2025 Q4 -tulosraportti
31 päivää sitten
‧26 min
1,75 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 969 | - | - | ||
| 1 631 | - | - | ||
| 69 | - | - | ||
| 867 | - | - | ||
| 866 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 27.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenThis week was somewhat challenging with 2800-3000 tonnes of extraordinary slaughtering due to algae fear in the south-west and ILA in the central region. Prices bottomed out Thursday afternoon and were down towards 80 at their lowest, before they started to rise. Fish slaughtered Friday/Saturday this week goes for around 89-90 delivered Oslo and there is a tug-of-war around next week's prices, but it looks like they will land on 95-96 for slaughtering Sunday-Tuesday and 101-102 for slaughtering Wednesday. Worth noting: Biomass in Chile and in Norway is rapidly falling Forward sales last 4 weeks are falling Slaughter volume week 12 was 1800 tonnes up from week 11 Expected slaughter volume, including the extraordinary, further up this week. Q2 will give us periods with VERY limited slaughter volume. It will be exciting to see Tradingupdates right after Easter,- have strong belief in positive figures from 3-4 of the players who are to report.
·13 t sittenEddie23. Earlier slaughter will also result in increased slaughter volume in Q1 up from 6600 tonnes as guided by the company according to AI. How much up from what was planned and what significance it will have is uncertain. Do you know anything about the weight of the fish that was slaughtered prematurely? The slaughtering will naturally result in less volume in Q2. Looking forward to an update from Grieg after Easter. Then we will see if the estimates for the year are adjusted or if they manage to maintain 31000tonn. Here one probably sees the value of having post-smolt facilities with the possibility of shorter time in the sea when challenges arise. How long the affected salmon has been in the pens and how much production loss this entails will be interesting to hear. With early slaughtering of approx 2900kg I assume that approx 60% of the facilities are not affected as of now.
·1 päivä sittenEddie do you have prices next week?
·1 päivä sittenI choose to continue holding the position. After the dividend, I believe the case has changed; the company still has good liquidity, while costs appear to be decreasing. If they manage to to get below 65 kr/kg, the company appears significantly more competitive. The price will naturally adjust down in the short term, but the question is what the “new” company is valued at. I believe that a levels around 55 kr is "fair value" if the improvements materialize. I will probably reinvest the dividend if the price after the ex-date is below 45 kr. There are still uncertainties related to costs, biology, and salmon prices, but I perceive the downside as more limited than before, with upside if operations deliver.
·1 päivä sitten · Muokattulakafanten Grieg aims for 31 000 000kg per year Q4 2025 they were just over 64 in prod cost the salmon price in 2024 was on average 92,74 The salmon price in 2025 was on average 77,21 If we then use the lowest figure of 77,21kr/kg - 64 in prod cost = 13,21kr/kg 31 000 000 kg x 13,21 x 10(the industry is valued 12-14)/ 114440402 = 36,1 per share. These are marginal figures, if Grieg were to get 10kr more per kg, then we are over 50kr per share. So you can play around with the numbers yourself, now the Q1 figures are almost ready with the average price. Ps, the market expects a salmon price for 2027 to be between 90+ and 95kr/kg. A full 13 to 18kr higher than this calculation.·14 t sitten · MuokattuJadevadeja I think you might be missing something in the calculation. In Q4, Grieg had revenues of a total of 131 kr per produced kilo. The average salmon price was 84 kr and production costs of approximately 64 kr as you mention. This shows that Grieg in Q4 had 46 kr per kilo in other income that has not been attributed any value. How much we can expect going forward in other income will be exciting to see. If other income is persistent and relevant, these must also be included in the valuation of Grieg as I see it. But I don't have enough experience to be firm on this. In that case, the value could be much higher than the calculation in the next paragraph. If we base it on your calculation with an average salmon price of 87kr in 2026 and PE 10, we are at almost 63 kr. (Not 50kr as you write) Then other income is not included in the valuation. The expected salmon price for the year is well over 87 kr. I see you estimate Q1 at approx 90kr. Analysts are higher in the 90s in their estimates. Q1 will be fantastic even with a somewhat lower slaughter volume than in Q4. Production volume for 2026 is fixed and is guided to 31000tonn. Here I will keep an eye on other income. Now we have also received a summons to the EGM where the payment of the dividend of kr 35 is to be approved. Ex-date is 20.04 and payment comes approx 28.04.26.
·1 päivä sittenWhy are people selling off shares now so close to the dividend?
·1 päivä sittenWithholding tax, dividend tax, don't believe that the remainder is worth 36ish kroner, algal bloom, uncertainty about what the Griegs themselves want. Many possibilities here. A boost might have been expected when dividends were announced, but it has been promised for almost half a year, so it shouldn't surprise anyone.
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
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.
2025 Q4 -tulosraportti
31 päivää sitten
‧26 min
1,75 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThis week was somewhat challenging with 2800-3000 tonnes of extraordinary slaughtering due to algae fear in the south-west and ILA in the central region. Prices bottomed out Thursday afternoon and were down towards 80 at their lowest, before they started to rise. Fish slaughtered Friday/Saturday this week goes for around 89-90 delivered Oslo and there is a tug-of-war around next week's prices, but it looks like they will land on 95-96 for slaughtering Sunday-Tuesday and 101-102 for slaughtering Wednesday. Worth noting: Biomass in Chile and in Norway is rapidly falling Forward sales last 4 weeks are falling Slaughter volume week 12 was 1800 tonnes up from week 11 Expected slaughter volume, including the extraordinary, further up this week. Q2 will give us periods with VERY limited slaughter volume. It will be exciting to see Tradingupdates right after Easter,- have strong belief in positive figures from 3-4 of the players who are to report.·13 t sittenEddie23. Earlier slaughter will also result in increased slaughter volume in Q1 up from 6600 tonnes as guided by the company according to AI. How much up from what was planned and what significance it will have is uncertain. Do you know anything about the weight of the fish that was slaughtered prematurely? The slaughtering will naturally result in less volume in Q2. Looking forward to an update from Grieg after Easter. Then we will see if the estimates for the year are adjusted or if they manage to maintain 31000tonn. Here one probably sees the value of having post-smolt facilities with the possibility of shorter time in the sea when challenges arise. How long the affected salmon has been in the pens and how much production loss this entails will be interesting to hear. With early slaughtering of approx 2900kg I assume that approx 60% of the facilities are not affected as of now.
- ·1 päivä sittenEddie do you have prices next week?
- ·1 päivä sittenI choose to continue holding the position. After the dividend, I believe the case has changed; the company still has good liquidity, while costs appear to be decreasing. If they manage to to get below 65 kr/kg, the company appears significantly more competitive. The price will naturally adjust down in the short term, but the question is what the “new” company is valued at. I believe that a levels around 55 kr is "fair value" if the improvements materialize. I will probably reinvest the dividend if the price after the ex-date is below 45 kr. There are still uncertainties related to costs, biology, and salmon prices, but I perceive the downside as more limited than before, with upside if operations deliver.
- ·1 päivä sitten · Muokattulakafanten Grieg aims for 31 000 000kg per year Q4 2025 they were just over 64 in prod cost the salmon price in 2024 was on average 92,74 The salmon price in 2025 was on average 77,21 If we then use the lowest figure of 77,21kr/kg - 64 in prod cost = 13,21kr/kg 31 000 000 kg x 13,21 x 10(the industry is valued 12-14)/ 114440402 = 36,1 per share. These are marginal figures, if Grieg were to get 10kr more per kg, then we are over 50kr per share. So you can play around with the numbers yourself, now the Q1 figures are almost ready with the average price. Ps, the market expects a salmon price for 2027 to be between 90+ and 95kr/kg. A full 13 to 18kr higher than this calculation.·14 t sitten · MuokattuJadevadeja I think you might be missing something in the calculation. In Q4, Grieg had revenues of a total of 131 kr per produced kilo. The average salmon price was 84 kr and production costs of approximately 64 kr as you mention. This shows that Grieg in Q4 had 46 kr per kilo in other income that has not been attributed any value. How much we can expect going forward in other income will be exciting to see. If other income is persistent and relevant, these must also be included in the valuation of Grieg as I see it. But I don't have enough experience to be firm on this. In that case, the value could be much higher than the calculation in the next paragraph. If we base it on your calculation with an average salmon price of 87kr in 2026 and PE 10, we are at almost 63 kr. (Not 50kr as you write) Then other income is not included in the valuation. The expected salmon price for the year is well over 87 kr. I see you estimate Q1 at approx 90kr. Analysts are higher in the 90s in their estimates. Q1 will be fantastic even with a somewhat lower slaughter volume than in Q4. Production volume for 2026 is fixed and is guided to 31000tonn. Here I will keep an eye on other income. Now we have also received a summons to the EGM where the payment of the dividend of kr 35 is to be approved. Ex-date is 20.04 and payment comes approx 28.04.26.
- ·1 päivä sittenWhy are people selling off shares now so close to the dividend?·1 päivä sittenWithholding tax, dividend tax, don't believe that the remainder is worth 36ish kroner, algal bloom, uncertainty about what the Griegs themselves want. Many possibilities here. A boost might have been expected when dividends were announced, but it has been promised for almost half a year, so it shouldn't surprise anyone.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 969 | - | - | ||
| 1 631 | - | - | ||
| 69 | - | - | ||
| 867 | - | - | ||
| 866 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 27.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
31 päivää sitten
‧26 min
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 Q1 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 27.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
1,75 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThis week was somewhat challenging with 2800-3000 tonnes of extraordinary slaughtering due to algae fear in the south-west and ILA in the central region. Prices bottomed out Thursday afternoon and were down towards 80 at their lowest, before they started to rise. Fish slaughtered Friday/Saturday this week goes for around 89-90 delivered Oslo and there is a tug-of-war around next week's prices, but it looks like they will land on 95-96 for slaughtering Sunday-Tuesday and 101-102 for slaughtering Wednesday. Worth noting: Biomass in Chile and in Norway is rapidly falling Forward sales last 4 weeks are falling Slaughter volume week 12 was 1800 tonnes up from week 11 Expected slaughter volume, including the extraordinary, further up this week. Q2 will give us periods with VERY limited slaughter volume. It will be exciting to see Tradingupdates right after Easter,- have strong belief in positive figures from 3-4 of the players who are to report.·13 t sittenEddie23. Earlier slaughter will also result in increased slaughter volume in Q1 up from 6600 tonnes as guided by the company according to AI. How much up from what was planned and what significance it will have is uncertain. Do you know anything about the weight of the fish that was slaughtered prematurely? The slaughtering will naturally result in less volume in Q2. Looking forward to an update from Grieg after Easter. Then we will see if the estimates for the year are adjusted or if they manage to maintain 31000tonn. Here one probably sees the value of having post-smolt facilities with the possibility of shorter time in the sea when challenges arise. How long the affected salmon has been in the pens and how much production loss this entails will be interesting to hear. With early slaughtering of approx 2900kg I assume that approx 60% of the facilities are not affected as of now.
- ·1 päivä sittenEddie do you have prices next week?
- ·1 päivä sittenI choose to continue holding the position. After the dividend, I believe the case has changed; the company still has good liquidity, while costs appear to be decreasing. If they manage to to get below 65 kr/kg, the company appears significantly more competitive. The price will naturally adjust down in the short term, but the question is what the “new” company is valued at. I believe that a levels around 55 kr is "fair value" if the improvements materialize. I will probably reinvest the dividend if the price after the ex-date is below 45 kr. There are still uncertainties related to costs, biology, and salmon prices, but I perceive the downside as more limited than before, with upside if operations deliver.
- ·1 päivä sitten · Muokattulakafanten Grieg aims for 31 000 000kg per year Q4 2025 they were just over 64 in prod cost the salmon price in 2024 was on average 92,74 The salmon price in 2025 was on average 77,21 If we then use the lowest figure of 77,21kr/kg - 64 in prod cost = 13,21kr/kg 31 000 000 kg x 13,21 x 10(the industry is valued 12-14)/ 114440402 = 36,1 per share. These are marginal figures, if Grieg were to get 10kr more per kg, then we are over 50kr per share. So you can play around with the numbers yourself, now the Q1 figures are almost ready with the average price. Ps, the market expects a salmon price for 2027 to be between 90+ and 95kr/kg. A full 13 to 18kr higher than this calculation.·14 t sitten · MuokattuJadevadeja I think you might be missing something in the calculation. In Q4, Grieg had revenues of a total of 131 kr per produced kilo. The average salmon price was 84 kr and production costs of approximately 64 kr as you mention. This shows that Grieg in Q4 had 46 kr per kilo in other income that has not been attributed any value. How much we can expect going forward in other income will be exciting to see. If other income is persistent and relevant, these must also be included in the valuation of Grieg as I see it. But I don't have enough experience to be firm on this. In that case, the value could be much higher than the calculation in the next paragraph. If we base it on your calculation with an average salmon price of 87kr in 2026 and PE 10, we are at almost 63 kr. (Not 50kr as you write) Then other income is not included in the valuation. The expected salmon price for the year is well over 87 kr. I see you estimate Q1 at approx 90kr. Analysts are higher in the 90s in their estimates. Q1 will be fantastic even with a somewhat lower slaughter volume than in Q4. Production volume for 2026 is fixed and is guided to 31000tonn. Here I will keep an eye on other income. Now we have also received a summons to the EGM where the payment of the dividend of kr 35 is to be approved. Ex-date is 20.04 and payment comes approx 28.04.26.
- ·1 päivä sittenWhy are people selling off shares now so close to the dividend?·1 päivä sittenWithholding tax, dividend tax, don't believe that the remainder is worth 36ish kroner, algal bloom, uncertainty about what the Griegs themselves want. Many possibilities here. A boost might have been expected when dividends were announced, but it has been promised for almost half a year, so it shouldn't surprise anyone.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 969 | - | - | ||
| 1 631 | - | - | ||
| 69 | - | - | ||
| 867 | - | - | ||
| 866 | - | - |
Välittäjätilasto
Dataa ei löytynyt