2025 Q4 -tulosraportti
Vain PDF
75 päivää sitten
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 23.9. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.4. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 8.9.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·19.6.Gjøvik municipality enters into ownership in Seval Skog solar power plant 19. June 2026 Gjøvik municipality has decided to exercise its option to enter as co-owner in Energeia Seval Skog AS, with an investment framework of up to NOK 11 million and on equal terms with other founders. Eidsiva Vekst AS reduces its ownership stake accordingly. Final closing is conditional on final documentation and an adjusted shareholder agreement. The municipality's entry strengthens the local anchoring of the project and follows up Gjøvik municipality's overarching plans and strategic guidelines regarding increased production of renewable energy and exploring new forms of energy production. "That Gjøvik municipality enters into ownership is a strong recognition of Seval Skog and of the importance local anchoring has for us. We are building this project together with the local community, and it directly responds to the municipality's own goals for more renewable energy and new forms of energy production," says Jarl Egil Markussen, Managing Director at Energeia. Contact person: CEO, Jarl Egil Markussen, email: jarl@energeia.no and phone: +47 480 23 214 This information is subject to disclosure requirements under the Securities Trading Act §5-12
·17.6.Goldman upgrades European power demand and recommends renewable developers Executive summary Booming Datacenter pipeline and AI spending boom - the pivotal role of energy Europe's datacenter pipeline – measured as the number of connection requests to power grids across Europe – has surged to nearly 500 GW, equivalent to 1.5x current European power demand, up sharply from our most recent projection of c.290 GW six months ago and just 170 GW in January 2025. While some of this pipeline may be speculative, we believe its rapid growth and its scale signal a major datacenter construction phase ahead, spread fairly evenly across the continent. The EUDCA expects +20 GW of additions by 2031, nearly tripling existing capacity, with around 60% already under construction or FID. This would drive +1.5% power consumption growth pa from 2028-29, on our estimates. We continue to believe Europe will reach 65-80 GW of IT capacity by 2035, with datacenters driving 1.5-2% power consumption pa later in the decade, depending on AI Agents and AGI adoption. Meanwhile, Big Tech AI spending keeps climbing, with the five main hyperscalers implying c.$700 bn of capex in 2026, rising to nearly $1 trillion in 2027. Next year's AI infrastructure spending would be around ten times larger than in 2023, underscoring that the datacenter boom continues in full force. We believe utilities will be pivotal to this process by providing energy, scouting for land and grid connections, and reinforcing existing power grids to support the incremental consumption. Electrification and AI to drive a generational earnings super-cycle The acceleration in the electrification process (energy security), together with rising AI adoption rates and the continued datacenter build-out, should drive materially higher power consumption. Our hyper-electrification scenario points to +5% annual demand by 2029-30. This would drive €3.5 trn of investment needs in power generation (largely renewables) and power grids, thus supporting a generational earnings super-cycle (see here for details). Several companies have also highlighted an ability to extract AI‑driven cost efficiencies, which could provide an additional tailwind to the sector’s organic growth. While our base case assumes a c.+9% EPS CAGR for our main electrification compounders, we estimate that hyper-electrification would support EPS growth well in excess of +10% pa. Favour transformative electrification stories, renewables, and energy security infrastructure providers We favor clusters of companies: (1) Transformative electrification stories include companies where we believe electrification capex is about to meaningfully accelerate (Naturgy, Enel and Engie), significantly transforming these portfolios on a 3-5 year basis. (2) Renewable developers that would benefit from rising returns and organic growth opportunities (RWE, EDPR, Solaria, Orsted); and RES manufacturers that would benefit from rising orders and margins (eg Vestas and Nordex). And (3) Energy security providers, such as ENR, EON and Snam.- ·11.6.Anyone who was at the presentation in Stavanger today who has an update?Here is the official financial model for Energeia's Seval Skog project, with all figures for bank loans, EBITDA and return (IRR): https://newsweb.oslobors.no/message/675879
- ·10.6.Good to stick to the facts and read all papers, Eidsiva and Elvia are not playing games. "The underground cable to the existing 132 kV route up to the connection point in Elvia's Kongsengen transformer station for which Energeia Store Nøkleberg is applying for a concession, and an approx. 140 m underground cable to a pole-mounted switchgear in the existing 22 kV line north of the solar power plant that Elvia AS will build, own and operate. This will be established under their area concession." The concession application is prepared in accordance with NVE's guidelines for solar power and grid facilities. Application for concession for Store Nøkleberg solar power plant Energeia Store Nøkleberg AS, as the developer, applies to the Norwegian Water Resources and Energy Directorate (NVE) for a facility concession under the Energy Act § 3-1 for; (1) Establishment of an agrivoltaic solar power plant of 32MWDC/26MWAC with an integrated 4 MW/8MWh battery storage system. (2) The project is applied for with a two-part grid connection. An approx. 5.1 km underground cable at the edge of the no-build zone to the existing 132kV route up to the connection point in Elvia's Kongsengen transformer station for which Energeia Store Nøkleberg is applying for a concession, and an approx. 140 m underground cable to a pole-mounted switchgear in the existing 22 kV line north of the solar power plant that Elvia AS will build, own and operate. This will be established under their area concession. Elvia has confirmed that it is operationally sound to deliver up to 26.3 MW of solar power production to the existing grid under ordinary conditions, where 18.8 MW can be connected via a 22 kV production radial to Kongsengen transformer station, and 7.5 MW can be connected to an existing 22 kV line that runs north of the planning area. Statnett has assessed the transmission grid in the area and stated that the Store Nøkleberg solar power plant, as applied for, can be connected to the future grid without special conditions, provided that the new Skyberg transformer station and a new power line Lillehammer - Oslo are established. Statnett states that they have reserved grid capacity for the project. On this basis, all NVE's requirements for grid clarification are considered fulfilled.
The solar park ends by the road, and the grid that receives 7.5mW is visible by the wires in the picture. - ·9.6. · MuokattuThe concession for Store Nökleberg finally arrived, after the acting county governor waved the white flag! Now it's just a matter of preparing to participate in several very large share issues. Management indicated the timing for the Seval Skog-emission as "för eller etter sommeren"; and now it might look like this one comes after the summer holiday? A Solgrid-merger doesn't seem like the time is ripe for. We have two concessions, Solgrid would primarily have contributed with a tax loss carryforward, and I don't believe that we will find any mutually acceptable exchange ratio for a merger, when it hasn't happened until now.
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.
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
Vain PDF
75 päivää sitten
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·19.6.Gjøvik municipality enters into ownership in Seval Skog solar power plant 19. June 2026 Gjøvik municipality has decided to exercise its option to enter as co-owner in Energeia Seval Skog AS, with an investment framework of up to NOK 11 million and on equal terms with other founders. Eidsiva Vekst AS reduces its ownership stake accordingly. Final closing is conditional on final documentation and an adjusted shareholder agreement. The municipality's entry strengthens the local anchoring of the project and follows up Gjøvik municipality's overarching plans and strategic guidelines regarding increased production of renewable energy and exploring new forms of energy production. "That Gjøvik municipality enters into ownership is a strong recognition of Seval Skog and of the importance local anchoring has for us. We are building this project together with the local community, and it directly responds to the municipality's own goals for more renewable energy and new forms of energy production," says Jarl Egil Markussen, Managing Director at Energeia. Contact person: CEO, Jarl Egil Markussen, email: jarl@energeia.no and phone: +47 480 23 214 This information is subject to disclosure requirements under the Securities Trading Act §5-12
- ·17.6.Goldman upgrades European power demand and recommends renewable developers Executive summary Booming Datacenter pipeline and AI spending boom - the pivotal role of energy Europe's datacenter pipeline – measured as the number of connection requests to power grids across Europe – has surged to nearly 500 GW, equivalent to 1.5x current European power demand, up sharply from our most recent projection of c.290 GW six months ago and just 170 GW in January 2025. While some of this pipeline may be speculative, we believe its rapid growth and its scale signal a major datacenter construction phase ahead, spread fairly evenly across the continent. The EUDCA expects +20 GW of additions by 2031, nearly tripling existing capacity, with around 60% already under construction or FID. This would drive +1.5% power consumption growth pa from 2028-29, on our estimates. We continue to believe Europe will reach 65-80 GW of IT capacity by 2035, with datacenters driving 1.5-2% power consumption pa later in the decade, depending on AI Agents and AGI adoption. Meanwhile, Big Tech AI spending keeps climbing, with the five main hyperscalers implying c.$700 bn of capex in 2026, rising to nearly $1 trillion in 2027. Next year's AI infrastructure spending would be around ten times larger than in 2023, underscoring that the datacenter boom continues in full force. We believe utilities will be pivotal to this process by providing energy, scouting for land and grid connections, and reinforcing existing power grids to support the incremental consumption. Electrification and AI to drive a generational earnings super-cycle The acceleration in the electrification process (energy security), together with rising AI adoption rates and the continued datacenter build-out, should drive materially higher power consumption. Our hyper-electrification scenario points to +5% annual demand by 2029-30. This would drive €3.5 trn of investment needs in power generation (largely renewables) and power grids, thus supporting a generational earnings super-cycle (see here for details). Several companies have also highlighted an ability to extract AI‑driven cost efficiencies, which could provide an additional tailwind to the sector’s organic growth. While our base case assumes a c.+9% EPS CAGR for our main electrification compounders, we estimate that hyper-electrification would support EPS growth well in excess of +10% pa. Favour transformative electrification stories, renewables, and energy security infrastructure providers We favor clusters of companies: (1) Transformative electrification stories include companies where we believe electrification capex is about to meaningfully accelerate (Naturgy, Enel and Engie), significantly transforming these portfolios on a 3-5 year basis. (2) Renewable developers that would benefit from rising returns and organic growth opportunities (RWE, EDPR, Solaria, Orsted); and RES manufacturers that would benefit from rising orders and margins (eg Vestas and Nordex). And (3) Energy security providers, such as ENR, EON and Snam.
- ·11.6.Anyone who was at the presentation in Stavanger today who has an update?Here is the official financial model for Energeia's Seval Skog project, with all figures for bank loans, EBITDA and return (IRR): https://newsweb.oslobors.no/message/675879
- ·10.6.Good to stick to the facts and read all papers, Eidsiva and Elvia are not playing games. "The underground cable to the existing 132 kV route up to the connection point in Elvia's Kongsengen transformer station for which Energeia Store Nøkleberg is applying for a concession, and an approx. 140 m underground cable to a pole-mounted switchgear in the existing 22 kV line north of the solar power plant that Elvia AS will build, own and operate. This will be established under their area concession." The concession application is prepared in accordance with NVE's guidelines for solar power and grid facilities. Application for concession for Store Nøkleberg solar power plant Energeia Store Nøkleberg AS, as the developer, applies to the Norwegian Water Resources and Energy Directorate (NVE) for a facility concession under the Energy Act § 3-1 for; (1) Establishment of an agrivoltaic solar power plant of 32MWDC/26MWAC with an integrated 4 MW/8MWh battery storage system. (2) The project is applied for with a two-part grid connection. An approx. 5.1 km underground cable at the edge of the no-build zone to the existing 132kV route up to the connection point in Elvia's Kongsengen transformer station for which Energeia Store Nøkleberg is applying for a concession, and an approx. 140 m underground cable to a pole-mounted switchgear in the existing 22 kV line north of the solar power plant that Elvia AS will build, own and operate. This will be established under their area concession. Elvia has confirmed that it is operationally sound to deliver up to 26.3 MW of solar power production to the existing grid under ordinary conditions, where 18.8 MW can be connected via a 22 kV production radial to Kongsengen transformer station, and 7.5 MW can be connected to an existing 22 kV line that runs north of the planning area. Statnett has assessed the transmission grid in the area and stated that the Store Nøkleberg solar power plant, as applied for, can be connected to the future grid without special conditions, provided that the new Skyberg transformer station and a new power line Lillehammer - Oslo are established. Statnett states that they have reserved grid capacity for the project. On this basis, all NVE's requirements for grid clarification are considered fulfilled.The solar park ends by the road, and the grid that receives 7.5mW is visible by the wires in the picture.
- ·9.6. · MuokattuThe concession for Store Nökleberg finally arrived, after the acting county governor waved the white flag! Now it's just a matter of preparing to participate in several very large share issues. Management indicated the timing for the Seval Skog-emission as "för eller etter sommeren"; and now it might look like this one comes after the summer holiday? A Solgrid-merger doesn't seem like the time is ripe for. We have two concessions, Solgrid would primarily have contributed with a tax loss carryforward, and I don't believe that we will find any mutually acceptable exchange ratio for a merger, when it hasn't happened until now.
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 23.9. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.4. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 8.9.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 14.5.2025 |
2025 Q4 -tulosraportti
Vain PDF
75 päivää sitten
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 Q2 -tulosraportti 23.9. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.4. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 8.9.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 14.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·19.6.Gjøvik municipality enters into ownership in Seval Skog solar power plant 19. June 2026 Gjøvik municipality has decided to exercise its option to enter as co-owner in Energeia Seval Skog AS, with an investment framework of up to NOK 11 million and on equal terms with other founders. Eidsiva Vekst AS reduces its ownership stake accordingly. Final closing is conditional on final documentation and an adjusted shareholder agreement. The municipality's entry strengthens the local anchoring of the project and follows up Gjøvik municipality's overarching plans and strategic guidelines regarding increased production of renewable energy and exploring new forms of energy production. "That Gjøvik municipality enters into ownership is a strong recognition of Seval Skog and of the importance local anchoring has for us. We are building this project together with the local community, and it directly responds to the municipality's own goals for more renewable energy and new forms of energy production," says Jarl Egil Markussen, Managing Director at Energeia. Contact person: CEO, Jarl Egil Markussen, email: jarl@energeia.no and phone: +47 480 23 214 This information is subject to disclosure requirements under the Securities Trading Act §5-12
- ·17.6.Goldman upgrades European power demand and recommends renewable developers Executive summary Booming Datacenter pipeline and AI spending boom - the pivotal role of energy Europe's datacenter pipeline – measured as the number of connection requests to power grids across Europe – has surged to nearly 500 GW, equivalent to 1.5x current European power demand, up sharply from our most recent projection of c.290 GW six months ago and just 170 GW in January 2025. While some of this pipeline may be speculative, we believe its rapid growth and its scale signal a major datacenter construction phase ahead, spread fairly evenly across the continent. The EUDCA expects +20 GW of additions by 2031, nearly tripling existing capacity, with around 60% already under construction or FID. This would drive +1.5% power consumption growth pa from 2028-29, on our estimates. We continue to believe Europe will reach 65-80 GW of IT capacity by 2035, with datacenters driving 1.5-2% power consumption pa later in the decade, depending on AI Agents and AGI adoption. Meanwhile, Big Tech AI spending keeps climbing, with the five main hyperscalers implying c.$700 bn of capex in 2026, rising to nearly $1 trillion in 2027. Next year's AI infrastructure spending would be around ten times larger than in 2023, underscoring that the datacenter boom continues in full force. We believe utilities will be pivotal to this process by providing energy, scouting for land and grid connections, and reinforcing existing power grids to support the incremental consumption. Electrification and AI to drive a generational earnings super-cycle The acceleration in the electrification process (energy security), together with rising AI adoption rates and the continued datacenter build-out, should drive materially higher power consumption. Our hyper-electrification scenario points to +5% annual demand by 2029-30. This would drive €3.5 trn of investment needs in power generation (largely renewables) and power grids, thus supporting a generational earnings super-cycle (see here for details). Several companies have also highlighted an ability to extract AI‑driven cost efficiencies, which could provide an additional tailwind to the sector’s organic growth. While our base case assumes a c.+9% EPS CAGR for our main electrification compounders, we estimate that hyper-electrification would support EPS growth well in excess of +10% pa. Favour transformative electrification stories, renewables, and energy security infrastructure providers We favor clusters of companies: (1) Transformative electrification stories include companies where we believe electrification capex is about to meaningfully accelerate (Naturgy, Enel and Engie), significantly transforming these portfolios on a 3-5 year basis. (2) Renewable developers that would benefit from rising returns and organic growth opportunities (RWE, EDPR, Solaria, Orsted); and RES manufacturers that would benefit from rising orders and margins (eg Vestas and Nordex). And (3) Energy security providers, such as ENR, EON and Snam.
- ·11.6.Anyone who was at the presentation in Stavanger today who has an update?Here is the official financial model for Energeia's Seval Skog project, with all figures for bank loans, EBITDA and return (IRR): https://newsweb.oslobors.no/message/675879
- ·10.6.Good to stick to the facts and read all papers, Eidsiva and Elvia are not playing games. "The underground cable to the existing 132 kV route up to the connection point in Elvia's Kongsengen transformer station for which Energeia Store Nøkleberg is applying for a concession, and an approx. 140 m underground cable to a pole-mounted switchgear in the existing 22 kV line north of the solar power plant that Elvia AS will build, own and operate. This will be established under their area concession." The concession application is prepared in accordance with NVE's guidelines for solar power and grid facilities. Application for concession for Store Nøkleberg solar power plant Energeia Store Nøkleberg AS, as the developer, applies to the Norwegian Water Resources and Energy Directorate (NVE) for a facility concession under the Energy Act § 3-1 for; (1) Establishment of an agrivoltaic solar power plant of 32MWDC/26MWAC with an integrated 4 MW/8MWh battery storage system. (2) The project is applied for with a two-part grid connection. An approx. 5.1 km underground cable at the edge of the no-build zone to the existing 132kV route up to the connection point in Elvia's Kongsengen transformer station for which Energeia Store Nøkleberg is applying for a concession, and an approx. 140 m underground cable to a pole-mounted switchgear in the existing 22 kV line north of the solar power plant that Elvia AS will build, own and operate. This will be established under their area concession. Elvia has confirmed that it is operationally sound to deliver up to 26.3 MW of solar power production to the existing grid under ordinary conditions, where 18.8 MW can be connected via a 22 kV production radial to Kongsengen transformer station, and 7.5 MW can be connected to an existing 22 kV line that runs north of the planning area. Statnett has assessed the transmission grid in the area and stated that the Store Nøkleberg solar power plant, as applied for, can be connected to the future grid without special conditions, provided that the new Skyberg transformer station and a new power line Lillehammer - Oslo are established. Statnett states that they have reserved grid capacity for the project. On this basis, all NVE's requirements for grid clarification are considered fulfilled.The solar park ends by the road, and the grid that receives 7.5mW is visible by the wires in the picture.
- ·9.6. · MuokattuThe concession for Store Nökleberg finally arrived, after the acting county governor waved the white flag! Now it's just a matter of preparing to participate in several very large share issues. Management indicated the timing for the Seval Skog-emission as "för eller etter sommeren"; and now it might look like this one comes after the summer holiday? A Solgrid-merger doesn't seem like the time is ripe for. We have two concessions, Solgrid would primarily have contributed with a tax loss carryforward, and I don't believe that we will find any mutually acceptable exchange ratio for a merger, when it hasn't happened until now.
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