2026 Q1 -tulosraportti
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30 päivää sitten
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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
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 24.4. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 29.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·20.5.28.mai next report what can be expected?
26.5.Atrium Research: BQE Water (BQE:TSXV, BTQNF:OTCPK) is expected to release Q1/26 financial results before the end of May following a landmark 2025 in which proportional revenue grew 61% YoY to $39.9M (see our note here). Based on our conversations with management, contract timing has been altered, resulting in revenue being shifted from Q1 to future quarters. As such, we are lowering our Q1 projections and shifting the revenue to Q3/Q4, leaving our 2026E proportional revenue estimate unchanged. Our 2026 adjusted EBITDA projection declines slightly, as seen below. We remind readers that BQE’s business can be lumpy at times and that investors should analyze the Company on an annual basis rather than quarterly. Our 2027 projections also remain unchanged. We are maintaining our BUY rating and target price of $108.00/share on BQE. Q1 Financials Preview We are now expecting the following results for Q1: • Proportional revenue of $7.2M (-10% YoY) compared to our original estimate of $10.0M. • This is comprised of $1.9M in operations services, $4.7M in technical services, and $0.6M in BQE’s share of JV revenue. We remind readers that Q1/25 was a record Q1 at $7.9M. • GAAP revenue of $6.5M (originally $9.4M) vs. $7.4M in Q1/25. • Gross Margin of 41% vs. 44% originally. Our full-year gross margin expectations remain unchanged. • Adjusted EBITDA of $0.4M vs. $1.8M previously, reflecting the lower revenue, gross margins, and continued investments in SG&A. • Net income of $0.1M ($0.07/share) and FCFF of $1.1M So little bump in the road, share price might take hit. Of course, much depends on the company management's outlook and how the Britannia legacy mine has taken off. And, naturally, whether they can share anything about the potential contract for Eagle mine. The mine might be getting a new owner, but in any case, the water still needs to be treated.- ·19.5.interesting that chatgpt suggested this stock to me when I search for interesting growth stocks. hope it will be traded on a regular stock exchange in a few years. then it will be interesting
- ·29.4.I find that the liquidity in BQE Water is too low, with too little volume in the buy and sell orders. In my opinion, the stock needs higher turnover, and a stock split should be considered to make the stock more attractive and accessible to more investors....29.4.The problem is that insiders and long-term shareholders own over 50% of the shares. They are not selling, so a split doesn’t help; it only lowers the share price.
- 27.4.2025 Q4 out but I think the outlook mattered more. Q4 EBITDA was little soft. The key point was management’s outlook. For a company that has historically been very conservative with guidance, the call was unusually constructive. Management talked about 2026 being another growth year, with Britannia starting, Eagle continuing at least into H1, several existing operating sites continuing, four additional water treatment plants coming into operations, and a much larger technical services pipeline than in the past. The most interesting comment was the internal target to double the size of the business in the next 3–4 years. I read that as revenue / business scale, not share price. But if BQE can double revenue while keeping margins reasonably intact, the market cap should more than double. That is the real story here: BQE may be moving from a small, lumpy project-driven TSXV company into a recurring, asset-light mine water treatment platform with long-term contracts and high returns on capital. There are still risks. Q4 showed that quarterly EBITDA can be lumpy. Technical services timing matters. Eagle had a one-off element in 2025. And if the stock starts getting “quality growth” multiples, the company will need to execute consistently. But this was probably the first time in years where the market started pricing BQE based on where it may be going, not just what it already reported.
Agreed, the stock is about to be repriced. One is moving from a "cyclical mining consultant multiple" (P/E 8–10) to an "environmental technology platform multiple" (P/E 20+)
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.
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2026 Q1 -tulosraportti
Vain PDF
30 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
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
- ·20.5.28.mai next report what can be expected?26.5.Atrium Research: BQE Water (BQE:TSXV, BTQNF:OTCPK) is expected to release Q1/26 financial results before the end of May following a landmark 2025 in which proportional revenue grew 61% YoY to $39.9M (see our note here). Based on our conversations with management, contract timing has been altered, resulting in revenue being shifted from Q1 to future quarters. As such, we are lowering our Q1 projections and shifting the revenue to Q3/Q4, leaving our 2026E proportional revenue estimate unchanged. Our 2026 adjusted EBITDA projection declines slightly, as seen below. We remind readers that BQE’s business can be lumpy at times and that investors should analyze the Company on an annual basis rather than quarterly. Our 2027 projections also remain unchanged. We are maintaining our BUY rating and target price of $108.00/share on BQE. Q1 Financials Preview We are now expecting the following results for Q1: • Proportional revenue of $7.2M (-10% YoY) compared to our original estimate of $10.0M. • This is comprised of $1.9M in operations services, $4.7M in technical services, and $0.6M in BQE’s share of JV revenue. We remind readers that Q1/25 was a record Q1 at $7.9M. • GAAP revenue of $6.5M (originally $9.4M) vs. $7.4M in Q1/25. • Gross Margin of 41% vs. 44% originally. Our full-year gross margin expectations remain unchanged. • Adjusted EBITDA of $0.4M vs. $1.8M previously, reflecting the lower revenue, gross margins, and continued investments in SG&A. • Net income of $0.1M ($0.07/share) and FCFF of $1.1M So little bump in the road, share price might take hit. Of course, much depends on the company management's outlook and how the Britannia legacy mine has taken off. And, naturally, whether they can share anything about the potential contract for Eagle mine. The mine might be getting a new owner, but in any case, the water still needs to be treated.
- ·19.5.interesting that chatgpt suggested this stock to me when I search for interesting growth stocks. hope it will be traded on a regular stock exchange in a few years. then it will be interesting
- ·29.4.I find that the liquidity in BQE Water is too low, with too little volume in the buy and sell orders. In my opinion, the stock needs higher turnover, and a stock split should be considered to make the stock more attractive and accessible to more investors....29.4.The problem is that insiders and long-term shareholders own over 50% of the shares. They are not selling, so a split doesn’t help; it only lowers the share price.
- 27.4.2025 Q4 out but I think the outlook mattered more. Q4 EBITDA was little soft. The key point was management’s outlook. For a company that has historically been very conservative with guidance, the call was unusually constructive. Management talked about 2026 being another growth year, with Britannia starting, Eagle continuing at least into H1, several existing operating sites continuing, four additional water treatment plants coming into operations, and a much larger technical services pipeline than in the past. The most interesting comment was the internal target to double the size of the business in the next 3–4 years. I read that as revenue / business scale, not share price. But if BQE can double revenue while keeping margins reasonably intact, the market cap should more than double. That is the real story here: BQE may be moving from a small, lumpy project-driven TSXV company into a recurring, asset-light mine water treatment platform with long-term contracts and high returns on capital. There are still risks. Q4 showed that quarterly EBITDA can be lumpy. Technical services timing matters. Eagle had a one-off element in 2025. And if the stock starts getting “quality growth” multiples, the company will need to execute consistently. But this was probably the first time in years where the market started pricing BQE based on where it may be going, not just what it already reported.Agreed, the stock is about to be repriced. One is moving from a "cyclical mining consultant multiple" (P/E 8–10) to an "environmental technology platform multiple" (P/E 20+)
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 24.4. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 29.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
30 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
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 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 24.4. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 29.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·20.5.28.mai next report what can be expected?26.5.Atrium Research: BQE Water (BQE:TSXV, BTQNF:OTCPK) is expected to release Q1/26 financial results before the end of May following a landmark 2025 in which proportional revenue grew 61% YoY to $39.9M (see our note here). Based on our conversations with management, contract timing has been altered, resulting in revenue being shifted from Q1 to future quarters. As such, we are lowering our Q1 projections and shifting the revenue to Q3/Q4, leaving our 2026E proportional revenue estimate unchanged. Our 2026 adjusted EBITDA projection declines slightly, as seen below. We remind readers that BQE’s business can be lumpy at times and that investors should analyze the Company on an annual basis rather than quarterly. Our 2027 projections also remain unchanged. We are maintaining our BUY rating and target price of $108.00/share on BQE. Q1 Financials Preview We are now expecting the following results for Q1: • Proportional revenue of $7.2M (-10% YoY) compared to our original estimate of $10.0M. • This is comprised of $1.9M in operations services, $4.7M in technical services, and $0.6M in BQE’s share of JV revenue. We remind readers that Q1/25 was a record Q1 at $7.9M. • GAAP revenue of $6.5M (originally $9.4M) vs. $7.4M in Q1/25. • Gross Margin of 41% vs. 44% originally. Our full-year gross margin expectations remain unchanged. • Adjusted EBITDA of $0.4M vs. $1.8M previously, reflecting the lower revenue, gross margins, and continued investments in SG&A. • Net income of $0.1M ($0.07/share) and FCFF of $1.1M So little bump in the road, share price might take hit. Of course, much depends on the company management's outlook and how the Britannia legacy mine has taken off. And, naturally, whether they can share anything about the potential contract for Eagle mine. The mine might be getting a new owner, but in any case, the water still needs to be treated.
- ·19.5.interesting that chatgpt suggested this stock to me when I search for interesting growth stocks. hope it will be traded on a regular stock exchange in a few years. then it will be interesting
- ·29.4.I find that the liquidity in BQE Water is too low, with too little volume in the buy and sell orders. In my opinion, the stock needs higher turnover, and a stock split should be considered to make the stock more attractive and accessible to more investors....29.4.The problem is that insiders and long-term shareholders own over 50% of the shares. They are not selling, so a split doesn’t help; it only lowers the share price.
- 27.4.2025 Q4 out but I think the outlook mattered more. Q4 EBITDA was little soft. The key point was management’s outlook. For a company that has historically been very conservative with guidance, the call was unusually constructive. Management talked about 2026 being another growth year, with Britannia starting, Eagle continuing at least into H1, several existing operating sites continuing, four additional water treatment plants coming into operations, and a much larger technical services pipeline than in the past. The most interesting comment was the internal target to double the size of the business in the next 3–4 years. I read that as revenue / business scale, not share price. But if BQE can double revenue while keeping margins reasonably intact, the market cap should more than double. That is the real story here: BQE may be moving from a small, lumpy project-driven TSXV company into a recurring, asset-light mine water treatment platform with long-term contracts and high returns on capital. There are still risks. Q4 showed that quarterly EBITDA can be lumpy. Technical services timing matters. Eagle had a one-off element in 2025. And if the stock starts getting “quality growth” multiples, the company will need to execute consistently. But this was probably the first time in years where the market started pricing BQE based on where it may be going, not just what it already reported.Agreed, the stock is about to be repriced. One is moving from a "cyclical mining consultant multiple" (P/E 8–10) to an "environmental technology platform multiple" (P/E 20+)
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