2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧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
·2 t sittenThe net asset value per share in Grieg is in my opinion approx. kr 60 - 70,- per share, - that means little if the earnings are not proportionate. Therefore, EBIT is set at approx. 20 kr/kg × 31.000 tonnes = 620 mill. EBIT At 11 x : 6,82 mrd. : 112,24 outstanding shares = 60,76 kr per share This is not just theory. Grieg Rogaland has historically delivered around 20,9 kr/kg in average operational EBIT over five years Rogaland had in 2025: • 30.462 tonnes slaughtered • 61,4 kr/kg farming cost • 80,5 kr/kg realized sales price • 19,1 kr/kg operational EBIT. So if one gets control over the challenges and costs from this year, we can have a good year next year,
I completely agree with you. Then I believe the strategy and premises have changed with Belgian AVH on the team. I believe that eventually there will be collaborations or acquisitions in the region so that harvest volume will be much higher than the 31000tonnes, which in turn means better utilization of post-smolt facilities where capacity is planned to be increased, and not least, utilization and earnings at VAP Gardermoen will be significantly improved. They will then become more resilient and less vulnerable to periods of lower salmon prices. In addition, I see production cost at 64.8 2h 2026 with the possibility of coming down to 62 in 2027. In 2-3 years, we will see a completely different valuation of the company, and the possibility of a sale to one of the largest players may become relevant again. AVH has a good track record. They have bought in to gain influence and to invest in the company to achieve good future returns.
·4 t sittenAckermans & van Haaren is not a random Belgian investor who has been offered some shares. This is a financially strong, professional industrial investor with 5.7 billion Euro in equity, 150 years of history, and documented experience in building value together with existing owners. When an investor with this history has conducted due diligence and is willing to pay an entry value far above the current share price, for an indirect, illiquid minority stake in Grieg Aqua, it should rather increase the value of GSF than reduce it. And AvH's results are quite impressive: The core businesses contributed 594.1 million Euro in earnings in 2025, compared to 377.4 million Euro in 2023. That is almost 58% growth in two years. AvH itself states that equity + dividends have grown by an average of 12.7% annually since its IPO in 1984. If the Belgians have been willing to pay 47.5 per GSF share, it's hard to believe that they think it's only worth 47.5👌🏻
Is there anything that can prevent them from buying shares on the stock exchange?
·6 t sittenBiological challenges? Increased sea temperature leads to an increase in salmon lice, pearl string magnets and toxic algae, which kill fish. Those who operate aquaculture in e.g. Rogaland are exposed. Is there little the management and board can do here?Longer time on land (Post-smolt) Deep operation (Submerged cages) Sell to Mowi/Salmar
·7 t sittenToday's development speaks for itself. Ruthless judgment over this wretched board…
Well, I got a partial fill on the 29.02 order (900 units) and I'm happy if it doesn't fill completely 😎 I'd like to see today be a nice bottom but time will tell.
·7 t sittenClearly weakens the short-term acquisition case, but here an external professional investor has come in with fresh capital. They themselves call the transaction their entry into salmon farming. The transaction gives an implicit GSF value well in excess of 5 billion kr, compared to just under 3,5 billion at which it is traded at the time of writing..
Don't forget that at the GM, the board was granted the right to a directed share issue of kr 750 mill, while also being allowed to buy back shares. When today's management also represents the largest owner, and prioritizes themselves, it will be interesting to see how they utilize the two authorizations they themselves proposed and got approval for at the GM …..
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
4 päivää sitten
‧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
- ·2 t sittenThe net asset value per share in Grieg is in my opinion approx. kr 60 - 70,- per share, - that means little if the earnings are not proportionate. Therefore, EBIT is set at approx. 20 kr/kg × 31.000 tonnes = 620 mill. EBIT At 11 x : 6,82 mrd. : 112,24 outstanding shares = 60,76 kr per share This is not just theory. Grieg Rogaland has historically delivered around 20,9 kr/kg in average operational EBIT over five years Rogaland had in 2025: • 30.462 tonnes slaughtered • 61,4 kr/kg farming cost • 80,5 kr/kg realized sales price • 19,1 kr/kg operational EBIT. So if one gets control over the challenges and costs from this year, we can have a good year next year,I completely agree with you. Then I believe the strategy and premises have changed with Belgian AVH on the team. I believe that eventually there will be collaborations or acquisitions in the region so that harvest volume will be much higher than the 31000tonnes, which in turn means better utilization of post-smolt facilities where capacity is planned to be increased, and not least, utilization and earnings at VAP Gardermoen will be significantly improved. They will then become more resilient and less vulnerable to periods of lower salmon prices. In addition, I see production cost at 64.8 2h 2026 with the possibility of coming down to 62 in 2027. In 2-3 years, we will see a completely different valuation of the company, and the possibility of a sale to one of the largest players may become relevant again. AVH has a good track record. They have bought in to gain influence and to invest in the company to achieve good future returns.
- ·4 t sittenAckermans & van Haaren is not a random Belgian investor who has been offered some shares. This is a financially strong, professional industrial investor with 5.7 billion Euro in equity, 150 years of history, and documented experience in building value together with existing owners. When an investor with this history has conducted due diligence and is willing to pay an entry value far above the current share price, for an indirect, illiquid minority stake in Grieg Aqua, it should rather increase the value of GSF than reduce it. And AvH's results are quite impressive: The core businesses contributed 594.1 million Euro in earnings in 2025, compared to 377.4 million Euro in 2023. That is almost 58% growth in two years. AvH itself states that equity + dividends have grown by an average of 12.7% annually since its IPO in 1984. If the Belgians have been willing to pay 47.5 per GSF share, it's hard to believe that they think it's only worth 47.5👌🏻Is there anything that can prevent them from buying shares on the stock exchange?
- ·6 t sittenBiological challenges? Increased sea temperature leads to an increase in salmon lice, pearl string magnets and toxic algae, which kill fish. Those who operate aquaculture in e.g. Rogaland are exposed. Is there little the management and board can do here?Longer time on land (Post-smolt) Deep operation (Submerged cages) Sell to Mowi/Salmar
- ·7 t sittenToday's development speaks for itself. Ruthless judgment over this wretched board…Well, I got a partial fill on the 29.02 order (900 units) and I'm happy if it doesn't fill completely 😎 I'd like to see today be a nice bottom but time will tell.
- ·7 t sittenClearly weakens the short-term acquisition case, but here an external professional investor has come in with fresh capital. They themselves call the transaction their entry into salmon farming. The transaction gives an implicit GSF value well in excess of 5 billion kr, compared to just under 3,5 billion at which it is traded at the time of writing..Don't forget that at the GM, the board was granted the right to a directed share issue of kr 750 mill, while also being allowed to buy back shares. When today's management also represents the largest owner, and prioritizes themselves, it will be interesting to see how they utilize the two authorizations they themselves proposed and got approval for at the GM …..
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
4 päivää sitten
‧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
- ·2 t sittenThe net asset value per share in Grieg is in my opinion approx. kr 60 - 70,- per share, - that means little if the earnings are not proportionate. Therefore, EBIT is set at approx. 20 kr/kg × 31.000 tonnes = 620 mill. EBIT At 11 x : 6,82 mrd. : 112,24 outstanding shares = 60,76 kr per share This is not just theory. Grieg Rogaland has historically delivered around 20,9 kr/kg in average operational EBIT over five years Rogaland had in 2025: • 30.462 tonnes slaughtered • 61,4 kr/kg farming cost • 80,5 kr/kg realized sales price • 19,1 kr/kg operational EBIT. So if one gets control over the challenges and costs from this year, we can have a good year next year,I completely agree with you. Then I believe the strategy and premises have changed with Belgian AVH on the team. I believe that eventually there will be collaborations or acquisitions in the region so that harvest volume will be much higher than the 31000tonnes, which in turn means better utilization of post-smolt facilities where capacity is planned to be increased, and not least, utilization and earnings at VAP Gardermoen will be significantly improved. They will then become more resilient and less vulnerable to periods of lower salmon prices. In addition, I see production cost at 64.8 2h 2026 with the possibility of coming down to 62 in 2027. In 2-3 years, we will see a completely different valuation of the company, and the possibility of a sale to one of the largest players may become relevant again. AVH has a good track record. They have bought in to gain influence and to invest in the company to achieve good future returns.
- ·4 t sittenAckermans & van Haaren is not a random Belgian investor who has been offered some shares. This is a financially strong, professional industrial investor with 5.7 billion Euro in equity, 150 years of history, and documented experience in building value together with existing owners. When an investor with this history has conducted due diligence and is willing to pay an entry value far above the current share price, for an indirect, illiquid minority stake in Grieg Aqua, it should rather increase the value of GSF than reduce it. And AvH's results are quite impressive: The core businesses contributed 594.1 million Euro in earnings in 2025, compared to 377.4 million Euro in 2023. That is almost 58% growth in two years. AvH itself states that equity + dividends have grown by an average of 12.7% annually since its IPO in 1984. If the Belgians have been willing to pay 47.5 per GSF share, it's hard to believe that they think it's only worth 47.5👌🏻Is there anything that can prevent them from buying shares on the stock exchange?
- ·6 t sittenBiological challenges? Increased sea temperature leads to an increase in salmon lice, pearl string magnets and toxic algae, which kill fish. Those who operate aquaculture in e.g. Rogaland are exposed. Is there little the management and board can do here?Longer time on land (Post-smolt) Deep operation (Submerged cages) Sell to Mowi/Salmar
- ·7 t sittenToday's development speaks for itself. Ruthless judgment over this wretched board…Well, I got a partial fill on the 29.02 order (900 units) and I'm happy if it doesn't fill completely 😎 I'd like to see today be a nice bottom but time will tell.
- ·7 t sittenClearly weakens the short-term acquisition case, but here an external professional investor has come in with fresh capital. They themselves call the transaction their entry into salmon farming. The transaction gives an implicit GSF value well in excess of 5 billion kr, compared to just under 3,5 billion at which it is traded at the time of writing..Don't forget that at the GM, the board was granted the right to a directed share issue of kr 750 mill, while also being allowed to buy back shares. When today's management also represents the largest owner, and prioritizes themselves, it will be interesting to see how they utilize the two authorizations they themselves proposed and got approval for at the GM …..
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