2025 Q4 -tulosraportti
UUTTA
Tänään
‧46 min
Tarjoustasot
Oslo Børs
Määrä
Osto
1 816
Myynti
Määrä
25 309
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 1 684 | - | - | ||
| 2 452 | - | - | ||
| 1 046 | - | - | ||
| 4 239 | - | - |
Ylin
4,8VWAP
Alin
4,71VaihtoMäärä
7,1 1 508 136
VWAP
Ylin
4,8Alin
4,71VaihtoMäärä
7,1 1 508 136
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·52 min sittenThere aren't many fish stocks down today, but Salmon Evolution goes down every time they present figures, whether they are good or bad doesn't matter. Down it goes...shit stock on the exchange...
·44 min sittenA very good company to own if one is a bit long-term oriented. That the share price drops a bit in the short term then doesn't matter. They are now entering a new phase with larger production and economies of scale that will make them profitable going forward. That they haven't made money with the low production in phase 1 is completely expected.
·1 t sitten · MuokattuMy thoughts on the Q4 presentation. Positive that phase 2 is somewhat on track, even though the smolt release will be somewhat delayed (week 17 vs late in Q1). Interesting that management gave specific info on depreciations. (Depreciations have at least been a small blackbox in my DCF). Loan interest rate of 6.75% I thought was quite okay conditions. This corresponds to a spread of 255 bps given 10-year forward interest rate of 4.20%. Slightly negative that the superior share further decreases to 92%. It's fine that the long-term average is around 94%, but that was at much lower volume. Ideally, the superior share should have been stable, not decreasing, with full production of phase 1. Also somewhat skeptical that they see challenges in production when the salmon exceeds approx. 3 kg. The decision for up to 20% more seawater intake implicitly means that the previously identified «sweet spot» was wrong and that they are, in a way, starting with a «clean slate» regarding the new mix of new vs. recirculated seawater. I think it is extremely important that we do not see a material reduction in either the superior share or the size of the salmon in Q1/Q2. Today's flat share price development I interpret as the market being skeptical about the costs - whether SE manages to reduce costs per kg down to the low 50s, which is the ambition. If one truly believes that costs will come down to 53 kr, the stock should have repriced considerably given that phase 2 is approaching production. The communication around phase 4 rolled off like water off a duck's back, it's too far in the future. It is much more interesting to know how they plan to finance phase 3 imo. Finally, what we absolutely do not need now is a slow grind global recession and falling salmon prices.·37 min sittenThought it was a good presentation. Haven't had time to read the report yet. They didn't spend much time on phase 4 then, and in my opinion, it was perfectly fine to mention it briefly to point out possible long-term potential. Exactly similar to how they previously mentioned other locations along the coast as potential after phase 3. The financing of phase 3 will be exciting. Many infrastructure investments have been made - and they touched upon that. And that after phase 2, they can finance much of the growth through operations. Am skeptical about a possible share issue as partial financing for phase 3, but it's too early to speculate on that. Otherwise, they are completely on track regarding phase 2. Both progress and cost. And they are practically at break-even on the bottom line even without the economies of scale from phase 2.·14 min sittenYes, I hope they manage to debt-finance the entire Phase 3 so that we avoid emissions.
·2 t sittenThe SALME report is a bold bet: They sacrifice short-term EBITDA in Q4 to maximize biomass for the 2026 price party. The stock is hammered down by "land-based fear" and patience running out, but fundamentally you are now buying a fully loaded factory at technical support (4.70 kr). Week 17 is the ultimate "make or break" trigger for Phase 2. This case is either a doubling or a stubborn value trap. Time will tell.·1 t sittenManagement produces biomass, but investors produce the share price. The company can deliver perfect fish, but if the market hates land-based risk, the share price remains in the mud. A technical failure, and their 10-bagger turns into fishmeal. This is the problem.·6 min sittenIt is a classic fallacy to believe that risk is 'fully priced in'. The market prices in what we know can go wrong, not the 'black swans' that send land-based facilities into hibernation mode. If a technical failure empties the tanks, there is no bottom in the price.
2 t sitten2 t sittenExciting to follow the journey. I’ve invested and believe this level offers a great opportunity as the fundamentals continue to develop :)
·2 t sittenQ4 is out, difficult to see any price triggers in the short term. So not impossible that one can get a better entry than this too. 4.70 should hold, if not 4.2-4.3
·5 t sittenSalme can quickly come to life and rise rapidly. The stock has for a long time shown a downward to sideways trend. Factors that pull down are lightly traded shares, and short. The management is working well, and delivers as expected according to facility development. With increased production, increased earnings, there is a basis for increased value creation and growth going forward.
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 Q4 -tulosraportti
UUTTA
Tänään
‧46 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
- ·52 min sittenThere aren't many fish stocks down today, but Salmon Evolution goes down every time they present figures, whether they are good or bad doesn't matter. Down it goes...shit stock on the exchange...·44 min sittenA very good company to own if one is a bit long-term oriented. That the share price drops a bit in the short term then doesn't matter. They are now entering a new phase with larger production and economies of scale that will make them profitable going forward. That they haven't made money with the low production in phase 1 is completely expected.
- ·1 t sitten · MuokattuMy thoughts on the Q4 presentation. Positive that phase 2 is somewhat on track, even though the smolt release will be somewhat delayed (week 17 vs late in Q1). Interesting that management gave specific info on depreciations. (Depreciations have at least been a small blackbox in my DCF). Loan interest rate of 6.75% I thought was quite okay conditions. This corresponds to a spread of 255 bps given 10-year forward interest rate of 4.20%. Slightly negative that the superior share further decreases to 92%. It's fine that the long-term average is around 94%, but that was at much lower volume. Ideally, the superior share should have been stable, not decreasing, with full production of phase 1. Also somewhat skeptical that they see challenges in production when the salmon exceeds approx. 3 kg. The decision for up to 20% more seawater intake implicitly means that the previously identified «sweet spot» was wrong and that they are, in a way, starting with a «clean slate» regarding the new mix of new vs. recirculated seawater. I think it is extremely important that we do not see a material reduction in either the superior share or the size of the salmon in Q1/Q2. Today's flat share price development I interpret as the market being skeptical about the costs - whether SE manages to reduce costs per kg down to the low 50s, which is the ambition. If one truly believes that costs will come down to 53 kr, the stock should have repriced considerably given that phase 2 is approaching production. The communication around phase 4 rolled off like water off a duck's back, it's too far in the future. It is much more interesting to know how they plan to finance phase 3 imo. Finally, what we absolutely do not need now is a slow grind global recession and falling salmon prices.·37 min sittenThought it was a good presentation. Haven't had time to read the report yet. They didn't spend much time on phase 4 then, and in my opinion, it was perfectly fine to mention it briefly to point out possible long-term potential. Exactly similar to how they previously mentioned other locations along the coast as potential after phase 3. The financing of phase 3 will be exciting. Many infrastructure investments have been made - and they touched upon that. And that after phase 2, they can finance much of the growth through operations. Am skeptical about a possible share issue as partial financing for phase 3, but it's too early to speculate on that. Otherwise, they are completely on track regarding phase 2. Both progress and cost. And they are practically at break-even on the bottom line even without the economies of scale from phase 2.·14 min sittenYes, I hope they manage to debt-finance the entire Phase 3 so that we avoid emissions.
- ·2 t sittenThe SALME report is a bold bet: They sacrifice short-term EBITDA in Q4 to maximize biomass for the 2026 price party. The stock is hammered down by "land-based fear" and patience running out, but fundamentally you are now buying a fully loaded factory at technical support (4.70 kr). Week 17 is the ultimate "make or break" trigger for Phase 2. This case is either a doubling or a stubborn value trap. Time will tell.·1 t sittenManagement produces biomass, but investors produce the share price. The company can deliver perfect fish, but if the market hates land-based risk, the share price remains in the mud. A technical failure, and their 10-bagger turns into fishmeal. This is the problem.·6 min sittenIt is a classic fallacy to believe that risk is 'fully priced in'. The market prices in what we know can go wrong, not the 'black swans' that send land-based facilities into hibernation mode. If a technical failure empties the tanks, there is no bottom in the price.
- 2 t sitten2 t sittenExciting to follow the journey. I’ve invested and believe this level offers a great opportunity as the fundamentals continue to develop :)·2 t sittenQ4 is out, difficult to see any price triggers in the short term. So not impossible that one can get a better entry than this too. 4.70 should hold, if not 4.2-4.3
- ·5 t sittenSalme can quickly come to life and rise rapidly. The stock has for a long time shown a downward to sideways trend. Factors that pull down are lightly traded shares, and short. The management is working well, and delivers as expected according to facility development. With increased production, increased earnings, there is a basis for increased value creation and growth going forward.
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
1 816
Myynti
Määrä
25 309
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 1 684 | - | - | ||
| 2 452 | - | - | ||
| 1 046 | - | - | ||
| 4 239 | - | - |
Ylin
4,8VWAP
Alin
4,71VaihtoMäärä
7,1 1 508 136
VWAP
Ylin
4,8Alin
4,71VaihtoMäärä
7,1 1 508 136
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
2025 Q4 -tulosraportti
UUTTA
Tänään
‧46 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 | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·52 min sittenThere aren't many fish stocks down today, but Salmon Evolution goes down every time they present figures, whether they are good or bad doesn't matter. Down it goes...shit stock on the exchange...·44 min sittenA very good company to own if one is a bit long-term oriented. That the share price drops a bit in the short term then doesn't matter. They are now entering a new phase with larger production and economies of scale that will make them profitable going forward. That they haven't made money with the low production in phase 1 is completely expected.
- ·1 t sitten · MuokattuMy thoughts on the Q4 presentation. Positive that phase 2 is somewhat on track, even though the smolt release will be somewhat delayed (week 17 vs late in Q1). Interesting that management gave specific info on depreciations. (Depreciations have at least been a small blackbox in my DCF). Loan interest rate of 6.75% I thought was quite okay conditions. This corresponds to a spread of 255 bps given 10-year forward interest rate of 4.20%. Slightly negative that the superior share further decreases to 92%. It's fine that the long-term average is around 94%, but that was at much lower volume. Ideally, the superior share should have been stable, not decreasing, with full production of phase 1. Also somewhat skeptical that they see challenges in production when the salmon exceeds approx. 3 kg. The decision for up to 20% more seawater intake implicitly means that the previously identified «sweet spot» was wrong and that they are, in a way, starting with a «clean slate» regarding the new mix of new vs. recirculated seawater. I think it is extremely important that we do not see a material reduction in either the superior share or the size of the salmon in Q1/Q2. Today's flat share price development I interpret as the market being skeptical about the costs - whether SE manages to reduce costs per kg down to the low 50s, which is the ambition. If one truly believes that costs will come down to 53 kr, the stock should have repriced considerably given that phase 2 is approaching production. The communication around phase 4 rolled off like water off a duck's back, it's too far in the future. It is much more interesting to know how they plan to finance phase 3 imo. Finally, what we absolutely do not need now is a slow grind global recession and falling salmon prices.·37 min sittenThought it was a good presentation. Haven't had time to read the report yet. They didn't spend much time on phase 4 then, and in my opinion, it was perfectly fine to mention it briefly to point out possible long-term potential. Exactly similar to how they previously mentioned other locations along the coast as potential after phase 3. The financing of phase 3 will be exciting. Many infrastructure investments have been made - and they touched upon that. And that after phase 2, they can finance much of the growth through operations. Am skeptical about a possible share issue as partial financing for phase 3, but it's too early to speculate on that. Otherwise, they are completely on track regarding phase 2. Both progress and cost. And they are practically at break-even on the bottom line even without the economies of scale from phase 2.·14 min sittenYes, I hope they manage to debt-finance the entire Phase 3 so that we avoid emissions.
- ·2 t sittenThe SALME report is a bold bet: They sacrifice short-term EBITDA in Q4 to maximize biomass for the 2026 price party. The stock is hammered down by "land-based fear" and patience running out, but fundamentally you are now buying a fully loaded factory at technical support (4.70 kr). Week 17 is the ultimate "make or break" trigger for Phase 2. This case is either a doubling or a stubborn value trap. Time will tell.·1 t sittenManagement produces biomass, but investors produce the share price. The company can deliver perfect fish, but if the market hates land-based risk, the share price remains in the mud. A technical failure, and their 10-bagger turns into fishmeal. This is the problem.·6 min sittenIt is a classic fallacy to believe that risk is 'fully priced in'. The market prices in what we know can go wrong, not the 'black swans' that send land-based facilities into hibernation mode. If a technical failure empties the tanks, there is no bottom in the price.
- 2 t sitten2 t sittenExciting to follow the journey. I’ve invested and believe this level offers a great opportunity as the fundamentals continue to develop :)·2 t sittenQ4 is out, difficult to see any price triggers in the short term. So not impossible that one can get a better entry than this too. 4.70 should hold, if not 4.2-4.3
- ·5 t sittenSalme can quickly come to life and rise rapidly. The stock has for a long time shown a downward to sideways trend. Factors that pull down are lightly traded shares, and short. The management is working well, and delivers as expected according to facility development. With increased production, increased earnings, there is a basis for increased value creation and growth going forward.
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
1 816
Myynti
Määrä
25 309
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 1 684 | - | - | ||
| 2 452 | - | - | ||
| 1 046 | - | - | ||
| 4 239 | - | - |
Ylin
4,8VWAP
Alin
4,71VaihtoMäärä
7,1 1 508 136
VWAP
Ylin
4,8Alin
4,71VaihtoMäärä
7,1 1 508 136
Välittäjätilasto
Dataa ei löytynyt