2025 Q3 -tulosraportti
58 päivää sitten0,30 NOK/osake
Viimeisin osinko
1,03 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
750
Myynti
Määrä
3
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 949 | - | - | ||
| 2 399 | - | - | ||
| 343 | - | - | ||
| 642 | - | - | ||
| 1 015 | - | - |
Ylin
29,4VWAP
Alin
29,06VaihtoMäärä
23,3 797 824
VWAP
Ylin
29,4Alin
29,06VaihtoMäärä
23,3 797 824
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q2 -tulosraportti | 15.7. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 12.2. | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·17 t sittenArctic Securities initiates coverage of Elkem with a buy recommendation and a price target of 35 kroner per share. This is stated in an analysis on Thursday. The brokerage firm points out that despite Elkem being characterized by overcapacity in the market, especially from China, and weak demand that pressures prices, the outlook will probably improve. It is maintained that a sale of the Silicones business will strengthen profitability and can eliminate net debt. According to the brokerage firm, EU quotas and minimum prices for ferrosilicon are expected to lift prices from 2026, while stricter protection of the steel market could increase European demand. Excess supply in Silicon Metal will likely persist for a while, while specialty products and Carbon Solutions are expected to deliver solid results.
·1 päivä sitten
·1 päivä sittenAsked here on Shareville on December 5th the following: Has anyone used AI or the calculator and calculated how much Elkem can earn from the EU's minimum price on FeSi. There is talk of an expected increase of 35-40% on FeSi in the EU. Elkem with 160,000mt to EU up 35% in price will be significant amounts. Almost like looking back at Q3-2022. Extra 1-1.5 billion on the bottom line in 2026 ? and hoped that someone has more time and knowledge than me on this. I see now that Artic Securities is issuing a buy recommendation, so I ask again if anyone has made any calculations or if anyone has more info regarding analyst Jeppe Baardseth's recommendation. For those selling today, it's worth noting that only Silicon Products in 2022 had an EBITDA of NOK 10.2 billion. Not that I believe we will be there in 2026-2027, but it shows the potential that lies in this stock. Merry Christmas to all Elkem owners, then we cash in by May 17, 2026 (maybe there will be a trip to the football World Cup after all)·1 päivä sitten · MuokattuThis is straight from grok: Known facts about Elkem and FeSi to the EU • Elkem exports approx. 160 000 tonnes of ferrosilicon (FeSi) annually to the EU from plants in Norway and Iceland (confirmed in Elkem's stock exchange announcement November 2025). • Approx. 75% of their FeSi production from these plants goes to the EU. • Safeguard measures are introduced as tariff-rate quotas (TRQ), where imports above a quota incur tariffs – this can reduce import volumes from low-cost countries (e.g. China, Russia), and thus raise prices in the EU (Elkem itself says they expect higher prices that can compensate for potentially lower volume). Rough calculation of potential additional earnings The post uses exactly this figure (160 000 mt) and assumes 35–40% price increase for FeSi in the EU. To estimate additional revenue (before costs): 1. Assume a baseline price for FeSi in Europe in 2025 (based on market data from early 2025 and historical levels): approx. 1400 EUR/tonn (midpoint from assessments around 1380–1425 EUR/mt in January 2025; prices have been lower earlier in the year, but stabilized). • Converted to NOK (approx. 11,5 NOK/EUR in December 2025): approx. 16 100 NOK/tonn. 2. Annual revenue from these 160 000 tonnes at baseline price: • 160 000 × 16 100 NOK ≈ 2,58 billion NOK. 3. With a 35% price increase: • New price: approx. 21 735 NOK/tonn. • Additional per ton: approx. 5635 NOK. • Total additional: 160 000 × 5635 NOK ≈ 0,90 billion NOK (900 million NOK). 4. With a 40% price increase: • Additional per ton: approx. 6440 NOK. • Total additional: approx. 1,03 billion NOK. The post mentions “1–1,5 bn. on the bottom line in 2026” – this is likely an estimate of additional EBITDA (operating profit before interest/taxes/depreciation/amortization), not just revenue. Since FeSi has relatively high margins when prices rise (lower variable costs), much of the price increase can go straight to the bottom line. Important caveats • This is speculation – no official analysis from Elkem or brokerage firms confirms exactly 35–40% increase. Price increase depends on how tight the market becomes after the measures. • Volume may be somewhat reduced if Elkem has to re-direct sales outside the EU. • In 2022 (peak year), the Silicon Products division (which includes FeSi) had total EBITDA of approx. 10,2 bn. NOK – an additional 1–1,5 bn. would represent significant upside compared to weaker years like 2024/2025. • No new buy recommendation from Arctic Securities or Jeppe Baardseth on Elkem found in recent data (he mostly covers aviation/transport). In short: If prices in the EU rise 35–40%, Elkem could potentially earn 900 million to 1,5 billion NOK extra annually on these volumes, depending on how much becomes EBITDA vs. revenue. This roughly matches the post's optimism, but it is highly uncertain and dependent on market development in 2026–2027.
·1 päivä sittenOn the one hand, patience has paid off here. On the other hand, I have passed up an incredible number of trading opportunities. Oh well.
·1 päivä sittenClassic example of a long-term view paying off. Took first position in Elkem in October 2023; 50 % return as of now + some dividends along the way. And if nothing unforeseen happens, the real upside remains.
·1 päivä sittenLast time we got good news with an upgrade in price and expectations, the stock fell back a bit. Probably due to profit taking and price pressure from professionals. I would therefore recommend people to stay put now. Don't go for profit taking today. Let it calmly rise for at least a couple of days. Otherwise, we small shareholders dig our own grave and end up having sold too early. I have previously traded this on fluctuations, but now I think it's more sensible to stay put until next year. Good luck with whatever you choose 🤗
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 Q3 -tulosraportti
58 päivää sitten0,30 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
- ·17 t sittenArctic Securities initiates coverage of Elkem with a buy recommendation and a price target of 35 kroner per share. This is stated in an analysis on Thursday. The brokerage firm points out that despite Elkem being characterized by overcapacity in the market, especially from China, and weak demand that pressures prices, the outlook will probably improve. It is maintained that a sale of the Silicones business will strengthen profitability and can eliminate net debt. According to the brokerage firm, EU quotas and minimum prices for ferrosilicon are expected to lift prices from 2026, while stricter protection of the steel market could increase European demand. Excess supply in Silicon Metal will likely persist for a while, while specialty products and Carbon Solutions are expected to deliver solid results.
- ·1 päivä sitten
- ·1 päivä sittenAsked here on Shareville on December 5th the following: Has anyone used AI or the calculator and calculated how much Elkem can earn from the EU's minimum price on FeSi. There is talk of an expected increase of 35-40% on FeSi in the EU. Elkem with 160,000mt to EU up 35% in price will be significant amounts. Almost like looking back at Q3-2022. Extra 1-1.5 billion on the bottom line in 2026 ? and hoped that someone has more time and knowledge than me on this. I see now that Artic Securities is issuing a buy recommendation, so I ask again if anyone has made any calculations or if anyone has more info regarding analyst Jeppe Baardseth's recommendation. For those selling today, it's worth noting that only Silicon Products in 2022 had an EBITDA of NOK 10.2 billion. Not that I believe we will be there in 2026-2027, but it shows the potential that lies in this stock. Merry Christmas to all Elkem owners, then we cash in by May 17, 2026 (maybe there will be a trip to the football World Cup after all)·1 päivä sitten · MuokattuThis is straight from grok: Known facts about Elkem and FeSi to the EU • Elkem exports approx. 160 000 tonnes of ferrosilicon (FeSi) annually to the EU from plants in Norway and Iceland (confirmed in Elkem's stock exchange announcement November 2025). • Approx. 75% of their FeSi production from these plants goes to the EU. • Safeguard measures are introduced as tariff-rate quotas (TRQ), where imports above a quota incur tariffs – this can reduce import volumes from low-cost countries (e.g. China, Russia), and thus raise prices in the EU (Elkem itself says they expect higher prices that can compensate for potentially lower volume). Rough calculation of potential additional earnings The post uses exactly this figure (160 000 mt) and assumes 35–40% price increase for FeSi in the EU. To estimate additional revenue (before costs): 1. Assume a baseline price for FeSi in Europe in 2025 (based on market data from early 2025 and historical levels): approx. 1400 EUR/tonn (midpoint from assessments around 1380–1425 EUR/mt in January 2025; prices have been lower earlier in the year, but stabilized). • Converted to NOK (approx. 11,5 NOK/EUR in December 2025): approx. 16 100 NOK/tonn. 2. Annual revenue from these 160 000 tonnes at baseline price: • 160 000 × 16 100 NOK ≈ 2,58 billion NOK. 3. With a 35% price increase: • New price: approx. 21 735 NOK/tonn. • Additional per ton: approx. 5635 NOK. • Total additional: 160 000 × 5635 NOK ≈ 0,90 billion NOK (900 million NOK). 4. With a 40% price increase: • Additional per ton: approx. 6440 NOK. • Total additional: approx. 1,03 billion NOK. The post mentions “1–1,5 bn. on the bottom line in 2026” – this is likely an estimate of additional EBITDA (operating profit before interest/taxes/depreciation/amortization), not just revenue. Since FeSi has relatively high margins when prices rise (lower variable costs), much of the price increase can go straight to the bottom line. Important caveats • This is speculation – no official analysis from Elkem or brokerage firms confirms exactly 35–40% increase. Price increase depends on how tight the market becomes after the measures. • Volume may be somewhat reduced if Elkem has to re-direct sales outside the EU. • In 2022 (peak year), the Silicon Products division (which includes FeSi) had total EBITDA of approx. 10,2 bn. NOK – an additional 1–1,5 bn. would represent significant upside compared to weaker years like 2024/2025. • No new buy recommendation from Arctic Securities or Jeppe Baardseth on Elkem found in recent data (he mostly covers aviation/transport). In short: If prices in the EU rise 35–40%, Elkem could potentially earn 900 million to 1,5 billion NOK extra annually on these volumes, depending on how much becomes EBITDA vs. revenue. This roughly matches the post's optimism, but it is highly uncertain and dependent on market development in 2026–2027.
- ·1 päivä sittenOn the one hand, patience has paid off here. On the other hand, I have passed up an incredible number of trading opportunities. Oh well.·1 päivä sittenClassic example of a long-term view paying off. Took first position in Elkem in October 2023; 50 % return as of now + some dividends along the way. And if nothing unforeseen happens, the real upside remains.
- ·1 päivä sittenLast time we got good news with an upgrade in price and expectations, the stock fell back a bit. Probably due to profit taking and price pressure from professionals. I would therefore recommend people to stay put now. Don't go for profit taking today. Let it calmly rise for at least a couple of days. Otherwise, we small shareholders dig our own grave and end up having sold too early. I have previously traded this on fluctuations, but now I think it's more sensible to stay put until next year. Good luck with whatever you choose 🤗
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
750
Myynti
Määrä
3
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 949 | - | - | ||
| 2 399 | - | - | ||
| 343 | - | - | ||
| 642 | - | - | ||
| 1 015 | - | - |
Ylin
29,4VWAP
Alin
29,06VaihtoMäärä
23,3 797 824
VWAP
Ylin
29,4Alin
29,06VaihtoMäärä
23,3 797 824
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q2 -tulosraportti | 15.7. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 12.2. | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
58 päivää sittenUutiset
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q2 -tulosraportti | 15.7. | |
| 2025 Q1 -tulosraportti | 30.4. | |
| 2024 Q4 -tulosraportti | 12.2. | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Datan lähde: FactSet, Quartr
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
- ·17 t sittenArctic Securities initiates coverage of Elkem with a buy recommendation and a price target of 35 kroner per share. This is stated in an analysis on Thursday. The brokerage firm points out that despite Elkem being characterized by overcapacity in the market, especially from China, and weak demand that pressures prices, the outlook will probably improve. It is maintained that a sale of the Silicones business will strengthen profitability and can eliminate net debt. According to the brokerage firm, EU quotas and minimum prices for ferrosilicon are expected to lift prices from 2026, while stricter protection of the steel market could increase European demand. Excess supply in Silicon Metal will likely persist for a while, while specialty products and Carbon Solutions are expected to deliver solid results.
- ·1 päivä sitten
- ·1 päivä sittenAsked here on Shareville on December 5th the following: Has anyone used AI or the calculator and calculated how much Elkem can earn from the EU's minimum price on FeSi. There is talk of an expected increase of 35-40% on FeSi in the EU. Elkem with 160,000mt to EU up 35% in price will be significant amounts. Almost like looking back at Q3-2022. Extra 1-1.5 billion on the bottom line in 2026 ? and hoped that someone has more time and knowledge than me on this. I see now that Artic Securities is issuing a buy recommendation, so I ask again if anyone has made any calculations or if anyone has more info regarding analyst Jeppe Baardseth's recommendation. For those selling today, it's worth noting that only Silicon Products in 2022 had an EBITDA of NOK 10.2 billion. Not that I believe we will be there in 2026-2027, but it shows the potential that lies in this stock. Merry Christmas to all Elkem owners, then we cash in by May 17, 2026 (maybe there will be a trip to the football World Cup after all)·1 päivä sitten · MuokattuThis is straight from grok: Known facts about Elkem and FeSi to the EU • Elkem exports approx. 160 000 tonnes of ferrosilicon (FeSi) annually to the EU from plants in Norway and Iceland (confirmed in Elkem's stock exchange announcement November 2025). • Approx. 75% of their FeSi production from these plants goes to the EU. • Safeguard measures are introduced as tariff-rate quotas (TRQ), where imports above a quota incur tariffs – this can reduce import volumes from low-cost countries (e.g. China, Russia), and thus raise prices in the EU (Elkem itself says they expect higher prices that can compensate for potentially lower volume). Rough calculation of potential additional earnings The post uses exactly this figure (160 000 mt) and assumes 35–40% price increase for FeSi in the EU. To estimate additional revenue (before costs): 1. Assume a baseline price for FeSi in Europe in 2025 (based on market data from early 2025 and historical levels): approx. 1400 EUR/tonn (midpoint from assessments around 1380–1425 EUR/mt in January 2025; prices have been lower earlier in the year, but stabilized). • Converted to NOK (approx. 11,5 NOK/EUR in December 2025): approx. 16 100 NOK/tonn. 2. Annual revenue from these 160 000 tonnes at baseline price: • 160 000 × 16 100 NOK ≈ 2,58 billion NOK. 3. With a 35% price increase: • New price: approx. 21 735 NOK/tonn. • Additional per ton: approx. 5635 NOK. • Total additional: 160 000 × 5635 NOK ≈ 0,90 billion NOK (900 million NOK). 4. With a 40% price increase: • Additional per ton: approx. 6440 NOK. • Total additional: approx. 1,03 billion NOK. The post mentions “1–1,5 bn. on the bottom line in 2026” – this is likely an estimate of additional EBITDA (operating profit before interest/taxes/depreciation/amortization), not just revenue. Since FeSi has relatively high margins when prices rise (lower variable costs), much of the price increase can go straight to the bottom line. Important caveats • This is speculation – no official analysis from Elkem or brokerage firms confirms exactly 35–40% increase. Price increase depends on how tight the market becomes after the measures. • Volume may be somewhat reduced if Elkem has to re-direct sales outside the EU. • In 2022 (peak year), the Silicon Products division (which includes FeSi) had total EBITDA of approx. 10,2 bn. NOK – an additional 1–1,5 bn. would represent significant upside compared to weaker years like 2024/2025. • No new buy recommendation from Arctic Securities or Jeppe Baardseth on Elkem found in recent data (he mostly covers aviation/transport). In short: If prices in the EU rise 35–40%, Elkem could potentially earn 900 million to 1,5 billion NOK extra annually on these volumes, depending on how much becomes EBITDA vs. revenue. This roughly matches the post's optimism, but it is highly uncertain and dependent on market development in 2026–2027.
- ·1 päivä sittenOn the one hand, patience has paid off here. On the other hand, I have passed up an incredible number of trading opportunities. Oh well.·1 päivä sittenClassic example of a long-term view paying off. Took first position in Elkem in October 2023; 50 % return as of now + some dividends along the way. And if nothing unforeseen happens, the real upside remains.
- ·1 päivä sittenLast time we got good news with an upgrade in price and expectations, the stock fell back a bit. Probably due to profit taking and price pressure from professionals. I would therefore recommend people to stay put now. Don't go for profit taking today. Let it calmly rise for at least a couple of days. Otherwise, we small shareholders dig our own grave and end up having sold too early. I have previously traded this on fluctuations, but now I think it's more sensible to stay put until next year. Good luck with whatever you choose 🤗
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
750
Myynti
Määrä
3
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 949 | - | - | ||
| 2 399 | - | - | ||
| 343 | - | - | ||
| 642 | - | - | ||
| 1 015 | - | - |
Ylin
29,4VWAP
Alin
29,06VaihtoMäärä
23,3 797 824
VWAP
Ylin
29,4Alin
29,06VaihtoMäärä
23,3 797 824
Välittäjätilasto
Dataa ei löytynyt