2026 Q1 -tulosraportti
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51 päivää sitten
33,5905 NOK/osake
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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
·19 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
The Grieg family is starting to become large and many-membered over time, which must be supported in order to be able to pay wealth tax etc, so Ann is definitely for sale! And remember, everything is for sale for the right price, and that is also the case with the Grieg family.
·19 t sittenWhat is the price per tonne mtb Måsøhval has sold to Salmar? Grieg probably has 19 concessions/17800 tonnes mtb.
·23 t sittenGrieg Seafood previously had a price target of 150 kr before the large dividend, today's price + dividend of 35.64 corresponds to a price of 64 and the highest price target now is 43... actually, the price target should be 114.36 if one includes a gap of 86 krWhen one sees what price Salmar pays for måsøval I dag, then this is hysterically mispriced.- ·2 päivää sitten
It is known that 1H will be weak with a low EBITA margin after large one-off costs and an unfortunate operational incident in Q1, and then low prices in Q2, which is otherwise common in the industry during this period. Revenue for 1H will probably end up between 1,6-1,7 billion and EBITA at around 4-5% (70 million) if costs are normalized after Q1. The good news is that 2H will probably be very good with higher volume (16200 tonnes) and historically increasing salmon prices. 2H 2026 will probably come in with revenue of 2 billion and EBITA around 14%. I expect EBITA FY 2026 to be between 3-400 million. This with significant costs in the period, which the market has been informed about. We will probably see the full potential in 2027 with normalized volume of 31000tonnes and margins between 14-17% if major mishaps are avoided and costs are kept at an expected level. Grieg's goal is costs down towards 60kr. With 4 billion in revenue, EBITA between 550 -700 million is possible in 2027. In addition, there are plans for increased production of Postsmolt and synergies from a new and modern PA facility at Gardermoen, which can positively impact results. Please share your thoughts, calculations, and expectations for 2H 2026 and FY 2027, and how you think the company's valuation should develop over the next year. This is not investment advice, but my assessment is that a share price doubling is possible, plus a 20-30% premium upon sale of Grieg.
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
51 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
- ·19 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… HThe Grieg family is starting to become large and many-membered over time, which must be supported in order to be able to pay wealth tax etc, so Ann is definitely for sale! And remember, everything is for sale for the right price, and that is also the case with the Grieg family.
- ·19 t sittenWhat is the price per tonne mtb Måsøhval has sold to Salmar? Grieg probably has 19 concessions/17800 tonnes mtb.
- ·23 t sittenGrieg Seafood previously had a price target of 150 kr before the large dividend, today's price + dividend of 35.64 corresponds to a price of 64 and the highest price target now is 43... actually, the price target should be 114.36 if one includes a gap of 86 krWhen one sees what price Salmar pays for måsøval I dag, then this is hysterically mispriced.
- ·2 päivää sittenIt is known that 1H will be weak with a low EBITA margin after large one-off costs and an unfortunate operational incident in Q1, and then low prices in Q2, which is otherwise common in the industry during this period. Revenue for 1H will probably end up between 1,6-1,7 billion and EBITA at around 4-5% (70 million) if costs are normalized after Q1. The good news is that 2H will probably be very good with higher volume (16200 tonnes) and historically increasing salmon prices. 2H 2026 will probably come in with revenue of 2 billion and EBITA around 14%. I expect EBITA FY 2026 to be between 3-400 million. This with significant costs in the period, which the market has been informed about. We will probably see the full potential in 2027 with normalized volume of 31000tonnes and margins between 14-17% if major mishaps are avoided and costs are kept at an expected level. Grieg's goal is costs down towards 60kr. With 4 billion in revenue, EBITA between 550 -700 million is possible in 2027. In addition, there are plans for increased production of Postsmolt and synergies from a new and modern PA facility at Gardermoen, which can positively impact results. Please share your thoughts, calculations, and expectations for 2H 2026 and FY 2027, and how you think the company's valuation should develop over the next year. This is not investment advice, but my assessment is that a share price doubling is possible, plus a 20-30% premium upon sale of Grieg.
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
51 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
- ·19 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… HThe Grieg family is starting to become large and many-membered over time, which must be supported in order to be able to pay wealth tax etc, so Ann is definitely for sale! And remember, everything is for sale for the right price, and that is also the case with the Grieg family.
- ·19 t sittenWhat is the price per tonne mtb Måsøhval has sold to Salmar? Grieg probably has 19 concessions/17800 tonnes mtb.
- ·23 t sittenGrieg Seafood previously had a price target of 150 kr before the large dividend, today's price + dividend of 35.64 corresponds to a price of 64 and the highest price target now is 43... actually, the price target should be 114.36 if one includes a gap of 86 krWhen one sees what price Salmar pays for måsøval I dag, then this is hysterically mispriced.
- ·2 päivää sittenIt is known that 1H will be weak with a low EBITA margin after large one-off costs and an unfortunate operational incident in Q1, and then low prices in Q2, which is otherwise common in the industry during this period. Revenue for 1H will probably end up between 1,6-1,7 billion and EBITA at around 4-5% (70 million) if costs are normalized after Q1. The good news is that 2H will probably be very good with higher volume (16200 tonnes) and historically increasing salmon prices. 2H 2026 will probably come in with revenue of 2 billion and EBITA around 14%. I expect EBITA FY 2026 to be between 3-400 million. This with significant costs in the period, which the market has been informed about. We will probably see the full potential in 2027 with normalized volume of 31000tonnes and margins between 14-17% if major mishaps are avoided and costs are kept at an expected level. Grieg's goal is costs down towards 60kr. With 4 billion in revenue, EBITA between 550 -700 million is possible in 2027. In addition, there are plans for increased production of Postsmolt and synergies from a new and modern PA facility at Gardermoen, which can positively impact results. Please share your thoughts, calculations, and expectations for 2H 2026 and FY 2027, and how you think the company's valuation should develop over the next year. This is not investment advice, but my assessment is that a share price doubling is possible, plus a 20-30% premium upon sale of Grieg.
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