2025 H2 -tulosraportti
Vain PDF
27 päivää sitten
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 99 | - | - | ||
| 47 | - | - | ||
| 3 | - | - | ||
| 66 | - | - | ||
| 27 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 282 | 282 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 282 | 282 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 H1 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 13.3. | ||
2025 Q4 -tulosraportti 13.3. | ||
2025 H1 -tulosraportti 22.8.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2024 H2 -tulosraportti 14.3.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·21.3.Intrinsic value is 42 øre. I'm betting that the discount will narrow. The hotel operations are doing better than ever.
·25.3.They could well buy back their own capital shares… They have just proposed to extend the authorization…·26.3.yes - they keep it quite vague. my best guess is that they are not making a definite buyback program this year. But that they have the option in reserve should some of the largest shareholders wish to exit. one must remember that among the 20-30 largest positions there are quite a few local and probably now retired former business people - who. took their position a long time ago to secure professional football in Silkeborg. I think these are people who hold 1-3 % each. Should some of them wish to exit, and if they cannot sell it in the market - then the company will probably be interested in buying with a reasonable discount to intrinsic value. my guess - should everything go according to plan then the company will have an intrinsic value of at least 50 kr in the 2028 financial statement. - and that it is a really safe place to invest one's money - considering the world.
·19.1.What is the probability that they pay dividend this year?·19.1.I am uncertain. The company has the potential to become a stable dividend-paying company. 2 kr now and 3 kr in the foreseeable future. But I am uncertain about what they want. It is the first year where they are not primarily a football club. So it will be exciting with the annual report and the general meeting. - what do they actually want? how much relevant property is there in Silkeborg? how big do they want to become and what can they manage. My immediate thought is that they do not want to become larger than the current management can oversee. I hope for buybacks initially and then I think that over time they will become a stable dividend-paying company. But time will tell.- ·9.1.Kent Madsen says in an interview with MJA that the football division will report a profit in the range of 30 million this year. Papirfabrikken owns 20 % of the club. - So there should be 5 million for the accounts - and I find it hard to see them not landing over 25 million for the year - there must almost be an upward clarification from the 15-25 million before the financial statement. - if nothing else, a narrowing to around 25. property and a football division that is clarified, should be achievable with a smaller spread. He also says that they have increased their investment in the club, and that players in the range of 27-28 million must be sold before they break even for 26. So I don't expect them to deliver the same profit in the football division in 2026. - however, I see that property and hotel will contribute more in 2026.·11.1.Thanks for the update. I would really wish they sold the last 20% of the football, because SIF is in danger of being relegated to the Nordic Bet ligaen.·12.1.ja. even though the football division has generated a nice profit for the last 5 years in a row - it is a risk. I believe they will only sell the last 20% when the agreement with the management expires in 2 years. - in connection with the sale, the management signed a contract to continue leading for 3 years.
- ·30.12.2025I expect Papirfabrikken to present a profit of 25 million before tax for 2025. Where properties carry the load, but where the hotel also generates millions in profit after some lean years - partly due to a major renovation that limited capacity. Furthermore, there will be significant income in the millions from interest on deposits, which remains high after the sale of 80% football. The football division should also deliver a profit in the millions of 3-5 million after selling players for approximately 45 million kr (Sonne and Mattson). However, the half-year report indicates that something is being written down on the valuation of the football ownership of 20% of Silkeborg IF. In the first half of 2025, the company spent a significant amount of capital on both buying and renovating property and a hotel, which impacted cash flows. - Late in the autumn, they started the property project Tværgade 7, where 18 owner-occupied apartments are being established, which will be put up for sale around spring 2027. - and which will require investment in 2026. - the company has the money for this fully available in the bank. It is an essential premise for understanding the stock that one knows the company still has very large free liquidity - which continues to flow in as the installments from the football sale become due. It is also important to understand that 2026 will be a year where there is heavy investment in Tværgade 7 and approximately 2000 m2 of apartments. - which are not to be rented out but sold. I expect 2026 to be a year with results like 2025 - with a strengthened hotel and football that might yield less. But that 2027, in turn, will see a significant uplift in results and cash flow due to the Tværgade project. It will then be interesting to see what opportunities there are to place the relatively large amount of free liquidity in the company. They might be looking at opportunities to establish up to 5000m2 of property on the paper factory's area, for which they have permission and grounds. - and which is valued at 0 kr in the accounts. I am positive about the company and continue to have great confidence in the management.·5.1.yes, I think so. patience - but a good and safe investment - and I believe it will rise 10-20% annually for the next 2 years from the current level. I find it hard to see it not being at min. level 45 during 2027. possible triggers before then are: sale of hotel + building. sale of the last football. repurchase of own shares. - or other activation of liquidity. I consider the last one most likely currently. - Partly, the company has a large liquid holding, but the share is also traded well below intrinsic value. Low probability for the first two.
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 H2 -tulosraportti
Vain PDF
27 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·21.3.Intrinsic value is 42 øre. I'm betting that the discount will narrow. The hotel operations are doing better than ever.·25.3.They could well buy back their own capital shares… They have just proposed to extend the authorization…·26.3.yes - they keep it quite vague. my best guess is that they are not making a definite buyback program this year. But that they have the option in reserve should some of the largest shareholders wish to exit. one must remember that among the 20-30 largest positions there are quite a few local and probably now retired former business people - who. took their position a long time ago to secure professional football in Silkeborg. I think these are people who hold 1-3 % each. Should some of them wish to exit, and if they cannot sell it in the market - then the company will probably be interested in buying with a reasonable discount to intrinsic value. my guess - should everything go according to plan then the company will have an intrinsic value of at least 50 kr in the 2028 financial statement. - and that it is a really safe place to invest one's money - considering the world.
- ·19.1.What is the probability that they pay dividend this year?·19.1.I am uncertain. The company has the potential to become a stable dividend-paying company. 2 kr now and 3 kr in the foreseeable future. But I am uncertain about what they want. It is the first year where they are not primarily a football club. So it will be exciting with the annual report and the general meeting. - what do they actually want? how much relevant property is there in Silkeborg? how big do they want to become and what can they manage. My immediate thought is that they do not want to become larger than the current management can oversee. I hope for buybacks initially and then I think that over time they will become a stable dividend-paying company. But time will tell.
- ·9.1.Kent Madsen says in an interview with MJA that the football division will report a profit in the range of 30 million this year. Papirfabrikken owns 20 % of the club. - So there should be 5 million for the accounts - and I find it hard to see them not landing over 25 million for the year - there must almost be an upward clarification from the 15-25 million before the financial statement. - if nothing else, a narrowing to around 25. property and a football division that is clarified, should be achievable with a smaller spread. He also says that they have increased their investment in the club, and that players in the range of 27-28 million must be sold before they break even for 26. So I don't expect them to deliver the same profit in the football division in 2026. - however, I see that property and hotel will contribute more in 2026.·11.1.Thanks for the update. I would really wish they sold the last 20% of the football, because SIF is in danger of being relegated to the Nordic Bet ligaen.·12.1.ja. even though the football division has generated a nice profit for the last 5 years in a row - it is a risk. I believe they will only sell the last 20% when the agreement with the management expires in 2 years. - in connection with the sale, the management signed a contract to continue leading for 3 years.
- ·30.12.2025I expect Papirfabrikken to present a profit of 25 million before tax for 2025. Where properties carry the load, but where the hotel also generates millions in profit after some lean years - partly due to a major renovation that limited capacity. Furthermore, there will be significant income in the millions from interest on deposits, which remains high after the sale of 80% football. The football division should also deliver a profit in the millions of 3-5 million after selling players for approximately 45 million kr (Sonne and Mattson). However, the half-year report indicates that something is being written down on the valuation of the football ownership of 20% of Silkeborg IF. In the first half of 2025, the company spent a significant amount of capital on both buying and renovating property and a hotel, which impacted cash flows. - Late in the autumn, they started the property project Tværgade 7, where 18 owner-occupied apartments are being established, which will be put up for sale around spring 2027. - and which will require investment in 2026. - the company has the money for this fully available in the bank. It is an essential premise for understanding the stock that one knows the company still has very large free liquidity - which continues to flow in as the installments from the football sale become due. It is also important to understand that 2026 will be a year where there is heavy investment in Tværgade 7 and approximately 2000 m2 of apartments. - which are not to be rented out but sold. I expect 2026 to be a year with results like 2025 - with a strengthened hotel and football that might yield less. But that 2027, in turn, will see a significant uplift in results and cash flow due to the Tværgade project. It will then be interesting to see what opportunities there are to place the relatively large amount of free liquidity in the company. They might be looking at opportunities to establish up to 5000m2 of property on the paper factory's area, for which they have permission and grounds. - and which is valued at 0 kr in the accounts. I am positive about the company and continue to have great confidence in the management.·5.1.yes, I think so. patience - but a good and safe investment - and I believe it will rise 10-20% annually for the next 2 years from the current level. I find it hard to see it not being at min. level 45 during 2027. possible triggers before then are: sale of hotel + building. sale of the last football. repurchase of own shares. - or other activation of liquidity. I consider the last one most likely currently. - Partly, the company has a large liquid holding, but the share is also traded well below intrinsic value. Low probability for the first two.
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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 99 | - | - | ||
| 47 | - | - | ||
| 3 | - | - | ||
| 66 | - | - | ||
| 27 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 282 | 282 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 282 | 282 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 H1 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 13.3. | ||
2025 Q4 -tulosraportti 13.3. | ||
2025 H1 -tulosraportti 22.8.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2024 H2 -tulosraportti 14.3.2025 |
2025 H2 -tulosraportti
Vain PDF
27 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 H1 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 13.3. | ||
2025 Q4 -tulosraportti 13.3. | ||
2025 H1 -tulosraportti 22.8.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2024 H2 -tulosraportti 14.3.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·21.3.Intrinsic value is 42 øre. I'm betting that the discount will narrow. The hotel operations are doing better than ever.·25.3.They could well buy back their own capital shares… They have just proposed to extend the authorization…·26.3.yes - they keep it quite vague. my best guess is that they are not making a definite buyback program this year. But that they have the option in reserve should some of the largest shareholders wish to exit. one must remember that among the 20-30 largest positions there are quite a few local and probably now retired former business people - who. took their position a long time ago to secure professional football in Silkeborg. I think these are people who hold 1-3 % each. Should some of them wish to exit, and if they cannot sell it in the market - then the company will probably be interested in buying with a reasonable discount to intrinsic value. my guess - should everything go according to plan then the company will have an intrinsic value of at least 50 kr in the 2028 financial statement. - and that it is a really safe place to invest one's money - considering the world.
- ·19.1.What is the probability that they pay dividend this year?·19.1.I am uncertain. The company has the potential to become a stable dividend-paying company. 2 kr now and 3 kr in the foreseeable future. But I am uncertain about what they want. It is the first year where they are not primarily a football club. So it will be exciting with the annual report and the general meeting. - what do they actually want? how much relevant property is there in Silkeborg? how big do they want to become and what can they manage. My immediate thought is that they do not want to become larger than the current management can oversee. I hope for buybacks initially and then I think that over time they will become a stable dividend-paying company. But time will tell.
- ·9.1.Kent Madsen says in an interview with MJA that the football division will report a profit in the range of 30 million this year. Papirfabrikken owns 20 % of the club. - So there should be 5 million for the accounts - and I find it hard to see them not landing over 25 million for the year - there must almost be an upward clarification from the 15-25 million before the financial statement. - if nothing else, a narrowing to around 25. property and a football division that is clarified, should be achievable with a smaller spread. He also says that they have increased their investment in the club, and that players in the range of 27-28 million must be sold before they break even for 26. So I don't expect them to deliver the same profit in the football division in 2026. - however, I see that property and hotel will contribute more in 2026.·11.1.Thanks for the update. I would really wish they sold the last 20% of the football, because SIF is in danger of being relegated to the Nordic Bet ligaen.·12.1.ja. even though the football division has generated a nice profit for the last 5 years in a row - it is a risk. I believe they will only sell the last 20% when the agreement with the management expires in 2 years. - in connection with the sale, the management signed a contract to continue leading for 3 years.
- ·30.12.2025I expect Papirfabrikken to present a profit of 25 million before tax for 2025. Where properties carry the load, but where the hotel also generates millions in profit after some lean years - partly due to a major renovation that limited capacity. Furthermore, there will be significant income in the millions from interest on deposits, which remains high after the sale of 80% football. The football division should also deliver a profit in the millions of 3-5 million after selling players for approximately 45 million kr (Sonne and Mattson). However, the half-year report indicates that something is being written down on the valuation of the football ownership of 20% of Silkeborg IF. In the first half of 2025, the company spent a significant amount of capital on both buying and renovating property and a hotel, which impacted cash flows. - Late in the autumn, they started the property project Tværgade 7, where 18 owner-occupied apartments are being established, which will be put up for sale around spring 2027. - and which will require investment in 2026. - the company has the money for this fully available in the bank. It is an essential premise for understanding the stock that one knows the company still has very large free liquidity - which continues to flow in as the installments from the football sale become due. It is also important to understand that 2026 will be a year where there is heavy investment in Tværgade 7 and approximately 2000 m2 of apartments. - which are not to be rented out but sold. I expect 2026 to be a year with results like 2025 - with a strengthened hotel and football that might yield less. But that 2027, in turn, will see a significant uplift in results and cash flow due to the Tværgade project. It will then be interesting to see what opportunities there are to place the relatively large amount of free liquidity in the company. They might be looking at opportunities to establish up to 5000m2 of property on the paper factory's area, for which they have permission and grounds. - and which is valued at 0 kr in the accounts. I am positive about the company and continue to have great confidence in the management.·5.1.yes, I think so. patience - but a good and safe investment - and I believe it will rise 10-20% annually for the next 2 years from the current level. I find it hard to see it not being at min. level 45 during 2027. possible triggers before then are: sale of hotel + building. sale of the last football. repurchase of own shares. - or other activation of liquidity. I consider the last one most likely currently. - Partly, the company has a large liquid holding, but the share is also traded well below intrinsic value. Low probability for the first two.
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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 99 | - | - | ||
| 47 | - | - | ||
| 3 | - | - | ||
| 66 | - | - | ||
| 27 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 282 | 282 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 282 | 282 | 0 | 0 |