reports
SalMar - Invitation to presentation of the first quarter 2024 results
SalMar - Invitation to presentation of the first quarter 2024 results SalMar presents results for the first quarter 2024 on Tuesday 14 May 2024 at 08:00 CEST. The presentation will be held at Hotel Continental in Stortingsgaten 24/26 in Oslo. CEO Frode Arntsen and CFO Ulrik Steinvik will be representing the company. The presentation will in addition be available on Norwegian webcast at 08:00 CEST on . There will be opportunity to send in questions during the Norwegian presentation. An English webcast (recording) will be available from 10:00 CEST on After the presentation two group confe...
SalMar - Invitasjon til presentasjon av resultater for første kvartal ...
SalMar - Invitasjon til presentasjon av resultater for første kvartal 2024 SalMar presenterer resultater for første kvartal 2024 tirsdag 14. mai 2024 klokken 08:00 på Hotel Continental, Stortingsgaten 24/26 i Oslo. Konsernsjef Frode Arntsen og CFO Ulrik Steinvik vil være til stede fra selskapet. Presentasjonen vil i tillegg være tilgjengelig via norsk webcast på selskapets hjemmeside, , fra 08:00. Det vil være mulig å sende inn spørsmål under presentasjonen. Engelsk webcast (opptak) vil være tilgjengelig fra 10:00 på Det vil bli arrangert to gruppekonferanser i etterkant av presentasjon...
- Ola Trovatn
Arctic Fish (Buy, TP: NOK80.00) - A strong start to the year
Q1 operating EBIT was EUR9.7m, in line with the trading update. With 2.5kt harvested, the EBIT/kg margin was an impressive EUR3.84/kg. The 2024 volume guidance was unchanged, but the smolt expansion project seems to have been delayed until 2025 given the capex guidance for 2024. Nevertheless, our 2024–2026e volumes are unchanged, supported by current value-chain capacity, in our view. We reiterate our BUY and NOK80 target price.
- Alexander Aukner
Salmon Evolution (Buy, TP: NOK9.90) - First profitable land-based farm...
Salmon Evolution reported Q1 group EBITDA of NOK24m and EBIT of NOK6m, making it the first land-based name to report black numbers. A potential refinancing of phase-1, lower-than-expected payable tax and steady-state EBIT cost guidance of NOK53–57/kg were positive surprises in the report. A final investment decision for phase-2 is expected in Q2, as well as a clarification on other expansion plans. We reiterate our BUY and NOK9.9 target price.
- Alexander Aukner
Mowi (Buy, TP: NOK235.00) - Neutral Q1, positive cost outlook
Q1 operating EBIT of EUR201m was in line with the trading update, but 4% below consensus of EUR210m. Q2 in Norway looks better; Mowi guided for lower costs in H2 and fewer fish downgrades next winter. The 2024 volume guidance remained 500kt. The proposed DPS of NOK1.5 was below expectations of NOK1.9–2.0. Mowi sees global supply growth of 1% in 2024, strong demand in Europe and a market recovery in the Americas. We find the report neutral, and see 0–1% changes to consensus 2024e EPS, with a simi...
AKVA group ASA: Mandatory notifications of trade
AKVA group ASA: Mandatory notifications of trade In connection with allocation of shares under AKVA group ASA's (the "Company") long term incentive program, the following primary insiders have on May 8, 2024 been distributed shares in the Company as set out below. The distributions are made on the basis of the Company's treasury shares. Following the distributions, the Company's holding of treasury shares amounts to 220,144 shares. - Knut Nesse (CEO), 23,418 shares - Ronny Meinkøhn (CFO), 11,709 shares - Kristian Botnen (COO Sea Based Nordic), 5,260 shares - Stig Førre (COO Sea ...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA (OSE: MOWI): Quarterly dividend
Mowi ASA (OSE: MOWI): Quarterly dividend The Board of Mowi ASA has resolved on 7 May 2024 to make a quarterly distribution to shareholders of NOK 1.50 per share. Mowi ASA’s shares listed on the Oslo Stock Exchange will be traded including dividend up to and including 15 May 2024. Mowi ASA’s shares listed on the Oslo Stock Exchange will be traded excluding dividend from and including 16 May 2024. Mowi ASA’s shares listed on the Oslo Stock Exchange will have a Record Date of 21 May 2024. The expected payment date is 28 May 2024. This information is subject to the disclosure requirements pur...
Mowi ASA (OSE: MOWI): Notice of Annual General Meeting 30 May 2024
Mowi ASA (OSE: MOWI): Notice of Annual General Meeting 30 May 2024 Mowi ASA’s Annual General Meeting will be held on 30 May 2024 at 11:00 CET as a digital meeting. The notice including agenda for the meeting and selected appendices are attached to this disclosure. The notice will be sent today to all shareholders. The notice with complete appendices will be made available on Mowi’s website, . This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act. Attachment
Mowi ASA (OSE: MOWI): Innkalling til ordinær generalforsamling 30. mai...
Mowi ASA (OSE: MOWI): Innkalling til ordinær generalforsamling 30. mai 2024 Ordinær generalforsamling i Mowi ASA avholdes 30. mai 2024 kl. 11:00 som et digitalt møte. Innkalling med dagsorden til generalforsamlingen samt utvalgte vedlegg følger vedlagt. Innkallingen sendes i dag til alle aksjonærer. Innkallingen med samtlige vedlegg gjøres tilgjengelig på Mowis nettsider . Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12. Vedlegg
Good results in a biologically challenging quarter for Mowi in Norway
Good results in a biologically challenging quarter for Mowi in Norway (Bergen, 8 May 2024) Mowi recorded revenues of 1.33 billion euros in the first quarter, compared with 1.36 billion euros in the corresponding quarter of 2023. Operational profit was 201 million euros in the quarter. “The first quarter was challenging for Mowi in Norway due to winter sores and an unusually high prevalence of string jellyfish, in addition to a very cold winter. Consequently, I am pleased to see the situation in Norway has improved considerably in the second quarter. We are now vaccinating our smolt with an...
Gode resultater i et biologisk utfordrende kvartal for Mowi i Norge
Gode resultater i et biologisk utfordrende kvartal for Mowi i Norge (Bergen, 8. mai 2024) Mowi rapporterte inntekter på 1,33 milliarder euro i første kvartal, sammenlignet med 1,36 milliarder euro i samme kvartal i fjor. Selskapet oppnådde samtidig et operasjonelt driftsresultat på 201 millioner euro. – Første kvartal var biologisk utfordrende for Mowi i Norge på grunn av vintersår og unormalt høye forekomster av perlesnormaneter, samt en svært kald vinter. Jeg er derfor glad for at situasjonen har bedret seg vesentlig i andre kvartal. Vi vaksinerer nå også fisken vår i Norge med den nye v...
Lerøy Seafood Group ASA: Invitation to presentation of results for Q1 ...
Lerøy Seafood Group ASA: Invitation to presentation of results for Q1 2024 Lerøy Seafood Group ASA will present its results for Q1 2024 on 15 May at Continental Hotel, Stortingsgata 24/26 in Oslo at 08:00 CET. The presentation will be held in Norwegian followed by a Q&A session. Delicious seafood will be served from 07:45 CET. You may alternatively follow the Norwegian presentation and submit questions through a live broadcast available on . The quarterly report and presentation will be published at 06:30 CET.A recording of the presentation in English will be available from 12:00 CET ...
Lerøy Seafood Group ASA: Invitasjon til presentasjon av resultater for...
Lerøy Seafood Group ASA: Invitasjon til presentasjon av resultater for 1. kvartal 2024 Lerøy Seafood Group ASA presenterer resultater for 1. kvartal 2024 den 15. mai på Continental Hotel, Stortingsgata 24/26, Oslo klokken 08:00. Det vil være mulig å stille spørsmål etter presentasjonen. Det blir servering av smakfull sjømatbuffet fra klokken 07:45. Presentasjonen vil også kunne følges som webcast på /no/investor/ hvor det også vil være adgang til å stille spørsmål. Kvartalsrapporten og presentasjonen vil bli offentliggjort kl. 06.30 samme dag.Et opptak av presentasjon på engelsk vil væ...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Icelandic Salmon AS - Invitation to presentation for the first quarter...
Icelandic Salmon AS - Invitation to presentation for the first quarter 2024 results This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act Bíldudalur, 7th of May 2024. Icelandic Salmon will be presenting results for the first quarter of 2024 on Thuesday the 14th of May 2024. The presentation will be held in English via webcast, please copy and paste the following link into your browser: arnarlax.webcast.is The company’s CEO Bjørn Hembre and CFO Jónas Heiðar Birgisson will be presenting the company's results at 9:00 ...
- Alexander Aukner
Bakkafrost (Hold, TP: NOK600.00) - High expectations
Operating EBIT was a solid DKK710m, c5–7% above consensus and our estimate, driven by a high EBIT margin in Faroes Farming and in the fish feed, oil and meal operations. We believe market expectations were high, and the guidance for a more back-end loaded Faroes harvest failed to excite. We have increased our 2024–2025e by 0-5.3% driven by higher Faroes Farming margins. We reiterate our HOLD, but have raised our target price to NOK600 (590).
Icelandic Salmon AS – Notice of Annual General Meeting 2024
Icelandic Salmon AS – Notice of Annual General Meeting 2024 Bíldudalur, 7th of May The annual general meeting of Icelandic Salmon AS (the "Company") will be held on 21 May 2024 at 11:00 (CEST). Please find the notice including appendices enclosed. The documents are also made available on the Company's website . For more information, please contact: Björn Hembre, CEO. Tel: This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act Attachments ...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
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