---|---|
2025 Q4 -tulosraportti 22.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q2 -tulosraportti 1.9.2025 | ||
2024 Q4 -tulosraportti 23.4.2025 | ||
2024 Q2 -tulosraportti 20.8.2024 | ||
2023 Q4 -tulosraportti 29.2.2024 | ||
2023 Q3 -tulosraportti 1.11.2023 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenUpdated cash flow forecasts have revealed a capital requirement of between 15 and 20 million dollars, i.e., up to 190 million kroner, to manage until the company achieves positive cash flow. We have heard exactly that explanation so many times now that no one believes it. It's almost three weeks ago and since the announcement came, it has been silent as the grave from the company. That is hardly a coincidence. The share is still trading at low levels after the fall. The company is valued at 175 million kroner. This can be compared with the book equity of approximately 1.6 billion kroner as of the end of the first half of 2025. That gives a price/book of 0.1. Put another way, the share is priced as an option for a miracle to happen. Given a capital requirement of up to 190 million kroner, today's market value of 175 million kroner and a subscription price that probably must be set ultra-low, this results in extreme dilution of existing shareholders. Among the largest shareholders is Petter Stordalen's investment company Strawberry with 9.1 percent of the shares. Stordalen has had the patience of an angel with Atlantic Sapphire and contributed new capital when the company has run out of money.
- ·10 t sitten · MuokattuAtlantic Sapphire - constant "light bankruptcy" events, and what the management is doing wrong? (and how to do something about the misery) When each share issue is so dilutive that it inflicts a "light bankruptcy" situation on the owners, it threatens the company's future - if enough of the owners take the realities seriously. For there to be a point in investing, the company must change the way it raises capital. Continuing as now, by dripping small share issues into operations (when it's urgent) and being publicly listed with minimal trust among retail investors (who crush the share price) is not in anyone's interest. The question is whether the company should be publicly listed, when it is not developing as planned? How to carry out capital raising? - There should be few and larger share issue(s), and that the owners do not accept deviations from what management promises (management should be followed up more closely). E.g., pushing the promise of "EBITDA positive" into eternity, and excusing themselves and apologizing, shows dishonest people who do not control the way investments are made and that we are dealing with a bad team of leaders - they are bad at managing other people's money. Who will make money? The only adult (long-term) owners who will make money on Atlantic Sapphire are those who participate in the latest ASA share issue (I have been waiting for it for 5 years). PS Archer was in the same situation. they had the last dilutive (80%) and destructive share issue in 2023 (?) before the company got in order. I was on the sidelines in Archer from 2010 to 2023, before I considered the company investable. Those with long share experience see the same pattern, that Atlantic Sapphire is a similar case. I expect there are few retail investors on Shareville who have anything knowledge-based to add, as experienced ones will not touch the company.
- ·20.2.Up over 12% last week suggests that most who had to exit ASA are already out. Whether last week's rise is due to ASA being oversold and just a "blip" or if this indicates further upside is impossible to know. The volume is very weak anyway, which in turn means that news, both negative and positive, can move the price significantly. The underlying operations have shown a positive development in recent quarters, and if this continues, I believe the price will go up further.·1 päivä sitten · MuokattuHave followed ASA for 5 years and the trick is not to participate when the issue price constantly falls. Participating in a startup that never seems to reach its goal (phase 1) is a bad use of one's own money. ASA employees must show that they can make the company succeed, and I believe it is future shareholders who have the best opportunity for return, not current owners. PS I had a position last year, but chose to take a loss.
- ·11.2. · MuokattuThis strategy of achieving positive EBITDA in phase 1 before resuming construction of phase 2 is falling apart. The goal was initially to be reached in 2025, then by the end of 2026, and I believe it will be pushed to 2027. DNB is to provide USD 100 million in loans, and they have certainly set positive EBITDA as a condition for the loan. I have disagreed with that direction from the start. ASA would have been better off raising enough money for phase 2 in 2025, realizing the cost synergies, and aiming for profit in 2028. The problem today is that they are not reducing costs fast enough, and the current plan seems to be too ambitious. Since Q3 2024, things have been moving in the right direction, management has done a lot of good, but progress on the cost side is too slow. It seems that ASA has a bank that only half-believes in the company. The same can be said about the shareholders. Last year, they no longer wanted to participate in equity issues. Now, they are only willing to participate in convertible loans (at the expense of the rest of the shareholder base). I would not be surprised if there is an announcement of a new USD 15-25 million convertible loan. That tells us one thing. ASA needs a new banking relationship and new owners. This is wishful thinking, but if ASA is to get anywhere before bankruptcy comes knocking, they must turn 180 degrees, fully finance phase 2, and raise enough money to reduce the debt ratio to below 30-40%. If they have to change their main banking relationship, then do it! If they have to let themselves be acquired by larger investors, then go for it! ASA has enormous potential! Fumbling around in phase 1, financed by convertible loans from investors who don't believe enough in the case, is stillborn.
- ·11.2. · MuokattuTo those deluded who believe ASA is a dream project. The company has no value for the owners - before - cash outflow is replaced by solid cash inflow. Those who own after the last share issue (no one knows when it comes) may get a return, but I expect that will be other people, than today's owners.
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
500
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 30 | - | - | ||
| 94 | - | - | ||
| 7 | - | - | ||
| 750 | - | - | ||
| 24 | - | - |
Ylin
5,188VWAP
Alin
4,88VaihtoMäärä
0,1 18 956
VWAP
Ylin
5,188Alin
4,88VaihtoMäärä
0,1 18 956
Välittäjätilasto
Dataa ei löytynyt