2026 Q1 -tulosraportti
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36 päivää sitten
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: 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
·11 t sittenIt appears that the price has bottomed out at approx. 29.50, and consequently established a solid support level. Upon establishment above 30 kr, this is a good technical signal. The salmon price is also expected to increase somewhat towards autumn. and has bottomed out at approx. 68 kr/kg. Even though the feed price is significantly up from the normal level, this does not amount to more than approx. 2kr/kg and is already priced in. Grieg has itself estimated that they will be at 67 kr in 2026 and down towards kr 60 kr in production cost for 2027 and onwards. The margin is thus approx. 15-20 kr per kg from 2027 (conservative estimate), then GSF will justify a price well over 50 kr per share. Even with 10 kr in margin, there is great upside in the stock. The company still has much to prove, but all the more upside. In addition, the company is one of the stock exchange's most obvious acquisition cases, which should be able to provide an upside of approx. 70 % from today's price, or even higher in the event of a bidding war. Normally, salmon stocks perform well towards autumn, and with expected good operations in Rogaland, I believe that GSF is traded at a particularly large discount, and the shorters must sooner or later start covering their positions. It appears that folketrygdfondet's holding is now stable at approx. 500 000 shares, which could be an early signal that the covering has started. I have loaded up and am thinking long-term (2-3 years).
Don't forget other income from post-smolt and the facility at Gardermoen. For the last 2 quarters, other income beyond what you mention has been a stable 46 kr per produced kg. There are also plans to increase production here. They currently have income between 120-150 kr per produced kg. It will be exciting to see how it looks in 2H 2026 and not least 2027.
·2 päivää sittenAt the general meeting on June 16, the board was authorized to buy back up to 10% of the company's shares. The Grieg family today owns 53.3% of the shares through Grieg Aqua, Ystholmen Felles and Kvasshøgdi. If the company buys back and cancels the shares that the authorization allows for, the family's ownership stake will increase to 59.2% – without them buying a single share. The family has already approved the sale of Finnmark and Canada and received over 2 billion in dividends. From a major shareholder's perspective, it is very favorable to increase the ownership stake through buybacks before a potential acquisition or sale👌🏻
Is this a proxy they have given every year and which one therefore should not take so seriously, or is it something new they have started this year?
·2 päivää sitten«When looking at the fish farmers' estimated exposure to aquaculture in Norway per production area, ABG Sundal Collier writes that all fish farmers except Grieg Seafood see a significant reduction in their exposure to green areas.» Nevertheless, does this one fall more than the rest?
I see that several people have mentioned this. Has anything concrete emerged, or is it just speculation related to the previous sales? I completely and clearly see the rationale for Grieg to buy up now.- ·2 päivää sittenIs the company being delisted? It must be an internal cost issue, unless they are going to do share issues or other things? Is this something management might communicate? I see Måsøval has commented on "strategic alternatives". But for the Grieg family, the money bag must be big enough now that they will consider buying "the rest"..?
·19.6.This company has no business on the stock exchange.. hope it gets delisted. If Mowi hits 50kr per share, I'll take it and run.
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
36 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
- ·11 t sittenIt appears that the price has bottomed out at approx. 29.50, and consequently established a solid support level. Upon establishment above 30 kr, this is a good technical signal. The salmon price is also expected to increase somewhat towards autumn. and has bottomed out at approx. 68 kr/kg. Even though the feed price is significantly up from the normal level, this does not amount to more than approx. 2kr/kg and is already priced in. Grieg has itself estimated that they will be at 67 kr in 2026 and down towards kr 60 kr in production cost for 2027 and onwards. The margin is thus approx. 15-20 kr per kg from 2027 (conservative estimate), then GSF will justify a price well over 50 kr per share. Even with 10 kr in margin, there is great upside in the stock. The company still has much to prove, but all the more upside. In addition, the company is one of the stock exchange's most obvious acquisition cases, which should be able to provide an upside of approx. 70 % from today's price, or even higher in the event of a bidding war. Normally, salmon stocks perform well towards autumn, and with expected good operations in Rogaland, I believe that GSF is traded at a particularly large discount, and the shorters must sooner or later start covering their positions. It appears that folketrygdfondet's holding is now stable at approx. 500 000 shares, which could be an early signal that the covering has started. I have loaded up and am thinking long-term (2-3 years).Don't forget other income from post-smolt and the facility at Gardermoen. For the last 2 quarters, other income beyond what you mention has been a stable 46 kr per produced kg. There are also plans to increase production here. They currently have income between 120-150 kr per produced kg. It will be exciting to see how it looks in 2H 2026 and not least 2027.
- ·2 päivää sittenAt the general meeting on June 16, the board was authorized to buy back up to 10% of the company's shares. The Grieg family today owns 53.3% of the shares through Grieg Aqua, Ystholmen Felles and Kvasshøgdi. If the company buys back and cancels the shares that the authorization allows for, the family's ownership stake will increase to 59.2% – without them buying a single share. The family has already approved the sale of Finnmark and Canada and received over 2 billion in dividends. From a major shareholder's perspective, it is very favorable to increase the ownership stake through buybacks before a potential acquisition or sale👌🏻Is this a proxy they have given every year and which one therefore should not take so seriously, or is it something new they have started this year?
- ·2 päivää sitten«When looking at the fish farmers' estimated exposure to aquaculture in Norway per production area, ABG Sundal Collier writes that all fish farmers except Grieg Seafood see a significant reduction in their exposure to green areas.» Nevertheless, does this one fall more than the rest?I see that several people have mentioned this. Has anything concrete emerged, or is it just speculation related to the previous sales? I completely and clearly see the rationale for Grieg to buy up now.
- ·2 päivää sittenIs the company being delisted? It must be an internal cost issue, unless they are going to do share issues or other things? Is this something management might communicate? I see Måsøval has commented on "strategic alternatives". But for the Grieg family, the money bag must be big enough now that they will consider buying "the rest"..?
- ·19.6.This company has no business on the stock exchange.. hope it gets delisted. If Mowi hits 50kr per share, I'll take it and run.
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: 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
36 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
- ·11 t sittenIt appears that the price has bottomed out at approx. 29.50, and consequently established a solid support level. Upon establishment above 30 kr, this is a good technical signal. The salmon price is also expected to increase somewhat towards autumn. and has bottomed out at approx. 68 kr/kg. Even though the feed price is significantly up from the normal level, this does not amount to more than approx. 2kr/kg and is already priced in. Grieg has itself estimated that they will be at 67 kr in 2026 and down towards kr 60 kr in production cost for 2027 and onwards. The margin is thus approx. 15-20 kr per kg from 2027 (conservative estimate), then GSF will justify a price well over 50 kr per share. Even with 10 kr in margin, there is great upside in the stock. The company still has much to prove, but all the more upside. In addition, the company is one of the stock exchange's most obvious acquisition cases, which should be able to provide an upside of approx. 70 % from today's price, or even higher in the event of a bidding war. Normally, salmon stocks perform well towards autumn, and with expected good operations in Rogaland, I believe that GSF is traded at a particularly large discount, and the shorters must sooner or later start covering their positions. It appears that folketrygdfondet's holding is now stable at approx. 500 000 shares, which could be an early signal that the covering has started. I have loaded up and am thinking long-term (2-3 years).Don't forget other income from post-smolt and the facility at Gardermoen. For the last 2 quarters, other income beyond what you mention has been a stable 46 kr per produced kg. There are also plans to increase production here. They currently have income between 120-150 kr per produced kg. It will be exciting to see how it looks in 2H 2026 and not least 2027.
- ·2 päivää sittenAt the general meeting on June 16, the board was authorized to buy back up to 10% of the company's shares. The Grieg family today owns 53.3% of the shares through Grieg Aqua, Ystholmen Felles and Kvasshøgdi. If the company buys back and cancels the shares that the authorization allows for, the family's ownership stake will increase to 59.2% – without them buying a single share. The family has already approved the sale of Finnmark and Canada and received over 2 billion in dividends. From a major shareholder's perspective, it is very favorable to increase the ownership stake through buybacks before a potential acquisition or sale👌🏻Is this a proxy they have given every year and which one therefore should not take so seriously, or is it something new they have started this year?
- ·2 päivää sitten«When looking at the fish farmers' estimated exposure to aquaculture in Norway per production area, ABG Sundal Collier writes that all fish farmers except Grieg Seafood see a significant reduction in their exposure to green areas.» Nevertheless, does this one fall more than the rest?I see that several people have mentioned this. Has anything concrete emerged, or is it just speculation related to the previous sales? I completely and clearly see the rationale for Grieg to buy up now.
- ·2 päivää sittenIs the company being delisted? It must be an internal cost issue, unless they are going to do share issues or other things? Is this something management might communicate? I see Måsøval has commented on "strategic alternatives". But for the Grieg family, the money bag must be big enough now that they will consider buying "the rest"..?
- ·19.6.This company has no business on the stock exchange.. hope it gets delisted. If Mowi hits 50kr per share, I'll take it and run.
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