2025 Q4 -tulosraportti
Vain PDF
51 päivää sitten
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 934 | - | - | ||
| 737 | - | - | ||
| 1 068 | - | - | ||
| 101 | - | - | ||
| 229 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 21.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·31.3. · MuokattuWell, let's just take a look at the report and see. It is really detailed, so it's hard to include everything in one post. Recommend everyone interested in the case to read it. It's the best summary of the company I've seen in a long time. The report was also commissioned by SaltX, as far as I can see. Fair Value 2.0 - 9,5 SEK. - Fair value is set based on a combination of three valuation models and the multipliers (x10 low target/x16 high target) are set based on an average from 3 companies in "similar industries". The models are set to 2030. Personally, I think the multipliers are set low, but experience tells me that Carnegie is a conservative analyst firm, and that's perfectly fine. Furthermore, there is no valuation of post-2030 scenarios. What is most interesting? Oddly enough, Carnegie is out proposing a business model that we had actually expected SaltX to present to us, but we must assume that Carnegie has been in dialogue with SaltX to understand how the business model will look in the future - and this should probably be taken a bit as an indirect message from SaltX regarding plans for their business model in the future. 2026-2030: Earnings are direct sales, service and royalties of the modules for the already planned factories: - (SMA: 2027: First module with further expansion into 2028 and commercial use) - (Holcim: 2027-2028 First pilot project with further expansion in 2029-2030 - possibly already commercial use) These two projects will likely lead to a break-even for SaltX in 2028. There appears to be enough liquidity/capital for the break-even scenario in 2028. After 2030, we might possibly start to see a "Production-as-a-Service" model, where SaltX has a fee-based model, where SaltX not only sells equipment and service, but will charge a fee based on the actual production volumes at the customers. - This is where all the interesting stuff lies, because it's beyond what Carnegie's analysis speculates on (post 2030) Please provide inputs. There's a lot of substance in the report, so it's hard to remember everything :)- ·26.3.
·31.3.SaltX is funded until cash flow break-even after the recent equity raise, according to our forecasts. Sounds positive. Their price range is a bit comical though, with 2-9,50 kr It's not exactly difficult to set up a watch with such a large range... I would have preferred to see a target price from Carnegie, but it's nice to see that they are at least initiating coverage. - ·23.3. · MuokattuSame process but two huge industries that today contribute enormously to C02 emissions. SMA Minerals: Burnt lime for the steel industry Holcim: Cement clinker for the cement industry Today's news cements (pun intended) that test data has been positive enough for work to continue on scaling up in the cement industry. (from December 19, 2025) With more than 1,000 hours of runtime, over 400 tons of material processed, and successful test runs with four different materials, our test and research center (ECRC) in Hofors, Sweden, has wrapped up a busy and pivotal year. Much of the progress we’ve made this year is grounded in the results achieved here, giving us the momentum we need for what's next. 2026 will be just as exciting! We will begin preparing and rebuilding for cement tests and continue developing our technology for scaling. Even bigger milestones are ahead, and we’re ready for them! As we turn out the lights in Hofors for the last time this year, we’re already pumped for what comes next.
·24.3.All sorts of media are slowly starting to wake up again even though it's hard to compete with all of Trump's antics. I believe the fastest development will occur when Canada finally takes notice of Saltx and decides that this is something to invest their surplus energy in, as they can eventually get more climate-friendly jet fuel for their Gripen. 🤓
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 Q4 -tulosraportti
Vain PDF
51 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
- ·31.3. · MuokattuWell, let's just take a look at the report and see. It is really detailed, so it's hard to include everything in one post. Recommend everyone interested in the case to read it. It's the best summary of the company I've seen in a long time. The report was also commissioned by SaltX, as far as I can see. Fair Value 2.0 - 9,5 SEK. - Fair value is set based on a combination of three valuation models and the multipliers (x10 low target/x16 high target) are set based on an average from 3 companies in "similar industries". The models are set to 2030. Personally, I think the multipliers are set low, but experience tells me that Carnegie is a conservative analyst firm, and that's perfectly fine. Furthermore, there is no valuation of post-2030 scenarios. What is most interesting? Oddly enough, Carnegie is out proposing a business model that we had actually expected SaltX to present to us, but we must assume that Carnegie has been in dialogue with SaltX to understand how the business model will look in the future - and this should probably be taken a bit as an indirect message from SaltX regarding plans for their business model in the future. 2026-2030: Earnings are direct sales, service and royalties of the modules for the already planned factories: - (SMA: 2027: First module with further expansion into 2028 and commercial use) - (Holcim: 2027-2028 First pilot project with further expansion in 2029-2030 - possibly already commercial use) These two projects will likely lead to a break-even for SaltX in 2028. There appears to be enough liquidity/capital for the break-even scenario in 2028. After 2030, we might possibly start to see a "Production-as-a-Service" model, where SaltX has a fee-based model, where SaltX not only sells equipment and service, but will charge a fee based on the actual production volumes at the customers. - This is where all the interesting stuff lies, because it's beyond what Carnegie's analysis speculates on (post 2030) Please provide inputs. There's a lot of substance in the report, so it's hard to remember everything :)
- ·26.3.·31.3.SaltX is funded until cash flow break-even after the recent equity raise, according to our forecasts. Sounds positive. Their price range is a bit comical though, with 2-9,50 kr It's not exactly difficult to set up a watch with such a large range... I would have preferred to see a target price from Carnegie, but it's nice to see that they are at least initiating coverage.
- ·23.3. · MuokattuSame process but two huge industries that today contribute enormously to C02 emissions. SMA Minerals: Burnt lime for the steel industry Holcim: Cement clinker for the cement industry Today's news cements (pun intended) that test data has been positive enough for work to continue on scaling up in the cement industry. (from December 19, 2025) With more than 1,000 hours of runtime, over 400 tons of material processed, and successful test runs with four different materials, our test and research center (ECRC) in Hofors, Sweden, has wrapped up a busy and pivotal year. Much of the progress we’ve made this year is grounded in the results achieved here, giving us the momentum we need for what's next. 2026 will be just as exciting! We will begin preparing and rebuilding for cement tests and continue developing our technology for scaling. Even bigger milestones are ahead, and we’re ready for them! As we turn out the lights in Hofors for the last time this year, we’re already pumped for what comes next.·24.3.All sorts of media are slowly starting to wake up again even though it's hard to compete with all of Trump's antics. I believe the fastest development will occur when Canada finally takes notice of Saltx and decides that this is something to invest their surplus energy in, as they can eventually get more climate-friendly jet fuel for their Gripen. 🤓
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 934 | - | - | ||
| 737 | - | - | ||
| 1 068 | - | - | ||
| 101 | - | - | ||
| 229 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 21.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
51 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 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 21.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·31.3. · MuokattuWell, let's just take a look at the report and see. It is really detailed, so it's hard to include everything in one post. Recommend everyone interested in the case to read it. It's the best summary of the company I've seen in a long time. The report was also commissioned by SaltX, as far as I can see. Fair Value 2.0 - 9,5 SEK. - Fair value is set based on a combination of three valuation models and the multipliers (x10 low target/x16 high target) are set based on an average from 3 companies in "similar industries". The models are set to 2030. Personally, I think the multipliers are set low, but experience tells me that Carnegie is a conservative analyst firm, and that's perfectly fine. Furthermore, there is no valuation of post-2030 scenarios. What is most interesting? Oddly enough, Carnegie is out proposing a business model that we had actually expected SaltX to present to us, but we must assume that Carnegie has been in dialogue with SaltX to understand how the business model will look in the future - and this should probably be taken a bit as an indirect message from SaltX regarding plans for their business model in the future. 2026-2030: Earnings are direct sales, service and royalties of the modules for the already planned factories: - (SMA: 2027: First module with further expansion into 2028 and commercial use) - (Holcim: 2027-2028 First pilot project with further expansion in 2029-2030 - possibly already commercial use) These two projects will likely lead to a break-even for SaltX in 2028. There appears to be enough liquidity/capital for the break-even scenario in 2028. After 2030, we might possibly start to see a "Production-as-a-Service" model, where SaltX has a fee-based model, where SaltX not only sells equipment and service, but will charge a fee based on the actual production volumes at the customers. - This is where all the interesting stuff lies, because it's beyond what Carnegie's analysis speculates on (post 2030) Please provide inputs. There's a lot of substance in the report, so it's hard to remember everything :)
- ·26.3.·31.3.SaltX is funded until cash flow break-even after the recent equity raise, according to our forecasts. Sounds positive. Their price range is a bit comical though, with 2-9,50 kr It's not exactly difficult to set up a watch with such a large range... I would have preferred to see a target price from Carnegie, but it's nice to see that they are at least initiating coverage.
- ·23.3. · MuokattuSame process but two huge industries that today contribute enormously to C02 emissions. SMA Minerals: Burnt lime for the steel industry Holcim: Cement clinker for the cement industry Today's news cements (pun intended) that test data has been positive enough for work to continue on scaling up in the cement industry. (from December 19, 2025) With more than 1,000 hours of runtime, over 400 tons of material processed, and successful test runs with four different materials, our test and research center (ECRC) in Hofors, Sweden, has wrapped up a busy and pivotal year. Much of the progress we’ve made this year is grounded in the results achieved here, giving us the momentum we need for what's next. 2026 will be just as exciting! We will begin preparing and rebuilding for cement tests and continue developing our technology for scaling. Even bigger milestones are ahead, and we’re ready for them! As we turn out the lights in Hofors for the last time this year, we’re already pumped for what comes next.·24.3.All sorts of media are slowly starting to wake up again even though it's hard to compete with all of Trump's antics. I believe the fastest development will occur when Canada finally takes notice of Saltx and decides that this is something to invest their surplus energy in, as they can eventually get more climate-friendly jet fuel for their Gripen. 🤓
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 934 | - | - | ||
| 737 | - | - | ||
| 1 068 | - | - | ||
| 101 | - | - | ||
| 229 | - | - |
Välittäjätilasto
Dataa ei löytynyt