2025 Q3 -tulosraportti
Vain PDF
39 päivää sitten
Tarjoustasot
First North Sweden
Määrä
Osto
1 856
Myynti
Määrä
14 667
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 793 | - | - | ||
| 3 198 | - | - | ||
| 9 | - | - | ||
| 291 | - | - |
Ylin
1,385VWAP
Alin
1,3VaihtoMäärä
0 24 825
VWAP
Ylin
1,385Alin
1,3VaihtoMäärä
0 24 825
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 4.11. | |
| 2025 Q2 -tulosraportti | 21.8. | |
| 2025 Q1 -tulosraportti | 15.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 21.11.2024 |
Datan lähde: Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·14 t sitten12-12-25 Update of real intrinsic value after issue. The issue result was satisfactory – given the assumptions. And we avoided shares sold to guarantors at a discount and subsequent price pressure. So now we can look forward again. With the current offer price of 1,38 SEK, one effectively gets the entire unlisted share portfolio quite free. My assumptions are the following: Full issue 18 mio. after costs. Of which 8 mio. in cash holdings and 10 mio. invested in new unlisted shares. And CombiQ adjusted down to 12 mio. Calculation method: I calculate the real intrinsic value discount solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting any debt.) The real intrinsic value discount currently is thus 99 %. After that, it is of course necessary to look at what unlisted shares are in the company's portfolio. Firstly, one must consider whether the value is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. (Even if the latter is the case in this share – and is generally positive – I have conversely written previously that precisely in this share I might be a little concerned that it could one day lead to a takeover and redemption of the small shareholders, if the small shareholders continuously divest this share.) Secondly, one must consider the security in relation to how much individual shares occupy in the portfolio. In this share, the 3 largest unlisted companies will together “only” constitute approx. 45 % of the unlisted shares. So that does not worry me. So even if all 3 largest companies were to go bankrupt, the share's intrinsic value would still be intact relative to the price. But the low capital in the company and the low market value make the administrative expenses extremely high as a percentage of the market value, as another debater has pointed out. And that must of course be included in the overall assessment. As a result of the issue, the expense naturally falls proportionally when distributed over more shares. Apart from the above, the issue has fundamentally not changed anything. The price has just plummeted - and the discount has increased. The issue was not a sign of crisis, but a desire to reinvest. But foolish to make it a preferential issue, which makes the price plummet, as if it were a biotech share issue, instead of having carried out a directed issue. Right now there is a bargain offer on the share – and as always an extra discount on the BTA before the consolidation of shares. But if one is not long-term, one should be aware that the share is normally not very liquid. (With this update, previous versions are deleted.)- ·3.12.I have done as I usually do. I have sold all my shares (except for a very few) and sold them at a significant loss compared to the purchase price. Then I use the money afterwards to buy new shares in the issue - even if they are a bit more expensive (a couple of øre) than what I could buy shares for today - and a bit more expensive than those I just sold. In that way, I support the issue and the company's development without having to invest further. The technique is recommended if one does not want to invest further.·4.12. · MuokattuNo, on the contrary. This year, I am bringing forward tax payments instead and selling the profitable shares, so my sale of First Venture at a loss absolutely does not suit me. But for others, it might be a good idea. I am selling to have the money from the sale to participate with full force in the rights issue. It is always important that rights issues are fully subscribed. Partly because the costs of the rights issue are high, and increase proportionally with lower participation, but not least because guarantees are expensive in discounts (or free shares) and because the underwriters often push the share price further down afterwards when they sell the shares they received cheaper than the rest of us. Sometimes – if one is quick and lucky – one can manage to sell one's holding of ordinary shares while they are more expensive than the price of new shares plus the price for buying subscription rights, and in that way get money to buy more new shares than the number one sold.
·4.12.Check. I made it with Asetek, but not here. ( sold too early, but that's another story) And then I'll probably be a bit more careful about having to bear co-responsibility for whether an offering succeeds, in relation to what you write. That is, of course, factually correct. This offering is not guaranteed, right? - ·1.12. · MuokattuWhat should one think about the subscription rights being worthless? That's the same as saying that the company isn't worth 1,33? Why then subscribe and defend one's share. They should have done like Ørsted and created a BIG incentive to subscribe for the new shares. Is the capital increase guaranteed ?
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 ja analyysit
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 Q3 -tulosraportti
Vain PDF
39 päivää sitten
Uutiset ja analyysit
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
- ·14 t sitten12-12-25 Update of real intrinsic value after issue. The issue result was satisfactory – given the assumptions. And we avoided shares sold to guarantors at a discount and subsequent price pressure. So now we can look forward again. With the current offer price of 1,38 SEK, one effectively gets the entire unlisted share portfolio quite free. My assumptions are the following: Full issue 18 mio. after costs. Of which 8 mio. in cash holdings and 10 mio. invested in new unlisted shares. And CombiQ adjusted down to 12 mio. Calculation method: I calculate the real intrinsic value discount solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting any debt.) The real intrinsic value discount currently is thus 99 %. After that, it is of course necessary to look at what unlisted shares are in the company's portfolio. Firstly, one must consider whether the value is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. (Even if the latter is the case in this share – and is generally positive – I have conversely written previously that precisely in this share I might be a little concerned that it could one day lead to a takeover and redemption of the small shareholders, if the small shareholders continuously divest this share.) Secondly, one must consider the security in relation to how much individual shares occupy in the portfolio. In this share, the 3 largest unlisted companies will together “only” constitute approx. 45 % of the unlisted shares. So that does not worry me. So even if all 3 largest companies were to go bankrupt, the share's intrinsic value would still be intact relative to the price. But the low capital in the company and the low market value make the administrative expenses extremely high as a percentage of the market value, as another debater has pointed out. And that must of course be included in the overall assessment. As a result of the issue, the expense naturally falls proportionally when distributed over more shares. Apart from the above, the issue has fundamentally not changed anything. The price has just plummeted - and the discount has increased. The issue was not a sign of crisis, but a desire to reinvest. But foolish to make it a preferential issue, which makes the price plummet, as if it were a biotech share issue, instead of having carried out a directed issue. Right now there is a bargain offer on the share – and as always an extra discount on the BTA before the consolidation of shares. But if one is not long-term, one should be aware that the share is normally not very liquid. (With this update, previous versions are deleted.)
- ·3.12.I have done as I usually do. I have sold all my shares (except for a very few) and sold them at a significant loss compared to the purchase price. Then I use the money afterwards to buy new shares in the issue - even if they are a bit more expensive (a couple of øre) than what I could buy shares for today - and a bit more expensive than those I just sold. In that way, I support the issue and the company's development without having to invest further. The technique is recommended if one does not want to invest further.·4.12. · MuokattuNo, on the contrary. This year, I am bringing forward tax payments instead and selling the profitable shares, so my sale of First Venture at a loss absolutely does not suit me. But for others, it might be a good idea. I am selling to have the money from the sale to participate with full force in the rights issue. It is always important that rights issues are fully subscribed. Partly because the costs of the rights issue are high, and increase proportionally with lower participation, but not least because guarantees are expensive in discounts (or free shares) and because the underwriters often push the share price further down afterwards when they sell the shares they received cheaper than the rest of us. Sometimes – if one is quick and lucky – one can manage to sell one's holding of ordinary shares while they are more expensive than the price of new shares plus the price for buying subscription rights, and in that way get money to buy more new shares than the number one sold.·4.12.Check. I made it with Asetek, but not here. ( sold too early, but that's another story) And then I'll probably be a bit more careful about having to bear co-responsibility for whether an offering succeeds, in relation to what you write. That is, of course, factually correct. This offering is not guaranteed, right?
- ·1.12. · MuokattuWhat should one think about the subscription rights being worthless? That's the same as saying that the company isn't worth 1,33? Why then subscribe and defend one's share. They should have done like Ørsted and created a BIG incentive to subscribe for the new shares. Is the capital increase guaranteed ?
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
First North Sweden
Määrä
Osto
1 856
Myynti
Määrä
14 667
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 793 | - | - | ||
| 3 198 | - | - | ||
| 9 | - | - | ||
| 291 | - | - |
Ylin
1,385VWAP
Alin
1,3VaihtoMäärä
0 24 825
VWAP
Ylin
1,385Alin
1,3VaihtoMäärä
0 24 825
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 4.11. | |
| 2025 Q2 -tulosraportti | 21.8. | |
| 2025 Q1 -tulosraportti | 15.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 21.11.2024 |
Datan lähde: Quartr
2025 Q3 -tulosraportti
Vain PDF
39 päivää sitten
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 4.11. | |
| 2025 Q2 -tulosraportti | 21.8. | |
| 2025 Q1 -tulosraportti | 15.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 21.11.2024 |
Datan lähde: Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sitten12-12-25 Update of real intrinsic value after issue. The issue result was satisfactory – given the assumptions. And we avoided shares sold to guarantors at a discount and subsequent price pressure. So now we can look forward again. With the current offer price of 1,38 SEK, one effectively gets the entire unlisted share portfolio quite free. My assumptions are the following: Full issue 18 mio. after costs. Of which 8 mio. in cash holdings and 10 mio. invested in new unlisted shares. And CombiQ adjusted down to 12 mio. Calculation method: I calculate the real intrinsic value discount solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting any debt.) The real intrinsic value discount currently is thus 99 %. After that, it is of course necessary to look at what unlisted shares are in the company's portfolio. Firstly, one must consider whether the value is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. (Even if the latter is the case in this share – and is generally positive – I have conversely written previously that precisely in this share I might be a little concerned that it could one day lead to a takeover and redemption of the small shareholders, if the small shareholders continuously divest this share.) Secondly, one must consider the security in relation to how much individual shares occupy in the portfolio. In this share, the 3 largest unlisted companies will together “only” constitute approx. 45 % of the unlisted shares. So that does not worry me. So even if all 3 largest companies were to go bankrupt, the share's intrinsic value would still be intact relative to the price. But the low capital in the company and the low market value make the administrative expenses extremely high as a percentage of the market value, as another debater has pointed out. And that must of course be included in the overall assessment. As a result of the issue, the expense naturally falls proportionally when distributed over more shares. Apart from the above, the issue has fundamentally not changed anything. The price has just plummeted - and the discount has increased. The issue was not a sign of crisis, but a desire to reinvest. But foolish to make it a preferential issue, which makes the price plummet, as if it were a biotech share issue, instead of having carried out a directed issue. Right now there is a bargain offer on the share – and as always an extra discount on the BTA before the consolidation of shares. But if one is not long-term, one should be aware that the share is normally not very liquid. (With this update, previous versions are deleted.)
- ·3.12.I have done as I usually do. I have sold all my shares (except for a very few) and sold them at a significant loss compared to the purchase price. Then I use the money afterwards to buy new shares in the issue - even if they are a bit more expensive (a couple of øre) than what I could buy shares for today - and a bit more expensive than those I just sold. In that way, I support the issue and the company's development without having to invest further. The technique is recommended if one does not want to invest further.·4.12. · MuokattuNo, on the contrary. This year, I am bringing forward tax payments instead and selling the profitable shares, so my sale of First Venture at a loss absolutely does not suit me. But for others, it might be a good idea. I am selling to have the money from the sale to participate with full force in the rights issue. It is always important that rights issues are fully subscribed. Partly because the costs of the rights issue are high, and increase proportionally with lower participation, but not least because guarantees are expensive in discounts (or free shares) and because the underwriters often push the share price further down afterwards when they sell the shares they received cheaper than the rest of us. Sometimes – if one is quick and lucky – one can manage to sell one's holding of ordinary shares while they are more expensive than the price of new shares plus the price for buying subscription rights, and in that way get money to buy more new shares than the number one sold.·4.12.Check. I made it with Asetek, but not here. ( sold too early, but that's another story) And then I'll probably be a bit more careful about having to bear co-responsibility for whether an offering succeeds, in relation to what you write. That is, of course, factually correct. This offering is not guaranteed, right?
- ·1.12. · MuokattuWhat should one think about the subscription rights being worthless? That's the same as saying that the company isn't worth 1,33? Why then subscribe and defend one's share. They should have done like Ørsted and created a BIG incentive to subscribe for the new shares. Is the capital increase guaranteed ?
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
First North Sweden
Määrä
Osto
1 856
Myynti
Määrä
14 667
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 793 | - | - | ||
| 3 198 | - | - | ||
| 9 | - | - | ||
| 291 | - | - |
Ylin
1,385VWAP
Alin
1,3VaihtoMäärä
0 24 825
VWAP
Ylin
1,385Alin
1,3VaihtoMäärä
0 24 825
Välittäjätilasto
Dataa ei löytynyt