2026 Q1 -tulosraportti
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9 päivää sitten
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 82 | - | - | ||
| 918 | - | - | ||
| 82 | - | - | ||
| 514 | - | - | ||
| 1 389 | - | - |
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
·6 t sittenCFO buys some more: https://newsweb.oslobors.no/message/674792
·5 t sittenHe has an extremely high salary in relation to the size of Grieg now, but it's good that he buys shares.
·7 t sittenRegarding the upcoming GM, does anyone have an explanation for the following; 1 the board asks for authorization to buy back own shares, which is sensible if one has good liquidity. 2 the board asks for permission to issue new shares in a private placement, which seems strange given point 1. ??
9 t sitten9 t sittenPAS: We expect salmon prices for next week at ~NOK 72/kg, flat W/W.
·21 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
·7 t sittenRight now, Grieg is heavily undervalued due to negative history which has now largely been cleared away and additionally downgraded as a result of a biological incident which led to an EBITA loss in Q1 of 50-65 million as well as large one-off costs in the quarter related to the ramp up of a new VAP facility at Gardermoen, legal costs related to the sale to Cermaq and costs related to staff reduction. Despite all these factors in one and the same quarter, they are EBITA positive in Q1. I would assume that 2026 generates EBITA between 350-500 mill and that 2027 can yield 500-700mill. Grieg will likely return and show its potential in 2H 2026 and in 2027 with a solid EBITA margin, further financial improvement, cash build-up and positioning for dividends. If they do so over time, the market will see potential and price the company at completely different multiples. We can also see good effects from an expanded VAP facility with the possibility of future doubling of capacity and planned expansion of post-smolt facilities which today collectively provide good additional income. Grieg is now in a position where they have something to prove to themselves, the market and investors. For the last 2 quarters, other income beyond salmon production has been stable at 46 kr per produced kg. This is a strong base that provides less vulnerability for periods with low margins on salmon farming. Fair value in my eyes in different scenarios. Weak market with biological problems 25–35 NOK, ebita 0–300 mill Normalized operations/decent market 40–55 NOK, ebita 3-500 mill Good operations/good market 55–65 NOK, ebita 5–650 mill Good operations/strong market 65–85, ebita 650–900 mill Strategic sale/M&A in the short term (2027) 75–90 NOK Strategic sale/M&A in the longer term 90–110 NOK- ·1 päivä 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.
·8 t sittenPerhaps not small investors, but I'm guessing that what moves the prices a lot has relatively good control, I don't think the analyses from the big brokerage firms will change their views, for example.
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
- ·6 t sittenCFO buys some more: https://newsweb.oslobors.no/message/674792·5 t sittenHe has an extremely high salary in relation to the size of Grieg now, but it's good that he buys shares.
- ·7 t sittenRegarding the upcoming GM, does anyone have an explanation for the following; 1 the board asks for authorization to buy back own shares, which is sensible if one has good liquidity. 2 the board asks for permission to issue new shares in a private placement, which seems strange given point 1. ??
- 9 t sitten9 t sittenPAS: We expect salmon prices for next week at ~NOK 72/kg, flat W/W.
- ·21 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·7 t sittenRight now, Grieg is heavily undervalued due to negative history which has now largely been cleared away and additionally downgraded as a result of a biological incident which led to an EBITA loss in Q1 of 50-65 million as well as large one-off costs in the quarter related to the ramp up of a new VAP facility at Gardermoen, legal costs related to the sale to Cermaq and costs related to staff reduction. Despite all these factors in one and the same quarter, they are EBITA positive in Q1. I would assume that 2026 generates EBITA between 350-500 mill and that 2027 can yield 500-700mill. Grieg will likely return and show its potential in 2H 2026 and in 2027 with a solid EBITA margin, further financial improvement, cash build-up and positioning for dividends. If they do so over time, the market will see potential and price the company at completely different multiples. We can also see good effects from an expanded VAP facility with the possibility of future doubling of capacity and planned expansion of post-smolt facilities which today collectively provide good additional income. Grieg is now in a position where they have something to prove to themselves, the market and investors. For the last 2 quarters, other income beyond salmon production has been stable at 46 kr per produced kg. This is a strong base that provides less vulnerability for periods with low margins on salmon farming. Fair value in my eyes in different scenarios. Weak market with biological problems 25–35 NOK, ebita 0–300 mill Normalized operations/decent market 40–55 NOK, ebita 3-500 mill Good operations/good market 55–65 NOK, ebita 5–650 mill Good operations/strong market 65–85, ebita 650–900 mill Strategic sale/M&A in the short term (2027) 75–90 NOK Strategic sale/M&A in the longer term 90–110 NOK
- ·1 päivä 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.·8 t sittenPerhaps not small investors, but I'm guessing that what moves the prices a lot has relatively good control, I don't think the analyses from the big brokerage firms will change their views, for example.
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 |
|---|---|---|---|---|
| 82 | - | - | ||
| 918 | - | - | ||
| 82 | - | - | ||
| 514 | - | - | ||
| 1 389 | - | - |
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
- ·6 t sittenCFO buys some more: https://newsweb.oslobors.no/message/674792·5 t sittenHe has an extremely high salary in relation to the size of Grieg now, but it's good that he buys shares.
- ·7 t sittenRegarding the upcoming GM, does anyone have an explanation for the following; 1 the board asks for authorization to buy back own shares, which is sensible if one has good liquidity. 2 the board asks for permission to issue new shares in a private placement, which seems strange given point 1. ??
- 9 t sitten9 t sittenPAS: We expect salmon prices for next week at ~NOK 72/kg, flat W/W.
- ·21 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·7 t sittenRight now, Grieg is heavily undervalued due to negative history which has now largely been cleared away and additionally downgraded as a result of a biological incident which led to an EBITA loss in Q1 of 50-65 million as well as large one-off costs in the quarter related to the ramp up of a new VAP facility at Gardermoen, legal costs related to the sale to Cermaq and costs related to staff reduction. Despite all these factors in one and the same quarter, they are EBITA positive in Q1. I would assume that 2026 generates EBITA between 350-500 mill and that 2027 can yield 500-700mill. Grieg will likely return and show its potential in 2H 2026 and in 2027 with a solid EBITA margin, further financial improvement, cash build-up and positioning for dividends. If they do so over time, the market will see potential and price the company at completely different multiples. We can also see good effects from an expanded VAP facility with the possibility of future doubling of capacity and planned expansion of post-smolt facilities which today collectively provide good additional income. Grieg is now in a position where they have something to prove to themselves, the market and investors. For the last 2 quarters, other income beyond salmon production has been stable at 46 kr per produced kg. This is a strong base that provides less vulnerability for periods with low margins on salmon farming. Fair value in my eyes in different scenarios. Weak market with biological problems 25–35 NOK, ebita 0–300 mill Normalized operations/decent market 40–55 NOK, ebita 3-500 mill Good operations/good market 55–65 NOK, ebita 5–650 mill Good operations/strong market 65–85, ebita 650–900 mill Strategic sale/M&A in the short term (2027) 75–90 NOK Strategic sale/M&A in the longer term 90–110 NOK
- ·1 päivä 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.·8 t sittenPerhaps not small investors, but I'm guessing that what moves the prices a lot has relatively good control, I don't think the analyses from the big brokerage firms will change their views, for example.
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 |
|---|---|---|---|---|
| 82 | - | - | ||
| 918 | - | - | ||
| 82 | - | - | ||
| 514 | - | - | ||
| 1 389 | - | - |
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