2025 Q4 -tulosraportti
69 päivää sitten
‧26 min
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 321 | - | - | ||
| 1 200 | - | - | ||
| 2 377 | - | - | ||
| 52 | - | - | ||
| 490 | - | - |
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
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenI have held this stock for one year hoping for positive development. Now I actually have to admit that my patience with this one is running out. It seems like the downside has no limit. Is there any hope for this one, apart from selling?·6 t sittenLike you, I have held a significant position in this for a long time. There have been many ups and downs, political ramifications, various negative events, etc. Much has been cleared up. Management has changed and Canada and Finnmark have been sold. Now, finally, the balance sheet is clear and dividends have been paid out. Rogaland has over time been the region with the best margin, and will produce good results going forward. Costs are going the right way and prices will be good going forward. The company is now too small to benefit from being listed on the stock exchange. As of today, GSF is comparable to Måsøval in terms of market capitalization. Both approx 4 mrd in value, and both with approx 2 mrd in debt. Mås with its own production of 21-22k tonnes (the rest belongs to the county municipality and Frøy). Grieg with just over 30k tonnes. Grieg with significantly better margins. I believe we will see a significant share price increase here when the sale of Mås is completed. If Mås goes for 37-38 per share, GSF is worth approx 55-58 per share. There will be a bidding war for both companies. In GSF, it will either end with the Grieg family drawing the longest straw, or another player emerging victorious and acquiring the company. I believe Mowi is the most likely, but several could be relevant. I think this will happen reasonably quickly. I will hold on now as we approach the finish line.·2 t sittenAs the largest owner, I would try to gain full control. Take the company private and then calmly sell it for double the price of the company's market value today. Perhaps a time horizon of 1-3 years? In such a game plan, the question is what it will cost to acquire 90% of the shares.
·10 t sittenWill it come back to 70+ in 2026?
·15 t sittenIs there anything indicating a change here? Seafood otherwise seems to be doing well these days.
·17 t sittenAt kr 36 you pay almost nothing for the takeover option. It is the speculator's dream.
·11 t sittenHi, the attachment you have included aligns well with the value Ai gives me. Underlying figures: licenses 3.5 bn, Tytlandsvik psmoltannl 1.8 bn, Gardemoen 0.7 bn, biomass 1.5 bn, cash 1 bn, other assets 0.5 = gross value approx. 9 bn minus debt approx. 1.4 - 1.7 bn. The equity ratio is approx. 80% now . The figures are of course approx figures.. Anyway… yippijahee if this is realized by a sale :)- ·29.4.Strong increase in slaughter prices at the end of this week and into May! 3-6 for packing Thu+ this week is now at 90 delivered Oslo, with expectation of further increase for next week's slaughter! 6+ a notch higher! Strong demand in combination with generational change creates a vacuum and less availability of core sizes. Still high short for Bakka, Salmar and Grieg,- the shorters will probably be caught off guard at some point..!
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.
2025 Q4 -tulosraportti
69 päivää sitten
‧26 min
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
- ·9 t sittenI have held this stock for one year hoping for positive development. Now I actually have to admit that my patience with this one is running out. It seems like the downside has no limit. Is there any hope for this one, apart from selling?·6 t sittenLike you, I have held a significant position in this for a long time. There have been many ups and downs, political ramifications, various negative events, etc. Much has been cleared up. Management has changed and Canada and Finnmark have been sold. Now, finally, the balance sheet is clear and dividends have been paid out. Rogaland has over time been the region with the best margin, and will produce good results going forward. Costs are going the right way and prices will be good going forward. The company is now too small to benefit from being listed on the stock exchange. As of today, GSF is comparable to Måsøval in terms of market capitalization. Both approx 4 mrd in value, and both with approx 2 mrd in debt. Mås with its own production of 21-22k tonnes (the rest belongs to the county municipality and Frøy). Grieg with just over 30k tonnes. Grieg with significantly better margins. I believe we will see a significant share price increase here when the sale of Mås is completed. If Mås goes for 37-38 per share, GSF is worth approx 55-58 per share. There will be a bidding war for both companies. In GSF, it will either end with the Grieg family drawing the longest straw, or another player emerging victorious and acquiring the company. I believe Mowi is the most likely, but several could be relevant. I think this will happen reasonably quickly. I will hold on now as we approach the finish line.·2 t sittenAs the largest owner, I would try to gain full control. Take the company private and then calmly sell it for double the price of the company's market value today. Perhaps a time horizon of 1-3 years? In such a game plan, the question is what it will cost to acquire 90% of the shares.
- ·10 t sittenWill it come back to 70+ in 2026?
- ·15 t sittenIs there anything indicating a change here? Seafood otherwise seems to be doing well these days.
- ·17 t sittenAt kr 36 you pay almost nothing for the takeover option. It is the speculator's dream.·11 t sittenHi, the attachment you have included aligns well with the value Ai gives me. Underlying figures: licenses 3.5 bn, Tytlandsvik psmoltannl 1.8 bn, Gardemoen 0.7 bn, biomass 1.5 bn, cash 1 bn, other assets 0.5 = gross value approx. 9 bn minus debt approx. 1.4 - 1.7 bn. The equity ratio is approx. 80% now . The figures are of course approx figures.. Anyway… yippijahee if this is realized by a sale :)
- ·29.4.Strong increase in slaughter prices at the end of this week and into May! 3-6 for packing Thu+ this week is now at 90 delivered Oslo, with expectation of further increase for next week's slaughter! 6+ a notch higher! Strong demand in combination with generational change creates a vacuum and less availability of core sizes. Still high short for Bakka, Salmar and Grieg,- the shorters will probably be caught off guard at some point..!
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 |
|---|---|---|---|---|
| 321 | - | - | ||
| 1 200 | - | - | ||
| 2 377 | - | - | ||
| 52 | - | - | ||
| 490 | - | - |
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
69 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 |
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenI have held this stock for one year hoping for positive development. Now I actually have to admit that my patience with this one is running out. It seems like the downside has no limit. Is there any hope for this one, apart from selling?·6 t sittenLike you, I have held a significant position in this for a long time. There have been many ups and downs, political ramifications, various negative events, etc. Much has been cleared up. Management has changed and Canada and Finnmark have been sold. Now, finally, the balance sheet is clear and dividends have been paid out. Rogaland has over time been the region with the best margin, and will produce good results going forward. Costs are going the right way and prices will be good going forward. The company is now too small to benefit from being listed on the stock exchange. As of today, GSF is comparable to Måsøval in terms of market capitalization. Both approx 4 mrd in value, and both with approx 2 mrd in debt. Mås with its own production of 21-22k tonnes (the rest belongs to the county municipality and Frøy). Grieg with just over 30k tonnes. Grieg with significantly better margins. I believe we will see a significant share price increase here when the sale of Mås is completed. If Mås goes for 37-38 per share, GSF is worth approx 55-58 per share. There will be a bidding war for both companies. In GSF, it will either end with the Grieg family drawing the longest straw, or another player emerging victorious and acquiring the company. I believe Mowi is the most likely, but several could be relevant. I think this will happen reasonably quickly. I will hold on now as we approach the finish line.·2 t sittenAs the largest owner, I would try to gain full control. Take the company private and then calmly sell it for double the price of the company's market value today. Perhaps a time horizon of 1-3 years? In such a game plan, the question is what it will cost to acquire 90% of the shares.
- ·10 t sittenWill it come back to 70+ in 2026?
- ·15 t sittenIs there anything indicating a change here? Seafood otherwise seems to be doing well these days.
- ·17 t sittenAt kr 36 you pay almost nothing for the takeover option. It is the speculator's dream.·11 t sittenHi, the attachment you have included aligns well with the value Ai gives me. Underlying figures: licenses 3.5 bn, Tytlandsvik psmoltannl 1.8 bn, Gardemoen 0.7 bn, biomass 1.5 bn, cash 1 bn, other assets 0.5 = gross value approx. 9 bn minus debt approx. 1.4 - 1.7 bn. The equity ratio is approx. 80% now . The figures are of course approx figures.. Anyway… yippijahee if this is realized by a sale :)
- ·29.4.Strong increase in slaughter prices at the end of this week and into May! 3-6 for packing Thu+ this week is now at 90 delivered Oslo, with expectation of further increase for next week's slaughter! 6+ a notch higher! Strong demand in combination with generational change creates a vacuum and less availability of core sizes. Still high short for Bakka, Salmar and Grieg,- the shorters will probably be caught off guard at some point..!
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 |
|---|---|---|---|---|
| 321 | - | - | ||
| 1 200 | - | - | ||
| 2 377 | - | - | ||
| 52 | - | - | ||
| 490 | - | - |
Välittäjätilasto
Dataa ei löytynyt