2025 Q3 -tulosraportti
88 päivää sitten43 min
0,30 NOK/osake
Viimeisin osinko
1,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
1 000
Myynti
Määrä
1 978
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 15 | - | - | ||
| 216 | - | - | ||
| 408 | - | - | ||
| 421 | - | - | ||
| 222 | - | - |
Ylin
29,62VWAP
Alin
29,12VaihtoMäärä
16,5 561 902
VWAP
Ylin
29,62Alin
29,12VaihtoMäärä
16,5 561 902
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 11.7.2025 | |
| 2025 Q1 -tulosraportti | 30.4.2025 | |
| 2024 Q4 -tulosraportti | 12.2.2025 | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·10 t sittenWho is selling today? Is it those who believe in war? Or those who get cold sweats from words like customs duty or tax? I don't know, but it doesn't seem like selling driven by reason? I personally doubt that it will be possible to get back in without having to pay more.
·6 t sittenSold out completely last week at 30,66-30,80kr, but bought back some now at 29,18. Now the upside suddenly became a bit larger than it was last time.
·3 päivää sittenCan anyone explain why this one is jumping like a yo-yo these days?·3 päivää sittenIt is primarily small shareholders who are taking profit now. A bellwether has sold out. I expect he will re-enter at lower levels, or has jumped on another train. But all the large most important owners are in place and several are increasing. Both funds and banks. And the long-term pension funds and Must etc... I am holding until April. I expect I am sitting very safely.- ·3 päivää sitten · MuokattuI am critical of simplifications in the calculation of company valuations. But sometimes one should look at the big picture. How much is Elkem valued at today? And how much of that value will the company receive if the sale of Silicones goes through? When professional analysts say that the company is worth as much or more after the sale, I choose to listen to them. I do not listen to amateurs' assumptions. Both DnB and Pareto have 36 kr as their rating.
·12 t sittenIt seems to me that you have a very dramatic approach to your written presentation on Shareville. I do not agree with such premises for dialogue or exchange of opinions. Your claims about insider info and your use of exclamation marks only reveal your lack of ability to pay attention and absorb what you read.. And that you probably haven't understood the industry. Or possibly that you're just creating drama for the sake of creating drama. If you do your research, the reason for the sale is that with the current structure, the division cannot utilize/make use of advantageous legislation internally in China. In tough times, that is alpha and omega. To be able to be competitive. By selling to a company under state control in China, the divested division gets more favorable operating conditions. This emerged last spring. And in my assessment, this is the reason why the rise stopped around 30-31 kroner, because that corresponds to the conservative estimate of what the division will be sold for. 
15.1.15.1.How do you value a divestment sale in a cyclical company? I applied (my interpretation of) Joel Greenblatt’s "You Can Be a Stock Market Genius" framework to ELKEM's pending sale of its Silicones division: https://thenorthside.substack.com/p/how-to-analyze-divestitures-and-asset·15.1.Ebitda 829/248. These are the numbers from @3. Silicone which they are going to sell accounts for 248 of the total ebitda revenues in q3, i.e. 30%, For that part, they get between 10 and 17.5 billion. Rest Elkem accounts for 79% i.e. 500m per quarter. Multiply this by 4 and you have 2 mrdi a year. Multiply this by say 12 and rest Elkem gets an approximate value of 24mrd approx kr 24 per share.
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
88 päivää sitten43 min
0,30 NOK/osake
Viimeisin osinko
1,00%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
- ·10 t sittenWho is selling today? Is it those who believe in war? Or those who get cold sweats from words like customs duty or tax? I don't know, but it doesn't seem like selling driven by reason? I personally doubt that it will be possible to get back in without having to pay more.·6 t sittenSold out completely last week at 30,66-30,80kr, but bought back some now at 29,18. Now the upside suddenly became a bit larger than it was last time.
- ·3 päivää sittenCan anyone explain why this one is jumping like a yo-yo these days?·3 päivää sittenIt is primarily small shareholders who are taking profit now. A bellwether has sold out. I expect he will re-enter at lower levels, or has jumped on another train. But all the large most important owners are in place and several are increasing. Both funds and banks. And the long-term pension funds and Must etc... I am holding until April. I expect I am sitting very safely.
- ·3 päivää sitten · MuokattuI am critical of simplifications in the calculation of company valuations. But sometimes one should look at the big picture. How much is Elkem valued at today? And how much of that value will the company receive if the sale of Silicones goes through? When professional analysts say that the company is worth as much or more after the sale, I choose to listen to them. I do not listen to amateurs' assumptions. Both DnB and Pareto have 36 kr as their rating.·12 t sittenIt seems to me that you have a very dramatic approach to your written presentation on Shareville. I do not agree with such premises for dialogue or exchange of opinions. Your claims about insider info and your use of exclamation marks only reveal your lack of ability to pay attention and absorb what you read.. And that you probably haven't understood the industry. Or possibly that you're just creating drama for the sake of creating drama. If you do your research, the reason for the sale is that with the current structure, the division cannot utilize/make use of advantageous legislation internally in China. In tough times, that is alpha and omega. To be able to be competitive. By selling to a company under state control in China, the divested division gets more favorable operating conditions. This emerged last spring. And in my assessment, this is the reason why the rise stopped around 30-31 kroner, because that corresponds to the conservative estimate of what the division will be sold for.
- 15.1.15.1.How do you value a divestment sale in a cyclical company? I applied (my interpretation of) Joel Greenblatt’s "You Can Be a Stock Market Genius" framework to ELKEM's pending sale of its Silicones division: https://thenorthside.substack.com/p/how-to-analyze-divestitures-and-asset·15.1.Ebitda 829/248. These are the numbers from @3. Silicone which they are going to sell accounts for 248 of the total ebitda revenues in q3, i.e. 30%, For that part, they get between 10 and 17.5 billion. Rest Elkem accounts for 79% i.e. 500m per quarter. Multiply this by 4 and you have 2 mrdi a year. Multiply this by say 12 and rest Elkem gets an approximate value of 24mrd approx kr 24 per share.
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
1 000
Myynti
Määrä
1 978
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 15 | - | - | ||
| 216 | - | - | ||
| 408 | - | - | ||
| 421 | - | - | ||
| 222 | - | - |
Ylin
29,62VWAP
Alin
29,12VaihtoMäärä
16,5 561 902
VWAP
Ylin
29,62Alin
29,12VaihtoMäärä
16,5 561 902
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 11.7.2025 | |
| 2025 Q1 -tulosraportti | 30.4.2025 | |
| 2024 Q4 -tulosraportti | 12.2.2025 | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
2025 Q3 -tulosraportti
88 päivää sitten43 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 11.7.2025 | |
| 2025 Q1 -tulosraportti | 30.4.2025 | |
| 2024 Q4 -tulosraportti | 12.2.2025 | |
| 2024 Q3 -tulosraportti | 24.10.2024 |
0,30 NOK/osake
Viimeisin osinko
1,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·10 t sittenWho is selling today? Is it those who believe in war? Or those who get cold sweats from words like customs duty or tax? I don't know, but it doesn't seem like selling driven by reason? I personally doubt that it will be possible to get back in without having to pay more.·6 t sittenSold out completely last week at 30,66-30,80kr, but bought back some now at 29,18. Now the upside suddenly became a bit larger than it was last time.
- ·3 päivää sittenCan anyone explain why this one is jumping like a yo-yo these days?·3 päivää sittenIt is primarily small shareholders who are taking profit now. A bellwether has sold out. I expect he will re-enter at lower levels, or has jumped on another train. But all the large most important owners are in place and several are increasing. Both funds and banks. And the long-term pension funds and Must etc... I am holding until April. I expect I am sitting very safely.
- ·3 päivää sitten · MuokattuI am critical of simplifications in the calculation of company valuations. But sometimes one should look at the big picture. How much is Elkem valued at today? And how much of that value will the company receive if the sale of Silicones goes through? When professional analysts say that the company is worth as much or more after the sale, I choose to listen to them. I do not listen to amateurs' assumptions. Both DnB and Pareto have 36 kr as their rating.·12 t sittenIt seems to me that you have a very dramatic approach to your written presentation on Shareville. I do not agree with such premises for dialogue or exchange of opinions. Your claims about insider info and your use of exclamation marks only reveal your lack of ability to pay attention and absorb what you read.. And that you probably haven't understood the industry. Or possibly that you're just creating drama for the sake of creating drama. If you do your research, the reason for the sale is that with the current structure, the division cannot utilize/make use of advantageous legislation internally in China. In tough times, that is alpha and omega. To be able to be competitive. By selling to a company under state control in China, the divested division gets more favorable operating conditions. This emerged last spring. And in my assessment, this is the reason why the rise stopped around 30-31 kroner, because that corresponds to the conservative estimate of what the division will be sold for.
- 15.1.15.1.How do you value a divestment sale in a cyclical company? I applied (my interpretation of) Joel Greenblatt’s "You Can Be a Stock Market Genius" framework to ELKEM's pending sale of its Silicones division: https://thenorthside.substack.com/p/how-to-analyze-divestitures-and-asset·15.1.Ebitda 829/248. These are the numbers from @3. Silicone which they are going to sell accounts for 248 of the total ebitda revenues in q3, i.e. 30%, For that part, they get between 10 and 17.5 billion. Rest Elkem accounts for 79% i.e. 500m per quarter. Multiply this by 4 and you have 2 mrdi a year. Multiply this by say 12 and rest Elkem gets an approximate value of 24mrd approx kr 24 per share.
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
1 000
Myynti
Määrä
1 978
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 15 | - | - | ||
| 216 | - | - | ||
| 408 | - | - | ||
| 421 | - | - | ||
| 222 | - | - |
Ylin
29,62VWAP
Alin
29,12VaihtoMäärä
16,5 561 902
VWAP
Ylin
29,62Alin
29,12VaihtoMäärä
16,5 561 902
Välittäjätilasto
Dataa ei löytynyt