2026 Q1 -tulosraportti
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9 päivää sitten
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Oslo Børs
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 27.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenGrieg vs Måsøval The companies are in many ways directly comparable. Both with approx 2 bn in debt+/- Måsøval with 12700 tonnes mtb ( the rest belongs to Guru Kunna VIderegående skole and Frøy ) Grieg 16800 tonnes mtb ( 19 concessions ) Måsøval 20-21k own production Grieg 30-31k own production ( approx 50% higher ) With the exception of Q1 2026, Rogaland has performed at a high level in terms of margins,- right at the top in Norway. Måsøval has not been anywhere near. Grieg has faster turnover rate due to post-smolt. The market value of Måsøval is today approx 4bn, + 2 in debt, so total approx 6 bn. The market value of GSF is today approx 3.6 + 2 in debt, total approx 5.6. Måsøval in play, and with a small bidding war, one probably ends up in the range of 6.5-7.0 bn. If one uses the same valuation on GSF, one quickly ends up a couple of billions higher, between 8.5 bn and 10 bn, so 6.5-8.0 bn which can be distributed per number of shares. 112 million shares. When the transaction in Mås is done, a re-valuation of GSF will come. Lowest estimate 50-55 kr per share Medium estimate 55-62 kr per share Highest estimate 62-70 kr per share Suddenly one wakes up to a similar stock exchange announcement as in Måsøval… H- ·23 t sittenWith the abolition of the Norm Price Council for the aquaculture industry, the conditions for all aquaculture companies will become more predictable, and that should also raise the share price for GSF.
·22 t sittenWell, considering that Grieg still has not paid any resource rent tax, it will probably have very little effect. 
·21.5.Ref. a couple of participants a bit further down in the thread: GSF has acquired a lot of good expertise over the years, and I believe the criticism against the management is too simplistic. It's completely fair to be dissatisfied with share price development and individual quarters, but to claim that they "cannot do aquaculture" is too weak. They have cleaned up, sold off loss-making projects, and received good payment for assets like Finnmark (Canada). Much of what has affected the company has also not been obvious beforehand, unless one has had access to a Nostradamus crystal ball. And to you shareholders who think the management is not competent: You can cling to the old saying that it's often the dumbest farmers who get the finest and most beautiful potatoes. 😉Time will show!
·2 päivää sittenVivio. I believe ebita would have been 14-17%. Potentially 500-630 million annually. With slaughter volume and the good prices that were in Q1, my estimate is 150-180 million. This is based on an average price of 88 kr per produced kg and 46 kr per kg in other income in Q1. As it looks now, I calculate 120-130 kr per kg annually and a revenue between 3.6 -4 billion based on 30,000 tonnes in 2026, probably 3.75 billion. In 2027, 4 billion is within reach and potentially ebita of 560-680 million if they reduce costs per kg somewhat and avoid accidents and negative macroeconomic conditions and with normal biology. Continued strengthening of the krone could pull it down somewhat. That is the potential I see as of today. Then there will always be vulnerability for a small salmon farmer that can pull it down. If other income stays around 46 kr per kg, it is a great strength and makes them less vulnerable to market fluctuations.
·21.5.Nice rise today, is something going on?
·21.5.Short who increases the price by buying small volumes before they take the shares and dump it downwards.- ·21.5.Short covering yesterday and today? They surely understand that the downside is now very limited.
·21.5. · MuokattuYes, they don't disappoint. Constantly bad news when something comes out. Surely some heads should roll there soon. They are worst when it comes to prod cost per kilo. Thought they would improve when they got everything in their own backyard. The family shop needs someone from outside😂If this had been Mowi, which is more KPI and margin-driven, heads would have rolled.
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
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.
2026 Q1 -tulosraportti
Vain PDF
9 päivää sitten
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Uutiset
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
- ·9 t sittenGrieg vs Måsøval The companies are in many ways directly comparable. Both with approx 2 bn in debt+/- Måsøval with 12700 tonnes mtb ( the rest belongs to Guru Kunna VIderegående skole and Frøy ) Grieg 16800 tonnes mtb ( 19 concessions ) Måsøval 20-21k own production Grieg 30-31k own production ( approx 50% higher ) With the exception of Q1 2026, Rogaland has performed at a high level in terms of margins,- right at the top in Norway. Måsøval has not been anywhere near. Grieg has faster turnover rate due to post-smolt. The market value of Måsøval is today approx 4bn, + 2 in debt, so total approx 6 bn. The market value of GSF is today approx 3.6 + 2 in debt, total approx 5.6. Måsøval in play, and with a small bidding war, one probably ends up in the range of 6.5-7.0 bn. If one uses the same valuation on GSF, one quickly ends up a couple of billions higher, between 8.5 bn and 10 bn, so 6.5-8.0 bn which can be distributed per number of shares. 112 million shares. When the transaction in Mås is done, a re-valuation of GSF will come. Lowest estimate 50-55 kr per share Medium estimate 55-62 kr per share Highest estimate 62-70 kr per share Suddenly one wakes up to a similar stock exchange announcement as in Måsøval… H
- ·23 t sittenWith the abolition of the Norm Price Council for the aquaculture industry, the conditions for all aquaculture companies will become more predictable, and that should also raise the share price for GSF.·22 t sittenWell, considering that Grieg still has not paid any resource rent tax, it will probably have very little effect.
- ·21.5.Ref. a couple of participants a bit further down in the thread: GSF has acquired a lot of good expertise over the years, and I believe the criticism against the management is too simplistic. It's completely fair to be dissatisfied with share price development and individual quarters, but to claim that they "cannot do aquaculture" is too weak. They have cleaned up, sold off loss-making projects, and received good payment for assets like Finnmark (Canada). Much of what has affected the company has also not been obvious beforehand, unless one has had access to a Nostradamus crystal ball. And to you shareholders who think the management is not competent: You can cling to the old saying that it's often the dumbest farmers who get the finest and most beautiful potatoes. 😉Time will show!·2 päivää sittenVivio. I believe ebita would have been 14-17%. Potentially 500-630 million annually. With slaughter volume and the good prices that were in Q1, my estimate is 150-180 million. This is based on an average price of 88 kr per produced kg and 46 kr per kg in other income in Q1. As it looks now, I calculate 120-130 kr per kg annually and a revenue between 3.6 -4 billion based on 30,000 tonnes in 2026, probably 3.75 billion. In 2027, 4 billion is within reach and potentially ebita of 560-680 million if they reduce costs per kg somewhat and avoid accidents and negative macroeconomic conditions and with normal biology. Continued strengthening of the krone could pull it down somewhat. That is the potential I see as of today. Then there will always be vulnerability for a small salmon farmer that can pull it down. If other income stays around 46 kr per kg, it is a great strength and makes them less vulnerable to market fluctuations.
- ·21.5.Nice rise today, is something going on?·21.5.Short who increases the price by buying small volumes before they take the shares and dump it downwards.
- ·21.5.Short covering yesterday and today? They surely understand that the downside is now very limited.·21.5. · MuokattuYes, they don't disappoint. Constantly bad news when something comes out. Surely some heads should roll there soon. They are worst when it comes to prod cost per kilo. Thought they would improve when they got everything in their own backyard. The family shop needs someone from outside😂If this had been Mowi, which is more KPI and margin-driven, heads would have rolled.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 27.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
9 päivää sitten
Uutiset
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 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 27.5.2025 |
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenGrieg vs Måsøval The companies are in many ways directly comparable. Both with approx 2 bn in debt+/- Måsøval with 12700 tonnes mtb ( the rest belongs to Guru Kunna VIderegående skole and Frøy ) Grieg 16800 tonnes mtb ( 19 concessions ) Måsøval 20-21k own production Grieg 30-31k own production ( approx 50% higher ) With the exception of Q1 2026, Rogaland has performed at a high level in terms of margins,- right at the top in Norway. Måsøval has not been anywhere near. Grieg has faster turnover rate due to post-smolt. The market value of Måsøval is today approx 4bn, + 2 in debt, so total approx 6 bn. The market value of GSF is today approx 3.6 + 2 in debt, total approx 5.6. Måsøval in play, and with a small bidding war, one probably ends up in the range of 6.5-7.0 bn. If one uses the same valuation on GSF, one quickly ends up a couple of billions higher, between 8.5 bn and 10 bn, so 6.5-8.0 bn which can be distributed per number of shares. 112 million shares. When the transaction in Mås is done, a re-valuation of GSF will come. Lowest estimate 50-55 kr per share Medium estimate 55-62 kr per share Highest estimate 62-70 kr per share Suddenly one wakes up to a similar stock exchange announcement as in Måsøval… H
- ·23 t sittenWith the abolition of the Norm Price Council for the aquaculture industry, the conditions for all aquaculture companies will become more predictable, and that should also raise the share price for GSF.·22 t sittenWell, considering that Grieg still has not paid any resource rent tax, it will probably have very little effect.
- ·21.5.Ref. a couple of participants a bit further down in the thread: GSF has acquired a lot of good expertise over the years, and I believe the criticism against the management is too simplistic. It's completely fair to be dissatisfied with share price development and individual quarters, but to claim that they "cannot do aquaculture" is too weak. They have cleaned up, sold off loss-making projects, and received good payment for assets like Finnmark (Canada). Much of what has affected the company has also not been obvious beforehand, unless one has had access to a Nostradamus crystal ball. And to you shareholders who think the management is not competent: You can cling to the old saying that it's often the dumbest farmers who get the finest and most beautiful potatoes. 😉Time will show!·2 päivää sittenVivio. I believe ebita would have been 14-17%. Potentially 500-630 million annually. With slaughter volume and the good prices that were in Q1, my estimate is 150-180 million. This is based on an average price of 88 kr per produced kg and 46 kr per kg in other income in Q1. As it looks now, I calculate 120-130 kr per kg annually and a revenue between 3.6 -4 billion based on 30,000 tonnes in 2026, probably 3.75 billion. In 2027, 4 billion is within reach and potentially ebita of 560-680 million if they reduce costs per kg somewhat and avoid accidents and negative macroeconomic conditions and with normal biology. Continued strengthening of the krone could pull it down somewhat. That is the potential I see as of today. Then there will always be vulnerability for a small salmon farmer that can pull it down. If other income stays around 46 kr per kg, it is a great strength and makes them less vulnerable to market fluctuations.
- ·21.5.Nice rise today, is something going on?·21.5.Short who increases the price by buying small volumes before they take the shares and dump it downwards.
- ·21.5.Short covering yesterday and today? They surely understand that the downside is now very limited.·21.5. · MuokattuYes, they don't disappoint. Constantly bad news when something comes out. Surely some heads should roll there soon. They are worst when it comes to prod cost per kilo. Thought they would improve when they got everything in their own backyard. The family shop needs someone from outside😂If this had been Mowi, which is more KPI and margin-driven, heads would have rolled.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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