2025 Q4 -tulosraportti
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18 päivää sitten
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Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 2 500 | - | - | ||
| 10 | - | - | ||
| 546 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 22.4. | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2024 Q4 -tulosraportti 27.3.2025 | ||
2024 Q3 -tulosraportti 15.11.2024 | ||
2024 Q2 -tulosraportti 29.8.2024 |
Asiakkaat katsoivat myös
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Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6.5.Anyone who was at the meeting and would like to give a short summary?
·4.5.Does anyone know anything...?
·4.5.Be careful now..... I assume it's exclusively pump & Dump. As soon as they announce an emission, it will probably plummet by 50 % in one go, without one being able to sell. That's how it always is....
·5.5.Agreed, no fear of a share issue at these levels. The company, according to its own statement, has enough cash, and is cash-flow positive. The company is rather reserved about any progress, i.e. no pump here.. rather the opposite. The share now back to the level NOS paid, and insider purchase from Brandt-Eilertsen at kr 1,45.
·28.4.NOS Nova (NOSN.ME): Analysis after NOS Technology integration – target price 2.50 NOK (12 months). NOS Nova now combines profitable engineering operations from NOS (order book ~200 mill. NOK in oil/gas) with CCS ambitions. Market cap ~50 mill. NOK at a price of 1.00 NOK corresponds to 0.5x expected 2026 EBITDA. 2025 resulted in a loss of -82 mill., but NOS mitigates future losses via cash flow and carried forward deficit of ~450 mill. NOK. Drivers are NOS integration, CCS-FID 2026+ and BR Industrier backing (50%). Risks include CCS delays and oil price. Target price 2.50 NOK based on DCF (NOS EBITDA 30 mill. at 6x + CCS option). Neutral hold – wait for Q1 report in May.
·26.4.NOS Nova is valued today at around MNOK 50, a level that appears low compared to the operational value creation in the group. NOS Technology alone is a functioning engineering and project business which, if it approaches around MNOK 100 in revenue and delivers normal industry margins, would typically be able to justify a much higher valuation than today's total market capitalization. With conservative margins (8–15 %) and standard multiples for similar companies, this isolatedly points towards a value that exceeds today's stock market value. This practically means that the market today values the group as if the operational business is heavily discounted or partly not fully believed in. In addition, there is an important strategic dimension: the probability of further consolidation within the NOS structure. Given that the group already has a functioning technology and project platform, it seems natural that management either: * builds further through acquisitions of complementary companies, or * consolidates more units into the NOS structure to increase scale and margins Such transactions in similar engineering and energy-related environments have historically often been value-driving, especially when they provide both volume growth and cost-side synergies. Overall, this means that today's market capitalization of approx. MNOK 50 to a small extent reflects a normalized earnings picture in NOS Technology, and even less reflects the optionality related to further consolidation in the group. The conclusion is therefore that the valuation appears low relative to realistic earnings, and that both organic growth and potential acquisitions within the NOS structure can provide a significant boost in underlying value. Regards chat·26.4. · MuokattuYes – this *primarily strengthens* the argument, but it also adjusts how value should be thought of: more “cash-based reality”, less pure option. For NOS Nova, the figures as of 31.12.25 mean the following in practice: ### 1) Better quality of earnings than just revenue That MNOK 3,4 in revenue yields a **positive cash effect of MNOK 1,5** is important. It shows that the business does not just “book revenue”, but actually converts to cash already at low volume. This significantly reduces the risk in the NOS Technology part. --- ### 2) Stronger underlying activity base than market value suggests The combination of: * Cash: MNOK 18,7 * Accounts receivable: > MNOK 20 * Orders: MNOK 49 * Projects under development: MNOK 66,9 shows a combined “pipeline + working capital base” that is many times today's market value of approx. MNOK 50. This means in practice: * much of the value is already “at work” * the market prices future conversion to a small extent --- ### 3) Does not change the main conclusion – but tightens it This does not change the upside view, but it makes the assessment more concrete: Previous reasoning was partly based on assumed growth and margins. These figures now show that: * activity is already underway * cash generation is documented * backlog is materialized, not just narrative 4) Implicit consequence for pricing When this is taken into account, the question becomes less “what can they become?” and more: > What is a company worth that already has positive cash conversion, significant order/work pipeline and limited market value? Then MNOK 50 appears as a level where the market largely: * either heavily discounts execution capability * or has not updated the valuation to actual operational status Conclusion The figures strengthen the upside because they confirm that NOS Technology is not just a future idea, but already a cash-generating entity with significant backlog. This means that a “fair pricing” is not necessarily just about expected growth, but about re-rating of existing operations – which in many similar cases is often the first step in a larger repricing.·27.4.The analysis here is in line with my assessments. There is probably not much knowledge of NOSN, analyst coverage is needed. As you write, 8 % margin on 100 mill in revenue, that alone can give +- 0.15 in earnings…
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
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 Q4 -tulosraportti
Vain PDF
18 päivää sitten
0,50 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6.5.Anyone who was at the meeting and would like to give a short summary?
- ·4.5.Does anyone know anything...?·4.5.Be careful now..... I assume it's exclusively pump & Dump. As soon as they announce an emission, it will probably plummet by 50 % in one go, without one being able to sell. That's how it always is....·5.5.Agreed, no fear of a share issue at these levels. The company, according to its own statement, has enough cash, and is cash-flow positive. The company is rather reserved about any progress, i.e. no pump here.. rather the opposite. The share now back to the level NOS paid, and insider purchase from Brandt-Eilertsen at kr 1,45.
- ·28.4.NOS Nova (NOSN.ME): Analysis after NOS Technology integration – target price 2.50 NOK (12 months). NOS Nova now combines profitable engineering operations from NOS (order book ~200 mill. NOK in oil/gas) with CCS ambitions. Market cap ~50 mill. NOK at a price of 1.00 NOK corresponds to 0.5x expected 2026 EBITDA. 2025 resulted in a loss of -82 mill., but NOS mitigates future losses via cash flow and carried forward deficit of ~450 mill. NOK. Drivers are NOS integration, CCS-FID 2026+ and BR Industrier backing (50%). Risks include CCS delays and oil price. Target price 2.50 NOK based on DCF (NOS EBITDA 30 mill. at 6x + CCS option). Neutral hold – wait for Q1 report in May.
- ·26.4.NOS Nova is valued today at around MNOK 50, a level that appears low compared to the operational value creation in the group. NOS Technology alone is a functioning engineering and project business which, if it approaches around MNOK 100 in revenue and delivers normal industry margins, would typically be able to justify a much higher valuation than today's total market capitalization. With conservative margins (8–15 %) and standard multiples for similar companies, this isolatedly points towards a value that exceeds today's stock market value. This practically means that the market today values the group as if the operational business is heavily discounted or partly not fully believed in. In addition, there is an important strategic dimension: the probability of further consolidation within the NOS structure. Given that the group already has a functioning technology and project platform, it seems natural that management either: * builds further through acquisitions of complementary companies, or * consolidates more units into the NOS structure to increase scale and margins Such transactions in similar engineering and energy-related environments have historically often been value-driving, especially when they provide both volume growth and cost-side synergies. Overall, this means that today's market capitalization of approx. MNOK 50 to a small extent reflects a normalized earnings picture in NOS Technology, and even less reflects the optionality related to further consolidation in the group. The conclusion is therefore that the valuation appears low relative to realistic earnings, and that both organic growth and potential acquisitions within the NOS structure can provide a significant boost in underlying value. Regards chat·26.4. · MuokattuYes – this *primarily strengthens* the argument, but it also adjusts how value should be thought of: more “cash-based reality”, less pure option. For NOS Nova, the figures as of 31.12.25 mean the following in practice: ### 1) Better quality of earnings than just revenue That MNOK 3,4 in revenue yields a **positive cash effect of MNOK 1,5** is important. It shows that the business does not just “book revenue”, but actually converts to cash already at low volume. This significantly reduces the risk in the NOS Technology part. --- ### 2) Stronger underlying activity base than market value suggests The combination of: * Cash: MNOK 18,7 * Accounts receivable: > MNOK 20 * Orders: MNOK 49 * Projects under development: MNOK 66,9 shows a combined “pipeline + working capital base” that is many times today's market value of approx. MNOK 50. This means in practice: * much of the value is already “at work” * the market prices future conversion to a small extent --- ### 3) Does not change the main conclusion – but tightens it This does not change the upside view, but it makes the assessment more concrete: Previous reasoning was partly based on assumed growth and margins. These figures now show that: * activity is already underway * cash generation is documented * backlog is materialized, not just narrative 4) Implicit consequence for pricing When this is taken into account, the question becomes less “what can they become?” and more: > What is a company worth that already has positive cash conversion, significant order/work pipeline and limited market value? Then MNOK 50 appears as a level where the market largely: * either heavily discounts execution capability * or has not updated the valuation to actual operational status Conclusion The figures strengthen the upside because they confirm that NOS Technology is not just a future idea, but already a cash-generating entity with significant backlog. This means that a “fair pricing” is not necessarily just about expected growth, but about re-rating of existing operations – which in many similar cases is often the first step in a larger repricing.·27.4.The analysis here is in line with my assessments. There is probably not much knowledge of NOSN, analyst coverage is needed. As you write, 8 % margin on 100 mill in revenue, that alone can give +- 0.15 in earnings…
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 2 500 | - | - | ||
| 10 | - | - | ||
| 546 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 22.4. | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2024 Q4 -tulosraportti 27.3.2025 | ||
2024 Q3 -tulosraportti 15.11.2024 | ||
2024 Q2 -tulosraportti 29.8.2024 |
2025 Q4 -tulosraportti
Vain PDF
18 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 | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 22.4. | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2024 Q4 -tulosraportti 27.3.2025 | ||
2024 Q3 -tulosraportti 15.11.2024 | ||
2024 Q2 -tulosraportti 29.8.2024 |
0,50 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6.5.Anyone who was at the meeting and would like to give a short summary?
- ·4.5.Does anyone know anything...?·4.5.Be careful now..... I assume it's exclusively pump & Dump. As soon as they announce an emission, it will probably plummet by 50 % in one go, without one being able to sell. That's how it always is....·5.5.Agreed, no fear of a share issue at these levels. The company, according to its own statement, has enough cash, and is cash-flow positive. The company is rather reserved about any progress, i.e. no pump here.. rather the opposite. The share now back to the level NOS paid, and insider purchase from Brandt-Eilertsen at kr 1,45.
- ·28.4.NOS Nova (NOSN.ME): Analysis after NOS Technology integration – target price 2.50 NOK (12 months). NOS Nova now combines profitable engineering operations from NOS (order book ~200 mill. NOK in oil/gas) with CCS ambitions. Market cap ~50 mill. NOK at a price of 1.00 NOK corresponds to 0.5x expected 2026 EBITDA. 2025 resulted in a loss of -82 mill., but NOS mitigates future losses via cash flow and carried forward deficit of ~450 mill. NOK. Drivers are NOS integration, CCS-FID 2026+ and BR Industrier backing (50%). Risks include CCS delays and oil price. Target price 2.50 NOK based on DCF (NOS EBITDA 30 mill. at 6x + CCS option). Neutral hold – wait for Q1 report in May.
- ·26.4.NOS Nova is valued today at around MNOK 50, a level that appears low compared to the operational value creation in the group. NOS Technology alone is a functioning engineering and project business which, if it approaches around MNOK 100 in revenue and delivers normal industry margins, would typically be able to justify a much higher valuation than today's total market capitalization. With conservative margins (8–15 %) and standard multiples for similar companies, this isolatedly points towards a value that exceeds today's stock market value. This practically means that the market today values the group as if the operational business is heavily discounted or partly not fully believed in. In addition, there is an important strategic dimension: the probability of further consolidation within the NOS structure. Given that the group already has a functioning technology and project platform, it seems natural that management either: * builds further through acquisitions of complementary companies, or * consolidates more units into the NOS structure to increase scale and margins Such transactions in similar engineering and energy-related environments have historically often been value-driving, especially when they provide both volume growth and cost-side synergies. Overall, this means that today's market capitalization of approx. MNOK 50 to a small extent reflects a normalized earnings picture in NOS Technology, and even less reflects the optionality related to further consolidation in the group. The conclusion is therefore that the valuation appears low relative to realistic earnings, and that both organic growth and potential acquisitions within the NOS structure can provide a significant boost in underlying value. Regards chat·26.4. · MuokattuYes – this *primarily strengthens* the argument, but it also adjusts how value should be thought of: more “cash-based reality”, less pure option. For NOS Nova, the figures as of 31.12.25 mean the following in practice: ### 1) Better quality of earnings than just revenue That MNOK 3,4 in revenue yields a **positive cash effect of MNOK 1,5** is important. It shows that the business does not just “book revenue”, but actually converts to cash already at low volume. This significantly reduces the risk in the NOS Technology part. --- ### 2) Stronger underlying activity base than market value suggests The combination of: * Cash: MNOK 18,7 * Accounts receivable: > MNOK 20 * Orders: MNOK 49 * Projects under development: MNOK 66,9 shows a combined “pipeline + working capital base” that is many times today's market value of approx. MNOK 50. This means in practice: * much of the value is already “at work” * the market prices future conversion to a small extent --- ### 3) Does not change the main conclusion – but tightens it This does not change the upside view, but it makes the assessment more concrete: Previous reasoning was partly based on assumed growth and margins. These figures now show that: * activity is already underway * cash generation is documented * backlog is materialized, not just narrative 4) Implicit consequence for pricing When this is taken into account, the question becomes less “what can they become?” and more: > What is a company worth that already has positive cash conversion, significant order/work pipeline and limited market value? Then MNOK 50 appears as a level where the market largely: * either heavily discounts execution capability * or has not updated the valuation to actual operational status Conclusion The figures strengthen the upside because they confirm that NOS Technology is not just a future idea, but already a cash-generating entity with significant backlog. This means that a “fair pricing” is not necessarily just about expected growth, but about re-rating of existing operations – which in many similar cases is often the first step in a larger repricing.·27.4.The analysis here is in line with my assessments. There is probably not much knowledge of NOSN, analyst coverage is needed. As you write, 8 % margin on 100 mill in revenue, that alone can give +- 0.15 in earnings…
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 2 500 | - | - | ||
| 10 | - | - | ||
| 546 | - | - |
Välittäjätilasto
Dataa ei löytynyt