VIVO 6-K SEC Filing Analysis

Latest settled — T+5d

VIVO ▲ +9.30% at T+5d

LONG call ✓ call won +9.30% · α vs SPY +7.70% · entry $5.16 → $5.64

Next anchor: T+20d in 7d

Last close $4.77 (close Jun 12) · -7.56% from $5.16 entry

Entry anchored
May 21, 09:30 AM ET
via Databento tick

T+1d

-9.50%

call -9.50% · α -9.94%

$4.67

settled 24d ago

T+5d

+9.30%

call +9.30% · α +7.70%

$5.64

settled 17d ago

T+20d

—

call — · α —

—

in 7d

T+60d

—

call — · α —

—

in 2mo

Price Chart

Loading chart...

Executive Summary

VivoPower has shortlisted AI tenants for its 41.5MW Norway data center after a competitive RFP, rejecting unsolicited acquisition offers at a premium. The company targets a lease agreement by June 30, 2026, with the asset currently generating $31M in revenue and $10M in EBITDA, and potential expansion to 80MW.

Actionable Insight

Monitor for lease signing by June 30, 2026 — successful execution would validate the asset's value and could drive significant revenue growth. The rejection of premium acquisition offers signals management's confidence in higher long-term value.

Key Facts

Shortlisted AI operator tenants following formal RFP process
Rejected unsolicited acquisition offers at a material premium to acquisition price
Expects to finalize lease agreement with selected AI operator(s) by June 30, 2026
Mo i Rana data center: 41.5MW operational, powered by 100% renewable hydro at <$0.035/kWh
Current annual revenue $31M and EBITDA $10M from the asset
Additional 40MW expansion capacity expected within 18-24 months, subject to regulatory approval

Financial Impact

Current asset generates $31M revenue and $10M EBITDA; lease agreement expected to improve economics further; potential for up to 80MW capacity

revenueebitda

Risk Factors

Lease finalization may be delayed or fail to close
Regulatory approval for 40MW expansion uncertain
Tenant credit risk and dependency on AI compute demand

Market Snapshot

Exchange

Nasdaq

Sector

Electric & Other Services Combined

Analyst Consensus

86% bullish (7 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
6-K Filing (Primary)	0001493152-26-024744
Exhibit: ex99-1.htm	0001493152-26-024744
Document: 0001493152-26-024744-index-headers.html	0001493152-26-024744
Document: 0001493152-26-024744-index.html	0001493152-26-024744
Document: 0001493152-26-024744.txt	0001493152-26-024744

4 reports for VIVO

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for VIVO — sortable, filterable
	Type				Now
Jun 10, 2026 4d ago	6-K NEUTRAL ★ 3/10	$4.68 awaiting T+5	awaiting T+5	—	$4.77 (+1.92%)
May 21, 2026 24d ago	6-K BULLISH ★ 6/10	$5.16 $5.64	▲ +9.30%	▲ +7.70%	$4.77 (−7.56%)
Apr 23, 2026 7w ago	6-K BULLISH ★ 7/10	$3.49 $3.09	▼ −11.46%	▼ −12.94%	$4.77 (+36.68%)
Apr 21, 2026 7w ago	6-K BULLISH ★ 8/10	$2.72 $3.14	▲ +15.44%	▲ +14.36%	$4.77 (+75.37%)

US Market Status

Market Closed — Opens in 2h 31m

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access