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EUR 213.33
MAS MAS GOLD CORP

MAS P.L.C.: Update following rating downgrade

Our credit view of this issuer reflects its macroeconomic uncertainty weighing on the operating environment for retail real estate.

10/18/24 October 18, 2024 1 EN
EUR 213.33
MAS MAS GOLD CORP

MAS P.L.C.: Update following outlook and senior unsecured rating chang...

Our credit view of this issuer reflects its good position in its core market, Romania, offset by a sectorwide structural currency mismatch embedded in the leases.

06/07/24 June 7, 2024 1 EN
EUR 170.66
MAS MAS GOLD CORP

MAS P.L.C.: Dividend cut balances capital commitments and cushions ref...

Reduced dividends and lower capital spending aim to compensate for a weaker development outlook and reduce refinancing risk in the higher interest rate environment.

09/05/23 September 5, 2023 1 EN
EUR 213.33
MAS MAS GOLD CORP

MAS P.L.C.: Update following rating downgrade to Ba2

Our credit view of this issuer reflects its strong position in its core market, Romania, constrained by a complex corporate structure and sizeable funding commitments into a development JV.

08/08/23 August 8, 2023 1 EN
 PRESS RELEASE
Free
MAS MAS GOLD CORP

InvestmentPitch Media Video Discusses MAS Gold’s Results from Remainin...

InvestmentPitch Media Video Discusses MAS Gold’s Results from Remaining 30 Diamond Drill Holes at North Lake Deposit in La Ronge Gold Belt Including 8.79 g/t Gold over 3.0 Meters VANCOUVER, British Columbia, Aug. 10, 2022 (GLOBE NEWSWIRE) -- MAS Gold Corp. (TSXV:MAS) (OTCQB:MSGCF) (FSE:63G) released results from the remaining 30 drill holes from its successful 2022 winter diamond drill program in Saskatchewan. MAS Gold, a Canadian mineral exploration company focused on advancing its gold exploration projects in the prospective La Ronge Gold Belt of Saskatchewan, operates six properties in...

August 10, 2022 1 EN
Alexander Aukner ... (+2)
  • Alexander Aukner
  • Ola Trovatn
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
08/05/22 August 5, 2022 1 EN
EUR 213.33
MAS MAS GOLD CORP

MAS PLC: Update to credit analysis

Our credit view of MAS reflects its conservative capital structure, constrained by a small size and footprint in less-liquid real estate investment markets in Central and Eastern Europe.

07/20/22 July 20, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
07/15/22 July 15, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
06/17/22 June 17, 2022 1 EN
Alexander Aukner ... (+2)
  • Alexander Aukner
  • Ola Trovatn
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
05/27/22 May 27, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
LSG Leroy Seafood G...
AUSS Austevoll Seafo... ... (+11)

Price and cost estimates raised

Given the recent strong spot price trend and our low supply growth estimates, we have increased our spot price estimates to NOK79/kg for 2022 and NOK74–73/kg for 2023–2024. We have also raised our cost estimates by NOK1.5/kg for 2022 and NOK4/kg for 2023–2024, as we see more enduring price increases for not only feed, but also energy, transport, wages and Styrofoam boxes. We have increased our 2022–2024e sector EPS by 25–5%, putting us 32–9% above consensus. Lerøy Seafood remains our top sector ...

LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
MAS MAS GOLD CORP
05/09/22 May 9, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
05/06/22 May 6, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
04/29/22 April 29, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
04/13/22 April 13, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
MAS MAS GOLD CORP

Måsøval (Buy, TP: NOK51.00) - On course for strong Q1

We have raised our Q1e operational EBIT by NOK13m to NOK63m (results due at 06:00 CET on 11 May; no consensus available), reflecting a 0.5kt increase in harvest volumes and some other minor adjustments. We have also included new reporting segments for Production Areas 5 and 6, which the company will implement from Q1. For 2022e, our EPS is 11% above consensus. We reiterate our BUY and have increased our target price to NOK51 (50).

04/05/22 April 5, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
04/01/22 April 1, 2022 1 EN
Alexander Aukner ... (+2)
  • Alexander Aukner
  • Cecilie Skaane
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
03/25/22 March 25, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
03/11/22 March 11, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
LSG Leroy Seafood G...
AUSS Austevoll Seafo... ... (+11)

Step change upwards

We forecast a spot price of NOK71/kg (65) for 2022 and NOK67/kg (63) for 2023–2024 due to limited supply and strong demand. Cost inflation should hit several cost components for seafood, but with a lag versus the spot price. We have increased our 2022–2023e EPS by 8–9% and reiterate our bullish view on the sector. We struggle to see from where supply growth will come over the next 3–5 years, given delays to new technology and stricter regulation in traditional regions. Our top picks are Lerøy Se...

LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
MAS MAS GOLD CORP
03/10/22 March 10, 2022 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
NRS NORWAY ROYAL SALMON ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
MAS MAS GOLD CORP
02/18/22 February 18, 2022 1 EN
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