2026 Q3 - tulosraportti
21 päivää sitten
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 100 | ||
| 1 059 | ||
| 3 037 | ||
| 2 077 | ||
| 1 259 |
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
·2 t sittenSee the picture below. It's about crossing fingers for lower prod. cost and better salmon price on the market. Farming ebidta at around 111 million in 2024 proves that this is possible. And it will be for many years to come.
·3 t sittenSeeing that in several places further down in the comment section here it is referenced that this stock is heading towards crisis level and so on and so forth.. It is important that Salmon Evolution is seen in the context that it is, a growth company that has recently faced enormous investments. In the phase that the company has been through, it is therefore not natural that operational EBITDA, or EBIT if you will, is fantastic, first come the costs, then come the revenues. Salme has in my judgment not missed any of the big things (by that I mean the concept itself or fundamental things regarding the building structure). The company must therefore under no circumstances be compared with Atlantic Sapphire or Proximar. Yes, I agree that management has been way too optimistic regarding guidance, and that I would have liked to see a bit more accurate guidance on volume. That said - I believe that it should with fairly high probability be possible to reach a 14,500 tonne run-rate from mid-2027, with the capacity increase that will be in place. This should be fairly straightforward to calculate, and few pitfalls regarding new technology. Production cost will presumably be around 65 kr/kg. Assuming that it is a relatively stable volume with phase 1 and 2, and that volume is therefore not a variable in the same way as is the case for conventional breeders, then one is left with the fact that Salme is a play on salmon price. We know that they with relatively high probability will deliver a relatively good share of sup salmon. If you believe in a salmon price of 65-70 kr, this is not a sustainable stock. Then there is too much debt to service in addition to production cost. In such a scenario one should sell. If you believe in a salmon price of 80+, this is a stock that is definitely undervalued and has the potential to rise very much. I have great faith in the latter, but that is after all just my own thoughts.- ·5 t sittenIf your shares due to a technical error had been sold tomorrow, would you have bought them back? If the answer is no you should sell. There are way too many here who justify continued ownership with having "too many shares and too much loss", that should rather be an argument for selling off a bit. I got out at 4.15 after almost six years as an owner. It was a tough call, but I am obviously glad for it now. It turned into a big financial loss on my part, but also very much learning. The worst is if you lose money at the same time as you do not get any learning back. And then there is of course a possibility that things turn around, even if there is not that much pointing towards that right now.
·5 t sittenHOG is stuck at 3 kg. Phase 1 was finished long ago but they are still guiding for a meager 5500 tonnes. Something is fishy. And management deserves a failing grade. What is the point of a Q&A when they avoid answering the questions? "Eeeehhh, uuuuhhh, won't say anything concrete"
There is well-founded reason why the guidance is at 5500t for 2026, you can read about that in the report. There is a reason why the cost for Q3 looks the way it does, you can read that too.
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
21 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
- ·2 t sittenSee the picture below. It's about crossing fingers for lower prod. cost and better salmon price on the market. Farming ebidta at around 111 million in 2024 proves that this is possible. And it will be for many years to come.
- ·3 t sittenSeeing that in several places further down in the comment section here it is referenced that this stock is heading towards crisis level and so on and so forth.. It is important that Salmon Evolution is seen in the context that it is, a growth company that has recently faced enormous investments. In the phase that the company has been through, it is therefore not natural that operational EBITDA, or EBIT if you will, is fantastic, first come the costs, then come the revenues. Salme has in my judgment not missed any of the big things (by that I mean the concept itself or fundamental things regarding the building structure). The company must therefore under no circumstances be compared with Atlantic Sapphire or Proximar. Yes, I agree that management has been way too optimistic regarding guidance, and that I would have liked to see a bit more accurate guidance on volume. That said - I believe that it should with fairly high probability be possible to reach a 14,500 tonne run-rate from mid-2027, with the capacity increase that will be in place. This should be fairly straightforward to calculate, and few pitfalls regarding new technology. Production cost will presumably be around 65 kr/kg. Assuming that it is a relatively stable volume with phase 1 and 2, and that volume is therefore not a variable in the same way as is the case for conventional breeders, then one is left with the fact that Salme is a play on salmon price. We know that they with relatively high probability will deliver a relatively good share of sup salmon. If you believe in a salmon price of 65-70 kr, this is not a sustainable stock. Then there is too much debt to service in addition to production cost. In such a scenario one should sell. If you believe in a salmon price of 80+, this is a stock that is definitely undervalued and has the potential to rise very much. I have great faith in the latter, but that is after all just my own thoughts.
- ·5 t sittenIf your shares due to a technical error had been sold tomorrow, would you have bought them back? If the answer is no you should sell. There are way too many here who justify continued ownership with having "too many shares and too much loss", that should rather be an argument for selling off a bit. I got out at 4.15 after almost six years as an owner. It was a tough call, but I am obviously glad for it now. It turned into a big financial loss on my part, but also very much learning. The worst is if you lose money at the same time as you do not get any learning back. And then there is of course a possibility that things turn around, even if there is not that much pointing towards that right now.
- ·5 t sittenHOG is stuck at 3 kg. Phase 1 was finished long ago but they are still guiding for a meager 5500 tonnes. Something is fishy. And management deserves a failing grade. What is the point of a Q&A when they avoid answering the questions? "Eeeehhh, uuuuhhh, won't say anything concrete"There is well-founded reason why the guidance is at 5500t for 2026, you can read about that in the report. There is a reason why the cost for Q3 looks the way it does, you can read that too.
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 |
|---|---|---|
| 100 | ||
| 1 059 | ||
| 3 037 | ||
| 2 077 | ||
| 1 259 |
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
21 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
- ·2 t sittenSee the picture below. It's about crossing fingers for lower prod. cost and better salmon price on the market. Farming ebidta at around 111 million in 2024 proves that this is possible. And it will be for many years to come.
- ·3 t sittenSeeing that in several places further down in the comment section here it is referenced that this stock is heading towards crisis level and so on and so forth.. It is important that Salmon Evolution is seen in the context that it is, a growth company that has recently faced enormous investments. In the phase that the company has been through, it is therefore not natural that operational EBITDA, or EBIT if you will, is fantastic, first come the costs, then come the revenues. Salme has in my judgment not missed any of the big things (by that I mean the concept itself or fundamental things regarding the building structure). The company must therefore under no circumstances be compared with Atlantic Sapphire or Proximar. Yes, I agree that management has been way too optimistic regarding guidance, and that I would have liked to see a bit more accurate guidance on volume. That said - I believe that it should with fairly high probability be possible to reach a 14,500 tonne run-rate from mid-2027, with the capacity increase that will be in place. This should be fairly straightforward to calculate, and few pitfalls regarding new technology. Production cost will presumably be around 65 kr/kg. Assuming that it is a relatively stable volume with phase 1 and 2, and that volume is therefore not a variable in the same way as is the case for conventional breeders, then one is left with the fact that Salme is a play on salmon price. We know that they with relatively high probability will deliver a relatively good share of sup salmon. If you believe in a salmon price of 65-70 kr, this is not a sustainable stock. Then there is too much debt to service in addition to production cost. In such a scenario one should sell. If you believe in a salmon price of 80+, this is a stock that is definitely undervalued and has the potential to rise very much. I have great faith in the latter, but that is after all just my own thoughts.
- ·5 t sittenIf your shares due to a technical error had been sold tomorrow, would you have bought them back? If the answer is no you should sell. There are way too many here who justify continued ownership with having "too many shares and too much loss", that should rather be an argument for selling off a bit. I got out at 4.15 after almost six years as an owner. It was a tough call, but I am obviously glad for it now. It turned into a big financial loss on my part, but also very much learning. The worst is if you lose money at the same time as you do not get any learning back. And then there is of course a possibility that things turn around, even if there is not that much pointing towards that right now.
- ·5 t sittenHOG is stuck at 3 kg. Phase 1 was finished long ago but they are still guiding for a meager 5500 tonnes. Something is fishy. And management deserves a failing grade. What is the point of a Q&A when they avoid answering the questions? "Eeeehhh, uuuuhhh, won't say anything concrete"There is well-founded reason why the guidance is at 5500t for 2026, you can read about that in the report. There is a reason why the cost for Q3 looks the way it does, you can read that too.
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 |
|---|---|---|
| 100 | ||
| 1 059 | ||
| 3 037 | ||
| 2 077 | ||
| 1 259 |
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