2026 Q3 - tulosraportti
UUTTA
3 päivää sitten
‧2 t 49 min
0,2991 NOK/osake
Viimeisin osinko
0,95%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 1 924 | ||
| 237 | ||
| 462 | ||
| 3 293 | ||
| 364 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
ODIN Norge C EUR
2,76%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 11.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
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
·12 t sittenElkem are sober and diplomatic in how they express themselves, but now over the past week tailwinds have de facto arisen from all directions for Elkem: • Mandatory customs registration: The European Commission decided on 23 October 2026 (Regulation 2026/2346) that all imports of silicon metal originating in China must be registered at the EU's external borders. The measure entered into force on 27 October 2026. • Duration: The registration requirement runs for up to 9 months. This happens in parallel with a formal interim investigation of the current antidumping duty which was opened on 1 September 2026. • Retroactive effect: The registration gives the EU the legal basis required to retroactively collect increased punitive tariffs on all batches imported during the registration period, if the investigation concludes that the tariffs must be hiked. Assumed consequences for the market: • Commercial import freeze from China: Because importers risk an unknown and potentially massive tariff bill afterwards, new contracts and orders for Chinese silicon metal stop immediately. No rational actors dare to take the financial risk. • Price jump on safe volumes in 2027: When the Chinese supply (historically 20–30%(!) of EU imports) is frozen out, all demand shifts to Western producers. When the current inventory buffers are emptied around the turn of the year, a marked lift in contract prices for 2027 is expected. There will be a wild battle for Elkem's volume. • Sharp boost in profitability for Elkem: As a duty-free and secure supplier based in the EEA, Elkem gets strong pricing power in the ongoing negotiations. A price increase of e.g. 500 USD per ton (still lower price than the average of the last 10 years) could increase Elkem's EPS after tax by as much as 4.88 kroner in isolation. • Strategic tailwind for plant sales: The protectionist wall in the EU makes physical smelters on the European continent far more valuable. Elkem's ongoing processes to sell or find partners for the plants in Iceland and in France (Roussillon) have gained a significant upside in potential sales price.– Kan våkne 70 prosent opp I Elkem er det silisiumprisene og mulig EU-regulering som kan utgjøre forskjellen. – For meg er dette et kjempecase. Silisiumprisene ligger nå på cirka 1.600 dollar pr. tonn, mens tiårssnittet er 2.350 dollar. Legger du det til grunn, har du P/E 3. Husk at gjelden er kraftig redusert det siste året, både med kontanter fra emisjon og drift, sier Langaard. Særlig en beskyttelse av det europeiske markedet kan gi store utslag, mener han. – Vi kan våkne i morgen til at EU har gått inn og beskyttet silisium, og da kan aksjen være opp 60–70 prosent i det børsen åpner. https://www.finansavisen.no/finans/2026/10/29/8387685/longfarm-capital-doblet-fondet-pa-tre-maneder-kan-vakne-70-prosent-opp ---- Virkningen fra en slik beskyttelse har allerede oppstått gjennom den nevnte tollregistrering og bortfall av Kina import pga den nevnte finansielle risiko. Prisen på silisium vil gå kraftig opp allerede nå. Går den opp til 2350usd så vil Elkem få en EPS tett på 10 kroner og P/E på 3 med utgangspunkt i dagens aksjekurs. Årsaken til tollregistreringen trådde i kraft nå er at importørene ikke skal fylle opp lagrene med billig silisium i påvente av den nye økte tollen som KOMMER ila noen måneder. Er denne tollen av en slik størrelse at den stopper Kina importen, tilsvarende det USA har fått til så vil Elkem ha trygghet for høyt prisnivå på silisium i flere år fremover. EPS på 10 kroner vil da enkelt kunne forsvare en aksjekurs på 100 kroner.
·2 päivää sittenCEO Dag Teigland of Elkem has through his wholly-owned company Tibidabo Industrier AS bought 30,000 shares in Elkem at an average price of 31.46 kroner per share.Buying steadily more in line with Dag Teigland. ELK will be a winner in 1 year when the company's profitability improves. Have a good weekend everyone.- ·3 päivää sittenIt is noted in connection with today's Q3 figures that profit before tax was 590 million kroner (435), against an expected 207 million kroner. This is an exceptionally good result when we talk about the "bottom line" for ELK.
·3 päivää sitten📊 ELKEM Q3 – The turnaround continues! Elkem delivers an EBITDA of 554 mill. NOK, down 14 %, but several positive signals point towards 2027. ✅ Net debt reduced from 9.5 to 6.5 bil. NOK. ✅ Emission allowances worth approx. 1.2 bil. NOK, booked at zero. ✅ EU tightens up against Chinese dumping, which could lift prices. ✅ Silicon prices are finally showing signs of recovery. ⚠️ China and continued low raw material prices are the biggest risk. Believes the combination of cost cuts, better balance sheet, and possible price normalization can provide significant upside towards 2027–2028. Elkem is not fully recovered yet, but the pieces are starting to fall into place. 📈 What do you think – is this the start of a larger upturn?That is correct. The pieces are falling more and more into place. Reduced costs, lower debt-to-equity ratio and not least rising prices for both silicon and presumably for ferrosilicon too. ELK is on a roll and I keep topping up with more ELK shares. I have absolute faith in this, This is a long-term case for the patient. This will go well in the end you will see (smilefjes).
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 Q3 - tulosraportti
UUTTA
3 päivää sitten
‧2 t 49 min
0,2991 NOK/osake
Viimeisin osinko
0,95%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
- ·12 t sittenElkem are sober and diplomatic in how they express themselves, but now over the past week tailwinds have de facto arisen from all directions for Elkem: • Mandatory customs registration: The European Commission decided on 23 October 2026 (Regulation 2026/2346) that all imports of silicon metal originating in China must be registered at the EU's external borders. The measure entered into force on 27 October 2026. • Duration: The registration requirement runs for up to 9 months. This happens in parallel with a formal interim investigation of the current antidumping duty which was opened on 1 September 2026. • Retroactive effect: The registration gives the EU the legal basis required to retroactively collect increased punitive tariffs on all batches imported during the registration period, if the investigation concludes that the tariffs must be hiked. Assumed consequences for the market: • Commercial import freeze from China: Because importers risk an unknown and potentially massive tariff bill afterwards, new contracts and orders for Chinese silicon metal stop immediately. No rational actors dare to take the financial risk. • Price jump on safe volumes in 2027: When the Chinese supply (historically 20–30%(!) of EU imports) is frozen out, all demand shifts to Western producers. When the current inventory buffers are emptied around the turn of the year, a marked lift in contract prices for 2027 is expected. There will be a wild battle for Elkem's volume. • Sharp boost in profitability for Elkem: As a duty-free and secure supplier based in the EEA, Elkem gets strong pricing power in the ongoing negotiations. A price increase of e.g. 500 USD per ton (still lower price than the average of the last 10 years) could increase Elkem's EPS after tax by as much as 4.88 kroner in isolation. • Strategic tailwind for plant sales: The protectionist wall in the EU makes physical smelters on the European continent far more valuable. Elkem's ongoing processes to sell or find partners for the plants in Iceland and in France (Roussillon) have gained a significant upside in potential sales price.– Kan våkne 70 prosent opp I Elkem er det silisiumprisene og mulig EU-regulering som kan utgjøre forskjellen. – For meg er dette et kjempecase. Silisiumprisene ligger nå på cirka 1.600 dollar pr. tonn, mens tiårssnittet er 2.350 dollar. Legger du det til grunn, har du P/E 3. Husk at gjelden er kraftig redusert det siste året, både med kontanter fra emisjon og drift, sier Langaard. Særlig en beskyttelse av det europeiske markedet kan gi store utslag, mener han. – Vi kan våkne i morgen til at EU har gått inn og beskyttet silisium, og da kan aksjen være opp 60–70 prosent i det børsen åpner. https://www.finansavisen.no/finans/2026/10/29/8387685/longfarm-capital-doblet-fondet-pa-tre-maneder-kan-vakne-70-prosent-opp ---- Virkningen fra en slik beskyttelse har allerede oppstått gjennom den nevnte tollregistrering og bortfall av Kina import pga den nevnte finansielle risiko. Prisen på silisium vil gå kraftig opp allerede nå. Går den opp til 2350usd så vil Elkem få en EPS tett på 10 kroner og P/E på 3 med utgangspunkt i dagens aksjekurs. Årsaken til tollregistreringen trådde i kraft nå er at importørene ikke skal fylle opp lagrene med billig silisium i påvente av den nye økte tollen som KOMMER ila noen måneder. Er denne tollen av en slik størrelse at den stopper Kina importen, tilsvarende det USA har fått til så vil Elkem ha trygghet for høyt prisnivå på silisium i flere år fremover. EPS på 10 kroner vil da enkelt kunne forsvare en aksjekurs på 100 kroner.
- ·2 päivää sittenCEO Dag Teigland of Elkem has through his wholly-owned company Tibidabo Industrier AS bought 30,000 shares in Elkem at an average price of 31.46 kroner per share.Buying steadily more in line with Dag Teigland. ELK will be a winner in 1 year when the company's profitability improves. Have a good weekend everyone.
- ·3 päivää sittenIt is noted in connection with today's Q3 figures that profit before tax was 590 million kroner (435), against an expected 207 million kroner. This is an exceptionally good result when we talk about the "bottom line" for ELK.
- ·3 päivää sitten📊 ELKEM Q3 – The turnaround continues! Elkem delivers an EBITDA of 554 mill. NOK, down 14 %, but several positive signals point towards 2027. ✅ Net debt reduced from 9.5 to 6.5 bil. NOK. ✅ Emission allowances worth approx. 1.2 bil. NOK, booked at zero. ✅ EU tightens up against Chinese dumping, which could lift prices. ✅ Silicon prices are finally showing signs of recovery. ⚠️ China and continued low raw material prices are the biggest risk. Believes the combination of cost cuts, better balance sheet, and possible price normalization can provide significant upside towards 2027–2028. Elkem is not fully recovered yet, but the pieces are starting to fall into place. 📈 What do you think – is this the start of a larger upturn?That is correct. The pieces are falling more and more into place. Reduced costs, lower debt-to-equity ratio and not least rising prices for both silicon and presumably for ferrosilicon too. ELK is on a roll and I keep topping up with more ELK shares. I have absolute faith in this, This is a long-term case for the patient. This will go well in the end you will see (smilefjes).
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 |
|---|---|---|
| 1 924 | ||
| 237 | ||
| 462 | ||
| 3 293 | ||
| 364 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
ODIN Norge C EUR
2,76%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 11.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
3 päivää sitten
‧2 t 49 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 Q4 - tulosraportti 11.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,2991 NOK/osake
Viimeisin osinko
0,95%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·12 t sittenElkem are sober and diplomatic in how they express themselves, but now over the past week tailwinds have de facto arisen from all directions for Elkem: • Mandatory customs registration: The European Commission decided on 23 October 2026 (Regulation 2026/2346) that all imports of silicon metal originating in China must be registered at the EU's external borders. The measure entered into force on 27 October 2026. • Duration: The registration requirement runs for up to 9 months. This happens in parallel with a formal interim investigation of the current antidumping duty which was opened on 1 September 2026. • Retroactive effect: The registration gives the EU the legal basis required to retroactively collect increased punitive tariffs on all batches imported during the registration period, if the investigation concludes that the tariffs must be hiked. Assumed consequences for the market: • Commercial import freeze from China: Because importers risk an unknown and potentially massive tariff bill afterwards, new contracts and orders for Chinese silicon metal stop immediately. No rational actors dare to take the financial risk. • Price jump on safe volumes in 2027: When the Chinese supply (historically 20–30%(!) of EU imports) is frozen out, all demand shifts to Western producers. When the current inventory buffers are emptied around the turn of the year, a marked lift in contract prices for 2027 is expected. There will be a wild battle for Elkem's volume. • Sharp boost in profitability for Elkem: As a duty-free and secure supplier based in the EEA, Elkem gets strong pricing power in the ongoing negotiations. A price increase of e.g. 500 USD per ton (still lower price than the average of the last 10 years) could increase Elkem's EPS after tax by as much as 4.88 kroner in isolation. • Strategic tailwind for plant sales: The protectionist wall in the EU makes physical smelters on the European continent far more valuable. Elkem's ongoing processes to sell or find partners for the plants in Iceland and in France (Roussillon) have gained a significant upside in potential sales price.– Kan våkne 70 prosent opp I Elkem er det silisiumprisene og mulig EU-regulering som kan utgjøre forskjellen. – For meg er dette et kjempecase. Silisiumprisene ligger nå på cirka 1.600 dollar pr. tonn, mens tiårssnittet er 2.350 dollar. Legger du det til grunn, har du P/E 3. Husk at gjelden er kraftig redusert det siste året, både med kontanter fra emisjon og drift, sier Langaard. Særlig en beskyttelse av det europeiske markedet kan gi store utslag, mener han. – Vi kan våkne i morgen til at EU har gått inn og beskyttet silisium, og da kan aksjen være opp 60–70 prosent i det børsen åpner. https://www.finansavisen.no/finans/2026/10/29/8387685/longfarm-capital-doblet-fondet-pa-tre-maneder-kan-vakne-70-prosent-opp ---- Virkningen fra en slik beskyttelse har allerede oppstått gjennom den nevnte tollregistrering og bortfall av Kina import pga den nevnte finansielle risiko. Prisen på silisium vil gå kraftig opp allerede nå. Går den opp til 2350usd så vil Elkem få en EPS tett på 10 kroner og P/E på 3 med utgangspunkt i dagens aksjekurs. Årsaken til tollregistreringen trådde i kraft nå er at importørene ikke skal fylle opp lagrene med billig silisium i påvente av den nye økte tollen som KOMMER ila noen måneder. Er denne tollen av en slik størrelse at den stopper Kina importen, tilsvarende det USA har fått til så vil Elkem ha trygghet for høyt prisnivå på silisium i flere år fremover. EPS på 10 kroner vil da enkelt kunne forsvare en aksjekurs på 100 kroner.
- ·2 päivää sittenCEO Dag Teigland of Elkem has through his wholly-owned company Tibidabo Industrier AS bought 30,000 shares in Elkem at an average price of 31.46 kroner per share.Buying steadily more in line with Dag Teigland. ELK will be a winner in 1 year when the company's profitability improves. Have a good weekend everyone.
- ·3 päivää sittenIt is noted in connection with today's Q3 figures that profit before tax was 590 million kroner (435), against an expected 207 million kroner. This is an exceptionally good result when we talk about the "bottom line" for ELK.
- ·3 päivää sitten📊 ELKEM Q3 – The turnaround continues! Elkem delivers an EBITDA of 554 mill. NOK, down 14 %, but several positive signals point towards 2027. ✅ Net debt reduced from 9.5 to 6.5 bil. NOK. ✅ Emission allowances worth approx. 1.2 bil. NOK, booked at zero. ✅ EU tightens up against Chinese dumping, which could lift prices. ✅ Silicon prices are finally showing signs of recovery. ⚠️ China and continued low raw material prices are the biggest risk. Believes the combination of cost cuts, better balance sheet, and possible price normalization can provide significant upside towards 2027–2028. Elkem is not fully recovered yet, but the pieces are starting to fall into place. 📈 What do you think – is this the start of a larger upturn?That is correct. The pieces are falling more and more into place. Reduced costs, lower debt-to-equity ratio and not least rising prices for both silicon and presumably for ferrosilicon too. ELK is on a roll and I keep topping up with more ELK shares. I have absolute faith in this, This is a long-term case for the patient. This will go well in the end you will see (smilefjes).
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 |
|---|---|---|
| 1 924 | ||
| 237 | ||
| 462 | ||
| 3 293 | ||
| 364 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
ODIN Norge C EUR
2,76%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt