2025 Q2 -tulosraportti
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231 päivää sitten
5 748,9643 NOK/osake
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Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 130 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q2 -tulosraportti 13.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 | ||
2024 Q2 -tulosraportti 12.7.2024 | ||
2024 Q1 -tulosraportti 25.4.2024 |
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
·20.3.Why aren't these stocks moving? Have we lost our money?
·2 päivää sittenNo, this company has never engaged in fraud. However, there were some speculators, especially during the summer and autumn of 2025, who engaged in so-called "pump and dump" around this stock, which borders on fraud. But that has nothing to do with the company itself.
·7.3.that several board members resigned, is that something bad?·7.3.In connection with the merger, the current board of BEWI Invest will join as the board of the merged company until the first ordinary general meeting. So this board is temporary and almost to be considered an interim board. So I wouldn't read too much into the fact that three of them are stepping down from the board at the present time. But with that said, I expect that the remaining board members will also remain in office after the first ordinary general meeting.- ·6.3.Have bought some shares here, because as far as I can tell, this is starting to get quite cheap now. The reason I say "cheap" is because, unlike before, when the valuation of this share was quite speculative, it is, after the decision on the merger with BEWI Invest, directly linked to the value of BEWI Invest. And it was, upon the decision on the merger, stated as 3,5 billion, of which today's owners of KMCP will be entitled to 0,9%. With a little over 900k shares, that gives a book value of kr 34,80 per KMCP share. With today's price of kr 23, it means that one pays 23 kroner for a share of BEWI Invest which as of January 2026 was valued at kr 34,80. That indicates a discount that gives an upside of approx. 40%. For more details, one can check BEWI Invest's quarterly report for Q4 2025, which was recently published. There one sees, if I have understood it correctly, that the value in the merger is stated as BEWI Invest's equity of 6 billion minus goodwill, which is stated as around 2,5 billion. The question that then remains is whether the value of BEWI Invest has changed significantly since January. Or in other words, whether the value of BEWI ASA, Sinkaberg and Corvus Estate, which are BEWI Invest's largest assets, has changed significantly in the last month. And there is nothing to indicate that. And with the incredibly low liquidity that KMCP has had lately, there is also nothing to suggest that KMCP's price change reflects a change in the underlying value. It is probably more likely that it is due to someone who decided to throw in the towel, and that the low liquidity thus sent the price sharply down. And that has provided a good buying opportunity in a share that now finally again represents a well-managed Norwegian company with ownership in both industry, food production and real estate. And to quote Warren Buffett: "price is what you pay, value is what you get".·18.3.Once BEWI is formally merged into KMCP, the liquidity in the share will significantly increase, because then the share represents a billion-group. And then I expect that the discrepancy between the share price and the underlying value will be evened out quite quickly. And the merger is expected to be completed in the first half of Q2, which means by May 17th. I have also seen "early in Q2" mentioned, which means approximately during April. So I would guess perhaps as soon as within a month or so.
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
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 Q2 -tulosraportti
Vain PDF
231 päivää sitten
5 748,9643 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.3.Why aren't these stocks moving? Have we lost our money?·2 päivää sittenNo, this company has never engaged in fraud. However, there were some speculators, especially during the summer and autumn of 2025, who engaged in so-called "pump and dump" around this stock, which borders on fraud. But that has nothing to do with the company itself.
- ·7.3.that several board members resigned, is that something bad?·7.3.In connection with the merger, the current board of BEWI Invest will join as the board of the merged company until the first ordinary general meeting. So this board is temporary and almost to be considered an interim board. So I wouldn't read too much into the fact that three of them are stepping down from the board at the present time. But with that said, I expect that the remaining board members will also remain in office after the first ordinary general meeting.
- ·6.3.Have bought some shares here, because as far as I can tell, this is starting to get quite cheap now. The reason I say "cheap" is because, unlike before, when the valuation of this share was quite speculative, it is, after the decision on the merger with BEWI Invest, directly linked to the value of BEWI Invest. And it was, upon the decision on the merger, stated as 3,5 billion, of which today's owners of KMCP will be entitled to 0,9%. With a little over 900k shares, that gives a book value of kr 34,80 per KMCP share. With today's price of kr 23, it means that one pays 23 kroner for a share of BEWI Invest which as of January 2026 was valued at kr 34,80. That indicates a discount that gives an upside of approx. 40%. For more details, one can check BEWI Invest's quarterly report for Q4 2025, which was recently published. There one sees, if I have understood it correctly, that the value in the merger is stated as BEWI Invest's equity of 6 billion minus goodwill, which is stated as around 2,5 billion. The question that then remains is whether the value of BEWI Invest has changed significantly since January. Or in other words, whether the value of BEWI ASA, Sinkaberg and Corvus Estate, which are BEWI Invest's largest assets, has changed significantly in the last month. And there is nothing to indicate that. And with the incredibly low liquidity that KMCP has had lately, there is also nothing to suggest that KMCP's price change reflects a change in the underlying value. It is probably more likely that it is due to someone who decided to throw in the towel, and that the low liquidity thus sent the price sharply down. And that has provided a good buying opportunity in a share that now finally again represents a well-managed Norwegian company with ownership in both industry, food production and real estate. And to quote Warren Buffett: "price is what you pay, value is what you get".·18.3.Once BEWI is formally merged into KMCP, the liquidity in the share will significantly increase, because then the share represents a billion-group. And then I expect that the discrepancy between the share price and the underlying value will be evened out quite quickly. And the merger is expected to be completed in the first half of Q2, which means by May 17th. I have also seen "early in Q2" mentioned, which means approximately during April. So I would guess perhaps as soon as within a month or so.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 130 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q2 -tulosraportti 13.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 | ||
2024 Q2 -tulosraportti 12.7.2024 | ||
2024 Q1 -tulosraportti 25.4.2024 |
2025 Q2 -tulosraportti
Vain PDF
231 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 | |
|---|---|
2025 Q4 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q2 -tulosraportti 13.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 | ||
2024 Q2 -tulosraportti 12.7.2024 | ||
2024 Q1 -tulosraportti 25.4.2024 |
5 748,9643 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.3.Why aren't these stocks moving? Have we lost our money?·2 päivää sittenNo, this company has never engaged in fraud. However, there were some speculators, especially during the summer and autumn of 2025, who engaged in so-called "pump and dump" around this stock, which borders on fraud. But that has nothing to do with the company itself.
- ·7.3.that several board members resigned, is that something bad?·7.3.In connection with the merger, the current board of BEWI Invest will join as the board of the merged company until the first ordinary general meeting. So this board is temporary and almost to be considered an interim board. So I wouldn't read too much into the fact that three of them are stepping down from the board at the present time. But with that said, I expect that the remaining board members will also remain in office after the first ordinary general meeting.
- ·6.3.Have bought some shares here, because as far as I can tell, this is starting to get quite cheap now. The reason I say "cheap" is because, unlike before, when the valuation of this share was quite speculative, it is, after the decision on the merger with BEWI Invest, directly linked to the value of BEWI Invest. And it was, upon the decision on the merger, stated as 3,5 billion, of which today's owners of KMCP will be entitled to 0,9%. With a little over 900k shares, that gives a book value of kr 34,80 per KMCP share. With today's price of kr 23, it means that one pays 23 kroner for a share of BEWI Invest which as of January 2026 was valued at kr 34,80. That indicates a discount that gives an upside of approx. 40%. For more details, one can check BEWI Invest's quarterly report for Q4 2025, which was recently published. There one sees, if I have understood it correctly, that the value in the merger is stated as BEWI Invest's equity of 6 billion minus goodwill, which is stated as around 2,5 billion. The question that then remains is whether the value of BEWI Invest has changed significantly since January. Or in other words, whether the value of BEWI ASA, Sinkaberg and Corvus Estate, which are BEWI Invest's largest assets, has changed significantly in the last month. And there is nothing to indicate that. And with the incredibly low liquidity that KMCP has had lately, there is also nothing to suggest that KMCP's price change reflects a change in the underlying value. It is probably more likely that it is due to someone who decided to throw in the towel, and that the low liquidity thus sent the price sharply down. And that has provided a good buying opportunity in a share that now finally again represents a well-managed Norwegian company with ownership in both industry, food production and real estate. And to quote Warren Buffett: "price is what you pay, value is what you get".·18.3.Once BEWI is formally merged into KMCP, the liquidity in the share will significantly increase, because then the share represents a billion-group. And then I expect that the discrepancy between the share price and the underlying value will be evened out quite quickly. And the merger is expected to be completed in the first half of Q2, which means by May 17th. I have also seen "early in Q2" mentioned, which means approximately during April. So I would guess perhaps as soon as within a month or so.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 130 | - | - |
Välittäjätilasto
Dataa ei löytynyt