2026 Q2 -tulosraportti
UUTTA
Tänään
‧24 min
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: 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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenThis will be a Looong marathon.. many of the problems are hopefully addressed. But the company has zero trust, and by that I mean absolutely zero, almost on the negative side. But I see the probability of an acquisition even greater now. It's almost just nonsense to be a fish farmer of this size on the stock exchange.If you are considering an acquisition, then come now, if they get the "bride" in order and the share price is closer to 40kr, one will have to add even more to the acquisition offer. So it almost makes more sense to buy now for a big player like mowi/lerøy for exs
·4 t sittenGSF says that EBIT of -30 mill. is not representative of the new Grieg Seafood, and that the problem fish from Q1 has been slaughtered out. Slaughter guidance for 2026 is increased from 30,000 to 31,000 tonnes, with higher volume in H2. Farming cost was too high at 70.9 kr/kg in H1, but the full-year guidance of 67.5 is maintained. This implies a significant cost improvement in H2. The HQ cuts are already ahead of the target of 60 mill., and further cost measures are being considered towards 2027. Capex for Rogaland in 2026 is reduced from 150 to 105 mill. Capital Markets Day is set for April 27, 2027, where we hopefully will get much more concrete long-term goals. They highlighted that the farming licenses are booked at only 254 million kroner, while the estimated underlying market value is several billion kroner. To me, it seems they want to make it clear that booked equity does not reflect the real underlying values in the company. The most interesting thing today is what they said about H2, 2027 and what the new Grieg Seafood will actually become.The sum of one-off effects and temporary problems significantly harms the H1 figures. Among other things, they have had biological challenges from Q1 which also affected the fish slaughtered in Q2, a high proportion of downgraded fish which resulted in poorer price achievement, lower slaughter volume, and extra costs related to the adjustment of the slaughter plan. In addition, there are costs and financial effects related to the restructuring of the company after the sales. H1 gives a rather poor picture of the underlying earnings in "new GSF", which they also point out when they write that the result is not representative of new Grieg Seafood.
·4 t sitten · MuokattuH1 and Q2 were not quite as planned… any thoughts? Good to top up if the stock goes down at market open?
They just have to get it sold as soon as possible, for a long time I thought it was terrible operations with the previous management but this goes much deeper unfortunately.- ·6 t sittenIsn't this quite shitty ? https://newsweb.oslobors.no/message/680923
Fortunately, they announced that this is more of a case that will be completed in H1 for 2026, and they are increasing the slaughter volume for 2026 by 1000Tonn. However, it's disappointing that they haven't seen any significant improvement in Q2, but the estimates were already at negative -4 compared to -30 adjusted operating profit. The weather has been optimal for Q3, and they report better production, with still somewhat too high costs, but it's going in the right direction, but taking longer than initially expected. - ·1 päivä sittenGSF has very favorable production rights through Årdal/Tytlandsvik: GSF owns 44.44% of Årdal Aqua, but has the right to 100% of the post-smolt production. In Tytlandsvik Aqua, GSF owns 33.33%, but has the right to 50% of the production. In addition, GSF's own smolt and post-smolt facilities are located in Rogaland. The post-smolt strategy allows the fish to be larger when put into the sea, and GSF's own figures show 36% fewer days in the sea, 50% fewer lice treatments, and 8 percentage points better survival for larger post-smolt compared to fish released under 400 grams. Development in the size of fish put into the sea: 2014: 90 grams 2020: 400 grams 2022: 550 grams 2024: 700 grams 2025: 1000 grams 2026-target: 1100 grams The average weight is 11 times higher than in 2014👌🏻
Thanks for good info!! Two things I'm taking with me: (1) The asymmetry in rights (100 % production on 44 % ownership in Årdal, 50 % on 33 % in Tytlandsvik) is hidden value that neither appears in book values nor in EV/ton comparisons. (2) The weight range 90 g → 1000 g explains why the cost normalization towards 60 kr is credible and not just guidance, as the fish simply skips the most expensive and dangerous part of the sea phase. The 610-ton batch from Årdal in Q2 ("fully grown at the land-based facility", according to the trading update) was probably end-to-end proof that the system delivers.
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.
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 Q2 -tulosraportti
UUTTA
Tänään
‧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
- ·3 t sittenThis will be a Looong marathon.. many of the problems are hopefully addressed. But the company has zero trust, and by that I mean absolutely zero, almost on the negative side. But I see the probability of an acquisition even greater now. It's almost just nonsense to be a fish farmer of this size on the stock exchange.If you are considering an acquisition, then come now, if they get the "bride" in order and the share price is closer to 40kr, one will have to add even more to the acquisition offer. So it almost makes more sense to buy now for a big player like mowi/lerøy for exs
- ·4 t sittenGSF says that EBIT of -30 mill. is not representative of the new Grieg Seafood, and that the problem fish from Q1 has been slaughtered out. Slaughter guidance for 2026 is increased from 30,000 to 31,000 tonnes, with higher volume in H2. Farming cost was too high at 70.9 kr/kg in H1, but the full-year guidance of 67.5 is maintained. This implies a significant cost improvement in H2. The HQ cuts are already ahead of the target of 60 mill., and further cost measures are being considered towards 2027. Capex for Rogaland in 2026 is reduced from 150 to 105 mill. Capital Markets Day is set for April 27, 2027, where we hopefully will get much more concrete long-term goals. They highlighted that the farming licenses are booked at only 254 million kroner, while the estimated underlying market value is several billion kroner. To me, it seems they want to make it clear that booked equity does not reflect the real underlying values in the company. The most interesting thing today is what they said about H2, 2027 and what the new Grieg Seafood will actually become.The sum of one-off effects and temporary problems significantly harms the H1 figures. Among other things, they have had biological challenges from Q1 which also affected the fish slaughtered in Q2, a high proportion of downgraded fish which resulted in poorer price achievement, lower slaughter volume, and extra costs related to the adjustment of the slaughter plan. In addition, there are costs and financial effects related to the restructuring of the company after the sales. H1 gives a rather poor picture of the underlying earnings in "new GSF", which they also point out when they write that the result is not representative of new Grieg Seafood.
- ·4 t sitten · MuokattuH1 and Q2 were not quite as planned… any thoughts? Good to top up if the stock goes down at market open?They just have to get it sold as soon as possible, for a long time I thought it was terrible operations with the previous management but this goes much deeper unfortunately.
- ·6 t sittenIsn't this quite shitty ? https://newsweb.oslobors.no/message/680923Fortunately, they announced that this is more of a case that will be completed in H1 for 2026, and they are increasing the slaughter volume for 2026 by 1000Tonn. However, it's disappointing that they haven't seen any significant improvement in Q2, but the estimates were already at negative -4 compared to -30 adjusted operating profit. The weather has been optimal for Q3, and they report better production, with still somewhat too high costs, but it's going in the right direction, but taking longer than initially expected.
- ·1 päivä sittenGSF has very favorable production rights through Årdal/Tytlandsvik: GSF owns 44.44% of Årdal Aqua, but has the right to 100% of the post-smolt production. In Tytlandsvik Aqua, GSF owns 33.33%, but has the right to 50% of the production. In addition, GSF's own smolt and post-smolt facilities are located in Rogaland. The post-smolt strategy allows the fish to be larger when put into the sea, and GSF's own figures show 36% fewer days in the sea, 50% fewer lice treatments, and 8 percentage points better survival for larger post-smolt compared to fish released under 400 grams. Development in the size of fish put into the sea: 2014: 90 grams 2020: 400 grams 2022: 550 grams 2024: 700 grams 2025: 1000 grams 2026-target: 1100 grams The average weight is 11 times higher than in 2014👌🏻Thanks for good info!! Two things I'm taking with me: (1) The asymmetry in rights (100 % production on 44 % ownership in Årdal, 50 % on 33 % in Tytlandsvik) is hidden value that neither appears in book values nor in EV/ton comparisons. (2) The weight range 90 g → 1000 g explains why the cost normalization towards 60 kr is credible and not just guidance, as the fish simply skips the most expensive and dangerous part of the sea phase. The 610-ton batch from Årdal in Q2 ("fully grown at the land-based facility", according to the trading update) was probably end-to-end proof that the system delivers.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: 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 |
2026 Q2 -tulosraportti
UUTTA
Tänään
‧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
- ·3 t sittenThis will be a Looong marathon.. many of the problems are hopefully addressed. But the company has zero trust, and by that I mean absolutely zero, almost on the negative side. But I see the probability of an acquisition even greater now. It's almost just nonsense to be a fish farmer of this size on the stock exchange.If you are considering an acquisition, then come now, if they get the "bride" in order and the share price is closer to 40kr, one will have to add even more to the acquisition offer. So it almost makes more sense to buy now for a big player like mowi/lerøy for exs
- ·4 t sittenGSF says that EBIT of -30 mill. is not representative of the new Grieg Seafood, and that the problem fish from Q1 has been slaughtered out. Slaughter guidance for 2026 is increased from 30,000 to 31,000 tonnes, with higher volume in H2. Farming cost was too high at 70.9 kr/kg in H1, but the full-year guidance of 67.5 is maintained. This implies a significant cost improvement in H2. The HQ cuts are already ahead of the target of 60 mill., and further cost measures are being considered towards 2027. Capex for Rogaland in 2026 is reduced from 150 to 105 mill. Capital Markets Day is set for April 27, 2027, where we hopefully will get much more concrete long-term goals. They highlighted that the farming licenses are booked at only 254 million kroner, while the estimated underlying market value is several billion kroner. To me, it seems they want to make it clear that booked equity does not reflect the real underlying values in the company. The most interesting thing today is what they said about H2, 2027 and what the new Grieg Seafood will actually become.The sum of one-off effects and temporary problems significantly harms the H1 figures. Among other things, they have had biological challenges from Q1 which also affected the fish slaughtered in Q2, a high proportion of downgraded fish which resulted in poorer price achievement, lower slaughter volume, and extra costs related to the adjustment of the slaughter plan. In addition, there are costs and financial effects related to the restructuring of the company after the sales. H1 gives a rather poor picture of the underlying earnings in "new GSF", which they also point out when they write that the result is not representative of new Grieg Seafood.
- ·4 t sitten · MuokattuH1 and Q2 were not quite as planned… any thoughts? Good to top up if the stock goes down at market open?They just have to get it sold as soon as possible, for a long time I thought it was terrible operations with the previous management but this goes much deeper unfortunately.
- ·6 t sittenIsn't this quite shitty ? https://newsweb.oslobors.no/message/680923Fortunately, they announced that this is more of a case that will be completed in H1 for 2026, and they are increasing the slaughter volume for 2026 by 1000Tonn. However, it's disappointing that they haven't seen any significant improvement in Q2, but the estimates were already at negative -4 compared to -30 adjusted operating profit. The weather has been optimal for Q3, and they report better production, with still somewhat too high costs, but it's going in the right direction, but taking longer than initially expected.
- ·1 päivä sittenGSF has very favorable production rights through Årdal/Tytlandsvik: GSF owns 44.44% of Årdal Aqua, but has the right to 100% of the post-smolt production. In Tytlandsvik Aqua, GSF owns 33.33%, but has the right to 50% of the production. In addition, GSF's own smolt and post-smolt facilities are located in Rogaland. The post-smolt strategy allows the fish to be larger when put into the sea, and GSF's own figures show 36% fewer days in the sea, 50% fewer lice treatments, and 8 percentage points better survival for larger post-smolt compared to fish released under 400 grams. Development in the size of fish put into the sea: 2014: 90 grams 2020: 400 grams 2022: 550 grams 2024: 700 grams 2025: 1000 grams 2026-target: 1100 grams The average weight is 11 times higher than in 2014👌🏻Thanks for good info!! Two things I'm taking with me: (1) The asymmetry in rights (100 % production on 44 % ownership in Årdal, 50 % on 33 % in Tytlandsvik) is hidden value that neither appears in book values nor in EV/ton comparisons. (2) The weight range 90 g → 1000 g explains why the cost normalization towards 60 kr is credible and not just guidance, as the fish simply skips the most expensive and dangerous part of the sea phase. The 610-ton batch from Årdal in Q2 ("fully grown at the land-based facility", according to the trading update) was probably end-to-end proof that the system delivers.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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