reports
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
SalMar – Q3 2024 Trading update
SalMar – Q3 2024 Trading update Consolidated harvest volumes in Q3 2024 are:Farming Central Norway: 38.2Farming Northern Norway: 18.3SalMar Aker Ocean: 2.1Icelandic Salmon: 1.8Total: 60.3 All figures in 1,000 tgw. The full Q3 2024 report will be released on Monday 18 November 2024 at 06:30 CEST, the following presentation will be available through Norwegian webcast at 08:00 CEST and English webcast (recording) at 10:00 CEST. For more information, please contact:Håkon Husby Head of Investor RelationsTel: +47 936 30 449 Email: This information is subject of the disclosure requirements ...
- Alexander Aukner
Bakkafrost (Hold, TP: NOK620.00) - Higher tax proposed in Faroes
A proposal for an additional 8% tax on applicable income from smolt, seawater farming, farming service vessels and harvesting has been sent for public consultation in the Faroe Islands. We believe it is likely to be implemented, and have lowered our 2025–2026e EPS by 3.1–2.9%. Following a strong share price performance and our estimate cuts, we have lowered our target price to NOK620 (640), and downgraded to HOLD (BUY). We are 2% below consensus on Q3e operating EBIT (results due at 06:00 CET on...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Lerøy Seafood Group ASA: Trading update Q3 2024
Lerøy Seafood Group ASA: Trading update Q3 2024 HARVEST VOLUMES OF SALMON AND TROUT Total harvest volume of salmon and trout for Q3 2024 was 51,400 GWT, compared to 53,900 GWT in Q3 2023, excluding volumes from Scottish Seafarms. Harvest volumes by region/company for Q3 2024 (Q3 2023), measured in 1,000 GWT: Lerøy Aurora: 17.6 (16.5) Lerøy Midt: 16.9 (22.4) Lerøy Sjøtroll: 16.8 of which 6.8 was trout (14.9 of which 7.1 was trout) CATCH VOLUM...
Lerøy Seafood Group ASA: Oppdatering volum i tredje kvartal 2024
Lerøy Seafood Group ASA: Oppdatering volum i tredje kvartal 2024 SLAKTET VOLUM AV LAKS OG ØRRET Slaktet volum av laks og ørret for tredje kvartal 2024 ble 51.400 GWT, sammenlignet med 53.900 i tredje kvartal 2023. Dette inkluderer ikke volumer fra Scottish Seafarms. Fordelingen per region / havbruksselskap for tredje kvartal 2024 (tredje kvartal 2023) var som følger (i 1.000 GWT): Lerøy Aurora: 17,6 (16,5) Lerøy Midt: 16,9 (22,4) Lerøy Sjøtroll: 16,8 hvorav 6,8 var ørret (14,9 hvorav 7,1 var ørret) ...
- 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
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Grieg Seafood ASA: Q3 2024 trading update
Grieg Seafood ASA: Q3 2024 trading update Grieg Seafoods harvest volume for the third quarter of 2024 was approximately 17 700 tonnes GWT. Harvest volume (tonnes GWT) by region for the quarter: Rogaland: 8 500 Finnmark: 6 000 British Columbia: 3 200 Newfoundland: 0 (zero) The complete Q3 2024 report will be released on Wednesday 27 November 2024, at 06:00 CET. For enquiries, please contact: Andreas Kvame, CEO Cell phone: +47 907 71 441 Atle Harald Sandtorv, CFO Cell phone +47 908 45 252 About Grieg Seafood Grieg Seafood ASA is one of the world's leading salmon farmers. Ou...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
Mowi (Buy, TP: NOK235.00) - Sound strategy and credible targets
Mowi announced a 600kt harvest volume target by 2029 (540kt by 2026), and +620kt in a blue-sky scenario. This equates to a 2025–2029e CAGR of 3.7% versus 2.0% for the industry. The company also reported a cost-cutting programme of EUR300m–400m, accounting for ~10% of the total cost base through smart farming, post-smolt, and general cost savings. New technologies are explored, but within prudent limits. We are left with a solid impression that the company would grow through proven technology and...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Capital Markets Day: Mowi is positioning itself for continued volume g...
Capital Markets Day: Mowi is positioning itself for continued volume growth and further cost improvement (Bergen, 26 September 2024) Mowi is today hosting a Capital Markets Day where the company presents its plans for continued volume growth from 500,000 tonnes to 600,000 tonnes in its farming division as well as further cost improvement in the order of EUR 300-400 million. The world’s largest farmer and value-added processer of salmon, Mowi, today hosts a Capital Markets Day in Trøndelag, Norway, where the company is presenting its plans and strategy to cement its leading position in the ...
Kapitalmarkedsdag: Mowi rigger seg for videre volumvekst og ytterliger...
Kapitalmarkedsdag: Mowi rigger seg for videre volumvekst og ytterligere kostnadsforbedringer (Bergen, 26. september 2024) I dag arrangerer Mowi sin kapitalmarkedsdag hvor selskapet presenterer planer om videre volumvekst for havbruksvirksomheten fra 500 000 tonn til 600 000 tonn, samt ytterligere kostnadsforbedringer i størrelsesorden 300-400 millioner euro. Verdens største oppdretter og videreforedler av laks, Mowi, arrangerer i dag sin kapitalmarkedsdag på Fosen i Trøndelag. Der presenterer selskapet sin strategi og planer de neste årene for å styrke posisjonen som ledende i næringen. –...
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