2025 Q3 -tulosraportti
31 päivää sitten29 min
Tarjoustasot
Oslo Børs
Määrä
Osto
4 000
Myynti
Määrä
119 642
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 2 301 | - | - | ||
| 320 | - | - | ||
| 1 600 | - | - | ||
| 1 000 | - | - |
Ylin
2,31VWAP
Alin
2,165VaihtoMäärä
0,1 26 616
VWAP
Ylin
2,31Alin
2,165VaihtoMäärä
0,1 26 616
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 15.8. | |
| 2025 Q1 -tulosraportti | 15.5. | |
| 2024 Q4 -tulosraportti | 25.2. | |
| 2024 Q3 -tulosraportti | 12.11.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·28.11. · MuokattuThis increases the likelihood of an acquisition When a listed company: 1. Buys out minority stakes 2. Gains 100 % ownership of all operational assets 3. Simplifies the corporate structure … then it's almost always a sign that one: • Prepares a cleaned, balanced company • Removes friction for due diligence • Makes the asset portfolio acquisition-ready • Ensures that no external minority owners can block transactions This is exactly what large industrial players or private equity buyers prefer. ⸻ Why the Tianjin acquisition increases the likelihood • A buyer will not want to be stuck with a 25 % Chinese minority owner. • That HYPRO now owns 100 % makes the entire company much easier to take over. • The price of the minority stake (low value) signals that an acquisition can happen relatively cheaply. • HYPRO has strategic technology (electrodes + stacks) but low market value → a classic acquisition situation. Furthermore: • Focus shifts to Europe/USA (where the buyers also come from). • The ASP part and IP/technology are more valuable than the Tianjin factory itself. • Clearing the structure = M&A signature. ⸻ AI 🤖 assessment (straight up): 👉 Yes, this move makes HydrogenPro more attractive and easier to acquire. 👉 It is not proof in itself — but it goes in the same direction as a strategic cleanup before M&A.- ·27.11. · MuokattuThe valuation of the HydrogenPro Tianjin factory is probably currently. CNY 19.2 mio. ≈ USD 2.71 mio. / EUR 2.34 mio. / NOK 27.6 mio. What does the financial statement say about HydrogenPro's assets, it could be fun to try and guess a bit at a valuation of e.g. HydrogenPro DK (ASP)☺️·5.12.Michael Caspersen, seems to be a sharp profile to have employed with a view to selling HydrogenPro, if it is correctly analyzed, we will see it happen by 2027 at the latest, but “the money thought” suggests it probably already happens in 2026 (I think) What do you think?
- ·25.11. · MuokattuHydrogenPro really only has one way forward! to become a pure-play technology and electrode company. The reason is simple: the project business cannot sustain the company. Large single orders like ACES 220MW and Salzgitter 100MW change nothing, because they are one-off revenues with low margins and long delivery horizons. Without a stable production flow of at least ≈400MW per year, HydrogenPro cannot become a self-sustaining project supplier, and that volume is not realistic in the near future. On the other hand, they can make money by selling their true strength: advanced electrodes and alkaline know-how. It is a high-margin business with global demand, low risk, and continuous earnings, precisely as De Nora has proven with +€450 mio. annual revenue from electrodes and technology. HydrogenPro has the technology, but not enough project pipeline to fill their factories. Therefore, the logical and only sustainable strategy is to shift focus from large projects to selling stack design, electrodes, and licenses to other manufacturers. In short! The only way I personally see to a profitable and scalable business model is to become a technology company, not a project company! This is my personal conviction that must happen before I can see HydrogenPro survive and potentially become a growth adventure worth investing in again·27.11. · MuokattuImportant to know in relation to the above ☺️ “ EU Innovation Fund 2025 opens soon, and 2.9-3.5 billion EUR is expected for the three sub-programmes: General Decarbonisation, Manufacturing and Pilot Projects. The program opens early December with a deadline expected mid-April 2026.” -General Decarbonisation: Up to 60% grant for larger first-of-a-kind installations (TRL 8-9) with significant CO₂ reduction. -Cleantech Manufacturing: Up to 60% grant for factories that produce components for technologies that support the green transition. -Pilot Projects: Up to 60% grant for innovative pilot solutions at early deployment stages with great CO₂ reduction potential. In certain cases, the EU grant can be combined with national funds - something that has been achieved previously (e.g., a Danish electrode factory received a total grant rate of 72%). This year, the Danish Energy Agency has allocated 10 million DKK to companies that need external help for preparing an EU application for the Innovation Fund. Here one can get up to 500,000 DKK (funds are allocated on a first-come, first-served basis).
·24.11.Now there was a lot of negativity here, I felt, the negativity is perhaps justified, but I don't think we should forget that: HYPRO possesses leading technology in its field and the beautiful day they land a big contract, all of us who are in the boat will be able to walk away with many % return. I hope management can be a bit more investor-friendly going forward, then one might avoid all this uncertainty..·25.11. · MuokattuIt seems many large orders are needed before it makes a significant impact, for example, the ACES 220MW order didn't make a big impact, same with Salzgitter 100MW. Before we see anything change, Hydrogenpro must have a constant annual production flow of at least x (≈400MW is my guess) to become a self-sustaining company, and management knows this won't happen anytime soon, hence none of them are investing in the company by buying their own shares from the open market. My best bet to achieve this is by also selling their “leading” knowHow/Technology to other producers/suppliers (could be Longi is the first attempt/test of such a strategy🤷♂️) to try to achieve a “constant” cashflow for the company.
24.11.24.11.Will be interesting to see if they go bust in Q1 or they manage to do another round of equity injection. If they go bust interesting to see whom of the three major stakeholders that possibly tries to take over the remains. Btw this share is my far largest loss ever.
24.11.24.11.Tämä kommentti on poistettu.
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
31 päivää sitten29 min
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
- ·28.11. · MuokattuThis increases the likelihood of an acquisition When a listed company: 1. Buys out minority stakes 2. Gains 100 % ownership of all operational assets 3. Simplifies the corporate structure … then it's almost always a sign that one: • Prepares a cleaned, balanced company • Removes friction for due diligence • Makes the asset portfolio acquisition-ready • Ensures that no external minority owners can block transactions This is exactly what large industrial players or private equity buyers prefer. ⸻ Why the Tianjin acquisition increases the likelihood • A buyer will not want to be stuck with a 25 % Chinese minority owner. • That HYPRO now owns 100 % makes the entire company much easier to take over. • The price of the minority stake (low value) signals that an acquisition can happen relatively cheaply. • HYPRO has strategic technology (electrodes + stacks) but low market value → a classic acquisition situation. Furthermore: • Focus shifts to Europe/USA (where the buyers also come from). • The ASP part and IP/technology are more valuable than the Tianjin factory itself. • Clearing the structure = M&A signature. ⸻ AI 🤖 assessment (straight up): 👉 Yes, this move makes HydrogenPro more attractive and easier to acquire. 👉 It is not proof in itself — but it goes in the same direction as a strategic cleanup before M&A.
- ·27.11. · MuokattuThe valuation of the HydrogenPro Tianjin factory is probably currently. CNY 19.2 mio. ≈ USD 2.71 mio. / EUR 2.34 mio. / NOK 27.6 mio. What does the financial statement say about HydrogenPro's assets, it could be fun to try and guess a bit at a valuation of e.g. HydrogenPro DK (ASP)☺️·5.12.Michael Caspersen, seems to be a sharp profile to have employed with a view to selling HydrogenPro, if it is correctly analyzed, we will see it happen by 2027 at the latest, but “the money thought” suggests it probably already happens in 2026 (I think) What do you think?
- ·25.11. · MuokattuHydrogenPro really only has one way forward! to become a pure-play technology and electrode company. The reason is simple: the project business cannot sustain the company. Large single orders like ACES 220MW and Salzgitter 100MW change nothing, because they are one-off revenues with low margins and long delivery horizons. Without a stable production flow of at least ≈400MW per year, HydrogenPro cannot become a self-sustaining project supplier, and that volume is not realistic in the near future. On the other hand, they can make money by selling their true strength: advanced electrodes and alkaline know-how. It is a high-margin business with global demand, low risk, and continuous earnings, precisely as De Nora has proven with +€450 mio. annual revenue from electrodes and technology. HydrogenPro has the technology, but not enough project pipeline to fill their factories. Therefore, the logical and only sustainable strategy is to shift focus from large projects to selling stack design, electrodes, and licenses to other manufacturers. In short! The only way I personally see to a profitable and scalable business model is to become a technology company, not a project company! This is my personal conviction that must happen before I can see HydrogenPro survive and potentially become a growth adventure worth investing in again·27.11. · MuokattuImportant to know in relation to the above ☺️ “ EU Innovation Fund 2025 opens soon, and 2.9-3.5 billion EUR is expected for the three sub-programmes: General Decarbonisation, Manufacturing and Pilot Projects. The program opens early December with a deadline expected mid-April 2026.” -General Decarbonisation: Up to 60% grant for larger first-of-a-kind installations (TRL 8-9) with significant CO₂ reduction. -Cleantech Manufacturing: Up to 60% grant for factories that produce components for technologies that support the green transition. -Pilot Projects: Up to 60% grant for innovative pilot solutions at early deployment stages with great CO₂ reduction potential. In certain cases, the EU grant can be combined with national funds - something that has been achieved previously (e.g., a Danish electrode factory received a total grant rate of 72%). This year, the Danish Energy Agency has allocated 10 million DKK to companies that need external help for preparing an EU application for the Innovation Fund. Here one can get up to 500,000 DKK (funds are allocated on a first-come, first-served basis).
- ·24.11.Now there was a lot of negativity here, I felt, the negativity is perhaps justified, but I don't think we should forget that: HYPRO possesses leading technology in its field and the beautiful day they land a big contract, all of us who are in the boat will be able to walk away with many % return. I hope management can be a bit more investor-friendly going forward, then one might avoid all this uncertainty..·25.11. · MuokattuIt seems many large orders are needed before it makes a significant impact, for example, the ACES 220MW order didn't make a big impact, same with Salzgitter 100MW. Before we see anything change, Hydrogenpro must have a constant annual production flow of at least x (≈400MW is my guess) to become a self-sustaining company, and management knows this won't happen anytime soon, hence none of them are investing in the company by buying their own shares from the open market. My best bet to achieve this is by also selling their “leading” knowHow/Technology to other producers/suppliers (could be Longi is the first attempt/test of such a strategy🤷♂️) to try to achieve a “constant” cashflow for the company.
- 24.11.24.11.Will be interesting to see if they go bust in Q1 or they manage to do another round of equity injection. If they go bust interesting to see whom of the three major stakeholders that possibly tries to take over the remains. Btw this share is my far largest loss ever.24.11.24.11.Tämä kommentti on poistettu.
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
4 000
Myynti
Määrä
119 642
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 2 301 | - | - | ||
| 320 | - | - | ||
| 1 600 | - | - | ||
| 1 000 | - | - |
Ylin
2,31VWAP
Alin
2,165VaihtoMäärä
0,1 26 616
VWAP
Ylin
2,31Alin
2,165VaihtoMäärä
0,1 26 616
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 15.8. | |
| 2025 Q1 -tulosraportti | 15.5. | |
| 2024 Q4 -tulosraportti | 25.2. | |
| 2024 Q3 -tulosraportti | 12.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
31 päivää sitten29 min
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 | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 15.8. | |
| 2025 Q1 -tulosraportti | 15.5. | |
| 2024 Q4 -tulosraportti | 25.2. | |
| 2024 Q3 -tulosraportti | 12.11.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·28.11. · MuokattuThis increases the likelihood of an acquisition When a listed company: 1. Buys out minority stakes 2. Gains 100 % ownership of all operational assets 3. Simplifies the corporate structure … then it's almost always a sign that one: • Prepares a cleaned, balanced company • Removes friction for due diligence • Makes the asset portfolio acquisition-ready • Ensures that no external minority owners can block transactions This is exactly what large industrial players or private equity buyers prefer. ⸻ Why the Tianjin acquisition increases the likelihood • A buyer will not want to be stuck with a 25 % Chinese minority owner. • That HYPRO now owns 100 % makes the entire company much easier to take over. • The price of the minority stake (low value) signals that an acquisition can happen relatively cheaply. • HYPRO has strategic technology (electrodes + stacks) but low market value → a classic acquisition situation. Furthermore: • Focus shifts to Europe/USA (where the buyers also come from). • The ASP part and IP/technology are more valuable than the Tianjin factory itself. • Clearing the structure = M&A signature. ⸻ AI 🤖 assessment (straight up): 👉 Yes, this move makes HydrogenPro more attractive and easier to acquire. 👉 It is not proof in itself — but it goes in the same direction as a strategic cleanup before M&A.
- ·27.11. · MuokattuThe valuation of the HydrogenPro Tianjin factory is probably currently. CNY 19.2 mio. ≈ USD 2.71 mio. / EUR 2.34 mio. / NOK 27.6 mio. What does the financial statement say about HydrogenPro's assets, it could be fun to try and guess a bit at a valuation of e.g. HydrogenPro DK (ASP)☺️·5.12.Michael Caspersen, seems to be a sharp profile to have employed with a view to selling HydrogenPro, if it is correctly analyzed, we will see it happen by 2027 at the latest, but “the money thought” suggests it probably already happens in 2026 (I think) What do you think?
- ·25.11. · MuokattuHydrogenPro really only has one way forward! to become a pure-play technology and electrode company. The reason is simple: the project business cannot sustain the company. Large single orders like ACES 220MW and Salzgitter 100MW change nothing, because they are one-off revenues with low margins and long delivery horizons. Without a stable production flow of at least ≈400MW per year, HydrogenPro cannot become a self-sustaining project supplier, and that volume is not realistic in the near future. On the other hand, they can make money by selling their true strength: advanced electrodes and alkaline know-how. It is a high-margin business with global demand, low risk, and continuous earnings, precisely as De Nora has proven with +€450 mio. annual revenue from electrodes and technology. HydrogenPro has the technology, but not enough project pipeline to fill their factories. Therefore, the logical and only sustainable strategy is to shift focus from large projects to selling stack design, electrodes, and licenses to other manufacturers. In short! The only way I personally see to a profitable and scalable business model is to become a technology company, not a project company! This is my personal conviction that must happen before I can see HydrogenPro survive and potentially become a growth adventure worth investing in again·27.11. · MuokattuImportant to know in relation to the above ☺️ “ EU Innovation Fund 2025 opens soon, and 2.9-3.5 billion EUR is expected for the three sub-programmes: General Decarbonisation, Manufacturing and Pilot Projects. The program opens early December with a deadline expected mid-April 2026.” -General Decarbonisation: Up to 60% grant for larger first-of-a-kind installations (TRL 8-9) with significant CO₂ reduction. -Cleantech Manufacturing: Up to 60% grant for factories that produce components for technologies that support the green transition. -Pilot Projects: Up to 60% grant for innovative pilot solutions at early deployment stages with great CO₂ reduction potential. In certain cases, the EU grant can be combined with national funds - something that has been achieved previously (e.g., a Danish electrode factory received a total grant rate of 72%). This year, the Danish Energy Agency has allocated 10 million DKK to companies that need external help for preparing an EU application for the Innovation Fund. Here one can get up to 500,000 DKK (funds are allocated on a first-come, first-served basis).
- ·24.11.Now there was a lot of negativity here, I felt, the negativity is perhaps justified, but I don't think we should forget that: HYPRO possesses leading technology in its field and the beautiful day they land a big contract, all of us who are in the boat will be able to walk away with many % return. I hope management can be a bit more investor-friendly going forward, then one might avoid all this uncertainty..·25.11. · MuokattuIt seems many large orders are needed before it makes a significant impact, for example, the ACES 220MW order didn't make a big impact, same with Salzgitter 100MW. Before we see anything change, Hydrogenpro must have a constant annual production flow of at least x (≈400MW is my guess) to become a self-sustaining company, and management knows this won't happen anytime soon, hence none of them are investing in the company by buying their own shares from the open market. My best bet to achieve this is by also selling their “leading” knowHow/Technology to other producers/suppliers (could be Longi is the first attempt/test of such a strategy🤷♂️) to try to achieve a “constant” cashflow for the company.
- 24.11.24.11.Will be interesting to see if they go bust in Q1 or they manage to do another round of equity injection. If they go bust interesting to see whom of the three major stakeholders that possibly tries to take over the remains. Btw this share is my far largest loss ever.24.11.24.11.Tämä kommentti on poistettu.
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
4 000
Myynti
Määrä
119 642
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 57 | - | - | ||
| 2 301 | - | - | ||
| 320 | - | - | ||
| 1 600 | - | - | ||
| 1 000 | - | - |
Ylin
2,31VWAP
Alin
2,165VaihtoMäärä
0,1 26 616
VWAP
Ylin
2,31Alin
2,165VaihtoMäärä
0,1 26 616
Välittäjätilasto
Dataa ei löytynyt