Q3-osavuosiraportti
14 päivää sitten‧22 min
1,75 NOK/osake
Viimeisin osinko
2,49 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
100
Myynti
Määrä
830
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 640 | - | - | ||
| 48 | - | - | ||
| 50 | - | - | ||
| 1 563 | - | - | ||
| 250 | - | - |
Ylin
71,85VWAP
Alin
70,5VaihtoMäärä
12 167 954
VWAP
Ylin
71,85Alin
70,5VaihtoMäärä
12 167 954
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 25.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 13.11. | |
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2024 Yhtiökokous | 4.6. | |
| 2025 Q1-osavuosiraportti | 27.5. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·15 t sittenVolume up and prices up! Much slaughtering of fish with low average weight in November will yield very interesting biomass figures in the next update from Fiskeridirektoratet. I believe we can expect -8-9% in the number of individuals. Prices for next week at 92-93 live Oslo as we speak.
·2 päivää sittenSees huge discount in aquaculture The big sale this summer will clarify the underlying values, believes Chief Analyst Alexander Aukner. Chief Analyst Alexander Aukner at DNB Carnegie sees upside in Grieg Seafood. Positive: After much waiting and speculation in the market, it became clear this summer that Grieg Seafood is selling off its aquaculture operations in Finnmark and Canada to Cermaq for 10.2 billion kroner. Several analysts have pointed out that much of the sale proceeds could accrue to shareholders in the form of an extraordinary dividend. During the third-quarter presentation, Grieg Seafood's management estimated that it would pay a dividend of 4 billion kroner, equivalent to around 35 kroner per share, as soon as the transaction is completed. This is expected to happen after the fourth quarter. DNB Carnegie was at the time hired as an advisor in connection with the strategic review of the now sold businesses. Now that the assignment is finished, the brokerage firm is issuing an updated recommendation on the share. Chief Analyst Alexander Aukner gives the share a buy recommendation and a price target of 82 kroner. In comparison, the share was traded at 70 kroner on Monday afternoon. "After the divestment of Canada and Finnmark, Grieg Seafood will become a quite different company, with a solid track record in Rogaland, limited investment needs, a focused strategy, and a strong balance sheet," writes Aukner. Read also Announces huge dividend Grieg Seafood's management has announced that it will prioritize dividends after the big sale this summer. Now it comes with an estimate of how much could accrue to the shareholders. Sees large discount Even with prospects for a large extraordinary dividend, Aukner believes the share is traded at a large discount to underlying values. "The company will become smaller, but with an implied discount of 30 to 40 percent compared to comparable companies, based on P/E and EV/kg, we believe the valuation of the remaining assets appears attractive," he writes. Aukner divides the price target as follows: 36 kroner per share in extraordinary dividend and 46 kroner per share for Grieg Seafood's remaining operations. "Grieg Seafood will go from being a highly leveraged company, with a volatile earnings history and too small businesses in regions without synergies, to becoming a higher quality player. We believe the transformation will clarify the operational quality in Rogaland, which until now has been neglected by the market as other regions have attracted attention for the wrong reasons," he writes.
·1 päivä sittenHi. Good that we believe in high valuation, but the size of the 'new' company implies the same discount as Måsøval. Mcap of 5.16bn is therefore fair.
·1 päivä sittenGrieg had a market cap of +- 9mrd before the growth plans in Canada and Finnmark that failed. They are now returning to good, sound, and secure operations as before. If Måsøhval is comparable to Grieg regarding expected production, operations, fish health, post-smolt facilities, income statement, and balance sheet, then they are probably also undervalued. Unfortunately, I haven't analyzed them. I rely on analyses about valuation between 90 -110 kr and statements from DNB that Grieg today is valued at a significant discount. I believe we will see a completely different Grieg in 2026/27 with production up to 33000 tonnes. The valuation per produced tonne is low compared to other players and not least the price they received per tonne when selling to Cermaq.
·2 päivää sittenAs I understand it, the Competition Bureau (the Canadian competition authority) updates its cases every Tuesday or Wednesday. Could today's price increase be due to expectations that the case will be updated tomorrow or Wednesday?
·2 päivää sittenGSF: Buy recommendation and price target NOK 82 (DNB C)
·2 päivää sitten · MuokattuWasn't DNB C out of coverage because they were working on the sale of Cermaq? Is this a sign that the last milestones have been completed? Ref. The Competition Authority in canada?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 ja analyysit
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.
Q3-osavuosiraportti
14 päivää sitten‧22 min
1,75 NOK/osake
Viimeisin osinko
2,49 %Tuotto/v
Uutiset ja analyysit
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sittenVolume up and prices up! Much slaughtering of fish with low average weight in November will yield very interesting biomass figures in the next update from Fiskeridirektoratet. I believe we can expect -8-9% in the number of individuals. Prices for next week at 92-93 live Oslo as we speak.
- ·2 päivää sittenSees huge discount in aquaculture The big sale this summer will clarify the underlying values, believes Chief Analyst Alexander Aukner. Chief Analyst Alexander Aukner at DNB Carnegie sees upside in Grieg Seafood. Positive: After much waiting and speculation in the market, it became clear this summer that Grieg Seafood is selling off its aquaculture operations in Finnmark and Canada to Cermaq for 10.2 billion kroner. Several analysts have pointed out that much of the sale proceeds could accrue to shareholders in the form of an extraordinary dividend. During the third-quarter presentation, Grieg Seafood's management estimated that it would pay a dividend of 4 billion kroner, equivalent to around 35 kroner per share, as soon as the transaction is completed. This is expected to happen after the fourth quarter. DNB Carnegie was at the time hired as an advisor in connection with the strategic review of the now sold businesses. Now that the assignment is finished, the brokerage firm is issuing an updated recommendation on the share. Chief Analyst Alexander Aukner gives the share a buy recommendation and a price target of 82 kroner. In comparison, the share was traded at 70 kroner on Monday afternoon. "After the divestment of Canada and Finnmark, Grieg Seafood will become a quite different company, with a solid track record in Rogaland, limited investment needs, a focused strategy, and a strong balance sheet," writes Aukner. Read also Announces huge dividend Grieg Seafood's management has announced that it will prioritize dividends after the big sale this summer. Now it comes with an estimate of how much could accrue to the shareholders. Sees large discount Even with prospects for a large extraordinary dividend, Aukner believes the share is traded at a large discount to underlying values. "The company will become smaller, but with an implied discount of 30 to 40 percent compared to comparable companies, based on P/E and EV/kg, we believe the valuation of the remaining assets appears attractive," he writes. Aukner divides the price target as follows: 36 kroner per share in extraordinary dividend and 46 kroner per share for Grieg Seafood's remaining operations. "Grieg Seafood will go from being a highly leveraged company, with a volatile earnings history and too small businesses in regions without synergies, to becoming a higher quality player. We believe the transformation will clarify the operational quality in Rogaland, which until now has been neglected by the market as other regions have attracted attention for the wrong reasons," he writes.·1 päivä sittenHi. Good that we believe in high valuation, but the size of the 'new' company implies the same discount as Måsøval. Mcap of 5.16bn is therefore fair.·1 päivä sittenGrieg had a market cap of +- 9mrd before the growth plans in Canada and Finnmark that failed. They are now returning to good, sound, and secure operations as before. If Måsøhval is comparable to Grieg regarding expected production, operations, fish health, post-smolt facilities, income statement, and balance sheet, then they are probably also undervalued. Unfortunately, I haven't analyzed them. I rely on analyses about valuation between 90 -110 kr and statements from DNB that Grieg today is valued at a significant discount. I believe we will see a completely different Grieg in 2026/27 with production up to 33000 tonnes. The valuation per produced tonne is low compared to other players and not least the price they received per tonne when selling to Cermaq.
- ·2 päivää sittenAs I understand it, the Competition Bureau (the Canadian competition authority) updates its cases every Tuesday or Wednesday. Could today's price increase be due to expectations that the case will be updated tomorrow or Wednesday?
- ·2 päivää sittenGSF: Buy recommendation and price target NOK 82 (DNB C)·2 päivää sitten · MuokattuWasn't DNB C out of coverage because they were working on the sale of Cermaq? Is this a sign that the last milestones have been completed? Ref. The Competition Authority in canada?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
100
Myynti
Määrä
830
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 640 | - | - | ||
| 48 | - | - | ||
| 50 | - | - | ||
| 1 563 | - | - | ||
| 250 | - | - |
Ylin
71,85VWAP
Alin
70,5VaihtoMäärä
12 167 954
VWAP
Ylin
71,85Alin
70,5VaihtoMäärä
12 167 954
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 25.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 13.11. | |
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2024 Yhtiökokous | 4.6. | |
| 2025 Q1-osavuosiraportti | 27.5. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
14 päivää sitten‧22 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 25.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 13.11. | |
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2024 Yhtiökokous | 4.6. | |
| 2025 Q1-osavuosiraportti | 27.5. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
1,75 NOK/osake
Viimeisin osinko
2,49 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sittenVolume up and prices up! Much slaughtering of fish with low average weight in November will yield very interesting biomass figures in the next update from Fiskeridirektoratet. I believe we can expect -8-9% in the number of individuals. Prices for next week at 92-93 live Oslo as we speak.
- ·2 päivää sittenSees huge discount in aquaculture The big sale this summer will clarify the underlying values, believes Chief Analyst Alexander Aukner. Chief Analyst Alexander Aukner at DNB Carnegie sees upside in Grieg Seafood. Positive: After much waiting and speculation in the market, it became clear this summer that Grieg Seafood is selling off its aquaculture operations in Finnmark and Canada to Cermaq for 10.2 billion kroner. Several analysts have pointed out that much of the sale proceeds could accrue to shareholders in the form of an extraordinary dividend. During the third-quarter presentation, Grieg Seafood's management estimated that it would pay a dividend of 4 billion kroner, equivalent to around 35 kroner per share, as soon as the transaction is completed. This is expected to happen after the fourth quarter. DNB Carnegie was at the time hired as an advisor in connection with the strategic review of the now sold businesses. Now that the assignment is finished, the brokerage firm is issuing an updated recommendation on the share. Chief Analyst Alexander Aukner gives the share a buy recommendation and a price target of 82 kroner. In comparison, the share was traded at 70 kroner on Monday afternoon. "After the divestment of Canada and Finnmark, Grieg Seafood will become a quite different company, with a solid track record in Rogaland, limited investment needs, a focused strategy, and a strong balance sheet," writes Aukner. Read also Announces huge dividend Grieg Seafood's management has announced that it will prioritize dividends after the big sale this summer. Now it comes with an estimate of how much could accrue to the shareholders. Sees large discount Even with prospects for a large extraordinary dividend, Aukner believes the share is traded at a large discount to underlying values. "The company will become smaller, but with an implied discount of 30 to 40 percent compared to comparable companies, based on P/E and EV/kg, we believe the valuation of the remaining assets appears attractive," he writes. Aukner divides the price target as follows: 36 kroner per share in extraordinary dividend and 46 kroner per share for Grieg Seafood's remaining operations. "Grieg Seafood will go from being a highly leveraged company, with a volatile earnings history and too small businesses in regions without synergies, to becoming a higher quality player. We believe the transformation will clarify the operational quality in Rogaland, which until now has been neglected by the market as other regions have attracted attention for the wrong reasons," he writes.·1 päivä sittenHi. Good that we believe in high valuation, but the size of the 'new' company implies the same discount as Måsøval. Mcap of 5.16bn is therefore fair.·1 päivä sittenGrieg had a market cap of +- 9mrd before the growth plans in Canada and Finnmark that failed. They are now returning to good, sound, and secure operations as before. If Måsøhval is comparable to Grieg regarding expected production, operations, fish health, post-smolt facilities, income statement, and balance sheet, then they are probably also undervalued. Unfortunately, I haven't analyzed them. I rely on analyses about valuation between 90 -110 kr and statements from DNB that Grieg today is valued at a significant discount. I believe we will see a completely different Grieg in 2026/27 with production up to 33000 tonnes. The valuation per produced tonne is low compared to other players and not least the price they received per tonne when selling to Cermaq.
- ·2 päivää sittenAs I understand it, the Competition Bureau (the Canadian competition authority) updates its cases every Tuesday or Wednesday. Could today's price increase be due to expectations that the case will be updated tomorrow or Wednesday?
- ·2 päivää sittenGSF: Buy recommendation and price target NOK 82 (DNB C)·2 päivää sitten · MuokattuWasn't DNB C out of coverage because they were working on the sale of Cermaq? Is this a sign that the last milestones have been completed? Ref. The Competition Authority in canada?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
100
Myynti
Määrä
830
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 640 | - | - | ||
| 48 | - | - | ||
| 50 | - | - | ||
| 1 563 | - | - | ||
| 250 | - | - |
Ylin
71,85VWAP
Alin
70,5VaihtoMäärä
12 167 954
VWAP
Ylin
71,85Alin
70,5VaihtoMäärä
12 167 954
Välittäjätilasto
Dataa ei löytynyt