2026 Q2 - tulosraportti
51 päivää sitten
‧37 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 676 | - | - | ||
| 1 352 | - | - | ||
| 2 100 | - | - | ||
| 14 168 | - | - | ||
| 49 627 | - | - |
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 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 8.4. | ||
2025 Q4 - tulosraportti 8.1. | ||
2025 Q3 - tulosraportti 6.10.2025 | ||
2025 Q2 - tulosraportti 8.7.2025 |
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
·6 t sittenHas anyone calculated when they need to raise capital again? Based on today's update, it still doesn't look profitable
134 thousand in the red with an average acquisition cost of 4.42. Patience is the keyword and I view the price drop purely as temporary noise. Consistently buying a bit more at this level.
·7 t sittenPity it is not possible to move shares between different ASK at Nordnet. Would gladly have moved this to a separate shame ASK since it kills the total return in my portfolio. I do not want to sell it either. Will either pop the champagne as a salmon millionaire or go down with the ship.
I believe one of the biggest risks right now is actually a dirty take-private process, where us small shareholders get completely run over. Well, then we were sitting there with 3 kr per share in the ASK account and poof, SALME was unsearchable on Nordnet...
·8 t sittenNow Salme has really hit rock bottom, the lowest since the start. 3.025 highest Salme has been is 11.100. Now there should be one way and that is up. ✈️✈️✈️ Lucky those who get loaded now, I have no more money to buy with. Fully loaded.
·10 t sittenWhat is the report actually saying? \n The short version: This is essentially an operationally positive update, but there is one clear weakness: one bad fish group in Phase 1 has pulled growth down. The important thing is that this group has now been fully harvested. \n 1. Phase 1 - the problem has been cleared away \n They got 1,984 tonnes of net biomass growth in Q3. \n One weak fish group accounted for approximately 25 % of the tank capacity in the quarter and held growth back. \n This group is now fully harvested out at the end of Q3. \n Therefore, they expect harvest weights in Q4 to be in the upper part of 3-4 kg. \n salmonevolution.no \n In my opinion, that is one of the most important points in the announcement: The Q3 numbers look weaker than the underlying operations because the bad group affected the quarter. \n 2. Harvest volume was good \n They harvested approximately 1,596 tonnes HOG in Q3, at around 65 NOK/kg. \n That is around 7 % higher price realization than the year before, and as much as 94 % of the fish was Superior. \n salmonevolution.no \n That is good quality, but 65 NOK/kg is still not a particularly high salmon price level if you look at profitability alone. \n 3. The really interesting part: Phase 2 \n Here I think the report is more important than the Q3 harvest. \n Salmon Evolution says that Phase 2 has now reached the point where from Q4 2026 they can stock smolt every month, i.e., the necessary stocking frequency to reach the target production around mid-2027. \n salmonevolution.no \n The presentation shows approximately: \n Phase 1: around 6,000 tonnes HOG annualized \n Phase 1 optimization towards around 7,900 tonnes \n Total production target Phase 1 + 2: around 14,600 tonnes HOG \n Target run-rate around mid-2027 \n Phase 2 will be ramped up over approximately 12 months to around 7,900 tonnes HOG. \n salmonevolution.no \n This is what the market should actually be paying attention to. \n 4. Why this could become important for SALME \n The company is now on its way from: \n building Phase 2 -> introducing smolt -> growing biomass -> harvesting a lot more fish -> getting a better cost per kg. \n Previously, the company has said that Phase 2 will more than double the capacity at Indre Harøy, and the investor side states that the capacity with Phase 2 is heading towards around 18,000 tonnes HOG. \n salmonevolution.no +1 \n That means if they actually manage to get the biology to work the way they plan, 2027 is far more important than Q3 in isolation. \n But I would pay attention to this \n It is not all positive. \n The company says itself that they are still "fully focused on improving Phase 1 biomass growth". The presentation also shows that they will work purposefully with water quality, operational improvements, and reduced variation between fish groups. \n salmonevolution.no \n In other words: \n Phase 2 is going according to plan, but Phase 1 still has to prove that they can achieve stably higher growth. \n And this is important because the entire case builds on them eventually being able to produce a lot more fish with good biological quality and lower cost per kg. \n My reading of the announcement \n I would interpret today's announcement like this: \n 🟢 Positive \n Phase 2 is going according to plan. \n Monthly smolt stocking starts from Q4. \n Bad Phase 1 group is finished. \n Q4 harvest weights are expected significantly better. \n 94 % Superior. \n The production ramp towards mid-2027 still stands. \n 🟡 Must be monitored \n Phase 1 biomass growth is still not quite where they want it to be. \n Q3 only had 3.0 kg average harvest weight due to the weak group. \n Profitability is still sensitive to the salmon price. \n 🔑 The most important thing going forward: \n I would follow monthly smolt stocking + biomass growth + harvest weight + cost/kg much closer than the Q3 result itself. \n Next major data point is the Q3 report on October 28, 2026, which the company statesAnother question is why phase 1 is not at full run rate now. Thought phase 1 was going to produce 7900 tonnes per year, and they are talking about 6000? Soon the "game changer" phase 2 is finished and they still can't get phase 1 up to full speed.
·15 t sittenThey came with an update on LinkedIn too. Probably much the same. Realized price 65/kg. Which is below current cost per kg. But it is getting closer.
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
51 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
- ·6 t sittenHas anyone calculated when they need to raise capital again? Based on today's update, it still doesn't look profitable134 thousand in the red with an average acquisition cost of 4.42. Patience is the keyword and I view the price drop purely as temporary noise. Consistently buying a bit more at this level.
- ·7 t sittenPity it is not possible to move shares between different ASK at Nordnet. Would gladly have moved this to a separate shame ASK since it kills the total return in my portfolio. I do not want to sell it either. Will either pop the champagne as a salmon millionaire or go down with the ship.I believe one of the biggest risks right now is actually a dirty take-private process, where us small shareholders get completely run over. Well, then we were sitting there with 3 kr per share in the ASK account and poof, SALME was unsearchable on Nordnet...
- ·8 t sittenNow Salme has really hit rock bottom, the lowest since the start. 3.025 highest Salme has been is 11.100. Now there should be one way and that is up. ✈️✈️✈️ Lucky those who get loaded now, I have no more money to buy with. Fully loaded.
- ·10 t sittenWhat is the report actually saying? \n The short version: This is essentially an operationally positive update, but there is one clear weakness: one bad fish group in Phase 1 has pulled growth down. The important thing is that this group has now been fully harvested. \n 1. Phase 1 - the problem has been cleared away \n They got 1,984 tonnes of net biomass growth in Q3. \n One weak fish group accounted for approximately 25 % of the tank capacity in the quarter and held growth back. \n This group is now fully harvested out at the end of Q3. \n Therefore, they expect harvest weights in Q4 to be in the upper part of 3-4 kg. \n salmonevolution.no \n In my opinion, that is one of the most important points in the announcement: The Q3 numbers look weaker than the underlying operations because the bad group affected the quarter. \n 2. Harvest volume was good \n They harvested approximately 1,596 tonnes HOG in Q3, at around 65 NOK/kg. \n That is around 7 % higher price realization than the year before, and as much as 94 % of the fish was Superior. \n salmonevolution.no \n That is good quality, but 65 NOK/kg is still not a particularly high salmon price level if you look at profitability alone. \n 3. The really interesting part: Phase 2 \n Here I think the report is more important than the Q3 harvest. \n Salmon Evolution says that Phase 2 has now reached the point where from Q4 2026 they can stock smolt every month, i.e., the necessary stocking frequency to reach the target production around mid-2027. \n salmonevolution.no \n The presentation shows approximately: \n Phase 1: around 6,000 tonnes HOG annualized \n Phase 1 optimization towards around 7,900 tonnes \n Total production target Phase 1 + 2: around 14,600 tonnes HOG \n Target run-rate around mid-2027 \n Phase 2 will be ramped up over approximately 12 months to around 7,900 tonnes HOG. \n salmonevolution.no \n This is what the market should actually be paying attention to. \n 4. Why this could become important for SALME \n The company is now on its way from: \n building Phase 2 -> introducing smolt -> growing biomass -> harvesting a lot more fish -> getting a better cost per kg. \n Previously, the company has said that Phase 2 will more than double the capacity at Indre Harøy, and the investor side states that the capacity with Phase 2 is heading towards around 18,000 tonnes HOG. \n salmonevolution.no +1 \n That means if they actually manage to get the biology to work the way they plan, 2027 is far more important than Q3 in isolation. \n But I would pay attention to this \n It is not all positive. \n The company says itself that they are still "fully focused on improving Phase 1 biomass growth". The presentation also shows that they will work purposefully with water quality, operational improvements, and reduced variation between fish groups. \n salmonevolution.no \n In other words: \n Phase 2 is going according to plan, but Phase 1 still has to prove that they can achieve stably higher growth. \n And this is important because the entire case builds on them eventually being able to produce a lot more fish with good biological quality and lower cost per kg. \n My reading of the announcement \n I would interpret today's announcement like this: \n 🟢 Positive \n Phase 2 is going according to plan. \n Monthly smolt stocking starts from Q4. \n Bad Phase 1 group is finished. \n Q4 harvest weights are expected significantly better. \n 94 % Superior. \n The production ramp towards mid-2027 still stands. \n 🟡 Must be monitored \n Phase 1 biomass growth is still not quite where they want it to be. \n Q3 only had 3.0 kg average harvest weight due to the weak group. \n Profitability is still sensitive to the salmon price. \n 🔑 The most important thing going forward: \n I would follow monthly smolt stocking + biomass growth + harvest weight + cost/kg much closer than the Q3 result itself. \n Next major data point is the Q3 report on October 28, 2026, which the company statesAnother question is why phase 1 is not at full run rate now. Thought phase 1 was going to produce 7900 tonnes per year, and they are talking about 6000? Soon the "game changer" phase 2 is finished and they still can't get phase 1 up to full speed.
- ·15 t sittenThey came with an update on LinkedIn too. Probably much the same. Realized price 65/kg. Which is below current cost per kg. But it is getting closer.
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 |
|---|---|---|---|---|
| 676 | - | - | ||
| 1 352 | - | - | ||
| 2 100 | - | - | ||
| 14 168 | - | - | ||
| 49 627 | - | - |
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 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 8.4. | ||
2025 Q4 - tulosraportti 8.1. | ||
2025 Q3 - tulosraportti 6.10.2025 | ||
2025 Q2 - tulosraportti 8.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
51 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 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 8.4. | ||
2025 Q4 - tulosraportti 8.1. | ||
2025 Q3 - tulosraportti 6.10.2025 | ||
2025 Q2 - tulosraportti 8.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·6 t sittenHas anyone calculated when they need to raise capital again? Based on today's update, it still doesn't look profitable134 thousand in the red with an average acquisition cost of 4.42. Patience is the keyword and I view the price drop purely as temporary noise. Consistently buying a bit more at this level.
- ·7 t sittenPity it is not possible to move shares between different ASK at Nordnet. Would gladly have moved this to a separate shame ASK since it kills the total return in my portfolio. I do not want to sell it either. Will either pop the champagne as a salmon millionaire or go down with the ship.I believe one of the biggest risks right now is actually a dirty take-private process, where us small shareholders get completely run over. Well, then we were sitting there with 3 kr per share in the ASK account and poof, SALME was unsearchable on Nordnet...
- ·8 t sittenNow Salme has really hit rock bottom, the lowest since the start. 3.025 highest Salme has been is 11.100. Now there should be one way and that is up. ✈️✈️✈️ Lucky those who get loaded now, I have no more money to buy with. Fully loaded.
- ·10 t sittenWhat is the report actually saying? \n The short version: This is essentially an operationally positive update, but there is one clear weakness: one bad fish group in Phase 1 has pulled growth down. The important thing is that this group has now been fully harvested. \n 1. Phase 1 - the problem has been cleared away \n They got 1,984 tonnes of net biomass growth in Q3. \n One weak fish group accounted for approximately 25 % of the tank capacity in the quarter and held growth back. \n This group is now fully harvested out at the end of Q3. \n Therefore, they expect harvest weights in Q4 to be in the upper part of 3-4 kg. \n salmonevolution.no \n In my opinion, that is one of the most important points in the announcement: The Q3 numbers look weaker than the underlying operations because the bad group affected the quarter. \n 2. Harvest volume was good \n They harvested approximately 1,596 tonnes HOG in Q3, at around 65 NOK/kg. \n That is around 7 % higher price realization than the year before, and as much as 94 % of the fish was Superior. \n salmonevolution.no \n That is good quality, but 65 NOK/kg is still not a particularly high salmon price level if you look at profitability alone. \n 3. The really interesting part: Phase 2 \n Here I think the report is more important than the Q3 harvest. \n Salmon Evolution says that Phase 2 has now reached the point where from Q4 2026 they can stock smolt every month, i.e., the necessary stocking frequency to reach the target production around mid-2027. \n salmonevolution.no \n The presentation shows approximately: \n Phase 1: around 6,000 tonnes HOG annualized \n Phase 1 optimization towards around 7,900 tonnes \n Total production target Phase 1 + 2: around 14,600 tonnes HOG \n Target run-rate around mid-2027 \n Phase 2 will be ramped up over approximately 12 months to around 7,900 tonnes HOG. \n salmonevolution.no \n This is what the market should actually be paying attention to. \n 4. Why this could become important for SALME \n The company is now on its way from: \n building Phase 2 -> introducing smolt -> growing biomass -> harvesting a lot more fish -> getting a better cost per kg. \n Previously, the company has said that Phase 2 will more than double the capacity at Indre Harøy, and the investor side states that the capacity with Phase 2 is heading towards around 18,000 tonnes HOG. \n salmonevolution.no +1 \n That means if they actually manage to get the biology to work the way they plan, 2027 is far more important than Q3 in isolation. \n But I would pay attention to this \n It is not all positive. \n The company says itself that they are still "fully focused on improving Phase 1 biomass growth". The presentation also shows that they will work purposefully with water quality, operational improvements, and reduced variation between fish groups. \n salmonevolution.no \n In other words: \n Phase 2 is going according to plan, but Phase 1 still has to prove that they can achieve stably higher growth. \n And this is important because the entire case builds on them eventually being able to produce a lot more fish with good biological quality and lower cost per kg. \n My reading of the announcement \n I would interpret today's announcement like this: \n 🟢 Positive \n Phase 2 is going according to plan. \n Monthly smolt stocking starts from Q4. \n Bad Phase 1 group is finished. \n Q4 harvest weights are expected significantly better. \n 94 % Superior. \n The production ramp towards mid-2027 still stands. \n 🟡 Must be monitored \n Phase 1 biomass growth is still not quite where they want it to be. \n Q3 only had 3.0 kg average harvest weight due to the weak group. \n Profitability is still sensitive to the salmon price. \n 🔑 The most important thing going forward: \n I would follow monthly smolt stocking + biomass growth + harvest weight + cost/kg much closer than the Q3 result itself. \n Next major data point is the Q3 report on October 28, 2026, which the company statesAnother question is why phase 1 is not at full run rate now. Thought phase 1 was going to produce 7900 tonnes per year, and they are talking about 6000? Soon the "game changer" phase 2 is finished and they still can't get phase 1 up to full speed.
- ·15 t sittenThey came with an update on LinkedIn too. Probably much the same. Realized price 65/kg. Which is below current cost per kg. But it is getting closer.
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 |
|---|---|---|---|---|
| 676 | - | - | ||
| 1 352 | - | - | ||
| 2 100 | - | - | ||
| 14 168 | - | - | ||
| 49 627 | - | - |
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