2026 Q2 - tulosraportti
29 päivää sitten
‧37 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 6 780 | - | - | ||
| 1 | - | - | ||
| 2 938 | - | - | ||
| 1 659 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
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 |
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
·47 min sittenSalme will probably soon breach the loan covenants? With these low prices, LTV is likely becoming quite high.
·1 t sittenStrong day👏👏 looks like the sell-off is over
·13 t sittenIn the short term, SALME may well test 2.60–2.70, especially if the salmon price remains at 60–65 kr/kg. I would not be surprised by further pressure. There is a record-high volume (supply) of salmon now, therefore the price is pressured. But if Phase 2 actually delivers, cost/kg moves down towards, for example, 60–65 kr, while the salmon price normalizes back towards 80–90 kr, the calculation changes dramatically. Then we will probably soon see both 5 and 6 kroner per share! Then Phase 2 has also proven itself. Seasonal salmon prices indicate that in January we could see prices up to 90 kroner per kilo. If SALME then has proof in phase two that they get under 70 kroner per kilo in production costs, then it will again be fun to be a SALME shareholder, I think. And that is precisely why I still like the risk/reward here better than the share price development would suggest. The market prices SALME as if much can go wrong – while the upside becomes large if they actually prove the economies of scale. The latest available Fish Pool indications I find are approximately as follows: * September: ~67 kr/kg * October: ~66 kr/kg * November: ~69 kr/kg * December: ~74 kr/kg * January 2027: ~87 kr/kg * Q1 2027: ~92 kr/kg * Q2 2027: ~89 kr/kg So the market actually expects a classic seasonal "trough" now this autumn and a quite strong price normalization into the winter. Fish Pool itself specifies that the forward prices reflect market participants' expectations and change continuously – this is therefore not the definitive answer. We must not forget that Salmon Evolution itself uses an expected farming EBITDA cost of only 53 kr/kg when the facility is fully utilized. It just takes a little time to prove… Norway has increased export and production of salmon by 8% more in September, compared to 12 months ago. That contributes to the fall. But Phase 2 is apparently going well for SALME, and if they succeed on production costs as indicated and the salmon price rises again, then we will sleep well again at night. Andfjord Salmon reported in Q2 51.3 mill. kr in revenue after its first sale of around 450,000 post-smolt, with a total biomass of 562 tons. That is important because it shows that their flow-through model is actually starting to generate commercial revenues, while the biology is still described as strong. For SALME, this is actually positive as a technology signal: Andfjord uses, similar to Salmon Evolution, flow-through based technology instead of full-RAS. That Andfjord succeeds biologically and generates revenues strengthens the credibility of this technology direction. Lastly, we see that 2.69% of shares are shorted, perhaps due to the forward analyses on the kilo price? This creates additional selling pressure. Frustrating… but I don't feel worried. We just have to get through the autumn until salmon prices rise and Q4 2026 hopefully further confirms that phase 2 is on the right track. The company has probably indicated that they will reach a volume of 12,000 salmon in the coming year? And 18,000 the year after that? If they manage to achieve 20-25 kroner per kilo in earnings, we will see quite good numbers. I am holding and buying… 2030, is the year we have the definitive answer… Then the share price will quickly be double-digit, my bet 😅
Thanks for the informative and balanced post 😊. I am holding and have been buying steadily downwards. I will continue with that and let the company work according to plan, then a time will come in approximately 2-3 years where the results will significantly improve the share price.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
29 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
- ·47 min sittenSalme will probably soon breach the loan covenants? With these low prices, LTV is likely becoming quite high.
- ·1 t sittenStrong day👏👏 looks like the sell-off is over
- ·13 t sittenIn the short term, SALME may well test 2.60–2.70, especially if the salmon price remains at 60–65 kr/kg. I would not be surprised by further pressure. There is a record-high volume (supply) of salmon now, therefore the price is pressured. But if Phase 2 actually delivers, cost/kg moves down towards, for example, 60–65 kr, while the salmon price normalizes back towards 80–90 kr, the calculation changes dramatically. Then we will probably soon see both 5 and 6 kroner per share! Then Phase 2 has also proven itself. Seasonal salmon prices indicate that in January we could see prices up to 90 kroner per kilo. If SALME then has proof in phase two that they get under 70 kroner per kilo in production costs, then it will again be fun to be a SALME shareholder, I think. And that is precisely why I still like the risk/reward here better than the share price development would suggest. The market prices SALME as if much can go wrong – while the upside becomes large if they actually prove the economies of scale. The latest available Fish Pool indications I find are approximately as follows: * September: ~67 kr/kg * October: ~66 kr/kg * November: ~69 kr/kg * December: ~74 kr/kg * January 2027: ~87 kr/kg * Q1 2027: ~92 kr/kg * Q2 2027: ~89 kr/kg So the market actually expects a classic seasonal "trough" now this autumn and a quite strong price normalization into the winter. Fish Pool itself specifies that the forward prices reflect market participants' expectations and change continuously – this is therefore not the definitive answer. We must not forget that Salmon Evolution itself uses an expected farming EBITDA cost of only 53 kr/kg when the facility is fully utilized. It just takes a little time to prove… Norway has increased export and production of salmon by 8% more in September, compared to 12 months ago. That contributes to the fall. But Phase 2 is apparently going well for SALME, and if they succeed on production costs as indicated and the salmon price rises again, then we will sleep well again at night. Andfjord Salmon reported in Q2 51.3 mill. kr in revenue after its first sale of around 450,000 post-smolt, with a total biomass of 562 tons. That is important because it shows that their flow-through model is actually starting to generate commercial revenues, while the biology is still described as strong. For SALME, this is actually positive as a technology signal: Andfjord uses, similar to Salmon Evolution, flow-through based technology instead of full-RAS. That Andfjord succeeds biologically and generates revenues strengthens the credibility of this technology direction. Lastly, we see that 2.69% of shares are shorted, perhaps due to the forward analyses on the kilo price? This creates additional selling pressure. Frustrating… but I don't feel worried. We just have to get through the autumn until salmon prices rise and Q4 2026 hopefully further confirms that phase 2 is on the right track. The company has probably indicated that they will reach a volume of 12,000 salmon in the coming year? And 18,000 the year after that? If they manage to achieve 20-25 kroner per kilo in earnings, we will see quite good numbers. I am holding and buying… 2030, is the year we have the definitive answer… Then the share price will quickly be double-digit, my bet 😅Thanks for the informative and balanced post 😊. I am holding and have been buying steadily downwards. I will continue with that and let the company work according to plan, then a time will come in approximately 2-3 years where the results will significantly improve the share price.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 6 780 | - | - | ||
| 1 | - | - | ||
| 2 938 | - | - | ||
| 1 659 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
29 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
- ·47 min sittenSalme will probably soon breach the loan covenants? With these low prices, LTV is likely becoming quite high.
- ·1 t sittenStrong day👏👏 looks like the sell-off is over
- ·13 t sittenIn the short term, SALME may well test 2.60–2.70, especially if the salmon price remains at 60–65 kr/kg. I would not be surprised by further pressure. There is a record-high volume (supply) of salmon now, therefore the price is pressured. But if Phase 2 actually delivers, cost/kg moves down towards, for example, 60–65 kr, while the salmon price normalizes back towards 80–90 kr, the calculation changes dramatically. Then we will probably soon see both 5 and 6 kroner per share! Then Phase 2 has also proven itself. Seasonal salmon prices indicate that in January we could see prices up to 90 kroner per kilo. If SALME then has proof in phase two that they get under 70 kroner per kilo in production costs, then it will again be fun to be a SALME shareholder, I think. And that is precisely why I still like the risk/reward here better than the share price development would suggest. The market prices SALME as if much can go wrong – while the upside becomes large if they actually prove the economies of scale. The latest available Fish Pool indications I find are approximately as follows: * September: ~67 kr/kg * October: ~66 kr/kg * November: ~69 kr/kg * December: ~74 kr/kg * January 2027: ~87 kr/kg * Q1 2027: ~92 kr/kg * Q2 2027: ~89 kr/kg So the market actually expects a classic seasonal "trough" now this autumn and a quite strong price normalization into the winter. Fish Pool itself specifies that the forward prices reflect market participants' expectations and change continuously – this is therefore not the definitive answer. We must not forget that Salmon Evolution itself uses an expected farming EBITDA cost of only 53 kr/kg when the facility is fully utilized. It just takes a little time to prove… Norway has increased export and production of salmon by 8% more in September, compared to 12 months ago. That contributes to the fall. But Phase 2 is apparently going well for SALME, and if they succeed on production costs as indicated and the salmon price rises again, then we will sleep well again at night. Andfjord Salmon reported in Q2 51.3 mill. kr in revenue after its first sale of around 450,000 post-smolt, with a total biomass of 562 tons. That is important because it shows that their flow-through model is actually starting to generate commercial revenues, while the biology is still described as strong. For SALME, this is actually positive as a technology signal: Andfjord uses, similar to Salmon Evolution, flow-through based technology instead of full-RAS. That Andfjord succeeds biologically and generates revenues strengthens the credibility of this technology direction. Lastly, we see that 2.69% of shares are shorted, perhaps due to the forward analyses on the kilo price? This creates additional selling pressure. Frustrating… but I don't feel worried. We just have to get through the autumn until salmon prices rise and Q4 2026 hopefully further confirms that phase 2 is on the right track. The company has probably indicated that they will reach a volume of 12,000 salmon in the coming year? And 18,000 the year after that? If they manage to achieve 20-25 kroner per kilo in earnings, we will see quite good numbers. I am holding and buying… 2030, is the year we have the definitive answer… Then the share price will quickly be double-digit, my bet 😅Thanks for the informative and balanced post 😊. I am holding and have been buying steadily downwards. I will continue with that and let the company work according to plan, then a time will come in approximately 2-3 years where the results will significantly improve the share price.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 6 780 | - | - | ||
| 1 | - | - | ||
| 2 938 | - | - | ||
| 1 659 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt