2026 Q2 -tulosraportti
24 päivää sitten
‧37 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 855 | - | - | ||
| 861 | - | - | ||
| 1 199 | - | - | ||
| 463 | - | - | ||
| 589 | - | - |
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
Kirjaudu
12 t sittenWill we see 1 kr soon?
They managed to significantly reduce production costs compared to last year's quarter, which is very positive. And now they are in a period where everything is up and running, but the full effect of phase 2 will come in 2027. Currently, there have been low salmon prices and low slaughter volume. In 2027, I believe we will see, perhaps for the first time, that they can be profitable year-round. But that depends on several factors. Achieved weight, what the price is per kilo at slaughter, production cost per kilo, etc. Then there's debt and energy costs that could be higher these days. But I believe we will see a completely different volume in 2027, as long as everything runs smoothly. And as long as they manage to keep costs down, and prices are reasonably normal and stable, today's share price must rise if they start delivering good results going forward. Salme has had very low mortality, and when sea farming has had much lower mortality than normal, it has previously created a surplus of salmon and price pressure. Let's hope they manage to push down costs per kilo considerably more, and that should be possible when they have full production. I believe many potential future investors will now look at cost/kilo, and what slaughter volume they will guide for 2027 in the next report. Hopefully, the company will communicate something about it before the next report is available. They have plenty of cash, and the best time in the sector starts soon. So no, I don't think we'll see 1 kr soon. But one just has to keep an eye on it. After all, there's a madman controlling the world's largest economy, which has ripple effects throughout the rest of the world.
·14 t sittenWho sets the share price in SALME? Easiest to see who - doesn't - decide, it's the 100 largest owners who control approx 1.5 mrd kr of the value. When 10300 of 13000 owners (AI) have positions under 10,000 shares, they are a noticeable factor for pricing. Who knows the company? The minnows or people among the top 100?
I see that one must have 138K shares or more to be among the 250 largest owners.
·17 t sittenThis year's variant of El Niño is about to become the strongest ever measured. Climate change leads to extreme conditions in both the atmosphere and the oceans. I believe that this winter we will see a clear advantage with land-based aquaculture when it comes to water temperatures. Read a bit about how warm ocean water will affect salmon farming. Look particularly at Chile and warm ocean water in winter 2026-27.Given that the chance increases for higher mortality and algal blooms in sea-based aquaculture, it is positive for Salme, which has closed containment systems. But one must also consider the negative side, in that one can get increased production costs, as feed costs will most likely increase. Salmon prices will probably therefore increase, so then demand will naturally play a role. So hopefully it won't be too expensive, because then demand will decrease. So I wouldn't exactly categorize it as a win-win situation, as one can also get increased energy costs.
·20 t sittenWith the share price around 3.4–3.5 kr, I think SALME is starting to become very interesting. The market capitalization is now around 1.9 billion kr, at the same time as Phase 2 has been commissioned and is set to increase capacity towards 18,000 tonnes HOG annually. The positive aspect is that the company is now entering a completely different production phase. The plan is to release around 2.8 million smolt in 2026, a full 65% more than in 2025, and the company expects production volumes to more than double over the next 12 months. At the same time, the farming cost has fallen to around 71 kr/kg in Q2, approximately 13% lower than the previous year. Biomass growth in Phase 1 has also improved, while Phase 2 has so far started according to plan. Perhaps the most interesting aspect is the company's long-term cost targets. Salmon Evolution estimates a steady-state EBIT cost of around 61 kr/kg, and an adjusted EBIT cost of around 58 kr/kg when Phase 1 + 2 are fully utilized. With a salmon price of, for example, 75–80 kr/kg and a future cost base of around 58–61 kr/kg, the margin picture is starting to become very interesting. Yes, the debt is high and the risk is significant. But much of the capital is invested in the facility, and now the investments are actually starting to be put into production. At 3.4 kr, I therefore think the risk/reward looks exciting. Analyst consensus is around 5.9 kr, with estimates of approximately 5.2–6.2 kr. There is of course no guarantee, but it shows how big the difference is between the current share price and the valuation if Phase 2 delivers. High risk – but in my opinion also very interesting upside if Phase 2 succeeds and cost/kg continues to fall.
·1 päivä sittenThere is no downward resistance on this stock now so 3,20 is well possible in the near future. Buying a falling knife often results in bloody fingers.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
24 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
Kirjaudu
- 12 t sittenWill we see 1 kr soon?They managed to significantly reduce production costs compared to last year's quarter, which is very positive. And now they are in a period where everything is up and running, but the full effect of phase 2 will come in 2027. Currently, there have been low salmon prices and low slaughter volume. In 2027, I believe we will see, perhaps for the first time, that they can be profitable year-round. But that depends on several factors. Achieved weight, what the price is per kilo at slaughter, production cost per kilo, etc. Then there's debt and energy costs that could be higher these days. But I believe we will see a completely different volume in 2027, as long as everything runs smoothly. And as long as they manage to keep costs down, and prices are reasonably normal and stable, today's share price must rise if they start delivering good results going forward. Salme has had very low mortality, and when sea farming has had much lower mortality than normal, it has previously created a surplus of salmon and price pressure. Let's hope they manage to push down costs per kilo considerably more, and that should be possible when they have full production. I believe many potential future investors will now look at cost/kilo, and what slaughter volume they will guide for 2027 in the next report. Hopefully, the company will communicate something about it before the next report is available. They have plenty of cash, and the best time in the sector starts soon. So no, I don't think we'll see 1 kr soon. But one just has to keep an eye on it. After all, there's a madman controlling the world's largest economy, which has ripple effects throughout the rest of the world.
- ·14 t sittenWho sets the share price in SALME? Easiest to see who - doesn't - decide, it's the 100 largest owners who control approx 1.5 mrd kr of the value. When 10300 of 13000 owners (AI) have positions under 10,000 shares, they are a noticeable factor for pricing. Who knows the company? The minnows or people among the top 100?I see that one must have 138K shares or more to be among the 250 largest owners.
- ·17 t sittenThis year's variant of El Niño is about to become the strongest ever measured. Climate change leads to extreme conditions in both the atmosphere and the oceans. I believe that this winter we will see a clear advantage with land-based aquaculture when it comes to water temperatures. Read a bit about how warm ocean water will affect salmon farming. Look particularly at Chile and warm ocean water in winter 2026-27.Given that the chance increases for higher mortality and algal blooms in sea-based aquaculture, it is positive for Salme, which has closed containment systems. But one must also consider the negative side, in that one can get increased production costs, as feed costs will most likely increase. Salmon prices will probably therefore increase, so then demand will naturally play a role. So hopefully it won't be too expensive, because then demand will decrease. So I wouldn't exactly categorize it as a win-win situation, as one can also get increased energy costs.
- ·20 t sittenWith the share price around 3.4–3.5 kr, I think SALME is starting to become very interesting. The market capitalization is now around 1.9 billion kr, at the same time as Phase 2 has been commissioned and is set to increase capacity towards 18,000 tonnes HOG annually. The positive aspect is that the company is now entering a completely different production phase. The plan is to release around 2.8 million smolt in 2026, a full 65% more than in 2025, and the company expects production volumes to more than double over the next 12 months. At the same time, the farming cost has fallen to around 71 kr/kg in Q2, approximately 13% lower than the previous year. Biomass growth in Phase 1 has also improved, while Phase 2 has so far started according to plan. Perhaps the most interesting aspect is the company's long-term cost targets. Salmon Evolution estimates a steady-state EBIT cost of around 61 kr/kg, and an adjusted EBIT cost of around 58 kr/kg when Phase 1 + 2 are fully utilized. With a salmon price of, for example, 75–80 kr/kg and a future cost base of around 58–61 kr/kg, the margin picture is starting to become very interesting. Yes, the debt is high and the risk is significant. But much of the capital is invested in the facility, and now the investments are actually starting to be put into production. At 3.4 kr, I therefore think the risk/reward looks exciting. Analyst consensus is around 5.9 kr, with estimates of approximately 5.2–6.2 kr. There is of course no guarantee, but it shows how big the difference is between the current share price and the valuation if Phase 2 delivers. High risk – but in my opinion also very interesting upside if Phase 2 succeeds and cost/kg continues to fall.
- ·1 päivä sittenThere is no downward resistance on this stock now so 3,20 is well possible in the near future. Buying a falling knife often results in bloody fingers.
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 |
|---|---|---|---|---|
| 1 855 | - | - | ||
| 861 | - | - | ||
| 1 199 | - | - | ||
| 463 | - | - | ||
| 589 | - | - |
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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
24 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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 12 t sittenWill we see 1 kr soon?They managed to significantly reduce production costs compared to last year's quarter, which is very positive. And now they are in a period where everything is up and running, but the full effect of phase 2 will come in 2027. Currently, there have been low salmon prices and low slaughter volume. In 2027, I believe we will see, perhaps for the first time, that they can be profitable year-round. But that depends on several factors. Achieved weight, what the price is per kilo at slaughter, production cost per kilo, etc. Then there's debt and energy costs that could be higher these days. But I believe we will see a completely different volume in 2027, as long as everything runs smoothly. And as long as they manage to keep costs down, and prices are reasonably normal and stable, today's share price must rise if they start delivering good results going forward. Salme has had very low mortality, and when sea farming has had much lower mortality than normal, it has previously created a surplus of salmon and price pressure. Let's hope they manage to push down costs per kilo considerably more, and that should be possible when they have full production. I believe many potential future investors will now look at cost/kilo, and what slaughter volume they will guide for 2027 in the next report. Hopefully, the company will communicate something about it before the next report is available. They have plenty of cash, and the best time in the sector starts soon. So no, I don't think we'll see 1 kr soon. But one just has to keep an eye on it. After all, there's a madman controlling the world's largest economy, which has ripple effects throughout the rest of the world.
- ·14 t sittenWho sets the share price in SALME? Easiest to see who - doesn't - decide, it's the 100 largest owners who control approx 1.5 mrd kr of the value. When 10300 of 13000 owners (AI) have positions under 10,000 shares, they are a noticeable factor for pricing. Who knows the company? The minnows or people among the top 100?I see that one must have 138K shares or more to be among the 250 largest owners.
- ·17 t sittenThis year's variant of El Niño is about to become the strongest ever measured. Climate change leads to extreme conditions in both the atmosphere and the oceans. I believe that this winter we will see a clear advantage with land-based aquaculture when it comes to water temperatures. Read a bit about how warm ocean water will affect salmon farming. Look particularly at Chile and warm ocean water in winter 2026-27.Given that the chance increases for higher mortality and algal blooms in sea-based aquaculture, it is positive for Salme, which has closed containment systems. But one must also consider the negative side, in that one can get increased production costs, as feed costs will most likely increase. Salmon prices will probably therefore increase, so then demand will naturally play a role. So hopefully it won't be too expensive, because then demand will decrease. So I wouldn't exactly categorize it as a win-win situation, as one can also get increased energy costs.
- ·20 t sittenWith the share price around 3.4–3.5 kr, I think SALME is starting to become very interesting. The market capitalization is now around 1.9 billion kr, at the same time as Phase 2 has been commissioned and is set to increase capacity towards 18,000 tonnes HOG annually. The positive aspect is that the company is now entering a completely different production phase. The plan is to release around 2.8 million smolt in 2026, a full 65% more than in 2025, and the company expects production volumes to more than double over the next 12 months. At the same time, the farming cost has fallen to around 71 kr/kg in Q2, approximately 13% lower than the previous year. Biomass growth in Phase 1 has also improved, while Phase 2 has so far started according to plan. Perhaps the most interesting aspect is the company's long-term cost targets. Salmon Evolution estimates a steady-state EBIT cost of around 61 kr/kg, and an adjusted EBIT cost of around 58 kr/kg when Phase 1 + 2 are fully utilized. With a salmon price of, for example, 75–80 kr/kg and a future cost base of around 58–61 kr/kg, the margin picture is starting to become very interesting. Yes, the debt is high and the risk is significant. But much of the capital is invested in the facility, and now the investments are actually starting to be put into production. At 3.4 kr, I therefore think the risk/reward looks exciting. Analyst consensus is around 5.9 kr, with estimates of approximately 5.2–6.2 kr. There is of course no guarantee, but it shows how big the difference is between the current share price and the valuation if Phase 2 delivers. High risk – but in my opinion also very interesting upside if Phase 2 succeeds and cost/kg continues to fall.
- ·1 päivä sittenThere is no downward resistance on this stock now so 3,20 is well possible in the near future. Buying a falling knife often results in bloody fingers.
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 |
|---|---|---|---|---|
| 1 855 | - | - | ||
| 861 | - | - | ||
| 1 199 | - | - | ||
| 463 | - | - | ||
| 589 | - | - |
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