2026 Q3 - tulosraportti
25 päivää sitten
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 3 000 | ||
| 3 294 | ||
| 2 749 | ||
| 179 | ||
| 29 656 |
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 Q4 - tulosraportti 24.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 8.10. | ||
2026 Q2 - tulosraportti 7.7. | ||
2026 Q1 - tulosraportti 8.4. | ||
2025 Q4 - tulosraportti 8.1. | ||
2025 Q3 - tulosraportti 6.10.2025 |
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
·1 t sittenIt has cost large sums to build Salmon Evolution. Management estimated in November 2025 the historical cost for phase 1 and 2 at 4.35 billion, a corresponding facility was estimated to cost 5.40 billion to build anew. A difference of over one billion kroner. Shareholders have contributed 3.03 billion in equity since inception. The money has financed development, expansion and start-up. Without "us" debt would have been 3 billion higher, assuming that debt financing would have been possible of course. At the end of September 2026, net interest-bearing debt was 2.29 billion. Total book assets were 5.06 billion, and book equity after all liabilities was 2.35 billion. Price 2.42 gives a market cap of only 1.34 billion. The shares are priced at 57% of book equity (does not include replacement cost, permits, power access and expansion opportunities).
·2 t sitten · MuokattuHmmm. I went in here again at the end of September at an average price of 3.3 and thought it was the bottom. But no. It was not. Wonder where it is, the bottom that is
Equity has increased in 2026 and e.g. CFFO has improved through the year and was marginally negative after q3. Increasing salmon prices through the winter mean that fewer will sell.- ·2 t sitten · MuokattuSalme is down 52% so far this year - does that make sense? (no, it is ridiculous) Mcap is down 1.5 bn NOK while the year-to-date (YTD) loss is 107M NOK = 14 times the YTD loss. I am not selling shares when the price is crap. Hard to see that new shareholders are not getting a fine opportunity. Waiting for slaughter weight around 4 kg going into 2027.
- ·5 t sittenSalme is down 52% year-to-date - does that make sense? (no, not for those who have been around for a long time and the major shareholders) In the short term, there is a tailwind from increasing salmon prices, in 2027 it is possible to achieve an ebitda of 250M kr and a zero result. In 2028 the company can earn 200M kr, if no events occur. Phase 3 has been put on ice, to allow CFFO to build solidity before the phase is initiated (that is the right path to follow). = the owners will do everything to avoid a share issue, when the share price has collapsed. With an operating budget, you can construct a good future (e.g. EPS 1.33 kr in 2035) - holding Salme is a bet for/against whether management has control.
If everything is so gloomy and the economy is so bad etc. as several are writing about here... why are there then 8 analysts recommending a buy? With almost 5kr on average.. that is 100% up from today's share price... Are all those 8 analysts completely out to lunch in your opinion? 
·18 t sitten · MuokattuOne can follow a bit with potential changes in the top 10 shareholder list going forward. Ronja kapital and Farvarn have been stable at respectively 7 and 6.7% this year, while DNB has reduced a not insignificant share from 6.8% in May, down to now 4.8%. JP Morgan has increased from 2.1 to 3%. Could be interesting to see the next updated top 10 shareholder list, if there are changes, if JP Morgan increases more and if DNB reduces more.
DNB has invested with the investment fund. I think it is a matter of exposure strategy on their part, the entire salmon sector has been hit this year, that does not mean that they do not believe in the project. JP Morgan is probably acting as custodian for larger foreign investors showing interest in SE (and not wanting their name published on the investor list) as phase 2 approaches full operation and the share price is lower than ever before. I do not really see it as negative.
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 Q3 - tulosraportti
25 päivää sitten
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
- ·1 t sittenIt has cost large sums to build Salmon Evolution. Management estimated in November 2025 the historical cost for phase 1 and 2 at 4.35 billion, a corresponding facility was estimated to cost 5.40 billion to build anew. A difference of over one billion kroner. Shareholders have contributed 3.03 billion in equity since inception. The money has financed development, expansion and start-up. Without "us" debt would have been 3 billion higher, assuming that debt financing would have been possible of course. At the end of September 2026, net interest-bearing debt was 2.29 billion. Total book assets were 5.06 billion, and book equity after all liabilities was 2.35 billion. Price 2.42 gives a market cap of only 1.34 billion. The shares are priced at 57% of book equity (does not include replacement cost, permits, power access and expansion opportunities).
- ·2 t sitten · MuokattuHmmm. I went in here again at the end of September at an average price of 3.3 and thought it was the bottom. But no. It was not. Wonder where it is, the bottom that isEquity has increased in 2026 and e.g. CFFO has improved through the year and was marginally negative after q3. Increasing salmon prices through the winter mean that fewer will sell.
- ·2 t sitten · MuokattuSalme is down 52% so far this year - does that make sense? (no, it is ridiculous) Mcap is down 1.5 bn NOK while the year-to-date (YTD) loss is 107M NOK = 14 times the YTD loss. I am not selling shares when the price is crap. Hard to see that new shareholders are not getting a fine opportunity. Waiting for slaughter weight around 4 kg going into 2027.
- ·5 t sittenSalme is down 52% year-to-date - does that make sense? (no, not for those who have been around for a long time and the major shareholders) In the short term, there is a tailwind from increasing salmon prices, in 2027 it is possible to achieve an ebitda of 250M kr and a zero result. In 2028 the company can earn 200M kr, if no events occur. Phase 3 has been put on ice, to allow CFFO to build solidity before the phase is initiated (that is the right path to follow). = the owners will do everything to avoid a share issue, when the share price has collapsed. With an operating budget, you can construct a good future (e.g. EPS 1.33 kr in 2035) - holding Salme is a bet for/against whether management has control.If everything is so gloomy and the economy is so bad etc. as several are writing about here... why are there then 8 analysts recommending a buy? With almost 5kr on average.. that is 100% up from today's share price... Are all those 8 analysts completely out to lunch in your opinion?
- ·18 t sitten · MuokattuOne can follow a bit with potential changes in the top 10 shareholder list going forward. Ronja kapital and Farvarn have been stable at respectively 7 and 6.7% this year, while DNB has reduced a not insignificant share from 6.8% in May, down to now 4.8%. JP Morgan has increased from 2.1 to 3%. Could be interesting to see the next updated top 10 shareholder list, if there are changes, if JP Morgan increases more and if DNB reduces more.DNB has invested with the investment fund. I think it is a matter of exposure strategy on their part, the entire salmon sector has been hit this year, that does not mean that they do not believe in the project. JP Morgan is probably acting as custodian for larger foreign investors showing interest in SE (and not wanting their name published on the investor list) as phase 2 approaches full operation and the share price is lower than ever before. I do not really see it as negative.
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 |
|---|---|---|
| 3 000 | ||
| 3 294 | ||
| 2 749 | ||
| 179 | ||
| 29 656 |
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 Q4 - tulosraportti 24.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 8.10. | ||
2026 Q2 - tulosraportti 7.7. | ||
2026 Q1 - tulosraportti 8.4. | ||
2025 Q4 - tulosraportti 8.1. | ||
2025 Q3 - tulosraportti 6.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
25 päivää sitten
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 Q4 - tulosraportti 24.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 8.10. | ||
2026 Q2 - tulosraportti 7.7. | ||
2026 Q1 - tulosraportti 8.4. | ||
2025 Q4 - tulosraportti 8.1. | ||
2025 Q3 - tulosraportti 6.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sittenIt has cost large sums to build Salmon Evolution. Management estimated in November 2025 the historical cost for phase 1 and 2 at 4.35 billion, a corresponding facility was estimated to cost 5.40 billion to build anew. A difference of over one billion kroner. Shareholders have contributed 3.03 billion in equity since inception. The money has financed development, expansion and start-up. Without "us" debt would have been 3 billion higher, assuming that debt financing would have been possible of course. At the end of September 2026, net interest-bearing debt was 2.29 billion. Total book assets were 5.06 billion, and book equity after all liabilities was 2.35 billion. Price 2.42 gives a market cap of only 1.34 billion. The shares are priced at 57% of book equity (does not include replacement cost, permits, power access and expansion opportunities).
- ·2 t sitten · MuokattuHmmm. I went in here again at the end of September at an average price of 3.3 and thought it was the bottom. But no. It was not. Wonder where it is, the bottom that isEquity has increased in 2026 and e.g. CFFO has improved through the year and was marginally negative after q3. Increasing salmon prices through the winter mean that fewer will sell.
- ·2 t sitten · MuokattuSalme is down 52% so far this year - does that make sense? (no, it is ridiculous) Mcap is down 1.5 bn NOK while the year-to-date (YTD) loss is 107M NOK = 14 times the YTD loss. I am not selling shares when the price is crap. Hard to see that new shareholders are not getting a fine opportunity. Waiting for slaughter weight around 4 kg going into 2027.
- ·5 t sittenSalme is down 52% year-to-date - does that make sense? (no, not for those who have been around for a long time and the major shareholders) In the short term, there is a tailwind from increasing salmon prices, in 2027 it is possible to achieve an ebitda of 250M kr and a zero result. In 2028 the company can earn 200M kr, if no events occur. Phase 3 has been put on ice, to allow CFFO to build solidity before the phase is initiated (that is the right path to follow). = the owners will do everything to avoid a share issue, when the share price has collapsed. With an operating budget, you can construct a good future (e.g. EPS 1.33 kr in 2035) - holding Salme is a bet for/against whether management has control.If everything is so gloomy and the economy is so bad etc. as several are writing about here... why are there then 8 analysts recommending a buy? With almost 5kr on average.. that is 100% up from today's share price... Are all those 8 analysts completely out to lunch in your opinion?
- ·18 t sitten · MuokattuOne can follow a bit with potential changes in the top 10 shareholder list going forward. Ronja kapital and Farvarn have been stable at respectively 7 and 6.7% this year, while DNB has reduced a not insignificant share from 6.8% in May, down to now 4.8%. JP Morgan has increased from 2.1 to 3%. Could be interesting to see the next updated top 10 shareholder list, if there are changes, if JP Morgan increases more and if DNB reduces more.DNB has invested with the investment fund. I think it is a matter of exposure strategy on their part, the entire salmon sector has been hit this year, that does not mean that they do not believe in the project. JP Morgan is probably acting as custodian for larger foreign investors showing interest in SE (and not wanting their name published on the investor list) as phase 2 approaches full operation and the share price is lower than ever before. I do not really see it as negative.
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 |
|---|---|---|
| 3 000 | ||
| 3 294 | ||
| 2 749 | ||
| 179 | ||
| 29 656 |
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