2025 Q3 -tulosraportti
48 päivää sittenTarjoustasot
Oslo Børs
Määrä
Osto
9 955
Myynti
Määrä
194 603
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 096 | - | - | ||
| 2 684 | - | - | ||
| 1 865 | - | - | ||
| 2 320 | - | - | ||
| 11 479 | - | - |
Ylin
5,23VWAP
Alin
5,11VaihtoMäärä
2,9 563 682
VWAP
Ylin
5,23Alin
5,11VaihtoMäärä
2,9 563 682
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 19.8. | |
| 2025 Q1 -tulosraportti | 13.5. | |
| 2024 Q4 -tulosraportti | 11.2. | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sittenGood volume on the buy side now
·8 t sitten2026 will be Salme's comeback year! It has been a demanding journey for many, but the company has had good control largely the entire time. Now they are about to copy phase 1 (which has been stable - hence low risk). This will (given that the salmon price remains as expected) lead to lower costs, double production and predictability towards final profit. That is the trigger the market needs to re-rate the project. Timing is still difficult to predict, but the window closes in 2026 in my opinion. Whether it will be before or after summer is hard to say, but I want to be part of the first surge - and have positioned myself accordingly. Management has exclusively provided positive feedback and the risk of dilution is small in my opinion. The large investors are serious - and are holding still. Happy New Year :)·7 t sittenMost estimate that the salmon price on average will be above the last 2 years. There is of course uncertainty, but that's how it is in this game - we buy and sell based on hypotheses and assumptions. Salme will get lower costs per kg when phase 2 is finished - anything else would have been bankruptcy. Even though revenues will not be realized to a significant extent in 2026, I still believe the market will price this in before 2027. They have probably stated that they have sufficient financing? Of course with the caveat that the salmon price does not fall significantly.
·7 t sittenIf they had managed to get the costs down to 70 or less per kilo, it would have immediately looked better. But 80 is far too much.
·25.12.Well, these are the kinds of things one wants to avoid by having facilities on land, right?! https://www.bt.no/innenriks/i/lnAOeo/laksesykdom-bekreftet-i-oppdrettsanlegg-i-alver
·3 päivää sittenThis wasn't on land? Eide fjordbruk is in the sea, you know. Anyway, Salme has closed systems for a reason. Disease in a fish tank? Isolated to that tank and nothing else on the facility. That's why Salme's hybrid facility is brilliant!
·8 t sitten · MuokattuThe tanks are isolated from each other, but that doesn't help when the problem is in the intake water that goes to all the tanks. Now I don't know how the distribution of the intake water is distributed to the tanks. Infection will not spread from one tank to another anyway if something arises in the tanks :)- ·25.12.https://ilaks.no/priskorreksjon-for-nyttarslaksen/?brid=laTggggIB1biTuD_S09ocg Price correction for New Year's salmon News by Aslak Berge - 23 December 2025 The first sales for 2026 are now being made. The period with triple-digit salmon prices was short. After seeing prices over one hundred kroner before the weekend, salmon is now traded at significantly lower prices. – "Yesterday the price fell ten kroner. The price went down again to 85 kroner yesterday. 87 kroner in Oslo," says an exporter to iLaks. He is sitting in his car on the way to the shop to buy the last Christmas presents. Planning – "Suddenly there is too much. They plan their purchases so well," he says, referring particularly to the buyers at the fillet companies and processing plants on the continent. – "For next week… we probably expect around 90 kroner to the farmer. A lot is being slaughtered this weekend. We have heard 7.90 euro out in the market." – "It's a very mixed picture. It's a decline, definitely. It's surprising. We had expected higher prices, but it's not materializing. Customers don't want to be stuck with unsold stock either at such prices." Three slaughter days Next week there are only three ordinary working days – and slaughter days. The last of them is Friday 2 January – 2026. – "It's only Tuesday today. There's a long way to go until next week. It seems the exporter corps is taking it easy," he says. They are not exerting themselves on Christmas Eve eve. With only three trading days next week, many have already taken holiday. Complete halt – "85-90 kroner to the industry [in Europe] next week. New complete halt this week. 95 kroner by air," comments another. – "90-93 kroner, somewhere around there," says a third. That means a significant decrease from Friday's level. – "Guaranteed," he says. Holiday – "The large fish is doing somewhat better, but we can safely say that the market is heading down. Several players are slaughtering every day next week, and purchasing power in the market is starting to decline. 3-6 kilos should go well under 90 kroner, while 6+ often stays around the low 90s. It seems most are now ready for Christmas holiday," says a trader. Fish Pool's forward price for January 2026 is otherwise 8,320 euro per tonne, or 98.62 kroner per kilo, delivered Oslo. On an annual basis, a price of 7,580 euro per tonne is expected, i.e., 90 kroner per kilo.
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
48 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenGood volume on the buy side now
- ·8 t sitten2026 will be Salme's comeback year! It has been a demanding journey for many, but the company has had good control largely the entire time. Now they are about to copy phase 1 (which has been stable - hence low risk). This will (given that the salmon price remains as expected) lead to lower costs, double production and predictability towards final profit. That is the trigger the market needs to re-rate the project. Timing is still difficult to predict, but the window closes in 2026 in my opinion. Whether it will be before or after summer is hard to say, but I want to be part of the first surge - and have positioned myself accordingly. Management has exclusively provided positive feedback and the risk of dilution is small in my opinion. The large investors are serious - and are holding still. Happy New Year :)·7 t sittenMost estimate that the salmon price on average will be above the last 2 years. There is of course uncertainty, but that's how it is in this game - we buy and sell based on hypotheses and assumptions. Salme will get lower costs per kg when phase 2 is finished - anything else would have been bankruptcy. Even though revenues will not be realized to a significant extent in 2026, I still believe the market will price this in before 2027. They have probably stated that they have sufficient financing? Of course with the caveat that the salmon price does not fall significantly.·7 t sittenIf they had managed to get the costs down to 70 or less per kilo, it would have immediately looked better. But 80 is far too much.
- ·25.12.Well, these are the kinds of things one wants to avoid by having facilities on land, right?! https://www.bt.no/innenriks/i/lnAOeo/laksesykdom-bekreftet-i-oppdrettsanlegg-i-alver·3 päivää sittenThis wasn't on land? Eide fjordbruk is in the sea, you know. Anyway, Salme has closed systems for a reason. Disease in a fish tank? Isolated to that tank and nothing else on the facility. That's why Salme's hybrid facility is brilliant!·8 t sitten · MuokattuThe tanks are isolated from each other, but that doesn't help when the problem is in the intake water that goes to all the tanks. Now I don't know how the distribution of the intake water is distributed to the tanks. Infection will not spread from one tank to another anyway if something arises in the tanks :)
- ·25.12.https://ilaks.no/priskorreksjon-for-nyttarslaksen/?brid=laTggggIB1biTuD_S09ocg Price correction for New Year's salmon News by Aslak Berge - 23 December 2025 The first sales for 2026 are now being made. The period with triple-digit salmon prices was short. After seeing prices over one hundred kroner before the weekend, salmon is now traded at significantly lower prices. – "Yesterday the price fell ten kroner. The price went down again to 85 kroner yesterday. 87 kroner in Oslo," says an exporter to iLaks. He is sitting in his car on the way to the shop to buy the last Christmas presents. Planning – "Suddenly there is too much. They plan their purchases so well," he says, referring particularly to the buyers at the fillet companies and processing plants on the continent. – "For next week… we probably expect around 90 kroner to the farmer. A lot is being slaughtered this weekend. We have heard 7.90 euro out in the market." – "It's a very mixed picture. It's a decline, definitely. It's surprising. We had expected higher prices, but it's not materializing. Customers don't want to be stuck with unsold stock either at such prices." Three slaughter days Next week there are only three ordinary working days – and slaughter days. The last of them is Friday 2 January – 2026. – "It's only Tuesday today. There's a long way to go until next week. It seems the exporter corps is taking it easy," he says. They are not exerting themselves on Christmas Eve eve. With only three trading days next week, many have already taken holiday. Complete halt – "85-90 kroner to the industry [in Europe] next week. New complete halt this week. 95 kroner by air," comments another. – "90-93 kroner, somewhere around there," says a third. That means a significant decrease from Friday's level. – "Guaranteed," he says. Holiday – "The large fish is doing somewhat better, but we can safely say that the market is heading down. Several players are slaughtering every day next week, and purchasing power in the market is starting to decline. 3-6 kilos should go well under 90 kroner, while 6+ often stays around the low 90s. It seems most are now ready for Christmas holiday," says a trader. Fish Pool's forward price for January 2026 is otherwise 8,320 euro per tonne, or 98.62 kroner per kilo, delivered Oslo. On an annual basis, a price of 7,580 euro per tonne is expected, i.e., 90 kroner per kilo.
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
9 955
Myynti
Määrä
194 603
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 096 | - | - | ||
| 2 684 | - | - | ||
| 1 865 | - | - | ||
| 2 320 | - | - | ||
| 11 479 | - | - |
Ylin
5,23VWAP
Alin
5,11VaihtoMäärä
2,9 563 682
VWAP
Ylin
5,23Alin
5,11VaihtoMäärä
2,9 563 682
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 19.8. | |
| 2025 Q1 -tulosraportti | 13.5. | |
| 2024 Q4 -tulosraportti | 11.2. | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
48 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 | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 19.8. | |
| 2025 Q1 -tulosraportti | 13.5. | |
| 2024 Q4 -tulosraportti | 11.2. | |
| 2024 Q3 -tulosraportti | 7.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenGood volume on the buy side now
- ·8 t sitten2026 will be Salme's comeback year! It has been a demanding journey for many, but the company has had good control largely the entire time. Now they are about to copy phase 1 (which has been stable - hence low risk). This will (given that the salmon price remains as expected) lead to lower costs, double production and predictability towards final profit. That is the trigger the market needs to re-rate the project. Timing is still difficult to predict, but the window closes in 2026 in my opinion. Whether it will be before or after summer is hard to say, but I want to be part of the first surge - and have positioned myself accordingly. Management has exclusively provided positive feedback and the risk of dilution is small in my opinion. The large investors are serious - and are holding still. Happy New Year :)·7 t sittenMost estimate that the salmon price on average will be above the last 2 years. There is of course uncertainty, but that's how it is in this game - we buy and sell based on hypotheses and assumptions. Salme will get lower costs per kg when phase 2 is finished - anything else would have been bankruptcy. Even though revenues will not be realized to a significant extent in 2026, I still believe the market will price this in before 2027. They have probably stated that they have sufficient financing? Of course with the caveat that the salmon price does not fall significantly.·7 t sittenIf they had managed to get the costs down to 70 or less per kilo, it would have immediately looked better. But 80 is far too much.
- ·25.12.Well, these are the kinds of things one wants to avoid by having facilities on land, right?! https://www.bt.no/innenriks/i/lnAOeo/laksesykdom-bekreftet-i-oppdrettsanlegg-i-alver·3 päivää sittenThis wasn't on land? Eide fjordbruk is in the sea, you know. Anyway, Salme has closed systems for a reason. Disease in a fish tank? Isolated to that tank and nothing else on the facility. That's why Salme's hybrid facility is brilliant!·8 t sitten · MuokattuThe tanks are isolated from each other, but that doesn't help when the problem is in the intake water that goes to all the tanks. Now I don't know how the distribution of the intake water is distributed to the tanks. Infection will not spread from one tank to another anyway if something arises in the tanks :)
- ·25.12.https://ilaks.no/priskorreksjon-for-nyttarslaksen/?brid=laTggggIB1biTuD_S09ocg Price correction for New Year's salmon News by Aslak Berge - 23 December 2025 The first sales for 2026 are now being made. The period with triple-digit salmon prices was short. After seeing prices over one hundred kroner before the weekend, salmon is now traded at significantly lower prices. – "Yesterday the price fell ten kroner. The price went down again to 85 kroner yesterday. 87 kroner in Oslo," says an exporter to iLaks. He is sitting in his car on the way to the shop to buy the last Christmas presents. Planning – "Suddenly there is too much. They plan their purchases so well," he says, referring particularly to the buyers at the fillet companies and processing plants on the continent. – "For next week… we probably expect around 90 kroner to the farmer. A lot is being slaughtered this weekend. We have heard 7.90 euro out in the market." – "It's a very mixed picture. It's a decline, definitely. It's surprising. We had expected higher prices, but it's not materializing. Customers don't want to be stuck with unsold stock either at such prices." Three slaughter days Next week there are only three ordinary working days – and slaughter days. The last of them is Friday 2 January – 2026. – "It's only Tuesday today. There's a long way to go until next week. It seems the exporter corps is taking it easy," he says. They are not exerting themselves on Christmas Eve eve. With only three trading days next week, many have already taken holiday. Complete halt – "85-90 kroner to the industry [in Europe] next week. New complete halt this week. 95 kroner by air," comments another. – "90-93 kroner, somewhere around there," says a third. That means a significant decrease from Friday's level. – "Guaranteed," he says. Holiday – "The large fish is doing somewhat better, but we can safely say that the market is heading down. Several players are slaughtering every day next week, and purchasing power in the market is starting to decline. 3-6 kilos should go well under 90 kroner, while 6+ often stays around the low 90s. It seems most are now ready for Christmas holiday," says a trader. Fish Pool's forward price for January 2026 is otherwise 8,320 euro per tonne, or 98.62 kroner per kilo, delivered Oslo. On an annual basis, a price of 7,580 euro per tonne is expected, i.e., 90 kroner per kilo.
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
9 955
Myynti
Määrä
194 603
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 096 | - | - | ||
| 2 684 | - | - | ||
| 1 865 | - | - | ||
| 2 320 | - | - | ||
| 11 479 | - | - |
Ylin
5,23VWAP
Alin
5,11VaihtoMäärä
2,9 563 682
VWAP
Ylin
5,23Alin
5,11VaihtoMäärä
2,9 563 682
Välittäjätilasto
Dataa ei löytynyt