2026 Q1 -tulosraportti
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96 päivää sitten
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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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 7.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·13 t sittenThe article from Finansavisen the other day. Several things, but promises extra well for those who can utilize perfect biology for net profit feed cost vs kilo price ref El nino.😊✌️
This is how Danske Bank's reasoning can affect them: * Mowi – The clearest winner according to the analysis. The bank has it as one of its favorites thanks to good biological development and opportunities to keep costs down. * Salmon Evolution – Indirectly positive. The company produces salmon in land-based facilities and is therefore less dependent on problems such as sea lice, algal blooms, and certain weather-related risks in the sea. If the global supply of salmon decreases and prices rise, the company can benefit as production increases. * Andfjord Salmon – This is also a land-based system (with flow-through seawater). Higher salmon prices can improve profitability as the company gradually scales up production. At the same time, Andfjord is still in an expansion phase, which means that the stock is also affected by how well the expansion and production develop. For your portfolio as a whole, the analysis is therefore predominantly positive. If Danske Bank's scenario of higher salmon prices becomes a reality, Mowi can benefit relatively quickly through higher profits, while Salmon Evolution and Andfjord Salmon can receive extra support in their future earnings prospects as they build up their production. It also fits quite well with the strategy you have previously described: to have a stable base in Mowi and supplement with growth companies in land-based salmon farming.
·3 päivää sittenThis doesn't look good. Strong negative trend, record low turnover at record low price, low salmon prices, high debt and production cost. There isn't much positive to see here. Extreme risk. Possibly the 2-figure within a few weeks/months. Everything points towards a lower price, but what do I know
We know that China is growing in the salmon market, so they will push prices up in the coming years :) At the same time, we don't need good prices until the beginning of 2027, that's when our volume starts to become significant😊
·9.7.It is planned to release 2,8 million smolt during 2026, does anyone know how much has been released so far?I don't think it's to be found anywhere, but more important than the number per delay now with the start of phase two, is for my part that they proceed as planned and that things go well, and don't rush. The expected total delay is still on schedule.
·8.7.When Halsebakk has seen values for 100 mill disappear and doesn't care about noise and happy impatient amateurs, then there is nothing to be nervous about. The man knows what it means to build a company from scratch, he who has spent 30 years building the world's largest wellboat shipping company.
·8.7. · MuokattuDon't have much in SALME, but have tried to look at the possibilities going forward. Today, the alternative to land-based is to move production further out to sea. And the costs of offshore operations are much higher than traditional operations in the fjords, from what I have found out. So the entire industry faces unsolved problems if they want to grow further. Meanwhile, calculations are being made on a system that is not sustainable over time, and which has been allowed to grow by polluting new coastal areas so that what was an isolated problem in Western Norway 30 years ago has now reached the Russian border today. As an investor, I believe the dance around the golden calf along previously pristine beaches has done its last "hallingkast" and then it is important to be part of where there potentially can be a future.
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 Q1 -tulosraportti
Vain PDF
96 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
Kirjaudu
- ·13 t sittenThe article from Finansavisen the other day. Several things, but promises extra well for those who can utilize perfect biology for net profit feed cost vs kilo price ref El nino.😊✌️This is how Danske Bank's reasoning can affect them: * Mowi – The clearest winner according to the analysis. The bank has it as one of its favorites thanks to good biological development and opportunities to keep costs down. * Salmon Evolution – Indirectly positive. The company produces salmon in land-based facilities and is therefore less dependent on problems such as sea lice, algal blooms, and certain weather-related risks in the sea. If the global supply of salmon decreases and prices rise, the company can benefit as production increases. * Andfjord Salmon – This is also a land-based system (with flow-through seawater). Higher salmon prices can improve profitability as the company gradually scales up production. At the same time, Andfjord is still in an expansion phase, which means that the stock is also affected by how well the expansion and production develop. For your portfolio as a whole, the analysis is therefore predominantly positive. If Danske Bank's scenario of higher salmon prices becomes a reality, Mowi can benefit relatively quickly through higher profits, while Salmon Evolution and Andfjord Salmon can receive extra support in their future earnings prospects as they build up their production. It also fits quite well with the strategy you have previously described: to have a stable base in Mowi and supplement with growth companies in land-based salmon farming.
- ·3 päivää sittenThis doesn't look good. Strong negative trend, record low turnover at record low price, low salmon prices, high debt and production cost. There isn't much positive to see here. Extreme risk. Possibly the 2-figure within a few weeks/months. Everything points towards a lower price, but what do I knowWe know that China is growing in the salmon market, so they will push prices up in the coming years :) At the same time, we don't need good prices until the beginning of 2027, that's when our volume starts to become significant😊
- ·9.7.It is planned to release 2,8 million smolt during 2026, does anyone know how much has been released so far?I don't think it's to be found anywhere, but more important than the number per delay now with the start of phase two, is for my part that they proceed as planned and that things go well, and don't rush. The expected total delay is still on schedule.
- ·8.7.When Halsebakk has seen values for 100 mill disappear and doesn't care about noise and happy impatient amateurs, then there is nothing to be nervous about. The man knows what it means to build a company from scratch, he who has spent 30 years building the world's largest wellboat shipping company.
- ·8.7. · MuokattuDon't have much in SALME, but have tried to look at the possibilities going forward. Today, the alternative to land-based is to move production further out to sea. And the costs of offshore operations are much higher than traditional operations in the fjords, from what I have found out. So the entire industry faces unsolved problems if they want to grow further. Meanwhile, calculations are being made on a system that is not sustainable over time, and which has been allowed to grow by polluting new coastal areas so that what was an isolated problem in Western Norway 30 years ago has now reached the Russian border today. As an investor, I believe the dance around the golden calf along previously pristine beaches has done its last "hallingkast" and then it is important to be part of where there potentially can be a future.
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 7.4.2025 |
2026 Q1 -tulosraportti
Vain PDF
96 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 7.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13 t sittenThe article from Finansavisen the other day. Several things, but promises extra well for those who can utilize perfect biology for net profit feed cost vs kilo price ref El nino.😊✌️This is how Danske Bank's reasoning can affect them: * Mowi – The clearest winner according to the analysis. The bank has it as one of its favorites thanks to good biological development and opportunities to keep costs down. * Salmon Evolution – Indirectly positive. The company produces salmon in land-based facilities and is therefore less dependent on problems such as sea lice, algal blooms, and certain weather-related risks in the sea. If the global supply of salmon decreases and prices rise, the company can benefit as production increases. * Andfjord Salmon – This is also a land-based system (with flow-through seawater). Higher salmon prices can improve profitability as the company gradually scales up production. At the same time, Andfjord is still in an expansion phase, which means that the stock is also affected by how well the expansion and production develop. For your portfolio as a whole, the analysis is therefore predominantly positive. If Danske Bank's scenario of higher salmon prices becomes a reality, Mowi can benefit relatively quickly through higher profits, while Salmon Evolution and Andfjord Salmon can receive extra support in their future earnings prospects as they build up their production. It also fits quite well with the strategy you have previously described: to have a stable base in Mowi and supplement with growth companies in land-based salmon farming.
- ·3 päivää sittenThis doesn't look good. Strong negative trend, record low turnover at record low price, low salmon prices, high debt and production cost. There isn't much positive to see here. Extreme risk. Possibly the 2-figure within a few weeks/months. Everything points towards a lower price, but what do I knowWe know that China is growing in the salmon market, so they will push prices up in the coming years :) At the same time, we don't need good prices until the beginning of 2027, that's when our volume starts to become significant😊
- ·9.7.It is planned to release 2,8 million smolt during 2026, does anyone know how much has been released so far?I don't think it's to be found anywhere, but more important than the number per delay now with the start of phase two, is for my part that they proceed as planned and that things go well, and don't rush. The expected total delay is still on schedule.
- ·8.7.When Halsebakk has seen values for 100 mill disappear and doesn't care about noise and happy impatient amateurs, then there is nothing to be nervous about. The man knows what it means to build a company from scratch, he who has spent 30 years building the world's largest wellboat shipping company.
- ·8.7. · MuokattuDon't have much in SALME, but have tried to look at the possibilities going forward. Today, the alternative to land-based is to move production further out to sea. And the costs of offshore operations are much higher than traditional operations in the fjords, from what I have found out. So the entire industry faces unsolved problems if they want to grow further. Meanwhile, calculations are being made on a system that is not sustainable over time, and which has been allowed to grow by polluting new coastal areas so that what was an isolated problem in Western Norway 30 years ago has now reached the Russian border today. As an investor, I believe the dance around the golden calf along previously pristine beaches has done its last "hallingkast" and then it is important to be part of where there potentially can be a future.
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