2026 Q2 - tulosraportti
34 päivää sitten
‧37 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 2 | - | - | ||
| 1 | - | - | ||
| 658 | - | - | ||
| 94 | - | - |
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 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 16.12.2025 | ||
2025 Q2 - tulosraportti 4.9.2025 |
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·21.9.If the production ramp-up is delayed or the cost/kg becomes high, NOK 1.64 billion debt and continued negative cash flow will be a significant burden. The construction budget has also increased by approx. NOK 330m. The CFO said that post-smolt production and sales are profitable for Andfjord, but they will not disclose the margin. They also said that the cost of the first batch and the pricing model were attractive. Does anyone have any figures on margins and production costs? Andfjord has previously presented an illustrative production cost of NOK 40/kg but that seems very optimistic.
Asked ChatGPT/Fa and was given an indicative production cost of 51 kr/kg at full production. Corresponding figures for Mowi based on the latest half-year report indicate 5.2 EUR/kg or approximately 56 kr/kg, and Salmar has an almost identical production cost. It should be noted that mortality in sea-based pens was up to 15% in 2025, which in turn has led to increased production costs. Furthermore, today's announcement about a new bond interest rate, this has ticked up from 13.55% to 14.16% and speaks volumes about the risk the market is pricing into the company.
·18.9.It looks like the market puts all land-based aquaculture under one umbrella - there's a huge difference between them. RAS - HYBRID- FLOW-THROUGH. Andfjord Salmon is the facility that gives the salmon conditions most similar to what it has in the sea. Recommend interested parties to go to the website and familiarize themselves with how Andfjord Salmon's facility works. Familiarize yourselves there with what laminar flow-through is - how often all the water in each t tank is replaced every day. See the KPI figures - and note how production is now ramping up and cash flow is coming quickly.Would rather say that seafood in general has underperformed last year. Oslo Seafood 1y= -7,43%, ANDF 1y= -14,9% and GIGA 1y= -41,7%. Consider that ANDF and GIGA are the most comparable of the land-based ones, as both are based on flow-through technology. GIGA has been severely punished by the market after reports of biological challenges and increased production costs. It is to be hoped that Andfjord has taken action regarding project management and avoids further cost overruns.
·17.9.It seems that the submission of an application for a temporary occupancy permit for K4 is planned for the beginning of October. This indicates that K4 is nearing completion, as they have communicated it to be😊
·17.9.Andfjorden salmon will probably have a " small" deficit for the whole of 2026, but reach Zero (0) point turnover / Beak-even in 2027 and some profit for 2027. We will sit tight and accumulate Andfjord shares when they are low priced. Good luck. Regards, Egon.
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
34 päivää sitten
‧37 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·21.9.If the production ramp-up is delayed or the cost/kg becomes high, NOK 1.64 billion debt and continued negative cash flow will be a significant burden. The construction budget has also increased by approx. NOK 330m. The CFO said that post-smolt production and sales are profitable for Andfjord, but they will not disclose the margin. They also said that the cost of the first batch and the pricing model were attractive. Does anyone have any figures on margins and production costs? Andfjord has previously presented an illustrative production cost of NOK 40/kg but that seems very optimistic.Asked ChatGPT/Fa and was given an indicative production cost of 51 kr/kg at full production. Corresponding figures for Mowi based on the latest half-year report indicate 5.2 EUR/kg or approximately 56 kr/kg, and Salmar has an almost identical production cost. It should be noted that mortality in sea-based pens was up to 15% in 2025, which in turn has led to increased production costs. Furthermore, today's announcement about a new bond interest rate, this has ticked up from 13.55% to 14.16% and speaks volumes about the risk the market is pricing into the company.
- ·18.9.It looks like the market puts all land-based aquaculture under one umbrella - there's a huge difference between them. RAS - HYBRID- FLOW-THROUGH. Andfjord Salmon is the facility that gives the salmon conditions most similar to what it has in the sea. Recommend interested parties to go to the website and familiarize themselves with how Andfjord Salmon's facility works. Familiarize yourselves there with what laminar flow-through is - how often all the water in each t tank is replaced every day. See the KPI figures - and note how production is now ramping up and cash flow is coming quickly.Would rather say that seafood in general has underperformed last year. Oslo Seafood 1y= -7,43%, ANDF 1y= -14,9% and GIGA 1y= -41,7%. Consider that ANDF and GIGA are the most comparable of the land-based ones, as both are based on flow-through technology. GIGA has been severely punished by the market after reports of biological challenges and increased production costs. It is to be hoped that Andfjord has taken action regarding project management and avoids further cost overruns.
- ·17.9.It seems that the submission of an application for a temporary occupancy permit for K4 is planned for the beginning of October. This indicates that K4 is nearing completion, as they have communicated it to be😊
- ·17.9.Andfjorden salmon will probably have a " small" deficit for the whole of 2026, but reach Zero (0) point turnover / Beak-even in 2027 and some profit for 2027. We will sit tight and accumulate Andfjord shares when they are low priced. Good luck. Regards, Egon.
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 |
|---|---|---|---|---|
| 5 | - | - | ||
| 2 | - | - | ||
| 1 | - | - | ||
| 658 | - | - | ||
| 94 | - | - |
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 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 16.12.2025 | ||
2025 Q2 - tulosraportti 4.9.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
34 päivää sitten
‧37 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 28.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 16.12.2025 | ||
2025 Q2 - tulosraportti 4.9.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·21.9.If the production ramp-up is delayed or the cost/kg becomes high, NOK 1.64 billion debt and continued negative cash flow will be a significant burden. The construction budget has also increased by approx. NOK 330m. The CFO said that post-smolt production and sales are profitable for Andfjord, but they will not disclose the margin. They also said that the cost of the first batch and the pricing model were attractive. Does anyone have any figures on margins and production costs? Andfjord has previously presented an illustrative production cost of NOK 40/kg but that seems very optimistic.Asked ChatGPT/Fa and was given an indicative production cost of 51 kr/kg at full production. Corresponding figures for Mowi based on the latest half-year report indicate 5.2 EUR/kg or approximately 56 kr/kg, and Salmar has an almost identical production cost. It should be noted that mortality in sea-based pens was up to 15% in 2025, which in turn has led to increased production costs. Furthermore, today's announcement about a new bond interest rate, this has ticked up from 13.55% to 14.16% and speaks volumes about the risk the market is pricing into the company.
- ·18.9.It looks like the market puts all land-based aquaculture under one umbrella - there's a huge difference between them. RAS - HYBRID- FLOW-THROUGH. Andfjord Salmon is the facility that gives the salmon conditions most similar to what it has in the sea. Recommend interested parties to go to the website and familiarize themselves with how Andfjord Salmon's facility works. Familiarize yourselves there with what laminar flow-through is - how often all the water in each t tank is replaced every day. See the KPI figures - and note how production is now ramping up and cash flow is coming quickly.Would rather say that seafood in general has underperformed last year. Oslo Seafood 1y= -7,43%, ANDF 1y= -14,9% and GIGA 1y= -41,7%. Consider that ANDF and GIGA are the most comparable of the land-based ones, as both are based on flow-through technology. GIGA has been severely punished by the market after reports of biological challenges and increased production costs. It is to be hoped that Andfjord has taken action regarding project management and avoids further cost overruns.
- ·17.9.It seems that the submission of an application for a temporary occupancy permit for K4 is planned for the beginning of October. This indicates that K4 is nearing completion, as they have communicated it to be😊
- ·17.9.Andfjorden salmon will probably have a " small" deficit for the whole of 2026, but reach Zero (0) point turnover / Beak-even in 2027 and some profit for 2027. We will sit tight and accumulate Andfjord shares when they are low priced. Good luck. Regards, Egon.
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 |
|---|---|---|---|---|
| 5 | - | - | ||
| 2 | - | - | ||
| 1 | - | - | ||
| 658 | - | - | ||
| 94 | - | - |
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