2025 Q4 -tulosraportti
57 päivää sitten
‧26 min
2,0467 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 566 | - | - | ||
| 548 | - | - | ||
| 716 | - | - | ||
| 1 515 | - | - | ||
| 11 | - | - |
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
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·9 t sittenFrom Øyposten now: Grieg furloughs at Stjernelaks due to a break in the water supply The salmon slaughterhouse Stjernelaks is without water and must shut down production for several weeks. This affects both the 60 employees and subcontractors. "The municipality has informed us that we must expect to wait four weeks before the water is in place. So it's a bit dramatic," says community relations manager at Grieg Seafood Liv Marit Årseth.
·11 t sittenGSF at 3.8 billion – does it really make sense? Rogaland alone earns around 500–600 million kroner a year. If the entire company is valued at 3.8 billion, one pays approximately 6–7 times earnings. After dividends, the company is left with around 1 billion in cash and little debt. One pays closer to 2.8–3.0 billion for the operations themselves. Then we are talking about a valuation of only 5–6 times EBIT for the core business. For an established aquaculture company in a solid region, that is quite low. Especially when considering that the company has cleaned up, sold off problem areas, and reduced debt. What remains is a more focused and stable operation with lower risk. The company itself says they are moving from global growth to regional profitability, a more predictable and cash-strong model going forward. If GSF is not acquired, but continues alone as it now appears – it could become a good dividend stock.·9 t sittenAnother thing: Aquaculture licenses are perhaps the biggest "hidden" value. In Norway, such licenses have historically been extremely valuable. Just one license can be worth tens to over 100 mill, depending on the market. A potential buyer acquires valuable aquaculture concessions. + post-smolt facilities (RAS) which provide better biology and lower risk + processing plant (VAP at Gardermoen) which can lift margins + fully developed infrastructure and an integrated sales and distribution apparatus. These are salable values (often booked conservatively).
·2 t sittenGood points here! Nowadays, concessions can actually reach around 200 million per piece, depending on location. Another thing is that it's not enough to just have a lot of money to get one; here, fish farmers must apply to all sorts of authorities and conduct many investigations to include as attachments to the application before a new concession can eventually be granted, which in itself is time-consuming and costly. AND, one concession alone is not enough to fill a typical aquaculture site with 8-10 cages (several concessions are needed per site), as one piece only permits 780 tons of standing biomass at the site... (even if the fish farmer in practice manages to squeeze out more per concession in annual production, partly by using post-smolt). And Grieg is investing heavily in post-smolt (1kg), which is very wise; this significantly reduces time in the sea. I myself have participated in putting out 700-gram smolt in April, where then in December of the same year, 3.5 kg fish could be harvested (Northern Norway, colder temperatures). Anyway, Grieg holds enormous values... this deserves a higher market value than what we see today.
·1 päivä sitten · MuokattuWhat do you think the bid will be? Will probably be acquired during the year.. or what do people think? I myself guess around 70kr, or 8 billion if you want it in kroner.
·1 päivä sittenSo then we must subtract 1.5 billion in net debt to find what is left for us shareholders?
·2 päivää sittenDoes anyone know who is selling such large quantities of shares. We'll probably see that before the weekend. Or are there players driving volume to push the share price down. Does anyone know if short sellers are out. What is so attractive about being in for the dividend and then fleeing. Trying to see the logic in that. It was probably more profitable to sell at 75-76 before the dividend. Those who sell in reaction to the announcement on April 9 and fewer quarterly reports, I think are doing something stupid in the slightly longer term. Mcap 3.8 billion is just completely crazy.
·1 päivä sittenSome investment funds and banks must have a certain size for the companies they are invested in - and when the company falls below this size, it is sold without looking much at the figures. Perhaps we need to get some financial statements on the table. I choose to believe that the future here will provide good earnings and large dividends.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
57 päivää sitten
‧26 min
2,0467 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·9 t sittenFrom Øyposten now: Grieg furloughs at Stjernelaks due to a break in the water supply The salmon slaughterhouse Stjernelaks is without water and must shut down production for several weeks. This affects both the 60 employees and subcontractors. "The municipality has informed us that we must expect to wait four weeks before the water is in place. So it's a bit dramatic," says community relations manager at Grieg Seafood Liv Marit Årseth.
- ·11 t sittenGSF at 3.8 billion – does it really make sense? Rogaland alone earns around 500–600 million kroner a year. If the entire company is valued at 3.8 billion, one pays approximately 6–7 times earnings. After dividends, the company is left with around 1 billion in cash and little debt. One pays closer to 2.8–3.0 billion for the operations themselves. Then we are talking about a valuation of only 5–6 times EBIT for the core business. For an established aquaculture company in a solid region, that is quite low. Especially when considering that the company has cleaned up, sold off problem areas, and reduced debt. What remains is a more focused and stable operation with lower risk. The company itself says they are moving from global growth to regional profitability, a more predictable and cash-strong model going forward. If GSF is not acquired, but continues alone as it now appears – it could become a good dividend stock.·9 t sittenAnother thing: Aquaculture licenses are perhaps the biggest "hidden" value. In Norway, such licenses have historically been extremely valuable. Just one license can be worth tens to over 100 mill, depending on the market. A potential buyer acquires valuable aquaculture concessions. + post-smolt facilities (RAS) which provide better biology and lower risk + processing plant (VAP at Gardermoen) which can lift margins + fully developed infrastructure and an integrated sales and distribution apparatus. These are salable values (often booked conservatively).·2 t sittenGood points here! Nowadays, concessions can actually reach around 200 million per piece, depending on location. Another thing is that it's not enough to just have a lot of money to get one; here, fish farmers must apply to all sorts of authorities and conduct many investigations to include as attachments to the application before a new concession can eventually be granted, which in itself is time-consuming and costly. AND, one concession alone is not enough to fill a typical aquaculture site with 8-10 cages (several concessions are needed per site), as one piece only permits 780 tons of standing biomass at the site... (even if the fish farmer in practice manages to squeeze out more per concession in annual production, partly by using post-smolt). And Grieg is investing heavily in post-smolt (1kg), which is very wise; this significantly reduces time in the sea. I myself have participated in putting out 700-gram smolt in April, where then in December of the same year, 3.5 kg fish could be harvested (Northern Norway, colder temperatures). Anyway, Grieg holds enormous values... this deserves a higher market value than what we see today.
- ·1 päivä sitten · MuokattuWhat do you think the bid will be? Will probably be acquired during the year.. or what do people think? I myself guess around 70kr, or 8 billion if you want it in kroner.·1 päivä sittenSo then we must subtract 1.5 billion in net debt to find what is left for us shareholders?
- ·2 päivää sittenDoes anyone know who is selling such large quantities of shares. We'll probably see that before the weekend. Or are there players driving volume to push the share price down. Does anyone know if short sellers are out. What is so attractive about being in for the dividend and then fleeing. Trying to see the logic in that. It was probably more profitable to sell at 75-76 before the dividend. Those who sell in reaction to the announcement on April 9 and fewer quarterly reports, I think are doing something stupid in the slightly longer term. Mcap 3.8 billion is just completely crazy.·1 päivä sittenSome investment funds and banks must have a certain size for the companies they are invested in - and when the company falls below this size, it is sold without looking much at the figures. Perhaps we need to get some financial statements on the table. I choose to believe that the future here will provide good earnings and large dividends.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| 566 | - | - | ||
| 548 | - | - | ||
| 716 | - | - | ||
| 1 515 | - | - | ||
| 11 | - | - |
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
57 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 |
2,0467 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·9 t sittenFrom Øyposten now: Grieg furloughs at Stjernelaks due to a break in the water supply The salmon slaughterhouse Stjernelaks is without water and must shut down production for several weeks. This affects both the 60 employees and subcontractors. "The municipality has informed us that we must expect to wait four weeks before the water is in place. So it's a bit dramatic," says community relations manager at Grieg Seafood Liv Marit Årseth.
- ·11 t sittenGSF at 3.8 billion – does it really make sense? Rogaland alone earns around 500–600 million kroner a year. If the entire company is valued at 3.8 billion, one pays approximately 6–7 times earnings. After dividends, the company is left with around 1 billion in cash and little debt. One pays closer to 2.8–3.0 billion for the operations themselves. Then we are talking about a valuation of only 5–6 times EBIT for the core business. For an established aquaculture company in a solid region, that is quite low. Especially when considering that the company has cleaned up, sold off problem areas, and reduced debt. What remains is a more focused and stable operation with lower risk. The company itself says they are moving from global growth to regional profitability, a more predictable and cash-strong model going forward. If GSF is not acquired, but continues alone as it now appears – it could become a good dividend stock.·9 t sittenAnother thing: Aquaculture licenses are perhaps the biggest "hidden" value. In Norway, such licenses have historically been extremely valuable. Just one license can be worth tens to over 100 mill, depending on the market. A potential buyer acquires valuable aquaculture concessions. + post-smolt facilities (RAS) which provide better biology and lower risk + processing plant (VAP at Gardermoen) which can lift margins + fully developed infrastructure and an integrated sales and distribution apparatus. These are salable values (often booked conservatively).·2 t sittenGood points here! Nowadays, concessions can actually reach around 200 million per piece, depending on location. Another thing is that it's not enough to just have a lot of money to get one; here, fish farmers must apply to all sorts of authorities and conduct many investigations to include as attachments to the application before a new concession can eventually be granted, which in itself is time-consuming and costly. AND, one concession alone is not enough to fill a typical aquaculture site with 8-10 cages (several concessions are needed per site), as one piece only permits 780 tons of standing biomass at the site... (even if the fish farmer in practice manages to squeeze out more per concession in annual production, partly by using post-smolt). And Grieg is investing heavily in post-smolt (1kg), which is very wise; this significantly reduces time in the sea. I myself have participated in putting out 700-gram smolt in April, where then in December of the same year, 3.5 kg fish could be harvested (Northern Norway, colder temperatures). Anyway, Grieg holds enormous values... this deserves a higher market value than what we see today.
- ·1 päivä sitten · MuokattuWhat do you think the bid will be? Will probably be acquired during the year.. or what do people think? I myself guess around 70kr, or 8 billion if you want it in kroner.·1 päivä sittenSo then we must subtract 1.5 billion in net debt to find what is left for us shareholders?
- ·2 päivää sittenDoes anyone know who is selling such large quantities of shares. We'll probably see that before the weekend. Or are there players driving volume to push the share price down. Does anyone know if short sellers are out. What is so attractive about being in for the dividend and then fleeing. Trying to see the logic in that. It was probably more profitable to sell at 75-76 before the dividend. Those who sell in reaction to the announcement on April 9 and fewer quarterly reports, I think are doing something stupid in the slightly longer term. Mcap 3.8 billion is just completely crazy.·1 päivä sittenSome investment funds and banks must have a certain size for the companies they are invested in - and when the company falls below this size, it is sold without looking much at the figures. Perhaps we need to get some financial statements on the table. I choose to believe that the future here will provide good earnings and large dividends.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| 566 | - | - | ||
| 548 | - | - | ||
| 716 | - | - | ||
| 1 515 | - | - | ||
| 11 | - | - |
Välittäjätilasto
Dataa ei löytynyt