contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Taaleri operates in the financial sector. The company is a Nordic private equity fund company that focuses on renewable energy and other alternative investments. The company has two business segments: Equity Funds and Strategic Investments. With its capital funds, Taaleri creates, for example, wind and solar power, biofuels and real estate. The company was founded in 2007 and its head office is located in Helsinki, Finland.

I hold Taaleri as a sort of “core holding” from which I don’t expect any skyrocketing, but which balances out perhaps some more speculative adventures. In my opinion, this news supports this; Taaleri is able to stay roughly on the path that has been outlined for them. When you read news like this, it’s easy to keep holding.

Here are Kassu’s comments on the Taaleri SolarWind III fund reaching its final size of 630 million euros, exceeding expectations.  Taaleri announced that its SolarWind III fund has reached its final size of EUR 630 million in its final fundraising round. The fund’s final size slightly exceeded our forecasts and supports the growth outlook for the Renewable Energy segment.                   Inderes              Taaleri Energia sulki SolarWind 3 -rahaston hieman ennakoitua suurempana -...    Taaleri tiedotti, että sen SolarWind III -rahasto on saavuttanut lopullisen 630 MEUR:n koon viimeisellä varainhankintakierroksellaan.

It’s good they got the fund together. It shows that the core is in good shape. It would be nice if they could finally get either the demerger or at least the share buybacks properly underway. I consider it cautiously positive that Garantia expanded abroad; it’s good to put their balance sheet to work. Unfortunately, the money seems to be in safer hands under Garantia’s CEO than under the control of Taaleri’s board / CEO.

A quite respectable performance for ”any” alternative manager in the current market environment. It also hit Sauli’s €600m forecast well (total €630m), even though it fell short of the €700m target size. Will the value start to be reflected in the valuation little by little, as things move in a more positive direction on several fronts?

sttinfo.fi              Taaleri SolarWind III -rahasto saavutti 630 miljoonaa euron koon viimeisellä...    TAALERI ENERGIA | LEHDISTÖTIEDOTE | 8.1.2026 KLO 11.00 Taaleri SolarWind III -rahasto saavutti 630 miljoonaa euron koon viimeisellä varainhankintakierroksellaan Taaleri Energian kuudes uusiutuvan energian rahasto Taaleri SolarWind III on saavuttanut...                             Taaleri Energia’s sixth renewable energy fund, Taaleri SolarWind III, has reached a size of EUR 630 million in its final fundraising round. Of the investment commitments, EUR 74 million are co-investment commitments. The fund’s investment strategy is to acquire, develop, build, operate, and sell utility-scale onshore wind and solar farms as well as battery energy storage systems (BESS) in its target markets. The fund’s target markets include the Nordics, the Baltics, Poland, Southeast Europe, Spain, and Texas. To date, the fund has made investments totaling approximately EUR 360 million, including:   50 wind, solar, and BESS development projects (7 GW)   BESS, Finland (36 MWh, in operation)   BESS, Texas (200 MWh, under construction)   Wind, Serbia (154 MW, under construction)   Solar, Finland (129 MWp, under construction)   Wind, Latvia (112 MW, under construction)   Wind + BESS, Lithuania (45 MW + 36 MWh, under construction)   The fund is expected to be fully invested within 18–24 months. The fund’s investors include, among others, Erste Group Bank AG, the European Bank for Reconstruction and Development (EBRD), the European Investment Fund (EIF), Ilmarinen Mutual Pension Insurance Company, KBC Verzekeringen (in cooperation with EIF), SmartCap, Varma Mutual Pension Insurance Company, VBV Pensionskasse, and other European institutional investors. Finnish pension funds, foundations, family offices, and private individuals who invested through Aktia are also strongly represented in the fund. Taaleri SolarWind III is classified as an Article 9 fund under the EU Sustainable Finance Disclosure Regulation (SFDR). The fund receives support from the European Union through the InvestEU fund, and SmartCap’s green fund receives funding from the NextGenerationEU Recovery and Resilience Facility.

It will be interesting to see in early January who is loading up on Taaleri at rising prices. Iaik Oy (Matti Kaski) already rose to the 11th largest shareholder in November when he doubled his holdings (added 138,000 shares).

Inderes              Taaleri sijoittaa Ren-Gasiin - Inderes    Taaleri kertoi keskiviikkona sijoittaneensa suomalaiseen Nordic Ren-Gas Oy:hyn (Ren-Gas). Ren-Gas kehittää uusiutuvan e-metaanin tuotantoon perustuvia Power-to-Gas (P2G) -ratkaisuja raskaan liikenteen ja meriliikenteen päästöjen vähentämiseksi....                             This has no bearing on the value or view of the parts, but I think it’s really important that the company finally makes progress with its strategy! Regarding balance sheet investments, the company’s operations have been very slow, and uncertainty related to the balance sheet is a key reason for the sum-of-the-parts discount.

Taaleri

Prior to Taaleri's Q4 results on 11 February, we make several estimate changes, mainly reflecting performance fees, the timing of exits and positive fundraising performance in the SolarWind ...

Prior to Taaleri's Q4 results on 11 February, we make several estimate changes, mainly reflecting performance fees, the timing of exits and positive fundraising performance in the SolarWind III fund. For Q4, we estimate continuing earnings of EUR 10.4m (flat y/y) and EBIT of EUR 3.0m from all segments in total. Looking at 2026, we cut our expectation for performance fees notably, to EUR 4.3m, mainly reflecting the suboptimal exit conditions within Finnish windfarm assets. On the other hand, the prolongation of exits (which allows for management fee continuation) combined with better-than-assumed fund-raising progress for SW3 leaves our SOTP-based fair value range only slightly lower at EUR 8.5-9.7 (8.6-10.1).