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Lerøy Seafood Group

Ylin-
Alin-
Vaihto-
2026 Q1 -tulosraportti
76 päivää sitten
2,50 NOK/osake
Viimeisin osinko
6,11%Tuotto/v

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

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
19.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
12.5.
2025 Q4 -tulosraportti
24.2.
2025 Q3 -tulosraportti
12.11.2025
2025 Q2 -tulosraportti
20.8.2025
2025 Q1 -tulosraportti
15.5.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 8 t sitten
    ·
    Many times the surplus that Norwegian fishing companies have from fish exports is given away to Ukraine. The war Stoltenberg and Biden initiated and Støre and the entire Stortinget support. A shame to destroy Norwegian fjords, increase taxes and cut budgets and development for Norwegians to kill people in the east. There were obvious political solutions for Ukraine. On average, Norwegians cannot afford 1-2 or 3 fish dinners a week, that is sick and terrible management in the fishing nation that overflows with oil wealth.
    7 t sitten
    ·
    I think you are in the wrong forum. Rather find a book club or something like that.
  • 20 t sitten
    ·
    The number of salmon and trout that died in Norwegian net pens in the first half of 2026 is 35,7 percent lower than in the same period in 2023. The production area between Andøya and Senja tops the list in the first half with a decrease of 61,5 percent, closely followed by Vest-Finnmark with 57,9 percent, writes Kyst og Fjord, which refers to figures from Fiskeridirektoratet. Better vaccines, gentler treatment methods, and work to create more robust juvenile fish are highlighted as the most important reasons. – This is not random. It is the result of targeted work throughout the value chain, says Krister Hoaas, Head of Policy and Communication at Sjømat Norge. The only production area with negative development is from the Swedish border to Jæren, where an attack of toxic algae had a strong impact on mortality. I think this news has almost gone a bit under the radar. Mortality in Norwegian fish farms is down 35,7 % compared to the first half of 2023. Most striking is that the production area Andøya–Senja has 61,5 % lower mortality, while Vest-Finnmark is down 57,9 %. Lerøy Aurora has operations in Northern Norway, so it will be very interesting to see if this is also reflected in their numbers when Q2 is presented. We don't know that yet, but if it does, it could be a much bigger news than many realize. Lower mortality doesn't just mean more fish to sell. It also means less feed waste, lower treatment costs, and lower cost per kilo. This is exactly what Lerøy has said they will deliver through their billion-kroner program. If Q2 shows that biology is actually significantly better than last year, and costs per kilo come down at the same time, I think the market might start to price in that the cost program is succeeding. Then I think a price reaction of 8–12 % is realistic. Should the report also be strong on guidance and costs, even more is not impossible. At the same time, it's important to be honest: These are not Lerøy's own figures, but figures for entire production areas. Therefore, there is no guarantee that Lerøy has had the same development. But if they have, I believe this could be one of the most important positive points in the Q2 report
  • 3 päivää sitten
    ·
    Why is this rising after several news about tariffs?
    3 päivää sitten
    ·
    The USA as an export market for Norwegian seafood has been marginalized over the last years, so it doesn't make much of a difference. In addition, the extra cost will largely be passed on to consumers, on what, in isolation, is an increase of 2.5% (so not a big deal).
  • 17.7.
    ·
    Strong increase in actual short for seafood companies! Satus pr 16.07: Salmar 7,8% Bakkafrost 7,5% Grieg 6,4% Mowi 2,6% Lerøy 1,8% This needs to be covered,- salmon prices have bottomed out and are on their way up. Strong demand at high volumes.
    17.7.
    ·
    What do we guess as the cause?
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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
76 päivää sitten
2,50 NOK/osake
Viimeisin osinko
6,11%Tuotto/v

Uutiset

AI
Viimeisin
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
Kirjaudu
  • 8 t sitten
    ·
    Many times the surplus that Norwegian fishing companies have from fish exports is given away to Ukraine. The war Stoltenberg and Biden initiated and Støre and the entire Stortinget support. A shame to destroy Norwegian fjords, increase taxes and cut budgets and development for Norwegians to kill people in the east. There were obvious political solutions for Ukraine. On average, Norwegians cannot afford 1-2 or 3 fish dinners a week, that is sick and terrible management in the fishing nation that overflows with oil wealth.
    7 t sitten
    ·
    I think you are in the wrong forum. Rather find a book club or something like that.
  • 20 t sitten
    ·
    The number of salmon and trout that died in Norwegian net pens in the first half of 2026 is 35,7 percent lower than in the same period in 2023. The production area between Andøya and Senja tops the list in the first half with a decrease of 61,5 percent, closely followed by Vest-Finnmark with 57,9 percent, writes Kyst og Fjord, which refers to figures from Fiskeridirektoratet. Better vaccines, gentler treatment methods, and work to create more robust juvenile fish are highlighted as the most important reasons. – This is not random. It is the result of targeted work throughout the value chain, says Krister Hoaas, Head of Policy and Communication at Sjømat Norge. The only production area with negative development is from the Swedish border to Jæren, where an attack of toxic algae had a strong impact on mortality. I think this news has almost gone a bit under the radar. Mortality in Norwegian fish farms is down 35,7 % compared to the first half of 2023. Most striking is that the production area Andøya–Senja has 61,5 % lower mortality, while Vest-Finnmark is down 57,9 %. Lerøy Aurora has operations in Northern Norway, so it will be very interesting to see if this is also reflected in their numbers when Q2 is presented. We don't know that yet, but if it does, it could be a much bigger news than many realize. Lower mortality doesn't just mean more fish to sell. It also means less feed waste, lower treatment costs, and lower cost per kilo. This is exactly what Lerøy has said they will deliver through their billion-kroner program. If Q2 shows that biology is actually significantly better than last year, and costs per kilo come down at the same time, I think the market might start to price in that the cost program is succeeding. Then I think a price reaction of 8–12 % is realistic. Should the report also be strong on guidance and costs, even more is not impossible. At the same time, it's important to be honest: These are not Lerøy's own figures, but figures for entire production areas. Therefore, there is no guarantee that Lerøy has had the same development. But if they have, I believe this could be one of the most important positive points in the Q2 report
  • 3 päivää sitten
    ·
    Why is this rising after several news about tariffs?
    3 päivää sitten
    ·
    The USA as an export market for Norwegian seafood has been marginalized over the last years, so it doesn't make much of a difference. In addition, the extra cost will largely be passed on to consumers, on what, in isolation, is an increase of 2.5% (so not a big deal).
  • 17.7.
    ·
    Strong increase in actual short for seafood companies! Satus pr 16.07: Salmar 7,8% Bakkafrost 7,5% Grieg 6,4% Mowi 2,6% Lerøy 1,8% This needs to be covered,- salmon prices have bottomed out and are on their way up. Strong demand at high volumes.
    17.7.
    ·
    What do we guess as the cause?
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

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

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
19.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
12.5.
2025 Q4 -tulosraportti
24.2.
2025 Q3 -tulosraportti
12.11.2025
2025 Q2 -tulosraportti
20.8.2025
2025 Q1 -tulosraportti
15.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
76 päivää sitten

Uutiset

AI
Viimeisin
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
19.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
12.5.
2025 Q4 -tulosraportti
24.2.
2025 Q3 -tulosraportti
12.11.2025
2025 Q2 -tulosraportti
20.8.2025
2025 Q1 -tulosraportti
15.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2,50 NOK/osake
Viimeisin osinko
6,11%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 8 t sitten
    ·
    Many times the surplus that Norwegian fishing companies have from fish exports is given away to Ukraine. The war Stoltenberg and Biden initiated and Støre and the entire Stortinget support. A shame to destroy Norwegian fjords, increase taxes and cut budgets and development for Norwegians to kill people in the east. There were obvious political solutions for Ukraine. On average, Norwegians cannot afford 1-2 or 3 fish dinners a week, that is sick and terrible management in the fishing nation that overflows with oil wealth.
    7 t sitten
    ·
    I think you are in the wrong forum. Rather find a book club or something like that.
  • 20 t sitten
    ·
    The number of salmon and trout that died in Norwegian net pens in the first half of 2026 is 35,7 percent lower than in the same period in 2023. The production area between Andøya and Senja tops the list in the first half with a decrease of 61,5 percent, closely followed by Vest-Finnmark with 57,9 percent, writes Kyst og Fjord, which refers to figures from Fiskeridirektoratet. Better vaccines, gentler treatment methods, and work to create more robust juvenile fish are highlighted as the most important reasons. – This is not random. It is the result of targeted work throughout the value chain, says Krister Hoaas, Head of Policy and Communication at Sjømat Norge. The only production area with negative development is from the Swedish border to Jæren, where an attack of toxic algae had a strong impact on mortality. I think this news has almost gone a bit under the radar. Mortality in Norwegian fish farms is down 35,7 % compared to the first half of 2023. Most striking is that the production area Andøya–Senja has 61,5 % lower mortality, while Vest-Finnmark is down 57,9 %. Lerøy Aurora has operations in Northern Norway, so it will be very interesting to see if this is also reflected in their numbers when Q2 is presented. We don't know that yet, but if it does, it could be a much bigger news than many realize. Lower mortality doesn't just mean more fish to sell. It also means less feed waste, lower treatment costs, and lower cost per kilo. This is exactly what Lerøy has said they will deliver through their billion-kroner program. If Q2 shows that biology is actually significantly better than last year, and costs per kilo come down at the same time, I think the market might start to price in that the cost program is succeeding. Then I think a price reaction of 8–12 % is realistic. Should the report also be strong on guidance and costs, even more is not impossible. At the same time, it's important to be honest: These are not Lerøy's own figures, but figures for entire production areas. Therefore, there is no guarantee that Lerøy has had the same development. But if they have, I believe this could be one of the most important positive points in the Q2 report
  • 3 päivää sitten
    ·
    Why is this rising after several news about tariffs?
    3 päivää sitten
    ·
    The USA as an export market for Norwegian seafood has been marginalized over the last years, so it doesn't make much of a difference. In addition, the extra cost will largely be passed on to consumers, on what, in isolation, is an increase of 2.5% (so not a big deal).
  • 17.7.
    ·
    Strong increase in actual short for seafood companies! Satus pr 16.07: Salmar 7,8% Bakkafrost 7,5% Grieg 6,4% Mowi 2,6% Lerøy 1,8% This needs to be covered,- salmon prices have bottomed out and are on their way up. Strong demand at high volumes.
    17.7.
    ·
    What do we guess as the cause?
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

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

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