2026 Q2 - tulosraportti
80 päivää sitten
‧37 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 120 | ||
| 36 | ||
| 41 | ||
| 34 | ||
| 529 |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. | 2 päivää |
| 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 |
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
·5 t sittenHave tried to calculate through a pool like K2 and K3. Meaning 800000 smolt with post-smolt and 3 harvest. Lots of assumptions here. Thought 400000 post-smolt and 150/150/100 000 harvest. 50 kr/half kilo in post-smolt, sold at 1 kg. Harvest price 75/80/85 kr/kg. Mortality 3%. Average FCR=1. 20-25% markup on feed cost 2026, approx 21 kr/kg. Approx consumption: 2175 tonnes. Feed cost approx 50% of total cost. Revenue for one pool: 175,5 mNOK Tot. expenses for one pool: 90 mNOK Profit for one pool: 85,5 mNOK P/E=11-12 Market cap per pool: approx 1 bn NOK. 5 pools distributed on 121 million shares gives share value: 41 kr. Feed cost can go higher, but so can the salmon price. In addition comes economies of scale and the possibility to operate more efficiently than the industry? All pools might perhaps not get post-smolt sales either? My own assessments and assumptions this, but gives at least me support for my own choice to sit tight here.Here I was wrong and thought E was calculated based on ebitda. Supposed to deduct debt and tax. With 165 mNOK in interest currently and 22% tax. 5 pools: 205 mNOK 9 pools: 471.5 mNOK. 5 pools: PE15 to defend current price 9 pools: PE15 will then yield 58, PE10 yields 39. Profitability, increased production and turnover will provide a better basis later to renegotiate the bond.
·2 päivää sittenIt will be exciting to see if the money continues to flow out in Q4. Time is money in such a large and extensive construction case. Arctic Securities has just lowered its price target by 21% and cut the expected harvest weight in 2027. Could this be related to delays in the construction process? The most important triggers behind the headwinds seem to be the risk of further cash burn, uncertainty surrounding the development and upcoming dispute. If the application for temporary use permit for K4 is secured ahead of the upcoming quarterly report, that along with increased harvest could contribute to some tailwind. It must be allowed to hope for better times and that the stock may have bottomed out.Personally I think Q4 is when everything started. But we won't get the answer to that in the quarterly figures now, as it is for Q3, which was without sales. Q4 on the other hand has had post-smolt sales and two rounds of slaughtering (the last one is happening right now..) and they estimate to run a round 2 in both K0 and K1 during Q4. So I believe they will get a revenue of about 150-160 million in Q4 (my personal estimate). They are planning smolt release in K3 and have released in K2. Both 800,000 smolt, with a post-smolt strategy. Temporary usage permit for K4 they have probably already submitted (week 45/46) and the municipality takes about a week to approve there now. Next pools are then K5 and K7 which are to be finished during H1-27. The legal dispute is to start in August 27 (if they fail to reach an agreement, which both parties should benefit from..) But most importantly; Closing Time, are you a Tom Waits fan?
·3 päivää sittenAndfjord Salmon has very good KPI. Growth, feed conversion ratio and low mortality. Strong growth ahead. Solid owners like Portuguese JM, Holmøy and Canadian High liner.High Liner Foods was bought out by the way; by the Japanese firm Umios. Big fish eaten by bigger fish.. They have a whitefish focus, but are at the same time interested in salmon for Japanese sushi, have a land-based startup supposedly.
·10.11. · MuokattuThe company recently completed the first of three planned batches from the large K0 basin. That round constituted 367 tonnes of gutted fish (120,000 salmon) with an average live weight of 3.6 kg and a "superior" share of 93 %. The next two batches from the basin are scheduled to be harvested during the fourth quarter of 2026 and the first quarter of 2027, where the fish will have a significantly higher average weight (up to 5.6 kg) The salmon is transported by wellboat the relatively short distance in to the modern processing plant at Holmen.
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
80 päivää sitten
‧37 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·5 t sittenHave tried to calculate through a pool like K2 and K3. Meaning 800000 smolt with post-smolt and 3 harvest. Lots of assumptions here. Thought 400000 post-smolt and 150/150/100 000 harvest. 50 kr/half kilo in post-smolt, sold at 1 kg. Harvest price 75/80/85 kr/kg. Mortality 3%. Average FCR=1. 20-25% markup on feed cost 2026, approx 21 kr/kg. Approx consumption: 2175 tonnes. Feed cost approx 50% of total cost. Revenue for one pool: 175,5 mNOK Tot. expenses for one pool: 90 mNOK Profit for one pool: 85,5 mNOK P/E=11-12 Market cap per pool: approx 1 bn NOK. 5 pools distributed on 121 million shares gives share value: 41 kr. Feed cost can go higher, but so can the salmon price. In addition comes economies of scale and the possibility to operate more efficiently than the industry? All pools might perhaps not get post-smolt sales either? My own assessments and assumptions this, but gives at least me support for my own choice to sit tight here.Here I was wrong and thought E was calculated based on ebitda. Supposed to deduct debt and tax. With 165 mNOK in interest currently and 22% tax. 5 pools: 205 mNOK 9 pools: 471.5 mNOK. 5 pools: PE15 to defend current price 9 pools: PE15 will then yield 58, PE10 yields 39. Profitability, increased production and turnover will provide a better basis later to renegotiate the bond.
- ·2 päivää sittenIt will be exciting to see if the money continues to flow out in Q4. Time is money in such a large and extensive construction case. Arctic Securities has just lowered its price target by 21% and cut the expected harvest weight in 2027. Could this be related to delays in the construction process? The most important triggers behind the headwinds seem to be the risk of further cash burn, uncertainty surrounding the development and upcoming dispute. If the application for temporary use permit for K4 is secured ahead of the upcoming quarterly report, that along with increased harvest could contribute to some tailwind. It must be allowed to hope for better times and that the stock may have bottomed out.Personally I think Q4 is when everything started. But we won't get the answer to that in the quarterly figures now, as it is for Q3, which was without sales. Q4 on the other hand has had post-smolt sales and two rounds of slaughtering (the last one is happening right now..) and they estimate to run a round 2 in both K0 and K1 during Q4. So I believe they will get a revenue of about 150-160 million in Q4 (my personal estimate). They are planning smolt release in K3 and have released in K2. Both 800,000 smolt, with a post-smolt strategy. Temporary usage permit for K4 they have probably already submitted (week 45/46) and the municipality takes about a week to approve there now. Next pools are then K5 and K7 which are to be finished during H1-27. The legal dispute is to start in August 27 (if they fail to reach an agreement, which both parties should benefit from..) But most importantly; Closing Time, are you a Tom Waits fan?
- ·3 päivää sittenAndfjord Salmon has very good KPI. Growth, feed conversion ratio and low mortality. Strong growth ahead. Solid owners like Portuguese JM, Holmøy and Canadian High liner.High Liner Foods was bought out by the way; by the Japanese firm Umios. Big fish eaten by bigger fish.. They have a whitefish focus, but are at the same time interested in salmon for Japanese sushi, have a land-based startup supposedly.
- ·10.11. · MuokattuThe company recently completed the first of three planned batches from the large K0 basin. That round constituted 367 tonnes of gutted fish (120,000 salmon) with an average live weight of 3.6 kg and a "superior" share of 93 %. The next two batches from the basin are scheduled to be harvested during the fourth quarter of 2026 and the first quarter of 2027, where the fish will have a significantly higher average weight (up to 5.6 kg) The salmon is transported by wellboat the relatively short distance in to the modern processing plant at Holmen.
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 |
|---|---|---|
| 120 | ||
| 36 | ||
| 41 | ||
| 34 | ||
| 529 |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. | 2 päivää |
| 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
80 päivää sitten
‧37 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 Q3 - tulosraportti 17.11. | 2 päivää |
| 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
- ·5 t sittenHave tried to calculate through a pool like K2 and K3. Meaning 800000 smolt with post-smolt and 3 harvest. Lots of assumptions here. Thought 400000 post-smolt and 150/150/100 000 harvest. 50 kr/half kilo in post-smolt, sold at 1 kg. Harvest price 75/80/85 kr/kg. Mortality 3%. Average FCR=1. 20-25% markup on feed cost 2026, approx 21 kr/kg. Approx consumption: 2175 tonnes. Feed cost approx 50% of total cost. Revenue for one pool: 175,5 mNOK Tot. expenses for one pool: 90 mNOK Profit for one pool: 85,5 mNOK P/E=11-12 Market cap per pool: approx 1 bn NOK. 5 pools distributed on 121 million shares gives share value: 41 kr. Feed cost can go higher, but so can the salmon price. In addition comes economies of scale and the possibility to operate more efficiently than the industry? All pools might perhaps not get post-smolt sales either? My own assessments and assumptions this, but gives at least me support for my own choice to sit tight here.Here I was wrong and thought E was calculated based on ebitda. Supposed to deduct debt and tax. With 165 mNOK in interest currently and 22% tax. 5 pools: 205 mNOK 9 pools: 471.5 mNOK. 5 pools: PE15 to defend current price 9 pools: PE15 will then yield 58, PE10 yields 39. Profitability, increased production and turnover will provide a better basis later to renegotiate the bond.
- ·2 päivää sittenIt will be exciting to see if the money continues to flow out in Q4. Time is money in such a large and extensive construction case. Arctic Securities has just lowered its price target by 21% and cut the expected harvest weight in 2027. Could this be related to delays in the construction process? The most important triggers behind the headwinds seem to be the risk of further cash burn, uncertainty surrounding the development and upcoming dispute. If the application for temporary use permit for K4 is secured ahead of the upcoming quarterly report, that along with increased harvest could contribute to some tailwind. It must be allowed to hope for better times and that the stock may have bottomed out.Personally I think Q4 is when everything started. But we won't get the answer to that in the quarterly figures now, as it is for Q3, which was without sales. Q4 on the other hand has had post-smolt sales and two rounds of slaughtering (the last one is happening right now..) and they estimate to run a round 2 in both K0 and K1 during Q4. So I believe they will get a revenue of about 150-160 million in Q4 (my personal estimate). They are planning smolt release in K3 and have released in K2. Both 800,000 smolt, with a post-smolt strategy. Temporary usage permit for K4 they have probably already submitted (week 45/46) and the municipality takes about a week to approve there now. Next pools are then K5 and K7 which are to be finished during H1-27. The legal dispute is to start in August 27 (if they fail to reach an agreement, which both parties should benefit from..) But most importantly; Closing Time, are you a Tom Waits fan?
- ·3 päivää sittenAndfjord Salmon has very good KPI. Growth, feed conversion ratio and low mortality. Strong growth ahead. Solid owners like Portuguese JM, Holmøy and Canadian High liner.High Liner Foods was bought out by the way; by the Japanese firm Umios. Big fish eaten by bigger fish.. They have a whitefish focus, but are at the same time interested in salmon for Japanese sushi, have a land-based startup supposedly.
- ·10.11. · MuokattuThe company recently completed the first of three planned batches from the large K0 basin. That round constituted 367 tonnes of gutted fish (120,000 salmon) with an average live weight of 3.6 kg and a "superior" share of 93 %. The next two batches from the basin are scheduled to be harvested during the fourth quarter of 2026 and the first quarter of 2027, where the fish will have a significantly higher average weight (up to 5.6 kg) The salmon is transported by wellboat the relatively short distance in to the modern processing plant at Holmen.
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 |
|---|---|---|
| 120 | ||
| 36 | ||
| 41 | ||
| 34 | ||
| 529 |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt