2026 Q2 -tulosraportti
12 päivää sitten
‧24 min
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 369 | - | - | ||
| 229 | - | - | ||
| 1 144 | - | - | ||
| 3 827 | - | - | ||
| 404 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 27.8. | ||
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
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
·23 t sittenWhat I'm following most closely in GSF now is actually the salmon price and cost per kg. The salmon price is at a relatively low level, while GSF has had high costs due to biological problems. If the biology improves and costs come down towards normal, while the salmon price remains decent, profitability can improve quite significantly. I think that's an interesting case to follow going forward.🐠🐟
·1 päivä sitten13% down in a week. It is brutal and in my eyes an overreaction.
Then one must also almost ask why another shareholder has increased from 189.000 to 419.000 shares. Why is he buying? The shareholder lists do not tell what anyone thinks, only what has happened with the holdings. The only thing we can see is that Hatteland has increased to 470.000 shares in Huddly. It could just as well be a reallocation of capital as a negative view on GSF. In the big picture, there is almost no movement among the owners in the top 150. The most striking thing is the extreme activity between banks, brokerage firms, and nominee accounts. There, the same shares can be moved, lent out, returned, traded back and forth. It resembles wash trades or other recycling, where shares go back and forth and create volume without a change in real ownership. The lists alone cannot prove wash trading, but shares are at least circulating between financial accounts.- ·2 päivää sittenGSF market value = 3.08 billion. AvH paid over 1 billion for 18.8% of GSF. If it had been possible to buy such quantities on the stock exchange without moving the price, the same billion could theoretically have bought close to 33% of GSF. Pareto has calculated the transaction at a value of 47.50 per share. Against today's 26.92, there is a premium of 76%. But if we compare the price before the dividend, AvH has paid 83.14 per share. GSF traded mostly around 73–75 kr before the distribution. That is only an 11–14% premium to the price before the dividend. AvH is a listed investment company that aims to create returns for its own shareholders. They describe the investment as long-term and say they see «significant opportunities» in Grieg Seafood. AvH gets involved in its companies, and they are used to dealing with the capital market and their own shareholders. They say that as an active owner, they contribute with strategy, operations, expertise, network, and selection of top management. It's quite different how the Oslo Stock Exchange and a professional long-term investor can value the same company👌🏻
AVH enters in Q4 as far as I understand. So I assume that part of the Grieg family that withdraws takes their share out of the company before AVH enters. They don't give away money. My thought is that the dividend from Grieg is paid out when AVH enters. Alternatively, that AVH injects equivalent capital according to its ownership stake in Grieg Aqua that the Grieg family holds. But when it's recorded like this, 2 bn is probably taken out of the company.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
12 päivää sitten
‧24 min
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
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
- ·23 t sittenWhat I'm following most closely in GSF now is actually the salmon price and cost per kg. The salmon price is at a relatively low level, while GSF has had high costs due to biological problems. If the biology improves and costs come down towards normal, while the salmon price remains decent, profitability can improve quite significantly. I think that's an interesting case to follow going forward.🐠🐟
- ·1 päivä sitten13% down in a week. It is brutal and in my eyes an overreaction.Then one must also almost ask why another shareholder has increased from 189.000 to 419.000 shares. Why is he buying? The shareholder lists do not tell what anyone thinks, only what has happened with the holdings. The only thing we can see is that Hatteland has increased to 470.000 shares in Huddly. It could just as well be a reallocation of capital as a negative view on GSF. In the big picture, there is almost no movement among the owners in the top 150. The most striking thing is the extreme activity between banks, brokerage firms, and nominee accounts. There, the same shares can be moved, lent out, returned, traded back and forth. It resembles wash trades or other recycling, where shares go back and forth and create volume without a change in real ownership. The lists alone cannot prove wash trading, but shares are at least circulating between financial accounts.
- ·2 päivää sittenGSF market value = 3.08 billion. AvH paid over 1 billion for 18.8% of GSF. If it had been possible to buy such quantities on the stock exchange without moving the price, the same billion could theoretically have bought close to 33% of GSF. Pareto has calculated the transaction at a value of 47.50 per share. Against today's 26.92, there is a premium of 76%. But if we compare the price before the dividend, AvH has paid 83.14 per share. GSF traded mostly around 73–75 kr before the distribution. That is only an 11–14% premium to the price before the dividend. AvH is a listed investment company that aims to create returns for its own shareholders. They describe the investment as long-term and say they see «significant opportunities» in Grieg Seafood. AvH gets involved in its companies, and they are used to dealing with the capital market and their own shareholders. They say that as an active owner, they contribute with strategy, operations, expertise, network, and selection of top management. It's quite different how the Oslo Stock Exchange and a professional long-term investor can value the same company👌🏻AVH enters in Q4 as far as I understand. So I assume that part of the Grieg family that withdraws takes their share out of the company before AVH enters. They don't give away money. My thought is that the dividend from Grieg is paid out when AVH enters. Alternatively, that AVH injects equivalent capital according to its ownership stake in Grieg Aqua that the Grieg family holds. But when it's recorded like this, 2 bn is probably taken out of the company.
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 |
|---|---|---|---|---|
| 1 369 | - | - | ||
| 229 | - | - | ||
| 1 144 | - | - | ||
| 3 827 | - | - | ||
| 404 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 27.8. | ||
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
12 päivää sitten
‧24 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 27.8. | ||
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·23 t sittenWhat I'm following most closely in GSF now is actually the salmon price and cost per kg. The salmon price is at a relatively low level, while GSF has had high costs due to biological problems. If the biology improves and costs come down towards normal, while the salmon price remains decent, profitability can improve quite significantly. I think that's an interesting case to follow going forward.🐠🐟
- ·1 päivä sitten13% down in a week. It is brutal and in my eyes an overreaction.Then one must also almost ask why another shareholder has increased from 189.000 to 419.000 shares. Why is he buying? The shareholder lists do not tell what anyone thinks, only what has happened with the holdings. The only thing we can see is that Hatteland has increased to 470.000 shares in Huddly. It could just as well be a reallocation of capital as a negative view on GSF. In the big picture, there is almost no movement among the owners in the top 150. The most striking thing is the extreme activity between banks, brokerage firms, and nominee accounts. There, the same shares can be moved, lent out, returned, traded back and forth. It resembles wash trades or other recycling, where shares go back and forth and create volume without a change in real ownership. The lists alone cannot prove wash trading, but shares are at least circulating between financial accounts.
- ·2 päivää sittenGSF market value = 3.08 billion. AvH paid over 1 billion for 18.8% of GSF. If it had been possible to buy such quantities on the stock exchange without moving the price, the same billion could theoretically have bought close to 33% of GSF. Pareto has calculated the transaction at a value of 47.50 per share. Against today's 26.92, there is a premium of 76%. But if we compare the price before the dividend, AvH has paid 83.14 per share. GSF traded mostly around 73–75 kr before the distribution. That is only an 11–14% premium to the price before the dividend. AvH is a listed investment company that aims to create returns for its own shareholders. They describe the investment as long-term and say they see «significant opportunities» in Grieg Seafood. AvH gets involved in its companies, and they are used to dealing with the capital market and their own shareholders. They say that as an active owner, they contribute with strategy, operations, expertise, network, and selection of top management. It's quite different how the Oslo Stock Exchange and a professional long-term investor can value the same company👌🏻AVH enters in Q4 as far as I understand. So I assume that part of the Grieg family that withdraws takes their share out of the company before AVH enters. They don't give away money. My thought is that the dividend from Grieg is paid out when AVH enters. Alternatively, that AVH injects equivalent capital according to its ownership stake in Grieg Aqua that the Grieg family holds. But when it's recorded like this, 2 bn is probably taken out of the company.
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 |
|---|---|---|---|---|
| 1 369 | - | - | ||
| 229 | - | - | ||
| 1 144 | - | - | ||
| 3 827 | - | - | ||
| 404 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt