2025 Q3 -tulosraportti
98 päivää sitten
‧47 min
Tarjoustasot
Oslo Børs
Määrä
Osto
8 023
Myynti
Määrä
3 507
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 500 | - | - | ||
| 2 043 | - | - | ||
| 2 940 | - | - | ||
| 694 | - | - | ||
| 798 | - | - |
Ylin
4,825VWAP
Alin
4,77VaihtoMäärä
1,9 392 828
VWAP
Ylin
4,825Alin
4,77VaihtoMäärä
1,9 392 828
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 24.2. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 | ||
2024 Q3 -tulosraportti 7.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·5 t sittenThis is what AI says about Salmon Evolution The outlook for Salmon Evolution (SALME) on Oslo Børs in 2026 is characterized by a transition from pure development to significantly increased production. The company is positioning itself for what analysts predict could be a record year for the salmon industry. Here are the most important factors for the share going forward: 📈 Operational ramp-up in 2026 Growth in slaughter volume: The company aims to slaughter around 7 000 tonnes (HOG) in 2026, an increase of over 50 % from 2025. Phase 2 development: A major milestone was reached on 10. February 2026 when the first tank in Phase 2 was filled with water. This paves the way for the first smolt release in this phase during the first quarter of 2026. Full capacity: When Phase 2 is completed, the total capacity at Indre Harøy will increase to 18 000 tonnes. 💰 Financial calendar and expectations Quarterly figures (Q4 2025): The results for the fourth quarter of 2025 will be presented on 24. February 2026. This will provide the market with important answers on cost development and operational efficiency before the major scaling up. Analysts' view: Several analysts are positive about the share in 2026. Kepler Cheuvreux has previously operated with a price target of 6.70 NOK and a buy recommendation. Salmon price: The company expects a tight market with high prices in the first half of 2026, for which they are positioned with a record-high biomass at the start of the year. 🔍 Technical signals Share price: The share is currently trading around 4.87 NOK. Trend: Although the share has recently been characterized by some volatility and "sell signals" from short-term moving averages, the fundamental news surrounding Phase 2 is considered a potential "game changer" for the share price development throughout the year.
23 t sitten23 t sitten10.02.26 Salmon Evolution is starting 2026 by achieving a key milestone at Indre Harøy. The very first tank of Phase 2 has now been successfully filled with seawater—an essential step in the commissioning process. This confirms that key systems are operating as intended and demonstrates that the project continues to progress according to plan.
·2 päivää sitten · MuokattuI've done some homework for others who might be curious about the company, or who want an update. This way, no one has to fumble around blindly and comment for and against in all directions. There are certainly some gaps in this analysis, so please provide input and remember, this is not a recommendation to buy shares, but a neutral assessment of the company based on a previous report! According to the Q3 report from 11.11.2025, the operating cost per kg is 62-66,-. With phase 2 in full operation, the production volume will be scaled to a total of 18,000mt hog, and operating costs are expected to be reduced from 62-66,-/kg to 55-60,-/kg. This is a reduction in operating costs of between 9.1% and 11.3%. According to the same report, phase 2 (in full operation) will have an estimated operational break-even of around 58,-. Including selling costs, logistics, interest costs, etc., there will be an estimated financial break-even of around 70,-. With variation in salmon price (have not accounted for biological challenges that may occur!), this will lead to a positive cash flow with salmon prices above 70,-, but in this analysis, we use a price of 90,- (as the average in 2025 for salmon with 95% superior quality with 3-5kg hog was 85-95,-). With these prices and at a cash break-even of 70,- kg, SALME will generate 380 - 400 million kroner annually. With positive earnings, the loan terms could also be changed, so that financial expenses can be further reduced. Today, SALME, according to the Q3 report, has 1.51 billion in loans. This loan with a floating interest rate based on NIBOR + 3-4% could be changed to + 1-2%. The expenses with stable operation can thus be significantly reduced, but we adhere to the interest terms as of today. With phase 3 in full operation, these figures will be a total gamechanger (I have not bothered with varying salmon prices in this analysis, as this is still so far away). With the same figures I referred to earlier, the estimated operational break-even will be around 50,-+ and financial break-even will be around 63,-/kg! With these figures, the earnings will be a staggering 970 million - 1 billion (Again, without changes to the loan terms!). If no further share issues are carried out, with a price/cash flow and a multiple of 12 (the seafood sector is valued with a multiple between 10-15), the price target will be 9.85,- at phase 2 in full operation and 25.20,- at phase 3 in full operation. Here we are talking about an upside of ~106% and 430% from today's share price of 4.770,-. There are still some obstacles to overcome, but I am naturally positive, otherwise I would have invested in something else! That there will be further share issues can certainly happen, and that there is still great risk, absolutely! The point of this post is that (hopefully) everyone who has invested here knows that this is a growth company! Of the positive and negative triggers in the analysis such as loan terms, biology, salmon prices, operating costs, share issue, etc., we almost have to rely on what is reported by the company. Then we will have to assess the fundamental changes that arise along the way. In any case, I wish everyone a great weekend and good luck with your investments!
·1 päivä sittenHow do you cover 5bn NOK for phase 3? No chance to pay for the conversion from f2 to f3 from operations.·4 t sittenSorry. I've read the analysis a bit differently. Agreed. No chance to pay for phase 3 from operations. 👌
·3 päivää sittenYesterday evening Ro Venture came to the facility, left again this morning, I didn't see where it came from, but with the slaughtering that has been, I wonder if it has filled up with some smolt then. It's probably a little while until the new tanks are put into use yet.... But does anyone here remember how long they took from testing the first tank until they put smolt into phase 1?·1 päivä sittenLast 2 tanks f1 been empty, tank 1 f2 emptied from water for weekend. People talk about positive results of testing. Possibly now they are checking new epoxy paint (how good is it adhered to coating). Maybe in 4weeks all work will be finished with electrical/construction on first 2 tanks.
·3 päivää sitten · MuokattuThen I was at the annual fair yesterday and one of the neighboring stands this year was also Salme. I went over for some questions and future prospects. They will take delivery of tanks in pairs moving towards the turn of the year. First smolt in tank 1 and 2 at the end of Q1. Thereafter the other tanks follow in pairs. First harvest of Phase 2 fish expected 10-11 months after stocking. Then we are around the turn of the year 2027.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset
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.
2025 Q3 -tulosraportti
98 päivää sitten
‧47 min
Uutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5 t sittenThis is what AI says about Salmon Evolution The outlook for Salmon Evolution (SALME) on Oslo Børs in 2026 is characterized by a transition from pure development to significantly increased production. The company is positioning itself for what analysts predict could be a record year for the salmon industry. Here are the most important factors for the share going forward: 📈 Operational ramp-up in 2026 Growth in slaughter volume: The company aims to slaughter around 7 000 tonnes (HOG) in 2026, an increase of over 50 % from 2025. Phase 2 development: A major milestone was reached on 10. February 2026 when the first tank in Phase 2 was filled with water. This paves the way for the first smolt release in this phase during the first quarter of 2026. Full capacity: When Phase 2 is completed, the total capacity at Indre Harøy will increase to 18 000 tonnes. 💰 Financial calendar and expectations Quarterly figures (Q4 2025): The results for the fourth quarter of 2025 will be presented on 24. February 2026. This will provide the market with important answers on cost development and operational efficiency before the major scaling up. Analysts' view: Several analysts are positive about the share in 2026. Kepler Cheuvreux has previously operated with a price target of 6.70 NOK and a buy recommendation. Salmon price: The company expects a tight market with high prices in the first half of 2026, for which they are positioned with a record-high biomass at the start of the year. 🔍 Technical signals Share price: The share is currently trading around 4.87 NOK. Trend: Although the share has recently been characterized by some volatility and "sell signals" from short-term moving averages, the fundamental news surrounding Phase 2 is considered a potential "game changer" for the share price development throughout the year.
- 23 t sitten23 t sitten10.02.26 Salmon Evolution is starting 2026 by achieving a key milestone at Indre Harøy. The very first tank of Phase 2 has now been successfully filled with seawater—an essential step in the commissioning process. This confirms that key systems are operating as intended and demonstrates that the project continues to progress according to plan.
- ·2 päivää sitten · MuokattuI've done some homework for others who might be curious about the company, or who want an update. This way, no one has to fumble around blindly and comment for and against in all directions. There are certainly some gaps in this analysis, so please provide input and remember, this is not a recommendation to buy shares, but a neutral assessment of the company based on a previous report! According to the Q3 report from 11.11.2025, the operating cost per kg is 62-66,-. With phase 2 in full operation, the production volume will be scaled to a total of 18,000mt hog, and operating costs are expected to be reduced from 62-66,-/kg to 55-60,-/kg. This is a reduction in operating costs of between 9.1% and 11.3%. According to the same report, phase 2 (in full operation) will have an estimated operational break-even of around 58,-. Including selling costs, logistics, interest costs, etc., there will be an estimated financial break-even of around 70,-. With variation in salmon price (have not accounted for biological challenges that may occur!), this will lead to a positive cash flow with salmon prices above 70,-, but in this analysis, we use a price of 90,- (as the average in 2025 for salmon with 95% superior quality with 3-5kg hog was 85-95,-). With these prices and at a cash break-even of 70,- kg, SALME will generate 380 - 400 million kroner annually. With positive earnings, the loan terms could also be changed, so that financial expenses can be further reduced. Today, SALME, according to the Q3 report, has 1.51 billion in loans. This loan with a floating interest rate based on NIBOR + 3-4% could be changed to + 1-2%. The expenses with stable operation can thus be significantly reduced, but we adhere to the interest terms as of today. With phase 3 in full operation, these figures will be a total gamechanger (I have not bothered with varying salmon prices in this analysis, as this is still so far away). With the same figures I referred to earlier, the estimated operational break-even will be around 50,-+ and financial break-even will be around 63,-/kg! With these figures, the earnings will be a staggering 970 million - 1 billion (Again, without changes to the loan terms!). If no further share issues are carried out, with a price/cash flow and a multiple of 12 (the seafood sector is valued with a multiple between 10-15), the price target will be 9.85,- at phase 2 in full operation and 25.20,- at phase 3 in full operation. Here we are talking about an upside of ~106% and 430% from today's share price of 4.770,-. There are still some obstacles to overcome, but I am naturally positive, otherwise I would have invested in something else! That there will be further share issues can certainly happen, and that there is still great risk, absolutely! The point of this post is that (hopefully) everyone who has invested here knows that this is a growth company! Of the positive and negative triggers in the analysis such as loan terms, biology, salmon prices, operating costs, share issue, etc., we almost have to rely on what is reported by the company. Then we will have to assess the fundamental changes that arise along the way. In any case, I wish everyone a great weekend and good luck with your investments!·1 päivä sittenHow do you cover 5bn NOK for phase 3? No chance to pay for the conversion from f2 to f3 from operations.·4 t sittenSorry. I've read the analysis a bit differently. Agreed. No chance to pay for phase 3 from operations. 👌
- ·3 päivää sittenYesterday evening Ro Venture came to the facility, left again this morning, I didn't see where it came from, but with the slaughtering that has been, I wonder if it has filled up with some smolt then. It's probably a little while until the new tanks are put into use yet.... But does anyone here remember how long they took from testing the first tank until they put smolt into phase 1?·1 päivä sittenLast 2 tanks f1 been empty, tank 1 f2 emptied from water for weekend. People talk about positive results of testing. Possibly now they are checking new epoxy paint (how good is it adhered to coating). Maybe in 4weeks all work will be finished with electrical/construction on first 2 tanks.
- ·3 päivää sitten · MuokattuThen I was at the annual fair yesterday and one of the neighboring stands this year was also Salme. I went over for some questions and future prospects. They will take delivery of tanks in pairs moving towards the turn of the year. First smolt in tank 1 and 2 at the end of Q1. Thereafter the other tanks follow in pairs. First harvest of Phase 2 fish expected 10-11 months after stocking. Then we are around the turn of the year 2027.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
8 023
Myynti
Määrä
3 507
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 500 | - | - | ||
| 2 043 | - | - | ||
| 2 940 | - | - | ||
| 694 | - | - | ||
| 798 | - | - |
Ylin
4,825VWAP
Alin
4,77VaihtoMäärä
1,9 392 828
VWAP
Ylin
4,825Alin
4,77VaihtoMäärä
1,9 392 828
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 24.2. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 | ||
2024 Q3 -tulosraportti 7.11.2024 |
2025 Q3 -tulosraportti
98 päivää sitten
‧47 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 24.2. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 | ||
2024 Q3 -tulosraportti 7.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5 t sittenThis is what AI says about Salmon Evolution The outlook for Salmon Evolution (SALME) on Oslo Børs in 2026 is characterized by a transition from pure development to significantly increased production. The company is positioning itself for what analysts predict could be a record year for the salmon industry. Here are the most important factors for the share going forward: 📈 Operational ramp-up in 2026 Growth in slaughter volume: The company aims to slaughter around 7 000 tonnes (HOG) in 2026, an increase of over 50 % from 2025. Phase 2 development: A major milestone was reached on 10. February 2026 when the first tank in Phase 2 was filled with water. This paves the way for the first smolt release in this phase during the first quarter of 2026. Full capacity: When Phase 2 is completed, the total capacity at Indre Harøy will increase to 18 000 tonnes. 💰 Financial calendar and expectations Quarterly figures (Q4 2025): The results for the fourth quarter of 2025 will be presented on 24. February 2026. This will provide the market with important answers on cost development and operational efficiency before the major scaling up. Analysts' view: Several analysts are positive about the share in 2026. Kepler Cheuvreux has previously operated with a price target of 6.70 NOK and a buy recommendation. Salmon price: The company expects a tight market with high prices in the first half of 2026, for which they are positioned with a record-high biomass at the start of the year. 🔍 Technical signals Share price: The share is currently trading around 4.87 NOK. Trend: Although the share has recently been characterized by some volatility and "sell signals" from short-term moving averages, the fundamental news surrounding Phase 2 is considered a potential "game changer" for the share price development throughout the year.
- 23 t sitten23 t sitten10.02.26 Salmon Evolution is starting 2026 by achieving a key milestone at Indre Harøy. The very first tank of Phase 2 has now been successfully filled with seawater—an essential step in the commissioning process. This confirms that key systems are operating as intended and demonstrates that the project continues to progress according to plan.
- ·2 päivää sitten · MuokattuI've done some homework for others who might be curious about the company, or who want an update. This way, no one has to fumble around blindly and comment for and against in all directions. There are certainly some gaps in this analysis, so please provide input and remember, this is not a recommendation to buy shares, but a neutral assessment of the company based on a previous report! According to the Q3 report from 11.11.2025, the operating cost per kg is 62-66,-. With phase 2 in full operation, the production volume will be scaled to a total of 18,000mt hog, and operating costs are expected to be reduced from 62-66,-/kg to 55-60,-/kg. This is a reduction in operating costs of between 9.1% and 11.3%. According to the same report, phase 2 (in full operation) will have an estimated operational break-even of around 58,-. Including selling costs, logistics, interest costs, etc., there will be an estimated financial break-even of around 70,-. With variation in salmon price (have not accounted for biological challenges that may occur!), this will lead to a positive cash flow with salmon prices above 70,-, but in this analysis, we use a price of 90,- (as the average in 2025 for salmon with 95% superior quality with 3-5kg hog was 85-95,-). With these prices and at a cash break-even of 70,- kg, SALME will generate 380 - 400 million kroner annually. With positive earnings, the loan terms could also be changed, so that financial expenses can be further reduced. Today, SALME, according to the Q3 report, has 1.51 billion in loans. This loan with a floating interest rate based on NIBOR + 3-4% could be changed to + 1-2%. The expenses with stable operation can thus be significantly reduced, but we adhere to the interest terms as of today. With phase 3 in full operation, these figures will be a total gamechanger (I have not bothered with varying salmon prices in this analysis, as this is still so far away). With the same figures I referred to earlier, the estimated operational break-even will be around 50,-+ and financial break-even will be around 63,-/kg! With these figures, the earnings will be a staggering 970 million - 1 billion (Again, without changes to the loan terms!). If no further share issues are carried out, with a price/cash flow and a multiple of 12 (the seafood sector is valued with a multiple between 10-15), the price target will be 9.85,- at phase 2 in full operation and 25.20,- at phase 3 in full operation. Here we are talking about an upside of ~106% and 430% from today's share price of 4.770,-. There are still some obstacles to overcome, but I am naturally positive, otherwise I would have invested in something else! That there will be further share issues can certainly happen, and that there is still great risk, absolutely! The point of this post is that (hopefully) everyone who has invested here knows that this is a growth company! Of the positive and negative triggers in the analysis such as loan terms, biology, salmon prices, operating costs, share issue, etc., we almost have to rely on what is reported by the company. Then we will have to assess the fundamental changes that arise along the way. In any case, I wish everyone a great weekend and good luck with your investments!·1 päivä sittenHow do you cover 5bn NOK for phase 3? No chance to pay for the conversion from f2 to f3 from operations.·4 t sittenSorry. I've read the analysis a bit differently. Agreed. No chance to pay for phase 3 from operations. 👌
- ·3 päivää sittenYesterday evening Ro Venture came to the facility, left again this morning, I didn't see where it came from, but with the slaughtering that has been, I wonder if it has filled up with some smolt then. It's probably a little while until the new tanks are put into use yet.... But does anyone here remember how long they took from testing the first tank until they put smolt into phase 1?·1 päivä sittenLast 2 tanks f1 been empty, tank 1 f2 emptied from water for weekend. People talk about positive results of testing. Possibly now they are checking new epoxy paint (how good is it adhered to coating). Maybe in 4weeks all work will be finished with electrical/construction on first 2 tanks.
- ·3 päivää sitten · MuokattuThen I was at the annual fair yesterday and one of the neighboring stands this year was also Salme. I went over for some questions and future prospects. They will take delivery of tanks in pairs moving towards the turn of the year. First smolt in tank 1 and 2 at the end of Q1. Thereafter the other tanks follow in pairs. First harvest of Phase 2 fish expected 10-11 months after stocking. Then we are around the turn of the year 2027.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
8 023
Myynti
Määrä
3 507
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 500 | - | - | ||
| 2 043 | - | - | ||
| 2 940 | - | - | ||
| 694 | - | - | ||
| 798 | - | - |
Ylin
4,825VWAP
Alin
4,77VaihtoMäärä
1,9 392 828
VWAP
Ylin
4,825Alin
4,77VaihtoMäärä
1,9 392 828
Välittäjätilasto
Dataa ei löytynyt