reports
- 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
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- 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
Grieg Seafood (Buy, TP: NOK80.00) - Mixed Q1, weak outlook
Q1 operating EBIT was NOK292m, 5% below consensus and 13% below our forecast, with strong results in Rogaland offset by misses in Finnmark and Newfoundland on high costs and low realised prices. The company maintained its 2024 volume guidance of 81kt, but lowered its Q2 harvest expectation, suggesting a more back-end loaded harvest. Combined with challenges in Finnmark and high costs in Newfoundland, we see a potential 30% drop in 2024e consensus operating EBIT and expect the stock down 5–10% to...
- Alexander Aukner
Lerøy Seafood (Hold, TP: NOK55.00) - Progress with new technology
Q1 operating EBIT of NOK842m was c4% below our estimate, but 3% above consensus. New shielding and submersible technologies are reported to work well, with strong biological performance in Q1. The company guides for costs in line to slightly higher than in 2023, and while the 2024 harvest guidance was maintained, 2025 was cut 5kt from Sjøtroll. We have reduced our 2024e EPS by 6.0%, but increased 2025–2026e by 0.5–3.6%. We have downgraded to HOLD (BUY), with a raised target price of NOK55 (52).
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
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