reports
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
Grieg Seafood (Buy, TP: NOK71.00) - Canada divestment materialising
Q3 operating EBIT was NOK-175m, above our forecast and consensus of NOK-229m. While the Canada sales/partnership process is dragging out in time, the company still expects this to materialise. Grieg Seafood has signed a bridge loan of NOK750m to boost the financial runway until the process is concluded. We have slightly raised our 2025–2026e EPS on lower Rogaland costs. We reiterate our BUY and NOK71 target price.
Correction: Mowi (OSE:MOWI): Share purchase program for employees in M...
Correction: Mowi (OSE:MOWI): Share purchase program for employees in Mowi Correction is made to the share purchase program for employees in Mowi on 25 November 2024 in relation to the shareholding position of Ivan Vindheim. Please see attached updated shareholding table. This information is subject to the disclosure requirements pursuant to section 4-2 and 5-12 of the Norwegian Securities Trading Act. Attachment
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi (OSE:MOWI): Share purchase program for employees in Mowi
Mowi (OSE:MOWI): Share purchase program for employees in Mowi The Board of Directors of Mowi ASA (the "Company") has resolved to offer all permanent employees in the Company and its Norwegian, Scottish and Canadian subsidiaries the opportunity to purchase shares in the Company at a discounted price. The offer to employees is based on the average purchasing price for the Company's shares on 25 November 2024 of NOK 205.16 per share. Based on the above, eligible employees were presented with three alternative offers: Alternative 1: Purchase 36 shares at a value of approximately NOK 7,500, w...
- Alexander Aukner
Benchmark Holdings Plc (Buy, TP: NOK7.00) - Divesting genetics busines...
Today Benchmark Holdings announced the sale of its genetics business to Novo Holding for a total potential consideration of GBP260m, equivalent to 17.9x EV/EBITDA – at 16% above our SOTP, we find this attractive. Following the transaction, the company will repay loans, focus on the remaining business and terminate its strategic review.
- Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
AKVA AKVA GROUP ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
AKBM AKER BIOMARINE
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
SalMar - Sale by primary insiders in connection with release of employ...
SalMar - Sale by primary insiders in connection with release of employee restricted share units completed Reference is made to the stock exchange announcement published by SalMar ASA ("the Company") on 19 November 2024 regarding the release of shares to participants in the Company's RSU program, and the participants ordering a third party to immediately sell a portion of the received shares in order to cover the tax liability. The share sale has been completed and the price obtained by the third party by selling the shares in the market was NOK 566.3408 per share. - Arthur Wisniewski h...
SalMar - Salg av primærinnsidere i forbindelse med frigivelse av ansat...
SalMar - Salg av primærinnsidere i forbindelse med frigivelse av ansattes restricted share units gjennomført Det refereres til børsmelding publisert av SalMar ASA («Selskapet») den 19. november 2024 om frigivelse av aksjer til deltakere i Selskapets RSU-program, samt deltagernes ordre til en tredjepart om å omgående selge en andel av de mottatte aksjene omgående for å dekke skattepliktig beløp ved mottagelse av aksjene. Aksjesalget er gjennomført og salgskursen oppnådd av tredjeparten ved salg av aksjene i markedet var NOK 566,3408 per aksje. Følgende primærinnsidere har solgt aksjer: Ar...
Lerøy Seafood Group ASA: Mandatory notification of trade by primary in...
Lerøy Seafood Group ASA: Mandatory notification of trade by primary insider Henning Beltestad, CEO of Lerøy Seafood Group ASA (LSG), has on November 19th 2024 bought 20,000 shares in LSG at an average price of NOK 49.6 per share. Ownership after this transaction is 84,200 shares in LSG. Please see the attached form for further details. This information is subject to the disclosure requirements pursuant to MAR article 19 and section 5-12 of the Norwegian Securities Trading Act. Attachment
Lerøy Seafood Group ASA: Meldepliktig handel for primærinnsider
Lerøy Seafood Group ASA: Meldepliktig handel for primærinnsider Henning Beltestad, konsernleder i Lerøy Seafood Group ASA (LSG), har den 19. november 2024 kjøpt 20.000 aksjer i LSG til en gjennomsnittskurs på NOK 49,6 per aksje. Beholdningen etter denne transaksjonen er 84.200 aksjer i LSG. Se vedlagte skjema for nærmere detaljer. Denne meldingen legges ut på bakgrunn av reglene i MAR art. 19 og verdipapirhandelloven § 5-12. Vedlegg
SalMar - Release of employee restricted share units
SalMar - Release of employee restricted share units 1. Participants in the Company's RSU program have on November 19th 2024, settled a total number of 155 752 RSUs. Following the release, 155 752 shares will be transferred from the Company's holding of own shares. Subsequent to the transaction the Company holds 114 554 own shares. 2. Restricted share units released by primary insiders November 19th 2024: - Arthur Wisniewski has received 2 019 shares in the Company- Eva Haugen has received 1 676 shares in the Company- Frode Arntsen has received 4 475 shares in the Company- Håkon Husby has...
SalMar - Frigivelse av ansattes Restricted Share Units
SalMar - Frigivelse av ansattes Restricted Share Units 1. Deltagere i Selskapets RSU program har 19. november 2024 fått frigitt totalt 155 752 RSUer. Som følge av frigivelsen vil 155 752 aksjer overføres fra selskapets beholdning av egne aksjer. Etter transaksjonen har Selskapet 114 554 egne aksjer. 2. RSUer frigitt til primærinnsidere 19. november 2024: - Arthur Wisniewski har mottatt 2 019 aksjer i Selskapet- Eva Haugen har mottatt 1 676 aksjer i Selskapet- Frode Arntsen har mottatt 4 475 aksjer i Selskapet- Håkon Husby har mottatt 1 280 aksjer i Selskapet- Roger Bekken har mottatt 3 3...
Mowi ASA (OSE:MOWI): Extraordinary General Meeting held
Mowi ASA (OSE:MOWI): Extraordinary General Meeting held The Extraordinary General Meeting in Mowi ASA was held on 19 November 2024 and all items proposed on the agenda were adopted. An office translation of the minutes from the EGM is attached. This information is subject of the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act. Attachment
Mowi ASA (OSE:MOWI): Ekstraordinær generalforsamling avholdt
Mowi ASA (OSE:MOWI): Ekstraordinær generalforsamling avholdt Ekstraordinær generalforsamling i Mowi ASA ble avholdt 19. november 2024 og alle de foreslåtte sakene på agendaen ble godkjent. Protokollen fra generalforsamlingen er vedlagt. Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12. Vedlegg
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
SalMar (Buy, TP: NOK690.00) - Raising long-term ambitions
SalMar’s Q3 report was a mixed bag, with a material cut to the 2024 harvest guidance, 2025 Norwegian harvest guidance in line with consensus, and a new 2028 long-term target of 370kt. The company also raised potential cost synergies by NOK1.25bn between 2024 and 2029, on top of NOK844m already realised. We have cut our 2024–2026e operating EBIT by 5–14%. Our 2025e EPS is 3% below consensus, while 2026e is 8% above. We reiterate our BUY and NOK690 target price.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
SalMar - Satisfactory financial results despite a period marked by bio...
SalMar - Satisfactory financial results despite a period marked by biological challenges Operational EBIT for Norway was NOK 1,082 million in the third quarter of 2024. The harvest volume was 56,400 tonnes, and operational EBIT per kg was NOK 19.2.Operational EBIT for the group was NOK 1,041 million in the third quarter of 2024. The harvest volume was 60,300 tonnes, and operational EBIT per kg was NOK 17.3.The farming segments in Norway were affected by biological challenges during the quarter, and volume expectations for 2024 have been reduced.Sales and industry reported historically stron...
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