2025 Q4 -tulosraportti
29 päivää sitten
‧1 t 6 min
0,30 NOK/osake
Viimeisin osinko
1,03%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 733 | - | - | ||
| 1 115 | - | - | ||
| 597 | - | - | ||
| 1 922 | - | - | ||
| 517 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
Ylimääräinen yhtiökokous 2026 9.3. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenOff topics What does one do when there is unrest in the market? (my psyche is such that I become alert, proactive and take action - I like chaos, unrest and commotion) Since last Monday I have been unusually active. - Sold 30% of holdings in the largest shipping companies I co-own and got well paid (FRO approx. 383 kr, BW LPG approx 180 kr and Hafnia approx 75 kr). Dividends are going down, but strong exit prices compensate, I concluded. In addition, I reduced 25% in BW Offshore and 50% in Elkem. - Why selling? Wants to build a war chest via fresh money from private funds and good stock exits. Has a flexible mortgage on the house which I use for stock trading when "black night mood". The loan was zeroed with the money from the sales above. Will also build cash in a savings account as DnB gives a decent interest rate (4%) on deposits between 0.5-2M. Have made three moves today as well, sold 20% of holdings in Yara, and bought Tomra and Husqvarna (doubled initial position), and got more cash. - Result? I am still "almost" fully invested in stocks, but have good cash available via unused flexible mortgage, savings account and cash portion in the Nordnet portfolio. Am very satisfied with the effort, because I have had "building a larger war chest" as the main plan since 1.1.2025. Good weekend.
·18 t sittenCan recommend looking at consumer loan banks for savings. Svea Bank, for example, has around 4.6 % interest without conditions. Transfer takes about one day, and deposits are secured up to 2 million kroner, as in other Norwegian banks. At the same time, one day is naturally too long if the money needs to be invested quickly. A revolving credit facility as a war chest is a strategy I also use. Paid extra down on the revolving credit facility with my last salary, in anticipation of a possible larger fall in the global index. Haven't sold down in any of the commodity stocks, have no faith that I'll manage to time anything at all, hehe. Then it will just have to be milking dividends. Fortunately, commodity stocks rarely have much else to spend extra money on, other than dividends :)
·1 päivä sittenElkem and the silicon cycle — one of Oslo Børs’ most misunderstood stocks Elkem produces silicon, silicone and carbon materials — and is completely driven by commodity prices and Chinese industrial production. The two most important drivers: 1. Silicon price (LME) — follows aluminum and steel in and out of cycles 2. PMI China — when Chinese industry slows down, Elkem margins fall quickly Elkem is extra cyclical because energy cost is the largest variable cost — TTF gas price in Europe also poses a threat to Norwegian and French plants. I hold Elkem and follow PMI and LME aluminum as leading indicators. Signycle tracks both: signycle.com/blog-materials-aluminium-fertilizer-cycle.html Are there others here who have been through a full Elkem cycle? What did you learn?
·1 päivä sittenIs it true that within current div. silkononløsninger, both silicone, silicon, and ferroselisium are included?- ·3 päivää sittenA little in-depth info from FA today; Elkem announces extensive cost cuts after the sale of most of its silicon business. The company will reduce its global workforce by around 300 employees and simultaneously implement a broad savings program to strengthen profitability in a challenging market. The company aims for improvements in working capital and investments totaling 1.3 billion kroner, in addition to reductions in payroll and operating costs of 600 million kroner. In total, the measures are expected to generate cash effects of around 1.6 billion kroner in 2026, while investments will be limited to a maximum of 1.0 billion kroner for the year. Approximately half of these savings are expected to be realized by the end of 2026. After the sale of the majority of our Silicons business, Elkem is taking decisive steps to strengthen our competitiveness and ensure financial robustness. Our focus on cost reductions and efficiency is crucial to secure Elkem's future as a robust and agile company capable of seizing new opportunities quickly, comments CEO Helge Aasen. The workforce reduction corresponds to approximately 10 percent of employees after the sale of the majority in the silicon division to Chinese Bluestar. Ellkem's markets remain challenging, with continued price pressure and weak demand, the company writes. For the fourth quarter, Elkem reported an EBITDA of 485 million kroner, excluding the silicon business, compared to 800 million kroner in the corresponding quarter in 2024. Now, the conflict in the Middle East also affects the value chains for many of Elkem's customers, while also increasing macroeconomic uncertainty. Elkem has reduced production at several of its facilities and temporarily limited all production at the plants in Rana and Salten in Norway. «Elkem expects market conditions to gradually improve, but the first half of 2026 will be weaker than previously expected, and visibility remains less clear. Power prices in Northern Norway have fallen, and the expected positive economic contribution from the sale of contracted power to the market will be lower than expected», the company writes. At the same time, Elkem unveils a new group structure, consisting of three business areas: Elkem Silicon, Elkem Foundry Alloys, and Elkem Carbon. The company plans a capital markets day in the second half of 2026 to present its new strategy and updated financial and climate-related targets.
·3 päivää sittenElkem falls 0.5 percent after the company announced a new corporate structure with three divisions, and at the same time a reduction of 10 percent in full-time equivalents which is expected to yield a positive ebitda effect of 600 million kroner when completed. «Assuming somewhat weaker volumes going forward and a net ebitda effect of around 400 million kroner, we would increase ebitda on the 2027 estimates for the rest of the company by around 10 percent to approximately 4.2–4.3 billion kroner and see a debt ratio of around 2.5-times for the year 2026. Although the market outlook remains uncertain, we still view the efficiency measures as positive, with further comments expected at the capital markets day in the second half of 2026», writes Pareto Securities in a report. TDN Direkt
·3 päivää sitten · MuokattuWhen good news is received as bad 😅 I managed to buy at 28.82. Unfortunately, I was a bit slow. But job cuts show that we have a management that can really steer the ship, now that the Chinese are out. And a good rise in Asia last night, so we will go up!!
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
29 päivää sitten
‧1 t 6 min
0,30 NOK/osake
Viimeisin osinko
1,03%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
- ·1 päivä sittenOff topics What does one do when there is unrest in the market? (my psyche is such that I become alert, proactive and take action - I like chaos, unrest and commotion) Since last Monday I have been unusually active. - Sold 30% of holdings in the largest shipping companies I co-own and got well paid (FRO approx. 383 kr, BW LPG approx 180 kr and Hafnia approx 75 kr). Dividends are going down, but strong exit prices compensate, I concluded. In addition, I reduced 25% in BW Offshore and 50% in Elkem. - Why selling? Wants to build a war chest via fresh money from private funds and good stock exits. Has a flexible mortgage on the house which I use for stock trading when "black night mood". The loan was zeroed with the money from the sales above. Will also build cash in a savings account as DnB gives a decent interest rate (4%) on deposits between 0.5-2M. Have made three moves today as well, sold 20% of holdings in Yara, and bought Tomra and Husqvarna (doubled initial position), and got more cash. - Result? I am still "almost" fully invested in stocks, but have good cash available via unused flexible mortgage, savings account and cash portion in the Nordnet portfolio. Am very satisfied with the effort, because I have had "building a larger war chest" as the main plan since 1.1.2025. Good weekend.·18 t sittenCan recommend looking at consumer loan banks for savings. Svea Bank, for example, has around 4.6 % interest without conditions. Transfer takes about one day, and deposits are secured up to 2 million kroner, as in other Norwegian banks. At the same time, one day is naturally too long if the money needs to be invested quickly. A revolving credit facility as a war chest is a strategy I also use. Paid extra down on the revolving credit facility with my last salary, in anticipation of a possible larger fall in the global index. Haven't sold down in any of the commodity stocks, have no faith that I'll manage to time anything at all, hehe. Then it will just have to be milking dividends. Fortunately, commodity stocks rarely have much else to spend extra money on, other than dividends :)
- ·1 päivä sittenElkem and the silicon cycle — one of Oslo Børs’ most misunderstood stocks Elkem produces silicon, silicone and carbon materials — and is completely driven by commodity prices and Chinese industrial production. The two most important drivers: 1. Silicon price (LME) — follows aluminum and steel in and out of cycles 2. PMI China — when Chinese industry slows down, Elkem margins fall quickly Elkem is extra cyclical because energy cost is the largest variable cost — TTF gas price in Europe also poses a threat to Norwegian and French plants. I hold Elkem and follow PMI and LME aluminum as leading indicators. Signycle tracks both: signycle.com/blog-materials-aluminium-fertilizer-cycle.html Are there others here who have been through a full Elkem cycle? What did you learn?·1 päivä sittenIs it true that within current div. silkononløsninger, both silicone, silicon, and ferroselisium are included?
- ·3 päivää sittenA little in-depth info from FA today; Elkem announces extensive cost cuts after the sale of most of its silicon business. The company will reduce its global workforce by around 300 employees and simultaneously implement a broad savings program to strengthen profitability in a challenging market. The company aims for improvements in working capital and investments totaling 1.3 billion kroner, in addition to reductions in payroll and operating costs of 600 million kroner. In total, the measures are expected to generate cash effects of around 1.6 billion kroner in 2026, while investments will be limited to a maximum of 1.0 billion kroner for the year. Approximately half of these savings are expected to be realized by the end of 2026. After the sale of the majority of our Silicons business, Elkem is taking decisive steps to strengthen our competitiveness and ensure financial robustness. Our focus on cost reductions and efficiency is crucial to secure Elkem's future as a robust and agile company capable of seizing new opportunities quickly, comments CEO Helge Aasen. The workforce reduction corresponds to approximately 10 percent of employees after the sale of the majority in the silicon division to Chinese Bluestar. Ellkem's markets remain challenging, with continued price pressure and weak demand, the company writes. For the fourth quarter, Elkem reported an EBITDA of 485 million kroner, excluding the silicon business, compared to 800 million kroner in the corresponding quarter in 2024. Now, the conflict in the Middle East also affects the value chains for many of Elkem's customers, while also increasing macroeconomic uncertainty. Elkem has reduced production at several of its facilities and temporarily limited all production at the plants in Rana and Salten in Norway. «Elkem expects market conditions to gradually improve, but the first half of 2026 will be weaker than previously expected, and visibility remains less clear. Power prices in Northern Norway have fallen, and the expected positive economic contribution from the sale of contracted power to the market will be lower than expected», the company writes. At the same time, Elkem unveils a new group structure, consisting of three business areas: Elkem Silicon, Elkem Foundry Alloys, and Elkem Carbon. The company plans a capital markets day in the second half of 2026 to present its new strategy and updated financial and climate-related targets.
- ·3 päivää sittenElkem falls 0.5 percent after the company announced a new corporate structure with three divisions, and at the same time a reduction of 10 percent in full-time equivalents which is expected to yield a positive ebitda effect of 600 million kroner when completed. «Assuming somewhat weaker volumes going forward and a net ebitda effect of around 400 million kroner, we would increase ebitda on the 2027 estimates for the rest of the company by around 10 percent to approximately 4.2–4.3 billion kroner and see a debt ratio of around 2.5-times for the year 2026. Although the market outlook remains uncertain, we still view the efficiency measures as positive, with further comments expected at the capital markets day in the second half of 2026», writes Pareto Securities in a report. TDN Direkt
- ·3 päivää sitten · MuokattuWhen good news is received as bad 😅 I managed to buy at 28.82. Unfortunately, I was a bit slow. But job cuts show that we have a management that can really steer the ship, now that the Chinese are out. And a good rise in Asia last night, so we will go up!!
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 |
|---|---|---|---|---|
| 733 | - | - | ||
| 1 115 | - | - | ||
| 597 | - | - | ||
| 1 922 | - | - | ||
| 517 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
Ylimääräinen yhtiökokous 2026 9.3. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
2025 Q4 -tulosraportti
29 päivää sitten
‧1 t 6 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 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
Ylimääräinen yhtiökokous 2026 9.3. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
0,30 NOK/osake
Viimeisin osinko
1,03%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenOff topics What does one do when there is unrest in the market? (my psyche is such that I become alert, proactive and take action - I like chaos, unrest and commotion) Since last Monday I have been unusually active. - Sold 30% of holdings in the largest shipping companies I co-own and got well paid (FRO approx. 383 kr, BW LPG approx 180 kr and Hafnia approx 75 kr). Dividends are going down, but strong exit prices compensate, I concluded. In addition, I reduced 25% in BW Offshore and 50% in Elkem. - Why selling? Wants to build a war chest via fresh money from private funds and good stock exits. Has a flexible mortgage on the house which I use for stock trading when "black night mood". The loan was zeroed with the money from the sales above. Will also build cash in a savings account as DnB gives a decent interest rate (4%) on deposits between 0.5-2M. Have made three moves today as well, sold 20% of holdings in Yara, and bought Tomra and Husqvarna (doubled initial position), and got more cash. - Result? I am still "almost" fully invested in stocks, but have good cash available via unused flexible mortgage, savings account and cash portion in the Nordnet portfolio. Am very satisfied with the effort, because I have had "building a larger war chest" as the main plan since 1.1.2025. Good weekend.·18 t sittenCan recommend looking at consumer loan banks for savings. Svea Bank, for example, has around 4.6 % interest without conditions. Transfer takes about one day, and deposits are secured up to 2 million kroner, as in other Norwegian banks. At the same time, one day is naturally too long if the money needs to be invested quickly. A revolving credit facility as a war chest is a strategy I also use. Paid extra down on the revolving credit facility with my last salary, in anticipation of a possible larger fall in the global index. Haven't sold down in any of the commodity stocks, have no faith that I'll manage to time anything at all, hehe. Then it will just have to be milking dividends. Fortunately, commodity stocks rarely have much else to spend extra money on, other than dividends :)
- ·1 päivä sittenElkem and the silicon cycle — one of Oslo Børs’ most misunderstood stocks Elkem produces silicon, silicone and carbon materials — and is completely driven by commodity prices and Chinese industrial production. The two most important drivers: 1. Silicon price (LME) — follows aluminum and steel in and out of cycles 2. PMI China — when Chinese industry slows down, Elkem margins fall quickly Elkem is extra cyclical because energy cost is the largest variable cost — TTF gas price in Europe also poses a threat to Norwegian and French plants. I hold Elkem and follow PMI and LME aluminum as leading indicators. Signycle tracks both: signycle.com/blog-materials-aluminium-fertilizer-cycle.html Are there others here who have been through a full Elkem cycle? What did you learn?·1 päivä sittenIs it true that within current div. silkononløsninger, both silicone, silicon, and ferroselisium are included?
- ·3 päivää sittenA little in-depth info from FA today; Elkem announces extensive cost cuts after the sale of most of its silicon business. The company will reduce its global workforce by around 300 employees and simultaneously implement a broad savings program to strengthen profitability in a challenging market. The company aims for improvements in working capital and investments totaling 1.3 billion kroner, in addition to reductions in payroll and operating costs of 600 million kroner. In total, the measures are expected to generate cash effects of around 1.6 billion kroner in 2026, while investments will be limited to a maximum of 1.0 billion kroner for the year. Approximately half of these savings are expected to be realized by the end of 2026. After the sale of the majority of our Silicons business, Elkem is taking decisive steps to strengthen our competitiveness and ensure financial robustness. Our focus on cost reductions and efficiency is crucial to secure Elkem's future as a robust and agile company capable of seizing new opportunities quickly, comments CEO Helge Aasen. The workforce reduction corresponds to approximately 10 percent of employees after the sale of the majority in the silicon division to Chinese Bluestar. Ellkem's markets remain challenging, with continued price pressure and weak demand, the company writes. For the fourth quarter, Elkem reported an EBITDA of 485 million kroner, excluding the silicon business, compared to 800 million kroner in the corresponding quarter in 2024. Now, the conflict in the Middle East also affects the value chains for many of Elkem's customers, while also increasing macroeconomic uncertainty. Elkem has reduced production at several of its facilities and temporarily limited all production at the plants in Rana and Salten in Norway. «Elkem expects market conditions to gradually improve, but the first half of 2026 will be weaker than previously expected, and visibility remains less clear. Power prices in Northern Norway have fallen, and the expected positive economic contribution from the sale of contracted power to the market will be lower than expected», the company writes. At the same time, Elkem unveils a new group structure, consisting of three business areas: Elkem Silicon, Elkem Foundry Alloys, and Elkem Carbon. The company plans a capital markets day in the second half of 2026 to present its new strategy and updated financial and climate-related targets.
- ·3 päivää sittenElkem falls 0.5 percent after the company announced a new corporate structure with three divisions, and at the same time a reduction of 10 percent in full-time equivalents which is expected to yield a positive ebitda effect of 600 million kroner when completed. «Assuming somewhat weaker volumes going forward and a net ebitda effect of around 400 million kroner, we would increase ebitda on the 2027 estimates for the rest of the company by around 10 percent to approximately 4.2–4.3 billion kroner and see a debt ratio of around 2.5-times for the year 2026. Although the market outlook remains uncertain, we still view the efficiency measures as positive, with further comments expected at the capital markets day in the second half of 2026», writes Pareto Securities in a report. TDN Direkt
- ·3 päivää sitten · MuokattuWhen good news is received as bad 😅 I managed to buy at 28.82. Unfortunately, I was a bit slow. But job cuts show that we have a management that can really steer the ship, now that the Chinese are out. And a good rise in Asia last night, so we will go up!!
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 |
|---|---|---|---|---|
| 733 | - | - | ||
| 1 115 | - | - | ||
| 597 | - | - | ||
| 1 922 | - | - | ||
| 517 | - | - |
Välittäjätilasto
Dataa ei löytynyt