2026 Q2 -tulosraportti
24 päivää sitten
‧38 min
Tarjoustasot
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 200 | - | - | ||
| 250 | - | - | ||
| 400 | - | - | ||
| 600 | - | - | ||
| 23 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 11.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
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
27.8.Technically looks very promising @weride
The stock will rise continuously every time the risk is reduced. So, that nothing happens in the next two years is wrong. If the new drilling campaign in väsman yields 80 mt, which is within the target. Then you might be able to create 40 mt extra reserves and that means 20 mt extra concentrate and increases the lifespan by an additional 8 years, then they can drill closer in blötberget and increase the lifespan there too.- ·26.8.You should consider that IRR in NI's case is after tax. And there's more upside before DFS, there will be another drilling campaign where they will drill for the 80 mt potentially in Väsman, then they have 42 mt resource in Blötberget where they can drill closer and upgrade to reserves so reserves increase in Blötberget from the current 55.7 mt. This will significantly change the case simultaneously with them not yet having included rare minerals, that will only come in the DFS, NI can start producing 5 mt solely from Blötberget and is as such not dependent on Väsman to start the mine. All permits to start the infrastructure in Blötberget are in place Regarding Grangex, I believe there is great uncertainty about their waste disposal in Sydvaranger, if it is disposal in the fjord, it makes investors scared. As they don't know if the permit will be removed again, NI has disposal in the mine so Everything comes back into the mine along with a closed water system. All mining takes place underground at NI. I am not worried at all, Cargill needs the ore NI can deliver to their customers in Europe. If you calculate IRR before tax, we are probably around 20-22, which is what investors demand. If you look at free cash flow, it is 13.9 billion SEK, that is also after tax capex and opex, so in the end there is 13.9 billion, that is with the 69 million shares today 207 SEK per share @UrfinneIn Sydvaranger, I don't think the economy is the problem. NI reaches over 20% IRR before tax, that is the magic limit for projects, free cash flow is 14 billion sek, that is also after tax, capex and opex, so 14 mi a sek left on the bottom line.
26.8. · MuokattuI'm afraid that IRR 15,7% is not enough to get the project forward. There are plenty of mining / exploration projects that gives much higher (calculated) IRR. Comparable figure for Sydvaranger case is over 30%, and they (Grängex) is struggling to collect the money for restart.26.8.According to DFS, they would need about 200 MUSD to start the production. Cash is needed as working capital and for the removal of waste rock, as I understand. The NPV8 would then be about 1500 MUSD before taxes, means about 1200 MUSD after tax. Nordic Iron needs 446 MUSD as initial investment, and that would create 325 MUSD NPV8. I really hope that both of these projects will find the investors with deep pockets, and they are able start the production. Of these two, I have my bets att Grängex. But I'm getting more and more sceptical every day...:-(- 26.8.All news seems great but the share is beeing latent due to the 13 msek current cash, what they gonna do, more loan or actually now issueymore puplic shares. They just assigned Carnegie. No one wants in before a issuance.Cargill has already promised 230 mio from the old offtake agreement for 25 mt concentrate for which no shares are to be issued. Ronne has said live that they are working on an extended offtake agreement for all 45 mt concentrate. That can generate extra money and an offtake agreement for the 1.5 mt apatite concentrate can also provide money. So I wonder if something is being worked on behind the scenes.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
24 päivää sitten
‧38 min
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
- 27.8.Technically looks very promising @werideThe stock will rise continuously every time the risk is reduced. So, that nothing happens in the next two years is wrong. If the new drilling campaign in väsman yields 80 mt, which is within the target. Then you might be able to create 40 mt extra reserves and that means 20 mt extra concentrate and increases the lifespan by an additional 8 years, then they can drill closer in blötberget and increase the lifespan there too.
- ·26.8.You should consider that IRR in NI's case is after tax. And there's more upside before DFS, there will be another drilling campaign where they will drill for the 80 mt potentially in Väsman, then they have 42 mt resource in Blötberget where they can drill closer and upgrade to reserves so reserves increase in Blötberget from the current 55.7 mt. This will significantly change the case simultaneously with them not yet having included rare minerals, that will only come in the DFS, NI can start producing 5 mt solely from Blötberget and is as such not dependent on Väsman to start the mine. All permits to start the infrastructure in Blötberget are in place Regarding Grangex, I believe there is great uncertainty about their waste disposal in Sydvaranger, if it is disposal in the fjord, it makes investors scared. As they don't know if the permit will be removed again, NI has disposal in the mine so Everything comes back into the mine along with a closed water system. All mining takes place underground at NI. I am not worried at all, Cargill needs the ore NI can deliver to their customers in Europe. If you calculate IRR before tax, we are probably around 20-22, which is what investors demand. If you look at free cash flow, it is 13.9 billion SEK, that is also after tax capex and opex, so in the end there is 13.9 billion, that is with the 69 million shares today 207 SEK per share @UrfinneIn Sydvaranger, I don't think the economy is the problem. NI reaches over 20% IRR before tax, that is the magic limit for projects, free cash flow is 14 billion sek, that is also after tax, capex and opex, so 14 mi a sek left on the bottom line.
- 26.8. · MuokattuI'm afraid that IRR 15,7% is not enough to get the project forward. There are plenty of mining / exploration projects that gives much higher (calculated) IRR. Comparable figure for Sydvaranger case is over 30%, and they (Grängex) is struggling to collect the money for restart.26.8.According to DFS, they would need about 200 MUSD to start the production. Cash is needed as working capital and for the removal of waste rock, as I understand. The NPV8 would then be about 1500 MUSD before taxes, means about 1200 MUSD after tax. Nordic Iron needs 446 MUSD as initial investment, and that would create 325 MUSD NPV8. I really hope that both of these projects will find the investors with deep pockets, and they are able start the production. Of these two, I have my bets att Grängex. But I'm getting more and more sceptical every day...:-(
- 26.8.All news seems great but the share is beeing latent due to the 13 msek current cash, what they gonna do, more loan or actually now issueymore puplic shares. They just assigned Carnegie. No one wants in before a issuance.Cargill has already promised 230 mio from the old offtake agreement for 25 mt concentrate for which no shares are to be issued. Ronne has said live that they are working on an extended offtake agreement for all 45 mt concentrate. That can generate extra money and an offtake agreement for the 1.5 mt apatite concentrate can also provide money. So I wonder if something is being worked on behind the scenes.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 200 | - | - | ||
| 250 | - | - | ||
| 400 | - | - | ||
| 600 | - | - | ||
| 23 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 11.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
24 päivää sitten
‧38 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 11.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 18.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 27.8.Technically looks very promising @werideThe stock will rise continuously every time the risk is reduced. So, that nothing happens in the next two years is wrong. If the new drilling campaign in väsman yields 80 mt, which is within the target. Then you might be able to create 40 mt extra reserves and that means 20 mt extra concentrate and increases the lifespan by an additional 8 years, then they can drill closer in blötberget and increase the lifespan there too.
- ·26.8.You should consider that IRR in NI's case is after tax. And there's more upside before DFS, there will be another drilling campaign where they will drill for the 80 mt potentially in Väsman, then they have 42 mt resource in Blötberget where they can drill closer and upgrade to reserves so reserves increase in Blötberget from the current 55.7 mt. This will significantly change the case simultaneously with them not yet having included rare minerals, that will only come in the DFS, NI can start producing 5 mt solely from Blötberget and is as such not dependent on Väsman to start the mine. All permits to start the infrastructure in Blötberget are in place Regarding Grangex, I believe there is great uncertainty about their waste disposal in Sydvaranger, if it is disposal in the fjord, it makes investors scared. As they don't know if the permit will be removed again, NI has disposal in the mine so Everything comes back into the mine along with a closed water system. All mining takes place underground at NI. I am not worried at all, Cargill needs the ore NI can deliver to their customers in Europe. If you calculate IRR before tax, we are probably around 20-22, which is what investors demand. If you look at free cash flow, it is 13.9 billion SEK, that is also after tax capex and opex, so in the end there is 13.9 billion, that is with the 69 million shares today 207 SEK per share @UrfinneIn Sydvaranger, I don't think the economy is the problem. NI reaches over 20% IRR before tax, that is the magic limit for projects, free cash flow is 14 billion sek, that is also after tax, capex and opex, so 14 mi a sek left on the bottom line.
- 26.8. · MuokattuI'm afraid that IRR 15,7% is not enough to get the project forward. There are plenty of mining / exploration projects that gives much higher (calculated) IRR. Comparable figure for Sydvaranger case is over 30%, and they (Grängex) is struggling to collect the money for restart.26.8.According to DFS, they would need about 200 MUSD to start the production. Cash is needed as working capital and for the removal of waste rock, as I understand. The NPV8 would then be about 1500 MUSD before taxes, means about 1200 MUSD after tax. Nordic Iron needs 446 MUSD as initial investment, and that would create 325 MUSD NPV8. I really hope that both of these projects will find the investors with deep pockets, and they are able start the production. Of these two, I have my bets att Grängex. But I'm getting more and more sceptical every day...:-(
- 26.8.All news seems great but the share is beeing latent due to the 13 msek current cash, what they gonna do, more loan or actually now issueymore puplic shares. They just assigned Carnegie. No one wants in before a issuance.Cargill has already promised 230 mio from the old offtake agreement for 25 mt concentrate for which no shares are to be issued. Ronne has said live that they are working on an extended offtake agreement for all 45 mt concentrate. That can generate extra money and an offtake agreement for the 1.5 mt apatite concentrate can also provide money. So I wonder if something is being worked on behind the scenes.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 200 | - | - | ||
| 250 | - | - | ||
| 400 | - | - | ||
| 600 | - | - | ||
| 23 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt