2026 Q1 -tulosraportti
34 päivää sitten
‧39 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 17 | - | - | ||
| 40 | - | - | ||
| 675 | - | - | ||
| 60 | - | - | ||
| 600 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·26.5.A reason to be bullish on Soiltech - They have a potential tax position worth 375 million that "no one" talks about. I have created a data room with the latest annual reports, a number of quarterly reports, transcripts, the Newsweb log, subsea data from SODIR etc. When Soiltech merged with Oceanteam in 2024, they inherited a tax loss carryforward of approx. 1.6 billion kroner. In addition, there is a loss of approx. 109 million from the Sorbwater acquisition. A total of over 1.7 billion kroner. With Norwegian corporate tax at 22%, the nominal value is approx. 375 million — in a company that today is worth around 790 million on the stock exchange. The Tax Administration announced in February 2026 an audit of whether these losses are still available after the change of ownership. The company has responded to all inquiries but has not yet received a conclusion. Management conservatively chooses not to recognize the Oceanteam benefit on the balance sheet until the review is complete — which I respect. What surprises me is that in the webcasts for Q3 2025, Q4 2025 and Q1 2026, no analysts have asked a single question about this. Neither about the review nor about the potential 1.6 billion. The focus has been on growth, capex and the Middle East. This could mean that the market probably doesn't price in any of this. The present value is, of course, much lower than 375 million — Soiltech can only absorb a fraction of the loss per year with current earnings levels. A realistic estimate of the value if approved is perhaps 100–150 million in present value. But the asymmetry is good: if approved, it provides a tax shield for many years to come. If rejected, nothing changes — it's not in the accounts anyway. Am I blind here, or should this have received more attention? For the record, I clearly own shares myself.
·27.5.The deficit on the Sorbwater acquisition was around 20 million, not 109.·27.5.Are you perhaps looking at the deferred tax asset instead of the gross loss? The annual report for 2025 (note 8 and 10) shows that the remaining gross loss from Sorbwater is approx. 109 mill. kr. This gives a booked value of 24.1 mill. kr in the accounts - 22% of carried forward loss.
·23.5.With Hildr AS's selling pace, it's not certain it will be long until he is out of the company. Sold almost 200,000 so far in May (up to and including 20.05). Remaining holding as of 20.05 just over 220,000. It seems that a good number of sellers are completely exiting to zero holdings and have nothing more to sell. On the buying side, Tigerstaden Invest has recently bought up from zero to 132,000 shares. He has also bought 10,000 in his own name. Ketil Skorstad. Guttorm Bjerke has through Guttis AS bought 25,000 and through Tigergutt Invest bought 12,500. These two have a connection. Among other things, Skorstad is a board member of Tigergutt Invest.·26.5.The owner of Hildr has not been on good terms with the other founders since he was pushed out almost 4 years ago. I think that is perhaps the reason why he wants to sell himself completely out of the company.
·20.5.This looks terribly similar to what happened in February last year…·20.5.Are you thinking of what happened in February this year?
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.
2026 Q1 -tulosraportti
34 päivää sitten
‧39 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
- ·26.5.A reason to be bullish on Soiltech - They have a potential tax position worth 375 million that "no one" talks about. I have created a data room with the latest annual reports, a number of quarterly reports, transcripts, the Newsweb log, subsea data from SODIR etc. When Soiltech merged with Oceanteam in 2024, they inherited a tax loss carryforward of approx. 1.6 billion kroner. In addition, there is a loss of approx. 109 million from the Sorbwater acquisition. A total of over 1.7 billion kroner. With Norwegian corporate tax at 22%, the nominal value is approx. 375 million — in a company that today is worth around 790 million on the stock exchange. The Tax Administration announced in February 2026 an audit of whether these losses are still available after the change of ownership. The company has responded to all inquiries but has not yet received a conclusion. Management conservatively chooses not to recognize the Oceanteam benefit on the balance sheet until the review is complete — which I respect. What surprises me is that in the webcasts for Q3 2025, Q4 2025 and Q1 2026, no analysts have asked a single question about this. Neither about the review nor about the potential 1.6 billion. The focus has been on growth, capex and the Middle East. This could mean that the market probably doesn't price in any of this. The present value is, of course, much lower than 375 million — Soiltech can only absorb a fraction of the loss per year with current earnings levels. A realistic estimate of the value if approved is perhaps 100–150 million in present value. But the asymmetry is good: if approved, it provides a tax shield for many years to come. If rejected, nothing changes — it's not in the accounts anyway. Am I blind here, or should this have received more attention? For the record, I clearly own shares myself.·27.5.The deficit on the Sorbwater acquisition was around 20 million, not 109.·27.5.Are you perhaps looking at the deferred tax asset instead of the gross loss? The annual report for 2025 (note 8 and 10) shows that the remaining gross loss from Sorbwater is approx. 109 mill. kr. This gives a booked value of 24.1 mill. kr in the accounts - 22% of carried forward loss.
- ·23.5.With Hildr AS's selling pace, it's not certain it will be long until he is out of the company. Sold almost 200,000 so far in May (up to and including 20.05). Remaining holding as of 20.05 just over 220,000. It seems that a good number of sellers are completely exiting to zero holdings and have nothing more to sell. On the buying side, Tigerstaden Invest has recently bought up from zero to 132,000 shares. He has also bought 10,000 in his own name. Ketil Skorstad. Guttorm Bjerke has through Guttis AS bought 25,000 and through Tigergutt Invest bought 12,500. These two have a connection. Among other things, Skorstad is a board member of Tigergutt Invest.·26.5.The owner of Hildr has not been on good terms with the other founders since he was pushed out almost 4 years ago. I think that is perhaps the reason why he wants to sell himself completely out of the company.
- ·20.5.This looks terribly similar to what happened in February last year…·20.5.Are you thinking of what happened in February this year?
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 |
|---|---|---|---|---|
| 17 | - | - | ||
| 40 | - | - | ||
| 675 | - | - | ||
| 60 | - | - | ||
| 600 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
34 päivää sitten
‧39 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·26.5.A reason to be bullish on Soiltech - They have a potential tax position worth 375 million that "no one" talks about. I have created a data room with the latest annual reports, a number of quarterly reports, transcripts, the Newsweb log, subsea data from SODIR etc. When Soiltech merged with Oceanteam in 2024, they inherited a tax loss carryforward of approx. 1.6 billion kroner. In addition, there is a loss of approx. 109 million from the Sorbwater acquisition. A total of over 1.7 billion kroner. With Norwegian corporate tax at 22%, the nominal value is approx. 375 million — in a company that today is worth around 790 million on the stock exchange. The Tax Administration announced in February 2026 an audit of whether these losses are still available after the change of ownership. The company has responded to all inquiries but has not yet received a conclusion. Management conservatively chooses not to recognize the Oceanteam benefit on the balance sheet until the review is complete — which I respect. What surprises me is that in the webcasts for Q3 2025, Q4 2025 and Q1 2026, no analysts have asked a single question about this. Neither about the review nor about the potential 1.6 billion. The focus has been on growth, capex and the Middle East. This could mean that the market probably doesn't price in any of this. The present value is, of course, much lower than 375 million — Soiltech can only absorb a fraction of the loss per year with current earnings levels. A realistic estimate of the value if approved is perhaps 100–150 million in present value. But the asymmetry is good: if approved, it provides a tax shield for many years to come. If rejected, nothing changes — it's not in the accounts anyway. Am I blind here, or should this have received more attention? For the record, I clearly own shares myself.·27.5.The deficit on the Sorbwater acquisition was around 20 million, not 109.·27.5.Are you perhaps looking at the deferred tax asset instead of the gross loss? The annual report for 2025 (note 8 and 10) shows that the remaining gross loss from Sorbwater is approx. 109 mill. kr. This gives a booked value of 24.1 mill. kr in the accounts - 22% of carried forward loss.
- ·23.5.With Hildr AS's selling pace, it's not certain it will be long until he is out of the company. Sold almost 200,000 so far in May (up to and including 20.05). Remaining holding as of 20.05 just over 220,000. It seems that a good number of sellers are completely exiting to zero holdings and have nothing more to sell. On the buying side, Tigerstaden Invest has recently bought up from zero to 132,000 shares. He has also bought 10,000 in his own name. Ketil Skorstad. Guttorm Bjerke has through Guttis AS bought 25,000 and through Tigergutt Invest bought 12,500. These two have a connection. Among other things, Skorstad is a board member of Tigergutt Invest.·26.5.The owner of Hildr has not been on good terms with the other founders since he was pushed out almost 4 years ago. I think that is perhaps the reason why he wants to sell himself completely out of the company.
- ·20.5.This looks terribly similar to what happened in February last year…·20.5.Are you thinking of what happened in February this year?
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 |
|---|---|---|---|---|
| 17 | - | - | ||
| 40 | - | - | ||
| 675 | - | - | ||
| 60 | - | - | ||
| 600 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt