2026 Q2 - tulosraportti
18 päivää sitten
‧31 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 6 000 | - | - | ||
| 9 000 | - | - | ||
| 33 500 | - | - | ||
| 10 000 | - | - | ||
| 48 355 | - | - |
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 27.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
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
·11 t sitten · MuokattuIt might be worth taking a closer look at the Perestroika divestment where it is reported that the company is completely off the list. This does not look like a sudden sale in recent days, but rather a quite systematic unwinding of the position over several months. Perestroika held 6.37 mill. shares in October 2025. Subsequently, sales included 1 mill. in February, several positions of 500k throughout spring and summer, and from the beginning of September five sales of 250k each. Then came 25k, followed by 1 mill. shares on September 10, and now the position is completely out (apart from a technical remainder of 237.113 shares). The interesting thing is that this divestment has been ongoing over time, while owner Frederik Wilhelm Mohn's personal holding of approx. 9.29 mill. shares according to the shareholder register is still unchanged. I therefore think it is wrong to interpret Perestroika's exit as Mohn having abandoned the Proximar case. For the share price, the divestment may nevertheless have been important. In September, several relatively large sales entered a share with limited liquidity, and it is reasonable to believe that this has put technical pressure on the share price. It is difficult to prove how much of the share price drop is due to this, but now that Perestroika is completely out, at least this concrete selling overhang is gone. It will therefore be interesting to see how the share behaves in the coming days, especially with the production update in early October as the next obvious fundamental trigger.- ·1 päivä sittenNew presentation from Proximar on Friday 11 September (!) Much is known from before, but some points are worth noting: • Standing biomass is stated at approx. 1,650 tonnes in early September, down from 1,730 tonnes at the end of Q2. This is the most interesting new figure and a bit weaker than I had hoped if the biomass was clearly on its way up. • 435 tonnes HOG were harvested in Q3 as of 27 August, so guidance around 650 tonnes still seems achievable. • Survival is still around 99%, superior around 98%. • The company shows that younger batches grow better than older ones, and reiterates that harvest weights are on their way past the 3 kg limit. • At the same time, not absolutely everything is technically completed; one biofilter module is still temporarily reinforced, and new well/purge capacity will only come in October/November. The most important things in the production update at the beginning of October will therefore be, in my opinion: 1) actual harvest weight in September – preferably clearly over 3 kg 2) Q3 harvest volume – around 650 tonnes or better 3) biomass at the end of September – whether it is still around 1,650 tonnes or has started to build up again 4) whether younger batches still show better growth 5) whether survival/superior remains around today's high levels If we get the combination of 3 kg+ harvest weight, good volume and stable/increasing biomass, it will be far more important than yet another general statement that operations "are developing positively".
·7.9.The operational picture has become significantly better: the facility is producing, mortality is low, the superior share is high, the fish are growing better, the slaughter weight is approaching the correct level, the Japan advantage is credible, the Marubeni agreement provides market access.- ·28.8.Operationally better – financially on a tightrope. The Q2 report shows clear operational progress. The average weight is now 2.95 kg in August, i.e., practically 3 kg, compared to 2.56 kg in Q2 and 2.25 kg in Q1. The company expects a stable 3 kg+ from September. Price achievement follows: 54 kr/kg in Q1 → 64 in Q2 → approx. 78 in August, while 3 kg+ now achieves around 84 kr/kg. At the same time, cost/kg is reduced from 87 to 81 and should fall further with higher production. But financially they are still on a tightrope. The large syndicated loan of approx. 527 mill. has only been extended by 3 months until November. An additional three months are possible, but conditional. The long-term refinancing is therefore still not resolved. Production is starting to deliver what has been waited for – now the question is whether the financing will be secured without too much dilution.
·13.8.Hi, I'm new here, so I looked a bit at the history going back in time. They have been significantly in the red for several years. What is the reason? I read that the chairman also abandoned ship. Can anyone tell me a bit about the history going back approximately 3 to 4 years? Is it salmon lice or overinvestment, Just wondering before I invest.
Absolutely nothing has gone according to plan. They are not delivering on volume nor on pricing. This will be taken over by the loan syndicate for kr 1 within 1 year. Jokke has lived well, partly on my money, in Japan for many years. A castle in the air, and I let myself be fooled.
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
18 päivää sitten
‧31 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
- ·11 t sitten · MuokattuIt might be worth taking a closer look at the Perestroika divestment where it is reported that the company is completely off the list. This does not look like a sudden sale in recent days, but rather a quite systematic unwinding of the position over several months. Perestroika held 6.37 mill. shares in October 2025. Subsequently, sales included 1 mill. in February, several positions of 500k throughout spring and summer, and from the beginning of September five sales of 250k each. Then came 25k, followed by 1 mill. shares on September 10, and now the position is completely out (apart from a technical remainder of 237.113 shares). The interesting thing is that this divestment has been ongoing over time, while owner Frederik Wilhelm Mohn's personal holding of approx. 9.29 mill. shares according to the shareholder register is still unchanged. I therefore think it is wrong to interpret Perestroika's exit as Mohn having abandoned the Proximar case. For the share price, the divestment may nevertheless have been important. In September, several relatively large sales entered a share with limited liquidity, and it is reasonable to believe that this has put technical pressure on the share price. It is difficult to prove how much of the share price drop is due to this, but now that Perestroika is completely out, at least this concrete selling overhang is gone. It will therefore be interesting to see how the share behaves in the coming days, especially with the production update in early October as the next obvious fundamental trigger.
- ·1 päivä sittenNew presentation from Proximar on Friday 11 September (!) Much is known from before, but some points are worth noting: • Standing biomass is stated at approx. 1,650 tonnes in early September, down from 1,730 tonnes at the end of Q2. This is the most interesting new figure and a bit weaker than I had hoped if the biomass was clearly on its way up. • 435 tonnes HOG were harvested in Q3 as of 27 August, so guidance around 650 tonnes still seems achievable. • Survival is still around 99%, superior around 98%. • The company shows that younger batches grow better than older ones, and reiterates that harvest weights are on their way past the 3 kg limit. • At the same time, not absolutely everything is technically completed; one biofilter module is still temporarily reinforced, and new well/purge capacity will only come in October/November. The most important things in the production update at the beginning of October will therefore be, in my opinion: 1) actual harvest weight in September – preferably clearly over 3 kg 2) Q3 harvest volume – around 650 tonnes or better 3) biomass at the end of September – whether it is still around 1,650 tonnes or has started to build up again 4) whether younger batches still show better growth 5) whether survival/superior remains around today's high levels If we get the combination of 3 kg+ harvest weight, good volume and stable/increasing biomass, it will be far more important than yet another general statement that operations "are developing positively".
- ·7.9.The operational picture has become significantly better: the facility is producing, mortality is low, the superior share is high, the fish are growing better, the slaughter weight is approaching the correct level, the Japan advantage is credible, the Marubeni agreement provides market access.
- ·28.8.Operationally better – financially on a tightrope. The Q2 report shows clear operational progress. The average weight is now 2.95 kg in August, i.e., practically 3 kg, compared to 2.56 kg in Q2 and 2.25 kg in Q1. The company expects a stable 3 kg+ from September. Price achievement follows: 54 kr/kg in Q1 → 64 in Q2 → approx. 78 in August, while 3 kg+ now achieves around 84 kr/kg. At the same time, cost/kg is reduced from 87 to 81 and should fall further with higher production. But financially they are still on a tightrope. The large syndicated loan of approx. 527 mill. has only been extended by 3 months until November. An additional three months are possible, but conditional. The long-term refinancing is therefore still not resolved. Production is starting to deliver what has been waited for – now the question is whether the financing will be secured without too much dilution.
- ·13.8.Hi, I'm new here, so I looked a bit at the history going back in time. They have been significantly in the red for several years. What is the reason? I read that the chairman also abandoned ship. Can anyone tell me a bit about the history going back approximately 3 to 4 years? Is it salmon lice or overinvestment, Just wondering before I invest.Absolutely nothing has gone according to plan. They are not delivering on volume nor on pricing. This will be taken over by the loan syndicate for kr 1 within 1 year. Jokke has lived well, partly on my money, in Japan for many years. A castle in the air, and I let myself be fooled.
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 |
|---|---|---|---|---|
| 6 000 | - | - | ||
| 9 000 | - | - | ||
| 33 500 | - | - | ||
| 10 000 | - | - | ||
| 48 355 | - | - |
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 27.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
18 päivää sitten
‧31 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 27.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sitten · MuokattuIt might be worth taking a closer look at the Perestroika divestment where it is reported that the company is completely off the list. This does not look like a sudden sale in recent days, but rather a quite systematic unwinding of the position over several months. Perestroika held 6.37 mill. shares in October 2025. Subsequently, sales included 1 mill. in February, several positions of 500k throughout spring and summer, and from the beginning of September five sales of 250k each. Then came 25k, followed by 1 mill. shares on September 10, and now the position is completely out (apart from a technical remainder of 237.113 shares). The interesting thing is that this divestment has been ongoing over time, while owner Frederik Wilhelm Mohn's personal holding of approx. 9.29 mill. shares according to the shareholder register is still unchanged. I therefore think it is wrong to interpret Perestroika's exit as Mohn having abandoned the Proximar case. For the share price, the divestment may nevertheless have been important. In September, several relatively large sales entered a share with limited liquidity, and it is reasonable to believe that this has put technical pressure on the share price. It is difficult to prove how much of the share price drop is due to this, but now that Perestroika is completely out, at least this concrete selling overhang is gone. It will therefore be interesting to see how the share behaves in the coming days, especially with the production update in early October as the next obvious fundamental trigger.
- ·1 päivä sittenNew presentation from Proximar on Friday 11 September (!) Much is known from before, but some points are worth noting: • Standing biomass is stated at approx. 1,650 tonnes in early September, down from 1,730 tonnes at the end of Q2. This is the most interesting new figure and a bit weaker than I had hoped if the biomass was clearly on its way up. • 435 tonnes HOG were harvested in Q3 as of 27 August, so guidance around 650 tonnes still seems achievable. • Survival is still around 99%, superior around 98%. • The company shows that younger batches grow better than older ones, and reiterates that harvest weights are on their way past the 3 kg limit. • At the same time, not absolutely everything is technically completed; one biofilter module is still temporarily reinforced, and new well/purge capacity will only come in October/November. The most important things in the production update at the beginning of October will therefore be, in my opinion: 1) actual harvest weight in September – preferably clearly over 3 kg 2) Q3 harvest volume – around 650 tonnes or better 3) biomass at the end of September – whether it is still around 1,650 tonnes or has started to build up again 4) whether younger batches still show better growth 5) whether survival/superior remains around today's high levels If we get the combination of 3 kg+ harvest weight, good volume and stable/increasing biomass, it will be far more important than yet another general statement that operations "are developing positively".
- ·7.9.The operational picture has become significantly better: the facility is producing, mortality is low, the superior share is high, the fish are growing better, the slaughter weight is approaching the correct level, the Japan advantage is credible, the Marubeni agreement provides market access.
- ·28.8.Operationally better – financially on a tightrope. The Q2 report shows clear operational progress. The average weight is now 2.95 kg in August, i.e., practically 3 kg, compared to 2.56 kg in Q2 and 2.25 kg in Q1. The company expects a stable 3 kg+ from September. Price achievement follows: 54 kr/kg in Q1 → 64 in Q2 → approx. 78 in August, while 3 kg+ now achieves around 84 kr/kg. At the same time, cost/kg is reduced from 87 to 81 and should fall further with higher production. But financially they are still on a tightrope. The large syndicated loan of approx. 527 mill. has only been extended by 3 months until November. An additional three months are possible, but conditional. The long-term refinancing is therefore still not resolved. Production is starting to deliver what has been waited for – now the question is whether the financing will be secured without too much dilution.
- ·13.8.Hi, I'm new here, so I looked a bit at the history going back in time. They have been significantly in the red for several years. What is the reason? I read that the chairman also abandoned ship. Can anyone tell me a bit about the history going back approximately 3 to 4 years? Is it salmon lice or overinvestment, Just wondering before I invest.Absolutely nothing has gone according to plan. They are not delivering on volume nor on pricing. This will be taken over by the loan syndicate for kr 1 within 1 year. Jokke has lived well, partly on my money, in Japan for many years. A castle in the air, and I let myself be fooled.
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 |
|---|---|---|---|---|
| 6 000 | - | - | ||
| 9 000 | - | - | ||
| 33 500 | - | - | ||
| 10 000 | - | - | ||
| 48 355 | - | - |
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