2026 Q2 -tulosraportti
8 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 |
|---|---|---|---|---|
| 1 160 | - | - | ||
| 173 | - | - | ||
| 2 530 | - | - | ||
| 58 | - | - | ||
| 1 720 | - | - |
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
·5 t sitten · MuokattuIs GSF a value trap? (yes, easy to come to such a conclusion) Based on annual EBITDA of 600M kr and NPAT around 300M kr and P/E 12x, the sober company value is 3.5 mrd kr (share price 30 kr). The stock seems to have priced in next year's EBITDA = value trap (no safety margin or upside left and owners get poorly paid for risk).
18,8 % of grieg, you mean. Then I think you need to recalculate and familiarize yourself with the company. Right now, the company is priced based on H1 results and a full crisis without taking into account the reasons for it. 2026 is a transition year and not representative of the new Grieg. They say that themselves too. H2 26, FY 27 and beyond will be something completely different. Fair price based on H1 is approx 32 kr and the market is overreacting. H2 will lead the way and operational ebita in H2 will show a different side and 2027 will be better than H2 where the potential will become visible.
·9 t sitten · MuokattuImpressive sight the whole Grieg case.. haven't sold, might as well increase if it goes to 20krI have set up a spreadsheet for Grieg with completely normal earnings, i.e., quite conservative figures based on the H1 financial report. It shows that H2 will probably largely save the entire 2026 with operational EBIT of +-330 million, i.e., +-300 for the whole year, and a net profit of +- 100 million. And that with conservative figures. The same exercise for the entire 27 shows operational EBIT between 400-660 million with normal operations. I have included cautious EBIT figures from sales and vap and conservative operating margins. Here I choose to wait until H2, where the CFO promised to provide more exact figures. The good thing with sales and VAP is that it makes the company less vulnerable in periods of low salmon prices and that it maximizes profit when the price is good. But the calculation assumes a normal year where they reach slaughter volume and do not have major accidents. This reassures me a lot, and I see no reason to sell. Further upside could be in additional increased volume and better Mab utilization from 2028. Post-smolt capacity is increased by 3000 tonnes, where Grieg has the right to 1500 tonnes. This means capacity is increased from 9000 to 10500 tonnes. Therefore, they can theoretically manage to increase production in existing licenses. And what speaks for this is the steadily higher average weight in the facility. Fish released at 2.5kg or more grow quickly to slaughter weight in the sea. So here there is potential for further improvement from 2028/29 if conditions are right for it. Then potential cooperation with other players or acquisitions in the region comes as a further option for growth in Rogaland. So why throw in the towel and give away shares to short sellers now, I think. It is when it is cheap that one should buy. This is incidentally not a buy recommendation. Everyone must make their own decisions and familiarize themselves with the stock.
·1 päivä sittenNow I'm starting to completely lose faith in this company. Have been involved for approx 18 months, see that the value is slowly but surely ticking downwards. So the question to those of you who have some insight, are there any positive triggers ahead? Or do we have to wait in total silence for another 6 months now to be disappointed again? Thanks in advance
Since the price went to 32.30 on Friday, it has fallen 15.1% in just four trading days, without any negative news emerging. The investor lists show that two shareholders sold shares for almost 24 million kroner on Friday. These are enormous amounts with such low normal turnover. The problem is simply that market interest is not strong enough to absorb such volumes. An overview from 1 September still shows nearly 200 million kroner in short value around Monday's price level. It is easy to push the price down with low volumes, but it can be at least as difficult to buy millions of shares at these levels. The frustration among shareholders is, of course, a risk in itself. After such a long time, people can simply get tired, and that is perhaps the sad part of the situation.- ·2 päivää sittenGSF carries a "tax buffer" after the sale of Finnmark and Canada: At the beginning of 2026, GSF has booked 232.6 million kroner in tax value from tax loss carryforwards (2.05 per share). As this tax benefit is utilized, it means more money remaining in the company, stronger cash flow and – all else being equal – greater dividend capacity. Rogaland has been the part of GSF that has actually delivered EBIT. Looking at the last five years, Rogaland has delivered profitable operations every single year, while the part that was sold has dragged down the group result.Short went down by 900,000 shares last week. Two large volume traders utilized the price increase on the AvH news to sell 785,992 shares in total. Thus, almost the entire decrease of the short alone. The positive thing is that such traders historically have bought back when the price goes down again. Consequently, short meets the same buyers on the way down, and that must be quite irritating when the goal probably is to create further selling pressure. It's absolutely wonderful to see short doing the job, while others just stand ready and take cheaper.
·3 päivää sittenWe probably have to go back to Jan 2016 to see such a low share price? Is there anyone who knows the history and has been involved ever since? Strange that the market doesn't value the company higher despite what has happened recently. As if 10 years haven't yielded any increase in value or "added value".They have sold off the problem areas at a good price and distributed 35kr in dividends. They are now back in Rogaland where they normally have very profitable operations. Grieg is now in a transition year characterized by one-off costs after the sale and an operational incident in April 26. Hence, H1 was, as expected, a very weak half-year. H2, they will come back stronger with a slaughter volume of 17200 tonnes and reduced production cost of under 65 kr per kg. From 2027 onwards, they are expected to deliver good results at the same level as previously in Rogaland. Recommend that you read up on the company. You will find some useful information if you browse previous posts.
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
8 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
- ·5 t sitten · MuokattuIs GSF a value trap? (yes, easy to come to such a conclusion) Based on annual EBITDA of 600M kr and NPAT around 300M kr and P/E 12x, the sober company value is 3.5 mrd kr (share price 30 kr). The stock seems to have priced in next year's EBITDA = value trap (no safety margin or upside left and owners get poorly paid for risk).18,8 % of grieg, you mean. Then I think you need to recalculate and familiarize yourself with the company. Right now, the company is priced based on H1 results and a full crisis without taking into account the reasons for it. 2026 is a transition year and not representative of the new Grieg. They say that themselves too. H2 26, FY 27 and beyond will be something completely different. Fair price based on H1 is approx 32 kr and the market is overreacting. H2 will lead the way and operational ebita in H2 will show a different side and 2027 will be better than H2 where the potential will become visible.
- ·9 t sitten · MuokattuImpressive sight the whole Grieg case.. haven't sold, might as well increase if it goes to 20krI have set up a spreadsheet for Grieg with completely normal earnings, i.e., quite conservative figures based on the H1 financial report. It shows that H2 will probably largely save the entire 2026 with operational EBIT of +-330 million, i.e., +-300 for the whole year, and a net profit of +- 100 million. And that with conservative figures. The same exercise for the entire 27 shows operational EBIT between 400-660 million with normal operations. I have included cautious EBIT figures from sales and vap and conservative operating margins. Here I choose to wait until H2, where the CFO promised to provide more exact figures. The good thing with sales and VAP is that it makes the company less vulnerable in periods of low salmon prices and that it maximizes profit when the price is good. But the calculation assumes a normal year where they reach slaughter volume and do not have major accidents. This reassures me a lot, and I see no reason to sell. Further upside could be in additional increased volume and better Mab utilization from 2028. Post-smolt capacity is increased by 3000 tonnes, where Grieg has the right to 1500 tonnes. This means capacity is increased from 9000 to 10500 tonnes. Therefore, they can theoretically manage to increase production in existing licenses. And what speaks for this is the steadily higher average weight in the facility. Fish released at 2.5kg or more grow quickly to slaughter weight in the sea. So here there is potential for further improvement from 2028/29 if conditions are right for it. Then potential cooperation with other players or acquisitions in the region comes as a further option for growth in Rogaland. So why throw in the towel and give away shares to short sellers now, I think. It is when it is cheap that one should buy. This is incidentally not a buy recommendation. Everyone must make their own decisions and familiarize themselves with the stock.
- ·1 päivä sittenNow I'm starting to completely lose faith in this company. Have been involved for approx 18 months, see that the value is slowly but surely ticking downwards. So the question to those of you who have some insight, are there any positive triggers ahead? Or do we have to wait in total silence for another 6 months now to be disappointed again? Thanks in advanceSince the price went to 32.30 on Friday, it has fallen 15.1% in just four trading days, without any negative news emerging. The investor lists show that two shareholders sold shares for almost 24 million kroner on Friday. These are enormous amounts with such low normal turnover. The problem is simply that market interest is not strong enough to absorb such volumes. An overview from 1 September still shows nearly 200 million kroner in short value around Monday's price level. It is easy to push the price down with low volumes, but it can be at least as difficult to buy millions of shares at these levels. The frustration among shareholders is, of course, a risk in itself. After such a long time, people can simply get tired, and that is perhaps the sad part of the situation.
- ·2 päivää sittenGSF carries a "tax buffer" after the sale of Finnmark and Canada: At the beginning of 2026, GSF has booked 232.6 million kroner in tax value from tax loss carryforwards (2.05 per share). As this tax benefit is utilized, it means more money remaining in the company, stronger cash flow and – all else being equal – greater dividend capacity. Rogaland has been the part of GSF that has actually delivered EBIT. Looking at the last five years, Rogaland has delivered profitable operations every single year, while the part that was sold has dragged down the group result.Short went down by 900,000 shares last week. Two large volume traders utilized the price increase on the AvH news to sell 785,992 shares in total. Thus, almost the entire decrease of the short alone. The positive thing is that such traders historically have bought back when the price goes down again. Consequently, short meets the same buyers on the way down, and that must be quite irritating when the goal probably is to create further selling pressure. It's absolutely wonderful to see short doing the job, while others just stand ready and take cheaper.
- ·3 päivää sittenWe probably have to go back to Jan 2016 to see such a low share price? Is there anyone who knows the history and has been involved ever since? Strange that the market doesn't value the company higher despite what has happened recently. As if 10 years haven't yielded any increase in value or "added value".They have sold off the problem areas at a good price and distributed 35kr in dividends. They are now back in Rogaland where they normally have very profitable operations. Grieg is now in a transition year characterized by one-off costs after the sale and an operational incident in April 26. Hence, H1 was, as expected, a very weak half-year. H2, they will come back stronger with a slaughter volume of 17200 tonnes and reduced production cost of under 65 kr per kg. From 2027 onwards, they are expected to deliver good results at the same level as previously in Rogaland. Recommend that you read up on the company. You will find some useful information if you browse previous posts.
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 |
|---|---|---|---|---|
| 1 160 | - | - | ||
| 173 | - | - | ||
| 2 530 | - | - | ||
| 58 | - | - | ||
| 1 720 | - | - |
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
8 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
- ·5 t sitten · MuokattuIs GSF a value trap? (yes, easy to come to such a conclusion) Based on annual EBITDA of 600M kr and NPAT around 300M kr and P/E 12x, the sober company value is 3.5 mrd kr (share price 30 kr). The stock seems to have priced in next year's EBITDA = value trap (no safety margin or upside left and owners get poorly paid for risk).18,8 % of grieg, you mean. Then I think you need to recalculate and familiarize yourself with the company. Right now, the company is priced based on H1 results and a full crisis without taking into account the reasons for it. 2026 is a transition year and not representative of the new Grieg. They say that themselves too. H2 26, FY 27 and beyond will be something completely different. Fair price based on H1 is approx 32 kr and the market is overreacting. H2 will lead the way and operational ebita in H2 will show a different side and 2027 will be better than H2 where the potential will become visible.
- ·9 t sitten · MuokattuImpressive sight the whole Grieg case.. haven't sold, might as well increase if it goes to 20krI have set up a spreadsheet for Grieg with completely normal earnings, i.e., quite conservative figures based on the H1 financial report. It shows that H2 will probably largely save the entire 2026 with operational EBIT of +-330 million, i.e., +-300 for the whole year, and a net profit of +- 100 million. And that with conservative figures. The same exercise for the entire 27 shows operational EBIT between 400-660 million with normal operations. I have included cautious EBIT figures from sales and vap and conservative operating margins. Here I choose to wait until H2, where the CFO promised to provide more exact figures. The good thing with sales and VAP is that it makes the company less vulnerable in periods of low salmon prices and that it maximizes profit when the price is good. But the calculation assumes a normal year where they reach slaughter volume and do not have major accidents. This reassures me a lot, and I see no reason to sell. Further upside could be in additional increased volume and better Mab utilization from 2028. Post-smolt capacity is increased by 3000 tonnes, where Grieg has the right to 1500 tonnes. This means capacity is increased from 9000 to 10500 tonnes. Therefore, they can theoretically manage to increase production in existing licenses. And what speaks for this is the steadily higher average weight in the facility. Fish released at 2.5kg or more grow quickly to slaughter weight in the sea. So here there is potential for further improvement from 2028/29 if conditions are right for it. Then potential cooperation with other players or acquisitions in the region comes as a further option for growth in Rogaland. So why throw in the towel and give away shares to short sellers now, I think. It is when it is cheap that one should buy. This is incidentally not a buy recommendation. Everyone must make their own decisions and familiarize themselves with the stock.
- ·1 päivä sittenNow I'm starting to completely lose faith in this company. Have been involved for approx 18 months, see that the value is slowly but surely ticking downwards. So the question to those of you who have some insight, are there any positive triggers ahead? Or do we have to wait in total silence for another 6 months now to be disappointed again? Thanks in advanceSince the price went to 32.30 on Friday, it has fallen 15.1% in just four trading days, without any negative news emerging. The investor lists show that two shareholders sold shares for almost 24 million kroner on Friday. These are enormous amounts with such low normal turnover. The problem is simply that market interest is not strong enough to absorb such volumes. An overview from 1 September still shows nearly 200 million kroner in short value around Monday's price level. It is easy to push the price down with low volumes, but it can be at least as difficult to buy millions of shares at these levels. The frustration among shareholders is, of course, a risk in itself. After such a long time, people can simply get tired, and that is perhaps the sad part of the situation.
- ·2 päivää sittenGSF carries a "tax buffer" after the sale of Finnmark and Canada: At the beginning of 2026, GSF has booked 232.6 million kroner in tax value from tax loss carryforwards (2.05 per share). As this tax benefit is utilized, it means more money remaining in the company, stronger cash flow and – all else being equal – greater dividend capacity. Rogaland has been the part of GSF that has actually delivered EBIT. Looking at the last five years, Rogaland has delivered profitable operations every single year, while the part that was sold has dragged down the group result.Short went down by 900,000 shares last week. Two large volume traders utilized the price increase on the AvH news to sell 785,992 shares in total. Thus, almost the entire decrease of the short alone. The positive thing is that such traders historically have bought back when the price goes down again. Consequently, short meets the same buyers on the way down, and that must be quite irritating when the goal probably is to create further selling pressure. It's absolutely wonderful to see short doing the job, while others just stand ready and take cheaper.
- ·3 päivää sittenWe probably have to go back to Jan 2016 to see such a low share price? Is there anyone who knows the history and has been involved ever since? Strange that the market doesn't value the company higher despite what has happened recently. As if 10 years haven't yielded any increase in value or "added value".They have sold off the problem areas at a good price and distributed 35kr in dividends. They are now back in Rogaland where they normally have very profitable operations. Grieg is now in a transition year characterized by one-off costs after the sale and an operational incident in April 26. Hence, H1 was, as expected, a very weak half-year. H2, they will come back stronger with a slaughter volume of 17200 tonnes and reduced production cost of under 65 kr per kg. From 2027 onwards, they are expected to deliver good results at the same level as previously in Rogaland. Recommend that you read up on the company. You will find some useful information if you browse previous posts.
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 |
|---|---|---|---|---|
| 1 160 | - | - | ||
| 173 | - | - | ||
| 2 530 | - | - | ||
| 58 | - | - | ||
| 1 720 | - | - |
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