2026 Q2 - tulosraportti
43 päivää sitten
‧24 min
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 781 | - | - | ||
| 528 | - | - | ||
| 687 | - | - | ||
| 7 | - | - | ||
| 493 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
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 |
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
·6 t sittenAm a bit tempted to buy more into this. The price is low With only Rogaland they are vulnerable, while at the same time they have often delivered well in Rogaland. Will they manage to earn 20 - 30 kr per kg the stock will be very cheap. But then Grieg has a habit of disappointing. If we get an air freight price that causes the overseas markets to start taking less salmon while the prices for salmon feed continue to go up, then 2027 could also be a disappointing year for the salmon industry. Then it is better to sit in Mowi and Salmar, which are the most robust.
Rogaland delivered 19,1 NOK in operating profit per kilo in 2025 and over 26 NOK in both 2022 and 2023. At 30,000 tonnes, 20–30 NOK/kg will yield 600–900 million in operating profit from farming, before group costs, interest, and tax. Freight and feed can affect the entire industry. But a lot of disappointment must surely already be priced in. On the Monday and Tuesday following the announcement of postponed slaughter and back to 30,000 tonnes, private owners have increased by 249,844 shares. The rest are the same banks moving back and forth.
·1 päivä sitten · MuokattuIt was foolish to sell all the locations in the north, considering both algae and lice. If the license for Rogaland was worth so much, then that could have been sold instead. You can handle a couple of jellyfish and cold water will disappear with global warming. Why did Cermaq pay through the nose if they thought the Finnmark location was trash? Because they got economies of scale and are now bulldozing in 200,000 tonnes of volume. It does not help to run post-smolt and then throw it into a boiling hot algae puddle. But it helps with cold water.
It is probably not that simple, Hamster Jul. You have to look at the big picture and the situation GSF was in when the decision was made. Canada had over time been a losing project with major biological challenges and high costs. Continuing with both Canada, Finnmark and Rogaland would have required significant capital and entailed great risk. That Cermaq paid well for the business in the north does not mean that GSF made a bad deal, quite the contrary. Cermaq has completely different opportunities for economies of scale and synergies. Selling Rogaland instead would also have meant giving up very valuable licenses and a significant future earning potential. I agree that the algae problems show the risk of betting on a single region. The sale must be evaluated based on the economy and the alternatives GSF actually had, not just the challenges we see in Rogaland now
·2 päivää sittenFurther rise in prices today! Handles today at following prices lev Oslo for fish harvested this week: 2/3 64-65 3/4 71-72 4/5 74-75 5/6 77-78 6/7 85 7+ 95 China full speed back after Golden Week!It is quite unbelievable that GSF chooses to fine-tune the harvest guidance up and down by 1,000 tonnes several times throughout the year, when experience shows how asymmetrically the market reacts. Upgrades are barely rewarded, while downgrades are brutally punished. Aquaculture will always have biological uncertainty. Therefore, guidance should have a sensible margin of safety. It is better to deliver 31,000 tonnes against a guidance of 30,000 than first to upgrade expectations and shortly afterwards downgrade again. Credibility and predictability are also values in the stock market.- ·3 päivää sittenSalmon prices are firming up today and rising by 5-7 kroner! It is traded today at the following prices delivered Oslo: 2/3 62-63 3/4 69-70 4/5 71-72 5-6 74-75 6+ 80-85 Enormous volumes in the first 9 months limit the volumes going forward.
- ·3 päivää sittenGSF viser i en tidligere presentasjon en anslått verdi på oppdrettstillatelsene i Rogaland på 4,62 milliarder. I balansen står de ført til bare 254 millioner. GSF kan bli oversett når AI og automatiske aksjesøk bruker regnskapstall og vanlige nøkkeltall. Verdiene kommer først frem når man undersøker hva som ligger bak balansen. Fordelt på 17 800 tonn MTB er det regnet på kun 259 per kilo, altså lavere enn fastpris på 270 per kilo i 2026. 2026-fastpris ville gitt 4,81 milliarder. Bruker vi gjennomsnittspris fra auksjonen i 2024, 305 per kilo, blir verdien 5,43 milliarder. Private transaksjoner i 2026 viser høyere prisnivåer. Måsøval-avtalen ble omtalt med en prising på 500 per kilo MTB, og salget av Arctic Seafood Group omtrent 539 kroner per kilo MTB. Det ville gitt 8,90 og 9,59 milliarder kroner. (4,28 og 4,98 milliarder mer enn lisensanslaget i presentasjonen). At AvH betalte 1 milliard for 18,8% er kanskje ikke så dyrt allikevel.
Nice to talk about sales values. The problem is that they are not going to be sold and that we instead get to enjoy the ongoing results from the business that delivers well on management's wise guidance (irony in case anyone wondered).
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
43 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
- ·6 t sittenAm a bit tempted to buy more into this. The price is low With only Rogaland they are vulnerable, while at the same time they have often delivered well in Rogaland. Will they manage to earn 20 - 30 kr per kg the stock will be very cheap. But then Grieg has a habit of disappointing. If we get an air freight price that causes the overseas markets to start taking less salmon while the prices for salmon feed continue to go up, then 2027 could also be a disappointing year for the salmon industry. Then it is better to sit in Mowi and Salmar, which are the most robust.Rogaland delivered 19,1 NOK in operating profit per kilo in 2025 and over 26 NOK in both 2022 and 2023. At 30,000 tonnes, 20–30 NOK/kg will yield 600–900 million in operating profit from farming, before group costs, interest, and tax. Freight and feed can affect the entire industry. But a lot of disappointment must surely already be priced in. On the Monday and Tuesday following the announcement of postponed slaughter and back to 30,000 tonnes, private owners have increased by 249,844 shares. The rest are the same banks moving back and forth.
- ·1 päivä sitten · MuokattuIt was foolish to sell all the locations in the north, considering both algae and lice. If the license for Rogaland was worth so much, then that could have been sold instead. You can handle a couple of jellyfish and cold water will disappear with global warming. Why did Cermaq pay through the nose if they thought the Finnmark location was trash? Because they got economies of scale and are now bulldozing in 200,000 tonnes of volume. It does not help to run post-smolt and then throw it into a boiling hot algae puddle. But it helps with cold water.It is probably not that simple, Hamster Jul. You have to look at the big picture and the situation GSF was in when the decision was made. Canada had over time been a losing project with major biological challenges and high costs. Continuing with both Canada, Finnmark and Rogaland would have required significant capital and entailed great risk. That Cermaq paid well for the business in the north does not mean that GSF made a bad deal, quite the contrary. Cermaq has completely different opportunities for economies of scale and synergies. Selling Rogaland instead would also have meant giving up very valuable licenses and a significant future earning potential. I agree that the algae problems show the risk of betting on a single region. The sale must be evaluated based on the economy and the alternatives GSF actually had, not just the challenges we see in Rogaland now
- ·2 päivää sittenFurther rise in prices today! Handles today at following prices lev Oslo for fish harvested this week: 2/3 64-65 3/4 71-72 4/5 74-75 5/6 77-78 6/7 85 7+ 95 China full speed back after Golden Week!It is quite unbelievable that GSF chooses to fine-tune the harvest guidance up and down by 1,000 tonnes several times throughout the year, when experience shows how asymmetrically the market reacts. Upgrades are barely rewarded, while downgrades are brutally punished. Aquaculture will always have biological uncertainty. Therefore, guidance should have a sensible margin of safety. It is better to deliver 31,000 tonnes against a guidance of 30,000 than first to upgrade expectations and shortly afterwards downgrade again. Credibility and predictability are also values in the stock market.
- ·3 päivää sittenSalmon prices are firming up today and rising by 5-7 kroner! It is traded today at the following prices delivered Oslo: 2/3 62-63 3/4 69-70 4/5 71-72 5-6 74-75 6+ 80-85 Enormous volumes in the first 9 months limit the volumes going forward.
- ·3 päivää sittenGSF viser i en tidligere presentasjon en anslått verdi på oppdrettstillatelsene i Rogaland på 4,62 milliarder. I balansen står de ført til bare 254 millioner. GSF kan bli oversett når AI og automatiske aksjesøk bruker regnskapstall og vanlige nøkkeltall. Verdiene kommer først frem når man undersøker hva som ligger bak balansen. Fordelt på 17 800 tonn MTB er det regnet på kun 259 per kilo, altså lavere enn fastpris på 270 per kilo i 2026. 2026-fastpris ville gitt 4,81 milliarder. Bruker vi gjennomsnittspris fra auksjonen i 2024, 305 per kilo, blir verdien 5,43 milliarder. Private transaksjoner i 2026 viser høyere prisnivåer. Måsøval-avtalen ble omtalt med en prising på 500 per kilo MTB, og salget av Arctic Seafood Group omtrent 539 kroner per kilo MTB. Det ville gitt 8,90 og 9,59 milliarder kroner. (4,28 og 4,98 milliarder mer enn lisensanslaget i presentasjonen). At AvH betalte 1 milliard for 18,8% er kanskje ikke så dyrt allikevel.Nice to talk about sales values. The problem is that they are not going to be sold and that we instead get to enjoy the ongoing results from the business that delivers well on management's wise guidance (irony in case anyone wondered).
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 781 | - | - | ||
| 528 | - | - | ||
| 687 | - | - | ||
| 7 | - | - | ||
| 493 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
43 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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
33,5905 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·6 t sittenAm a bit tempted to buy more into this. The price is low With only Rogaland they are vulnerable, while at the same time they have often delivered well in Rogaland. Will they manage to earn 20 - 30 kr per kg the stock will be very cheap. But then Grieg has a habit of disappointing. If we get an air freight price that causes the overseas markets to start taking less salmon while the prices for salmon feed continue to go up, then 2027 could also be a disappointing year for the salmon industry. Then it is better to sit in Mowi and Salmar, which are the most robust.Rogaland delivered 19,1 NOK in operating profit per kilo in 2025 and over 26 NOK in both 2022 and 2023. At 30,000 tonnes, 20–30 NOK/kg will yield 600–900 million in operating profit from farming, before group costs, interest, and tax. Freight and feed can affect the entire industry. But a lot of disappointment must surely already be priced in. On the Monday and Tuesday following the announcement of postponed slaughter and back to 30,000 tonnes, private owners have increased by 249,844 shares. The rest are the same banks moving back and forth.
- ·1 päivä sitten · MuokattuIt was foolish to sell all the locations in the north, considering both algae and lice. If the license for Rogaland was worth so much, then that could have been sold instead. You can handle a couple of jellyfish and cold water will disappear with global warming. Why did Cermaq pay through the nose if they thought the Finnmark location was trash? Because they got economies of scale and are now bulldozing in 200,000 tonnes of volume. It does not help to run post-smolt and then throw it into a boiling hot algae puddle. But it helps with cold water.It is probably not that simple, Hamster Jul. You have to look at the big picture and the situation GSF was in when the decision was made. Canada had over time been a losing project with major biological challenges and high costs. Continuing with both Canada, Finnmark and Rogaland would have required significant capital and entailed great risk. That Cermaq paid well for the business in the north does not mean that GSF made a bad deal, quite the contrary. Cermaq has completely different opportunities for economies of scale and synergies. Selling Rogaland instead would also have meant giving up very valuable licenses and a significant future earning potential. I agree that the algae problems show the risk of betting on a single region. The sale must be evaluated based on the economy and the alternatives GSF actually had, not just the challenges we see in Rogaland now
- ·2 päivää sittenFurther rise in prices today! Handles today at following prices lev Oslo for fish harvested this week: 2/3 64-65 3/4 71-72 4/5 74-75 5/6 77-78 6/7 85 7+ 95 China full speed back after Golden Week!It is quite unbelievable that GSF chooses to fine-tune the harvest guidance up and down by 1,000 tonnes several times throughout the year, when experience shows how asymmetrically the market reacts. Upgrades are barely rewarded, while downgrades are brutally punished. Aquaculture will always have biological uncertainty. Therefore, guidance should have a sensible margin of safety. It is better to deliver 31,000 tonnes against a guidance of 30,000 than first to upgrade expectations and shortly afterwards downgrade again. Credibility and predictability are also values in the stock market.
- ·3 päivää sittenSalmon prices are firming up today and rising by 5-7 kroner! It is traded today at the following prices delivered Oslo: 2/3 62-63 3/4 69-70 4/5 71-72 5-6 74-75 6+ 80-85 Enormous volumes in the first 9 months limit the volumes going forward.
- ·3 päivää sittenGSF viser i en tidligere presentasjon en anslått verdi på oppdrettstillatelsene i Rogaland på 4,62 milliarder. I balansen står de ført til bare 254 millioner. GSF kan bli oversett når AI og automatiske aksjesøk bruker regnskapstall og vanlige nøkkeltall. Verdiene kommer først frem når man undersøker hva som ligger bak balansen. Fordelt på 17 800 tonn MTB er det regnet på kun 259 per kilo, altså lavere enn fastpris på 270 per kilo i 2026. 2026-fastpris ville gitt 4,81 milliarder. Bruker vi gjennomsnittspris fra auksjonen i 2024, 305 per kilo, blir verdien 5,43 milliarder. Private transaksjoner i 2026 viser høyere prisnivåer. Måsøval-avtalen ble omtalt med en prising på 500 per kilo MTB, og salget av Arctic Seafood Group omtrent 539 kroner per kilo MTB. Det ville gitt 8,90 og 9,59 milliarder kroner. (4,28 og 4,98 milliarder mer enn lisensanslaget i presentasjonen). At AvH betalte 1 milliard for 18,8% er kanskje ikke så dyrt allikevel.Nice to talk about sales values. The problem is that they are not going to be sold and that we instead get to enjoy the ongoing results from the business that delivers well on management's wise guidance (irony in case anyone wondered).
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 781 | - | - | ||
| 528 | - | - | ||
| 687 | - | - | ||
| 7 | - | - | ||
| 493 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt