*Sponsored by VivoPower PLC
VivoPower has an existing operational and cash-generative datacenter in Mo i Rana, Norway, to be converted into an AI facility
VivoPower is an independent Nordic focused sovereign AI digital infrastructure provider with it’s anchor asset in Mo i Rana underpinning its Nordic value creation plan
The Nordics is a globally competitive region for data centers
Read the Investor Presentation HERE
______________________________________
Hello Everyone,
The emergence of artificial intelligence has triggered one of the largest infrastructure expansions in decades. As models have scaled and adoption has moved beyond research settings into widespread commercial and government use, the bottlenecks limiting AI growth have shifted away from algorithms and processors toward the powered land underneath them. This shift has elevated powered land to one of the most critical components in the data center supply chain. Powered land refers to a real estate asset with confirmed, deliverable access to utility-scale electrical power, along with the entitlements, grid interconnection, and permits needed for construction. It marks the distinction between an empty plot and a site genuinely capable of supporting a data center. In a market where electricity supply increasingly dictates where capacity can be built and how fast it can come online, powered land has emerged as a fundamental building block of value in the industry.
Turn your attention to VivoPower (Nasdaq: VIVO).
VIVO develops and operates infrastructure that enables sovereign nations and institutional partners to secure control over power, data, and national intelligence, supporting AI, compute-intensive workloads, and energy transition use cases. Their solutions are designed to operate at industrial scale, underpinned by renewable energy, long-duration power access, and infrastructure-grade execution.
Asset-Light Operating Approach: The company holds a position at the front end of the AI data center supply chain. Instead of building and running IT infrastructure itself, it aims to create value through land acquisition, power sourcing, and extended-term lease agreements. We believe this approach offers exposure to growing AI infrastructure needs while limiting technology and operational risk.
Presence in Favorable Power Regions: The company targets markets with inexpensive renewable power and quick grid interconnection timelines. In particular, the Nordic region offers plentiful hydropower with electricity rates under $0.05/kWh, while the Middle East is seeing rising demand for digital infrastructure fueled by national AI programs.
Live Facility Delivers Near-Term Revenue: VivoPower has built up a pipeline of roughly 182 MW of finished or contracted capacity spanning Norway and the UAE. Its Mo i Rana site in Norway is the only facility currently running, with 41.5 MW of live capacity generating income through hosting third-party Bitcoin mining and taking part in grid ancillary service programs. This asset is expected to serve as a revenue foundation as leadership works toward AI-related growth.
Valuation Grounded in Delivery: At present, VIVO stock is priced at 0.9x enterprise value against our projected 2028 EBITDA of $121.0 million, a steep discount to the peer group average of 11.0x. Our $10 price target is based on a 5.5x EV/2028 EBITDA multiple and a fully diluted share count of 62.6 million. We note that this valuation carries speculative risk and depends on management hitting its stated projections, milestones, and build-out schedule for the Mo i Rana site.
Investment Highlights
Swing Towards Positive EBITDA – With the closing of the Norway data center acquisition, the company expects to generateroughly $31 million in revenue and $10 million in EBITDA. The company is also expected to generate an additional $1.9 millionin annual EBITDA in Statnett’s reserve markets in Norway.
Substantial Energized Pipeline – The company has approximately 182MW of completed or secured capacity, anchored by itsoperating 41.5MW Mo i Rana site in Norway, which has pending approval for an additional 40MW, as well as a 100MW site inthe UAE.
Low-Cost Energy Edge – The flagship Norway site uses 100% renewable hydroelectric power and has access to costs below$0.035/kWh.
Capital-Light Model – VivoPower’s operating model is a brick-and-mortar property development strategy, in which it generatesrevenue from development and leases to tenants under long-term contracts.
Strategic Backing – The company is supported by a base of long-term strategic shareholders, enabling it to fund and pursueits AI infrastructure initiatives.
Notice the company’s front-end placement within the data center landscape. Rather than installing or managing IT equipment, VivoPower concentrates on sourcing, entitling, energizing, and building out powered-shell sites that are rented to hyperscalers, sovereign entities, and other large-scale computing users through extended-term agreements. This approach delivers exposure to demand for foundational AI infrastructure while limiting exposure tied to technology upgrade cycles, equipment usage rates, and daily data center management.
The believe the company’s holdings of roughly 182 MW of finished or contracted capacity across Norway and the UAE serve as a key competitive edge, especially as power access increasingly limits new construction worldwide. Availability of inexpensive renewable energy in Nordic markets, with electricity costs under $0.05 per kilowatt-hour, paired with government-fueled demand in the Middle East, could bolster both tenant interest and long-term property values. Consequently, the holdings offer exposure to markets marked by advantageous energy pricing, supportive regulation, and growing demand for AI and data localization capacity.
The holdings are centered on the Mo i Rana site in Norway, the company’s sole functioning asset, purchased in April 2026 for roughly $41 million. The facility currently holds 41.5 MW of live capacity fueled by low-cost renewable hydropower, with an additional 40 MW of growth capacity ready for future buildout. The site presently earns income through a deal with a Bitcoin mining tenant that blends fixed infrastructure fees with a share of mining proceeds via profit-sharing terms and involvement in Norway’s supplementary grid services markets. Per leadership’s projections, the facility should produce roughly $31 million in yearly revenue and $10 million in adjusted EBITDA under its present operating structure, delivering a steady cash flow foundation as the company pushes forward with its AI infrastructure plans.
The current Bitcoin mining agreement is expected to run through June 2027, at which point leadership plans to shift the site’s 41.5 MW of live capacity toward AI and high-performance computing uses. Additionally, the company has noted it is in late-stage talks with prospective AI tenants. Per management’s projections and goals, this stage should generate roughly $70 million in yearly revenue and upwards of $60 million in yearly EBITDA. Leadership also plans to build an additional 40 MW AI-ready facility using the site’s growth capacity. Once the full 81.5 MW AI campus is finished, currently slated for mid-2028, management projects yearly revenue and EBITDA of approximately $140 million and $130 million, respectively.
VivoPower’s Sustainable Competitive Advantage are Strategic Land and Low-cost Power
Developing digital infrastructure assets for AI-ready data centers, including land permitting and energization, design and build to white space for Tier-1 customers such as sovereign nation AI companies and hyperscaler companies like Google, Microsoft, and Amazon.
Durable key competitive advantages relative to publicly traded peers with multi-Bn-dollar valuations:
- Land secured and energized between $50-$500k/MW in strategic business-friendly and renewable energy-abundant locations, including Nordic countries and the Middle East
- Access to brownfield land priced substantially below market
- Secured low-cost renewable power at sub 5¢ per kWh
- Long-duration power contracts to Triple A-rated tenants
- Control large powered land portfolios with no GPU delivery and margin compression risks
- Unit economics results in recycling of capital every 18 months
As global demand for AI and compute-intensive workloads accelerates, the constraints to growth are land and energy, which are at the core of VivoPower’s portfolio strategy.
VivoPower Becomes a Bricks & Mortar Growth Business with a High Reinvestment Rate of Return
NEWS
Jul-20-26 09:36AM
VivoPower announces appointment of Group Finance Director
(Proactive)
09:00AM
VivoPower Appoints Group Finance Director
(GlobeNewswire)
Jul-15-26 11:23AM
VivoPower positions for scarcity of renewable-backed AI compute sites
(Proactive)-6.37%
01:00PM
Noble Capital Markets Initiates Equity Research Coverage on VivoPower
(GlobeNewswire)-13.00%
11:00AM
VivoPower earns Outperform rating as Noble bets on “power-first” AI strategy
(Proactive)
Jul-06-26 03:33PM
VivoPower eyes potential earnings boost from battery storage at Norway data center
(Proactive)
03:00PM
(GlobeNewswire)
07:59AM
VivoPower’s AI data centre strategy explained – One2One Investor Forum
(Proactive)
08:32AM
VivoPower sharpens AI data center focus, updates separation plans for two units
(Proactive)
Jul-02-26 05:25PM
VivoPower Reinforces Focus on AI Data Center Business and Provides Update on Non-Core Businesses
(GlobeNewswire)-5.65%
Jun-29-26 08:35AM
VivoPower selects preferred tenant for Norway AI data center
(Proactive)-7.45%
07:49AM
(GlobeNewswire)
07:39AMLoading…07:39AM
(GlobeNewswire)
MANAGEMENT
SINCERELY,
DISCLAIMER
MicroCapAlerts.io is owned by Dedicated Investors, LLC who is a publisher (the “Publisher”) of favorable information (the “Information”) about publicly traded companies (collectively the “Issuers”) listed on the NASDAQ Stock Exchange (“NASDAQ”), New York Stock Exchange (“NYSE”) and the OTC Markets is a paid advertisement. The Publisher lists its specific compensation at the bottom of this Disclaimer.
The Persons who pay us (“Paying Party”) to publish the Information and their affiliates may hold and control a significant amount of the public float and believe that if potential investors receive favorable information about the Issuers, investors will purchase the Issuers’ shares, including the shares that the Paying Party wants to sell. The Information is neither a solicitation to buy nor an offer to sell securities. The Information is not intended to be used as a source of information for making an investment decision. The Information is not intended and should not be used for trading or investment purposes.
Because the Publisher is paid to disseminate the Information to the public, the Publisher is required by the securities laws, including Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder, and Section 17(b) of the Securities Act of 1933, as amended (the “Securities Act”), to specifically disclose certain information to you regarding its compensation, including the nature and amount of compensation. The Paying Party and its affiliates may engage in buying and selling of the Issuers’ securities before, during and after the Publication of the Information.
The Information provides de minimis information about the Issuers and is only a brief favorable snapshot of the Issuers subject to the Information. The Information consists of only positive content and does not include any negative information about the Issuers whatsoever; accordingly, you should consider the Information to be one-sided and not balanced, complete, accurate, truthful or reliable. The Publisher is not liable for your use of the Information or any success or failure that is directly or indirectly related to your use of the Information, including misinformation, omissions, errors or delays in providing or updating the Information, or for any actions taken by third parties in reliance upon the Information.
The Publisher is not objective or independent, and its publishing of the Information involves actual and material conflicts of interest, including: (i) the Publisher is paid to publish favorable information about the Issuers; (ii) the Publisher does not publish negative information because it is not paid to do so; and (iii) the Publisher is paid to publish the (favorable) Information about the Issuers advising others, including you, to purchase the Issuers’ securities; and while doing so, the Paying Party may plan to sell their shares of the Issuers.
The Information published by the Publisher may recommend that investors buy the Issuers’ shares while the Paying Party and/or their affiliates sell their shares of the Issuers. When the Paying Party sells their shares, the Issuers’ stock price may decline and thereby dramatically reduce the price at which investors can sell their shares. As such, investors who purchase the Issuers’ shares during the Publication of the Information will likely pay inflated prices. The Paying Party may sell the Issuers’ securities for less than the target prices set forth in the Information. The Paying Party and its affiliates may make substantial profits by selling their securities during the Publication of the Information while investors experience losses.
The Publisher makes no warranty or representation about the Information, including its completeness, accuracy, truthfulness or reliability, and disclaims, expressly and impliedly, all warranties of any kind, including whether the Information is complete, accurate, truthful, or reliable and as such, your use of the information is at your own risk. The Information is provided “as is” without any warranties of any kind without limitation. The Publisher does not verify or confirm any portion of the Information and does not conduct any due diligence or research on any aspect of the Information, including the completeness, accuracy, truthfulness or reliability of the Information.
Investors should not rely upon the Information for any purpose and should contact a licensed investment advisor and their legal advisor and review all documents about the Issuers with the assistance of such advisors, including documents publicly filed on www.sec.gov and http://www.OTCMarkets.com to obtain information about the Issuers.
Before investing in any public company, you should conduct your own in-depth investigation with the assistance of your legal, tax and investment advisors of the Issuers’ financial condition, operations, management, products or services, trends in the industry, the Issuers’ trading history, short sale positions and risks that may be material to its business and other information you and your advisors deem material to an investment decision. This investigation should include, but not be limited to, a review of available public sources and information you receive directly from http://www.OTCMarkets.com and www.sec.gov.
The Publisher is not and does not act in the capacity of any of the following and is not qualified to do so; as such, you should not construe the Publisher’s activities as involving any of the following:
▪ An independent advisor or consultant;
▪ Providing investment advice or acting in the capacity of an investment adviser or engaging in activities that would be deemed to be providing investment advice that requires registration either at the federal or state level;
▪ Broker-dealer activities or acting in the capacity of a registered representative or broker;
▪ Stock picker;
▪ Securities trading expert;
▪ Securities researcher or analyst;
▪ Financial planner or financial planning;
▪ Provider of stock recommendations;
▪ Provider of advice about buying and selling or holding recommendations as to specific securities; or
▪ Making an offer or sale of securities or solicitation to purchase securities.
An investment in the Issuers involves a high degree of risk and uncertainties and may be subject to extreme volume and price volatility, especially during the Publication of the Information. Favorable past performance of the Issuers does not guarantee future results. If you purchase the securities of the Issuers, you should be prepared to lose your entire investment. Some of the risks involved in purchasing securities of the Issuers include but are not limited to the risks stated below.
▪ The Information is not a solicitation or recommendation to buy, sell or hold securities, and the Publisher does not endorse, independently verify or assert the truthfulness, completeness, accuracy or reliability of the Information. The Publisher conducts no due diligence or investigation of the Information or the Issuers and does not receive any verification from any party regarding the Information.
▪ If the Publisher publishes any percentage gain of the Issuers’ share from the previous day’s close in the Information, it is not and should not be construed as an indication that the future stock price or future operational results will reflect gains or otherwise prove to be advantageous to your investment.
▪ The Information may contain statements that Issuers’ stock price has increased over a certain period of time, which may reflect an arbitrary period of time, and is not predictive or of any analytical quality; as such, you should not rely upon such information in your analysis of the present or future potential of the Issuers or its securities.
▪ The Information should not be interpreted in any way, shape, form or manner whatsoever as an indication of the Issuers’ future stock price or future financial performance.
▪ You may encounter difficulties determining what, if any, portions of the Information are material or nonmaterial, making it all the more imperative that you conduct your own independent investigation of the Issuers and its securities with the assistance of your legal, tax and financial advisor.
▪ If the Information states that its securities are consistent with the future economic trends or even if your independent research indicates as such, you should be aware that economic trends have their own limitations, including: (a) that economic trends or predictions may be speculative; (b) consumers, producers, investors, borrowers, lenders and government may react in unforeseen ways and be affected by behavioral biases that Publisher is unable to predict; (c) human and social factors may outweigh future economic trends that Publisher states may or will occur; (d) clear cut economic predictions have their limitations in that they do not account for the fundamental uncertainty in economic life, as well as ordinary life; (e) economic trends may be disrupted by sudden jumps, disruptions or other factors that are not accounted for in such economic trends analysis; in other words, past or present data predicting future economic trends may become irrelevant in light of fully new circumstances and situations in which uncertainty becomes reality rather than of predictive economic quality; or (f) if the trends involve a single result, it ignores other scenarios that may be crucial to make a decision in the event of unknown contingencies.
▪ The Information contains forward-looking statements, i.e., statements or discussions that constitute predictions, expectations, beliefs, plans, estimates, or projections as indicated by such words as expects, will, anticipates, and estimates; therefore, you should proceed with extreme caution in relying upon such statements and conduct a full investigation of the Information and the Issuers with the assistance of your lawyer, tax advisor and investment advisor as well as any such forward-looking statements. Any forward-looking statements made in the Information are limited to the time period in which they are made, and the Publisher does not undertake to update forward-looking statements that may change at any time.
▪ The Information is presented only as a brief snapshot of the Issuers and should only be used, at most, and if at all, as a starting point for you to conduct a thorough investigation of the Issuers and its securities and to consult your financial, legal or other advisor(s) and avail yourself of the filings and information that may be accessed at www.sec.gov or other electronic medium, including: (a) reviewing Information and Disclosure Statements and unaudited financial reports filed with the www.otcmarkets.com; (b) obtaining and reviewing publicly available information contained in commonly known search engines such as Google; and (c) investment guides at www.sec.gov and www.finra.org. You should always be concerned that the Issuers may not be current in their reporting obligations with the SEC and the OTC Markets and/or have negative signs at otcmarkets.com. You should only invest with the assistance of your attorney, lawyer and tax advisor after they have conducted exhaustive due diligence on the particular Issuer and its trading activity.
▪ The Publisher may hire third-party service providers and stock promoters to electronically disseminate live news about the Issuers, yet the Publisher has no control over the content of and does not verify the information that these service providers publish.
The Publisher or its officers, directors, owners, managers, affiliates and control persons were paid to publish the Information about the issuers identified below:
Name of Issuer: 3rd party on behalf of VivoPower PLC
Amount of Cash Compensation: thirty thousand usd
Period of Publication of Information: One day campaign beginning and ending on July twenty third twenty twenty six
Where Information is Published: MicroCapAlerts.io Website, Email Campaign, SMS Campaign, Social Media including but not limited to: Youtube, X, Tiktok, Instagram, Stock Twits, Reddit, Discord.
By reading the Information and visiting the Platform, you agree you have not relied on the Information and agree to indemnify, defend and hold the Publisher harmless from any liability for any claimed direct, indirect, incidental, punitive, or consequential damages pertaining to your receipt of the Information without limitation.
Leave a Reply