2025 Q4 -tulosraportti
UUTTA
2 päivää sitten
‧27 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 359 | - | - | ||
| 13 456 | - | - | ||
| 14 388 | - | - | ||
| 14 233 | - | - | ||
| 2 923 | - | - |
Ylin
0,7VWAP
Alin
0,65VaihtoMäärä
1 1 548 522
VWAP
Ylin
0,7Alin
0,65VaihtoMäärä
1 1 548 522
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenbought a little today, what do you think about the future here, do I have to wait 10 years before it makes any money? good weekend everyone:-)
·1 päivä sitten10 years is probably a reasonable horizon. Proximar is in practice a classic gearing case. With a market capitalization of around 350 million kroner and net debt in the order of 900–950 million, equity is a relatively small part of the total capital structure. Enterprise value is around 1.3 billion. This means that small changes in operating profit have a strong impact on the share – both ways. If the company succeeds in reaching 5,000 tonnes and delivering, for example, 120–150 million in annual EBIT, equity can quickly multiply because the debt is already “locked” and the upside accrues to the shareholders. But conversely: if margins disappoint by 10–15 kroner per kilo, the entire profit is eaten up by interest, and equity becomes very vulnerable. Regarding repayment: Assuming the company eventually manages 120 million in annual cash surplus before debt amortization, and that 70–80 million can be used for actual repayment per year, it will take at least 5–7 years to get the debt down to a more comfortable level (e.g., below 500 million). This assumes stable operations and no new setbacks. In short: This is high gearing. It offers significant upside if operations normalize – but the risk is correspondingly high if they do not. 2026 is an exercise in "balancing on a knife-edge".- ·1 päivä sittenEven though capital raising and loan conversion in Q4 reduced the debt burden by almost 200 million, and cut ongoing interest expenses by approximately 10 million, we are still talking about almost 1000 million in debt and between 50 and 100 million just in interest expenses per year. I got chat GPT to calculate this: 2026 – Base Case Assumptions: Volume: 3,750 tonnes Average price: 100 NOK/kg Revenue: 375m EBITDA margin: 30% (requires biological stability) EBITDA: 112m Interest: 90m Maintenance capex: 40m (conservative for 1.2bn asset base) Working capital neutral 2026 Cash Flow EBITDA: +112m Interest: –90m Capex: –40m 👉 Free cash flow ≈ –18m That means: * No deleveraging * Liquidity remains tight * Reliant on bank goodwill * This is a "survival but no improvement" year. In short, it boils down to there now being very little room for "biological mishaps" and the business must produce and deliver. I'm mostly wondering: Will any insiders take the opportunity to buy a larger share of the pie at a 30% discount compared to the emission in October? Time Will Show.....
·1 päivä sitten · MuokattuLarge parts of the debt, approximately 700 million, must surely be refinanced during 2026, isn't that right? 
·24.2.The forecasts for the salmon price in 2026 suggest a strong year for the salmon industry with higher prices than in 2025, driven by limited supply growth. DNB Markets has, among other things, adjusted its average price forecast for 2026 to 95 NOK per kg. + freight what do people think the price in 2026 will be in Japan ?- ·23.2.Proximar Seafood 2026 Much uncertainty around the stock most likely due to startup problems which are common, high risk to get new establishments into production to function. So wondering if anyone knows what monitoring system they have at the different stages in the development of the salmon. E.g. Temperature, water quality, feeding system alarm system on everything. Valuation now 359 milion it is less than assumed revenue if the salmon is sold for approx 100 kr per kilo revenue assumed tons 4000- 4500 i.e., between these 2 it is 4250 000 kg X 100 per kg this is then = 425 000 000 kr am I wrong or is this the reality? + Compensation from 2025
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
2 päivää sitten
‧27 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
- ·1 päivä sittenbought a little today, what do you think about the future here, do I have to wait 10 years before it makes any money? good weekend everyone:-)·1 päivä sitten10 years is probably a reasonable horizon. Proximar is in practice a classic gearing case. With a market capitalization of around 350 million kroner and net debt in the order of 900–950 million, equity is a relatively small part of the total capital structure. Enterprise value is around 1.3 billion. This means that small changes in operating profit have a strong impact on the share – both ways. If the company succeeds in reaching 5,000 tonnes and delivering, for example, 120–150 million in annual EBIT, equity can quickly multiply because the debt is already “locked” and the upside accrues to the shareholders. But conversely: if margins disappoint by 10–15 kroner per kilo, the entire profit is eaten up by interest, and equity becomes very vulnerable. Regarding repayment: Assuming the company eventually manages 120 million in annual cash surplus before debt amortization, and that 70–80 million can be used for actual repayment per year, it will take at least 5–7 years to get the debt down to a more comfortable level (e.g., below 500 million). This assumes stable operations and no new setbacks. In short: This is high gearing. It offers significant upside if operations normalize – but the risk is correspondingly high if they do not. 2026 is an exercise in "balancing on a knife-edge".
- ·1 päivä sittenEven though capital raising and loan conversion in Q4 reduced the debt burden by almost 200 million, and cut ongoing interest expenses by approximately 10 million, we are still talking about almost 1000 million in debt and between 50 and 100 million just in interest expenses per year. I got chat GPT to calculate this: 2026 – Base Case Assumptions: Volume: 3,750 tonnes Average price: 100 NOK/kg Revenue: 375m EBITDA margin: 30% (requires biological stability) EBITDA: 112m Interest: 90m Maintenance capex: 40m (conservative for 1.2bn asset base) Working capital neutral 2026 Cash Flow EBITDA: +112m Interest: –90m Capex: –40m 👉 Free cash flow ≈ –18m That means: * No deleveraging * Liquidity remains tight * Reliant on bank goodwill * This is a "survival but no improvement" year. In short, it boils down to there now being very little room for "biological mishaps" and the business must produce and deliver. I'm mostly wondering: Will any insiders take the opportunity to buy a larger share of the pie at a 30% discount compared to the emission in October? Time Will Show.....·1 päivä sitten · MuokattuLarge parts of the debt, approximately 700 million, must surely be refinanced during 2026, isn't that right?
- ·24.2.The forecasts for the salmon price in 2026 suggest a strong year for the salmon industry with higher prices than in 2025, driven by limited supply growth. DNB Markets has, among other things, adjusted its average price forecast for 2026 to 95 NOK per kg. + freight what do people think the price in 2026 will be in Japan ?
- ·23.2.Proximar Seafood 2026 Much uncertainty around the stock most likely due to startup problems which are common, high risk to get new establishments into production to function. So wondering if anyone knows what monitoring system they have at the different stages in the development of the salmon. E.g. Temperature, water quality, feeding system alarm system on everything. Valuation now 359 milion it is less than assumed revenue if the salmon is sold for approx 100 kr per kilo revenue assumed tons 4000- 4500 i.e., between these 2 it is 4250 000 kg X 100 per kg this is then = 425 000 000 kr am I wrong or is this the reality? + Compensation from 2025
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 359 | - | - | ||
| 13 456 | - | - | ||
| 14 388 | - | - | ||
| 14 233 | - | - | ||
| 2 923 | - | - |
Ylin
0,7VWAP
Alin
0,65VaihtoMäärä
1 1 548 522
VWAP
Ylin
0,7Alin
0,65VaihtoMäärä
1 1 548 522
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
2025 Q4 -tulosraportti
UUTTA
2 päivää sitten
‧27 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 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenbought a little today, what do you think about the future here, do I have to wait 10 years before it makes any money? good weekend everyone:-)·1 päivä sitten10 years is probably a reasonable horizon. Proximar is in practice a classic gearing case. With a market capitalization of around 350 million kroner and net debt in the order of 900–950 million, equity is a relatively small part of the total capital structure. Enterprise value is around 1.3 billion. This means that small changes in operating profit have a strong impact on the share – both ways. If the company succeeds in reaching 5,000 tonnes and delivering, for example, 120–150 million in annual EBIT, equity can quickly multiply because the debt is already “locked” and the upside accrues to the shareholders. But conversely: if margins disappoint by 10–15 kroner per kilo, the entire profit is eaten up by interest, and equity becomes very vulnerable. Regarding repayment: Assuming the company eventually manages 120 million in annual cash surplus before debt amortization, and that 70–80 million can be used for actual repayment per year, it will take at least 5–7 years to get the debt down to a more comfortable level (e.g., below 500 million). This assumes stable operations and no new setbacks. In short: This is high gearing. It offers significant upside if operations normalize – but the risk is correspondingly high if they do not. 2026 is an exercise in "balancing on a knife-edge".
- ·1 päivä sittenEven though capital raising and loan conversion in Q4 reduced the debt burden by almost 200 million, and cut ongoing interest expenses by approximately 10 million, we are still talking about almost 1000 million in debt and between 50 and 100 million just in interest expenses per year. I got chat GPT to calculate this: 2026 – Base Case Assumptions: Volume: 3,750 tonnes Average price: 100 NOK/kg Revenue: 375m EBITDA margin: 30% (requires biological stability) EBITDA: 112m Interest: 90m Maintenance capex: 40m (conservative for 1.2bn asset base) Working capital neutral 2026 Cash Flow EBITDA: +112m Interest: –90m Capex: –40m 👉 Free cash flow ≈ –18m That means: * No deleveraging * Liquidity remains tight * Reliant on bank goodwill * This is a "survival but no improvement" year. In short, it boils down to there now being very little room for "biological mishaps" and the business must produce and deliver. I'm mostly wondering: Will any insiders take the opportunity to buy a larger share of the pie at a 30% discount compared to the emission in October? Time Will Show.....·1 päivä sitten · MuokattuLarge parts of the debt, approximately 700 million, must surely be refinanced during 2026, isn't that right?
- ·24.2.The forecasts for the salmon price in 2026 suggest a strong year for the salmon industry with higher prices than in 2025, driven by limited supply growth. DNB Markets has, among other things, adjusted its average price forecast for 2026 to 95 NOK per kg. + freight what do people think the price in 2026 will be in Japan ?
- ·23.2.Proximar Seafood 2026 Much uncertainty around the stock most likely due to startup problems which are common, high risk to get new establishments into production to function. So wondering if anyone knows what monitoring system they have at the different stages in the development of the salmon. E.g. Temperature, water quality, feeding system alarm system on everything. Valuation now 359 milion it is less than assumed revenue if the salmon is sold for approx 100 kr per kilo revenue assumed tons 4000- 4500 i.e., between these 2 it is 4250 000 kg X 100 per kg this is then = 425 000 000 kr am I wrong or is this the reality? + Compensation from 2025
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 359 | - | - | ||
| 13 456 | - | - | ||
| 14 388 | - | - | ||
| 14 233 | - | - | ||
| 2 923 | - | - |
Ylin
0,7VWAP
Alin
0,65VaihtoMäärä
1 1 548 522
VWAP
Ylin
0,7Alin
0,65VaihtoMäärä
1 1 548 522
Välittäjätilasto
Dataa ei löytynyt