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#	AUTHOR DATE SUBJECT
7	member 2/24/22 2:29PM Re: Debt Refinancing and Soaring Prices 6
Hi golfer, Apologies for not replying to your earlier post. I do think the main part of my thesis has broken. This is mainly due to the sale of the Scottish business for £164m. The Scottish... login to read the rest view available tags
6	member 2/24/22 12:17PM Debt Refinancing and Soaring Prices
With EBIT/kg at 11.2 and a debt refinancing of NOK 3.2bn, do you still think the main parts of your thesis are broken? view available tags
5	member 11/01/21 2:36PM ISA Update and Supply Chain
Have you heard any major updates on the ISA outbreaks? Do you agree prices are trending slightly higher than your May estimates? How would you rate Grieg's supply chain manaegement and operational improvements over the view available tags
4	member 5/13/21 9:13AM Re: Post Quarter 3
Thoughts post quarter- EBIT was below consensus (again) and performance in key region Finnmark is deteriorating and is at risk of geting worse due to an ISA outbreak. Rogaland was in line with expectations but... login to read the rest view available tags
3	member 5/12/21 4:08PM Post Quarter
Any updates post quarter? Broadly seems trending (i.e. bad operator) but still not sure about the equity raise component of the thesis. view available tags