2026 Q1 -tulosraportti
Äänite tulossa
Tänään
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 365 | - | - | ||
| 124 | - | - | ||
| 184 | - | - | ||
| 102 | - | - | ||
| 2 221 | - | - |
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
·2 t sittenHow many concessions does GSF Rogaland have?
·9 t sittenI don't really think GSF fits so well as a listed company anymore. After the sales, the company has become much smaller, and then each quarter becomes extremely sensitive to biology and costs. Q1 has taken a lot of "crap" at once, restructuring, IT separation after the Cermaq sale, legal costs and start-up of a new VAP factory at Gardermoen. The factory started production in January and will further process salmon into, among other things, fillets and portion-packed products. It apparently cost a lot to start up, and they themselves say that the ramp-up significantly pulled down the result in Q1, but in the long run will contribute to better margins and higher values per kilo. Q1 does not show the real earnings going forward. They are left with a simpler structure, which makes the company more attractive to an industrial buyer. I still don't think a sale will happen now. The timing is wrong. The most logical thing is probably that they first clean up, reduce costs and show better operations in the coming quarters. After that, alternatives can come to the table. That they will simultaneously present less frequently to the market, I think points a bit towards them wanting less quarterly focus and more calm around the company.
·7 t sittenCompletely agree, I think they have done a lot right. Costs they have historically carried have been addressed and cleared away. Fundamentally, I think they now seem to have a very good starting point. All startups usually encounter some obstacles; it seems those have been cleared. I believe that the mix in the management team, including the chairman, is a good mix.
12 t sitten12 t sittenSBM1 Markets: We reiterate our Buy rating but cut our target price from NOK47 to NOK43 as a result of lower earnings expectations in 2027E. Our target price is based on a P/E 27E of c12x, which implies a 40% discount to historical valuation of large international consumer stocks. Our target price is based on a lower P/E multiple than we use for other salmon farmers. This is based on the size of the new company and as we forecast relatively low volume growth potential for the next couple of years. At the same time, we expect Grieg Rogaland over time to report solid EBIT/kg margins due to its post-smolt strategy, which normally is resulting in less sea lice issues compared to its closest peers.
12 t sitten12 t sittenTämä julkaisu on poistettu.
·13 t sittenVery little relevant comparison when you do not adjust for the dividend of 33 kroner
·10 t sittenMost analyses are updated and adjusted for the dividend. Almost all extraordinary costs related to sales and staff changes were taken in Q1. In addition, there has been a ramp-up at Gardermoen that I was not aware of. Something we will later benefit from along with PS production which is performing very well. Revenue in the quarter was as expected over 1bn. Analysts guided on average for 900 mill. 2H 2026 and 2027 will be very good. Too bad I couldn't increase at 30-31 today.
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
Äänite tulossa
Tänään
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
- ·2 t sittenHow many concessions does GSF Rogaland have?
- ·9 t sittenI don't really think GSF fits so well as a listed company anymore. After the sales, the company has become much smaller, and then each quarter becomes extremely sensitive to biology and costs. Q1 has taken a lot of "crap" at once, restructuring, IT separation after the Cermaq sale, legal costs and start-up of a new VAP factory at Gardermoen. The factory started production in January and will further process salmon into, among other things, fillets and portion-packed products. It apparently cost a lot to start up, and they themselves say that the ramp-up significantly pulled down the result in Q1, but in the long run will contribute to better margins and higher values per kilo. Q1 does not show the real earnings going forward. They are left with a simpler structure, which makes the company more attractive to an industrial buyer. I still don't think a sale will happen now. The timing is wrong. The most logical thing is probably that they first clean up, reduce costs and show better operations in the coming quarters. After that, alternatives can come to the table. That they will simultaneously present less frequently to the market, I think points a bit towards them wanting less quarterly focus and more calm around the company.·7 t sittenCompletely agree, I think they have done a lot right. Costs they have historically carried have been addressed and cleared away. Fundamentally, I think they now seem to have a very good starting point. All startups usually encounter some obstacles; it seems those have been cleared. I believe that the mix in the management team, including the chairman, is a good mix.
- 12 t sitten12 t sittenSBM1 Markets: We reiterate our Buy rating but cut our target price from NOK47 to NOK43 as a result of lower earnings expectations in 2027E. Our target price is based on a P/E 27E of c12x, which implies a 40% discount to historical valuation of large international consumer stocks. Our target price is based on a lower P/E multiple than we use for other salmon farmers. This is based on the size of the new company and as we forecast relatively low volume growth potential for the next couple of years. At the same time, we expect Grieg Rogaland over time to report solid EBIT/kg margins due to its post-smolt strategy, which normally is resulting in less sea lice issues compared to its closest peers.
- 12 t sitten12 t sittenTämä julkaisu on poistettu.·13 t sittenVery little relevant comparison when you do not adjust for the dividend of 33 kroner·10 t sittenMost analyses are updated and adjusted for the dividend. Almost all extraordinary costs related to sales and staff changes were taken in Q1. In addition, there has been a ramp-up at Gardermoen that I was not aware of. Something we will later benefit from along with PS production which is performing very well. Revenue in the quarter was as expected over 1bn. Analysts guided on average for 900 mill. 2H 2026 and 2027 will be very good. Too bad I couldn't increase at 30-31 today.
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 |
|---|---|---|---|---|
| 2 365 | - | - | ||
| 124 | - | - | ||
| 184 | - | - | ||
| 102 | - | - | ||
| 2 221 | - | - |
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
Äänite tulossa
Tänään
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
- ·2 t sittenHow many concessions does GSF Rogaland have?
- ·9 t sittenI don't really think GSF fits so well as a listed company anymore. After the sales, the company has become much smaller, and then each quarter becomes extremely sensitive to biology and costs. Q1 has taken a lot of "crap" at once, restructuring, IT separation after the Cermaq sale, legal costs and start-up of a new VAP factory at Gardermoen. The factory started production in January and will further process salmon into, among other things, fillets and portion-packed products. It apparently cost a lot to start up, and they themselves say that the ramp-up significantly pulled down the result in Q1, but in the long run will contribute to better margins and higher values per kilo. Q1 does not show the real earnings going forward. They are left with a simpler structure, which makes the company more attractive to an industrial buyer. I still don't think a sale will happen now. The timing is wrong. The most logical thing is probably that they first clean up, reduce costs and show better operations in the coming quarters. After that, alternatives can come to the table. That they will simultaneously present less frequently to the market, I think points a bit towards them wanting less quarterly focus and more calm around the company.·7 t sittenCompletely agree, I think they have done a lot right. Costs they have historically carried have been addressed and cleared away. Fundamentally, I think they now seem to have a very good starting point. All startups usually encounter some obstacles; it seems those have been cleared. I believe that the mix in the management team, including the chairman, is a good mix.
- 12 t sitten12 t sittenSBM1 Markets: We reiterate our Buy rating but cut our target price from NOK47 to NOK43 as a result of lower earnings expectations in 2027E. Our target price is based on a P/E 27E of c12x, which implies a 40% discount to historical valuation of large international consumer stocks. Our target price is based on a lower P/E multiple than we use for other salmon farmers. This is based on the size of the new company and as we forecast relatively low volume growth potential for the next couple of years. At the same time, we expect Grieg Rogaland over time to report solid EBIT/kg margins due to its post-smolt strategy, which normally is resulting in less sea lice issues compared to its closest peers.
- 12 t sitten12 t sittenTämä julkaisu on poistettu.·13 t sittenVery little relevant comparison when you do not adjust for the dividend of 33 kroner·10 t sittenMost analyses are updated and adjusted for the dividend. Almost all extraordinary costs related to sales and staff changes were taken in Q1. In addition, there has been a ramp-up at Gardermoen that I was not aware of. Something we will later benefit from along with PS production which is performing very well. Revenue in the quarter was as expected over 1bn. Analysts guided on average for 900 mill. 2H 2026 and 2027 will be very good. Too bad I couldn't increase at 30-31 today.
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 |
|---|---|---|---|---|
| 2 365 | - | - | ||
| 124 | - | - | ||
| 184 | - | - | ||
| 102 | - | - | ||
| 2 221 | - | - |
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