reports
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Grieg Seafood ASA: Ex-dividend NOK 1.75 per share today
Grieg Seafood ASA: Ex-dividend NOK 1.75 per share today Issuer: Grieg Seafood ASA Ex-date: 20 June 2024 Dividend per share: 1.75 Nominated currency: NOK This information is published in accordance with the requirements of the Continuing Obligations and is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.
Grieg Seafood ASA: Update on BC transition plan and license renewal
Grieg Seafood ASA: Update on BC transition plan and license renewal Reference is made to the press release from Fisheries and Oceans Canada on 19 June 2024. The Government of Canada announced a ban on open net-pen salmon aquaculture in British Columbia coastal waters by 30 June 2029. Fisheries and Oceans Canada further announced salmon aquaculture licenses will be renewed for five years with stricter conditions, effective 1 July 2024. After this date only marine or land-based closed-containment systems will be considered for new licenses. Based on the announced plan, Grieg Se...
Grieg Seafood ASA: Annual general meeting
Grieg Seafood ASA: Annual general meeting The annual general meeting of Grieg Seafood ASA was held today, Wednesday 19 June 2024 at 10:00 am CEST. All agenda items were resolved as proposed in the annual general meeting notice.Please find attached both a Norwegian and an English version of the minutes of the annual general meeting. This information is subject of the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act. Attachments
- Håkon Astrup
Sampo Oyj (Buy, TP: EUR47.00) - Solidifying leading position
Sampo has offered to acquire the remaining ~50% stake in Topdanmark, valuing the shares at a 2025e P/E of ~22x. The proposed transaction marks the final step in transforming Sampo from a conglomerate to a pure Nordic P&C company, with If P&C’s market share in Denmark set to increase from ~5% to ~20%, cementing it as the largest non-life company in the Nordics. We reiterate our BUY and EUR47 target price.
- 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
- 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
- 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
- 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
- Jørgen Lian
A. P. Møller Mærsk (Sell, TP: DKK9000.00) - USD3bn added to 2024 guida...
We estimate the raised 2024 guidance leaves cUSD2bn potential upside to consensus EBITDA, or DKK820/share added cash flow. However, since its last guidance was released on 2 May, the shares are up DKK2,400, nearly 2x the potential upside for consensus to match the high end of the new guidance. Hence, we believe much should already be priced in, but that the news could raise the share price on continued strong rate momentum.
- Alexander Aukner
Grieg Seafood (Buy, TP: NOK88.00) - Potential catalysts ahead
The Q1 report led to material consensus reductions, but we believe lower exposure to the Canadian assets through a partner or full sale could unlock significant share-price value. In our view, low margins and uncertain regulations in Canada West combined with substantial ongoing investments in Canada East have weighed on the share price and taken investor focus away from a turnaround in the Norwegian operation. We reiterate our BUY and have raised our target price to NOK88 (80) on a blend of DCF...
- 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
Grieg Seafood ASA: Notice of the Annual General Meeting 2024
Grieg Seafood ASA: Notice of the Annual General Meeting 2024 The annual general meeting of Grieg Seafood ASA will be held virtually on Wednesday, 19 June 2024 at 10:00 am CEST. The notice is attached both in Norwegian and English language. The integrated annual report 2023, including the sustainability report and the financial accounts, was published via a stock exchange release on 22 March 2024 and is available at /reports-&-presentations#annual This information is subject of the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act. Atta...
Scandi Standard AB: 1 director
A director at Scandi Standard AB bought 85,556 shares at 73.260SEK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
Lerøy Seafood Group ASA: Ex. dividend today
Lerøy Seafood Group ASA: Ex. dividend today The shares in Lerøy Seafood Group ASA will be quoted ex-dividend NOK 2.50 per share as of today, 29 May 2024.This information is subject to the disclosure requirements pursuant to Section 5-12 to the Norwegian Securities Trading Act.
Lerøy Seafood Group ASA: Ordinary General Shareholders Meeting held
Lerøy Seafood Group ASA: Ordinary General Shareholders Meeting held Ordinary General Meeting in Lerøy Seafood Group ASA was held today, 28 May 2024. All items were resolved as proposed in the previously pushlished meeting notice. An english translation of the meeting minutes is attached. This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act. Attachment
Lerøy Seafood Group ASA: Ordinær generalforsamling gjennomført
Lerøy Seafood Group ASA: Ordinær generalforsamling gjennomført Det ble avholdt ordinær generalforsamling i Lerøy Seafood Group ASA i dag, 28. mai 2024. Alle forslag ble vedtatt som innstilt, jf. innkallingen som tidligere er publisert. Protokoll fra møtet vedlagt. Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12. Vedlegg
- 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
Leroy Seafood Group ASA: 1 director
A director at Leroy Seafood Group ASA bought 12,500 shares at 48.150NOK and the significance rating of the trade was 51/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...
Lerøy Seafood Group ASA: Mandatory notification of trade by primary in...
Lerøy Seafood Group ASA: Mandatory notification of trade by primary insider Sjur Malm, CFO of Lerøy Seafood Group ASA (LSG), has today May 24th, bought 12,500 shares in LSG at an average price of NOK 48.15 per share. Ownership after this transaction is 42,500 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
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