2026 Q3 -tulosraportti
68 päivää sitten
‧57 min
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 Q4 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 7.5. | ||
2026 Q2 -tulosraportti 5.2. | ||
2026 Q1 -tulosraportti 6.11.2025 | ||
2025 Q4 -tulosraportti 28.8.2025 | ||
2025 Q3 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9.7.Summary from ChatGPT after the shareholder letter: 1. This appears to be a well-thought-out explanation – not a hasty excuse The letter has a clear common thread: * The board states that they started working on the compensation already in mid-2025, when the share price was much lower. * They waited with the final allocation until after management had actually delivered strong results. * They try to show that the timing of the allocation was not random. It is a more credible explanation than if they had just said: "They deserve it." 2. The strongest argument is actually not the salary – but the ownership The board reiterates several times that the biggest risk was losing Dan and Will Roberts. They point out that: * the founders owned relatively little compared to many other tech founders, * previous incentive programs were about to expire, * the market for leaders who can build AI and data center platforms is highly competitive. If the board truly believes this, it is logical to want the leaders to build up a larger long-term ownership stake. 3. The long vesting period is important I think this is the most positive part of the letter. They state that: * vesting occurs over four years, * each vested portion is locked for an additional two years, * the last portion can only be sold around FY2033, * no new share allocations before FY2031. This means they cannot take short-term profits. They become financially dependent on the company continuing to create value over many years. But one thing can still be discussed Even if the justification seems serious, it does not automatically mean that the size of the package is correct. Investors may still believe: * that 3 % for each founder is too much, * or that a larger portion should have been tied to specific performance targets. It is a legitimate objection even if the rest of the argumentation is good. My assessment If I were a shareholder in IREN, this letter would have made me significantly more comfortable than I was when the headlines first appeared. Not because the allocation suddenly seems small – it is still large – but because the board actually explains: * why they did it, * when the process started, * why they chose this structure, * and why the leaders cannot sell the shares for many years. I therefore believe this can help to dampen some of the negative sentiment around the compensation. At the same time, I do not believe the letter alone will make all skeptics change their minds. Many institutional investors will still consider whether the dilution is reasonably proportionate to the value the leaders are expected to create. For IREN as an investment case, I find this weakly to moderately positive. It does not remove the controversy, but it reduces the uncertainty around the motivation behind the decision. That is often more important for the market than many believe.
·8.7.Less talk, ladies and gentlemen. Buy it and enjoy the show. Once the Anthropic deal is secured, it's easy money.
9.7.... it's easy money... but why make a deal? IREN can hardly fulfill the terms of the deal alone. A wider cooperation is needed, so the profits go down the drain 😆
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
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.
2026 Q3 -tulosraportti
68 päivää sitten
‧57 min
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
- ·9.7.Summary from ChatGPT after the shareholder letter: 1. This appears to be a well-thought-out explanation – not a hasty excuse The letter has a clear common thread: * The board states that they started working on the compensation already in mid-2025, when the share price was much lower. * They waited with the final allocation until after management had actually delivered strong results. * They try to show that the timing of the allocation was not random. It is a more credible explanation than if they had just said: "They deserve it." 2. The strongest argument is actually not the salary – but the ownership The board reiterates several times that the biggest risk was losing Dan and Will Roberts. They point out that: * the founders owned relatively little compared to many other tech founders, * previous incentive programs were about to expire, * the market for leaders who can build AI and data center platforms is highly competitive. If the board truly believes this, it is logical to want the leaders to build up a larger long-term ownership stake. 3. The long vesting period is important I think this is the most positive part of the letter. They state that: * vesting occurs over four years, * each vested portion is locked for an additional two years, * the last portion can only be sold around FY2033, * no new share allocations before FY2031. This means they cannot take short-term profits. They become financially dependent on the company continuing to create value over many years. But one thing can still be discussed Even if the justification seems serious, it does not automatically mean that the size of the package is correct. Investors may still believe: * that 3 % for each founder is too much, * or that a larger portion should have been tied to specific performance targets. It is a legitimate objection even if the rest of the argumentation is good. My assessment If I were a shareholder in IREN, this letter would have made me significantly more comfortable than I was when the headlines first appeared. Not because the allocation suddenly seems small – it is still large – but because the board actually explains: * why they did it, * when the process started, * why they chose this structure, * and why the leaders cannot sell the shares for many years. I therefore believe this can help to dampen some of the negative sentiment around the compensation. At the same time, I do not believe the letter alone will make all skeptics change their minds. Many institutional investors will still consider whether the dilution is reasonably proportionate to the value the leaders are expected to create. For IREN as an investment case, I find this weakly to moderately positive. It does not remove the controversy, but it reduces the uncertainty around the motivation behind the decision. That is often more important for the market than many believe.
- ·8.7.Less talk, ladies and gentlemen. Buy it and enjoy the show. Once the Anthropic deal is secured, it's easy money.9.7.... it's easy money... but why make a deal? IREN can hardly fulfill the terms of the deal alone. A wider cooperation is needed, so the profits go down the drain 😆
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 Q4 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 7.5. | ||
2026 Q2 -tulosraportti 5.2. | ||
2026 Q1 -tulosraportti 6.11.2025 | ||
2025 Q4 -tulosraportti 28.8.2025 | ||
2025 Q3 -tulosraportti 14.5.2025 |
2026 Q3 -tulosraportti
68 päivää sitten
‧57 min
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 Q4 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 7.5. | ||
2026 Q2 -tulosraportti 5.2. | ||
2026 Q1 -tulosraportti 6.11.2025 | ||
2025 Q4 -tulosraportti 28.8.2025 | ||
2025 Q3 -tulosraportti 14.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9.7.Summary from ChatGPT after the shareholder letter: 1. This appears to be a well-thought-out explanation – not a hasty excuse The letter has a clear common thread: * The board states that they started working on the compensation already in mid-2025, when the share price was much lower. * They waited with the final allocation until after management had actually delivered strong results. * They try to show that the timing of the allocation was not random. It is a more credible explanation than if they had just said: "They deserve it." 2. The strongest argument is actually not the salary – but the ownership The board reiterates several times that the biggest risk was losing Dan and Will Roberts. They point out that: * the founders owned relatively little compared to many other tech founders, * previous incentive programs were about to expire, * the market for leaders who can build AI and data center platforms is highly competitive. If the board truly believes this, it is logical to want the leaders to build up a larger long-term ownership stake. 3. The long vesting period is important I think this is the most positive part of the letter. They state that: * vesting occurs over four years, * each vested portion is locked for an additional two years, * the last portion can only be sold around FY2033, * no new share allocations before FY2031. This means they cannot take short-term profits. They become financially dependent on the company continuing to create value over many years. But one thing can still be discussed Even if the justification seems serious, it does not automatically mean that the size of the package is correct. Investors may still believe: * that 3 % for each founder is too much, * or that a larger portion should have been tied to specific performance targets. It is a legitimate objection even if the rest of the argumentation is good. My assessment If I were a shareholder in IREN, this letter would have made me significantly more comfortable than I was when the headlines first appeared. Not because the allocation suddenly seems small – it is still large – but because the board actually explains: * why they did it, * when the process started, * why they chose this structure, * and why the leaders cannot sell the shares for many years. I therefore believe this can help to dampen some of the negative sentiment around the compensation. At the same time, I do not believe the letter alone will make all skeptics change their minds. Many institutional investors will still consider whether the dilution is reasonably proportionate to the value the leaders are expected to create. For IREN as an investment case, I find this weakly to moderately positive. It does not remove the controversy, but it reduces the uncertainty around the motivation behind the decision. That is often more important for the market than many believe.
- ·8.7.Less talk, ladies and gentlemen. Buy it and enjoy the show. Once the Anthropic deal is secured, it's easy money.9.7.... it's easy money... but why make a deal? IREN can hardly fulfill the terms of the deal alone. A wider cooperation is needed, so the profits go down the drain 😆
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