2026 Q2 -tulosraportti
11 päivää sitten
‧37 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenThis stock will unfortunately probably not deliver for many years; they have too high costs. Sea-based aquaculture will probably be the most dominant for many years to come, if not forever… With innovation and new technology, costs will probably eventually go down, and the biological aspects will improve. Please convince me; I need a bit of optimism now that I've become more pessimistic, but the numbers don't lie.
The key here is to calculate (yourself) future figures and not be blinded by today's situation. Today, Salmon E has too high costs simply because they have too low slaughter volume. Also, no fjord-based salmon farmers manage to make money on low volumes. The main driver for better costs and profitability for Salmon E is precisely larger scale. That is precisely what they are working on in the phase 2 expansion. Today they have approx 70 NOK in "ebitda breakeven", that is obviously too high They guide on ebitda breakeven per kilo down towards 53 NOK when phase 2 is fully operational in early 2028 and down towards 56 NOK already at 8000 tons. These are figures that are comparable and perhaps a little lower than even Salmar and Mowi. When you then consider that Salmon E has market-leading superiorgrade and a complete absence of challenges such as salmon lice, seabed pollution, salmon escapes, destruction of wild salmon stocks etc., then it is probably not as simple as you say that fjord-based fish farms are better off than land-based facilities. But you have to be able to measure this in a slightly longer perspective than quarter to quarter. The company will be much better equipped already in one year when capacity is increased to 14000 tons per year run rate. One risk I see is financing risk for further growth after phase 2. Phase 3 quickly costs 4 bn NOK and with LTV approx 2/3 it requires a lot of EK. But they will simultaneously be able to finance much through operations after phase 2 is fully operational. They guide, for example, that a salmon price of 85 NOK per kilo could yield approx 300 mill NOK per year for growth, while with a salmon price of respectively 95 and 105 NOK this will increase to respectively 475 and 650 mill NOK per year. This implies potential to finance further growth through operations and new debt. So, in summary, I believe there is potential for optimism here 👍😀
·2 päivää sittenDeeply regret this purchase here.. thought I bought Salmar, but bought this instead. Beginner's mistake. Will keep that stock as a lesson for the future
1 päivä sitten«Lieutenant Dan got me invested in some kind of fruit company. So then I got a call from him, saying we don't have to worry about money no more»
·25.8.El Niño is ironically the biggest price driver for salmon prices. https://www.dagbladet.no/nyheter/koker-det-er-uhort/85055646 It will affect Chile, Great Britain etc.Production from the new facility + higher salmon prices, suggests that the dumbest thing is to sell.
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.
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.
2026 Q2 -tulosraportti
11 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
- ·1 päivä sittenThis stock will unfortunately probably not deliver for many years; they have too high costs. Sea-based aquaculture will probably be the most dominant for many years to come, if not forever… With innovation and new technology, costs will probably eventually go down, and the biological aspects will improve. Please convince me; I need a bit of optimism now that I've become more pessimistic, but the numbers don't lie.The key here is to calculate (yourself) future figures and not be blinded by today's situation. Today, Salmon E has too high costs simply because they have too low slaughter volume. Also, no fjord-based salmon farmers manage to make money on low volumes. The main driver for better costs and profitability for Salmon E is precisely larger scale. That is precisely what they are working on in the phase 2 expansion. Today they have approx 70 NOK in "ebitda breakeven", that is obviously too high They guide on ebitda breakeven per kilo down towards 53 NOK when phase 2 is fully operational in early 2028 and down towards 56 NOK already at 8000 tons. These are figures that are comparable and perhaps a little lower than even Salmar and Mowi. When you then consider that Salmon E has market-leading superiorgrade and a complete absence of challenges such as salmon lice, seabed pollution, salmon escapes, destruction of wild salmon stocks etc., then it is probably not as simple as you say that fjord-based fish farms are better off than land-based facilities. But you have to be able to measure this in a slightly longer perspective than quarter to quarter. The company will be much better equipped already in one year when capacity is increased to 14000 tons per year run rate. One risk I see is financing risk for further growth after phase 2. Phase 3 quickly costs 4 bn NOK and with LTV approx 2/3 it requires a lot of EK. But they will simultaneously be able to finance much through operations after phase 2 is fully operational. They guide, for example, that a salmon price of 85 NOK per kilo could yield approx 300 mill NOK per year for growth, while with a salmon price of respectively 95 and 105 NOK this will increase to respectively 475 and 650 mill NOK per year. This implies potential to finance further growth through operations and new debt. So, in summary, I believe there is potential for optimism here 👍😀
- ·2 päivää sittenDeeply regret this purchase here.. thought I bought Salmar, but bought this instead. Beginner's mistake. Will keep that stock as a lesson for the future1 päivä sitten«Lieutenant Dan got me invested in some kind of fruit company. So then I got a call from him, saying we don't have to worry about money no more»
- ·25.8.El Niño is ironically the biggest price driver for salmon prices. https://www.dagbladet.no/nyheter/koker-det-er-uhort/85055646 It will affect Chile, Great Britain etc.Production from the new facility + higher salmon prices, suggests that the dumbest thing is to sell.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
2026 Q2 -tulosraportti
11 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
- ·1 päivä sittenThis stock will unfortunately probably not deliver for many years; they have too high costs. Sea-based aquaculture will probably be the most dominant for many years to come, if not forever… With innovation and new technology, costs will probably eventually go down, and the biological aspects will improve. Please convince me; I need a bit of optimism now that I've become more pessimistic, but the numbers don't lie.The key here is to calculate (yourself) future figures and not be blinded by today's situation. Today, Salmon E has too high costs simply because they have too low slaughter volume. Also, no fjord-based salmon farmers manage to make money on low volumes. The main driver for better costs and profitability for Salmon E is precisely larger scale. That is precisely what they are working on in the phase 2 expansion. Today they have approx 70 NOK in "ebitda breakeven", that is obviously too high They guide on ebitda breakeven per kilo down towards 53 NOK when phase 2 is fully operational in early 2028 and down towards 56 NOK already at 8000 tons. These are figures that are comparable and perhaps a little lower than even Salmar and Mowi. When you then consider that Salmon E has market-leading superiorgrade and a complete absence of challenges such as salmon lice, seabed pollution, salmon escapes, destruction of wild salmon stocks etc., then it is probably not as simple as you say that fjord-based fish farms are better off than land-based facilities. But you have to be able to measure this in a slightly longer perspective than quarter to quarter. The company will be much better equipped already in one year when capacity is increased to 14000 tons per year run rate. One risk I see is financing risk for further growth after phase 2. Phase 3 quickly costs 4 bn NOK and with LTV approx 2/3 it requires a lot of EK. But they will simultaneously be able to finance much through operations after phase 2 is fully operational. They guide, for example, that a salmon price of 85 NOK per kilo could yield approx 300 mill NOK per year for growth, while with a salmon price of respectively 95 and 105 NOK this will increase to respectively 475 and 650 mill NOK per year. This implies potential to finance further growth through operations and new debt. So, in summary, I believe there is potential for optimism here 👍😀
- ·2 päivää sittenDeeply regret this purchase here.. thought I bought Salmar, but bought this instead. Beginner's mistake. Will keep that stock as a lesson for the future1 päivä sitten«Lieutenant Dan got me invested in some kind of fruit company. So then I got a call from him, saying we don't have to worry about money no more»
- ·25.8.El Niño is ironically the biggest price driver for salmon prices. https://www.dagbladet.no/nyheter/koker-det-er-uhort/85055646 It will affect Chile, Great Britain etc.Production from the new facility + higher salmon prices, suggests that the dumbest thing is to sell.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt