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
Grieg Seafood (Buy, TP: NOK80.00) - Approaching end of spiro harvest
Grieg Seafood’s Finnmark operations have been plagued by reduced prices and high costs due to the spiro parasite in recent quarters. It guides for the last spiro fish to be harvested in Q2. We estimate Q1 operating EBIT of NOK337m (consensus NOK334m). We have cut our 2024e EPS by 17.7%, due to lower expected realised prices from the Canadian operations, as US spot prices in Q1 were below our estimates. We reiterate our BUY and NOK80 target price, as the valuation is more closely linked to capaci...
Grieg Seafood ASA: Q1 2024 trading update
Grieg Seafood ASA: Q1 2024 trading update Grieg Seafoods harvest volume for the first quarter of 2024 was approximately 21 000 tonnes GWT. Harvest volume (tonnes GWT) by region for the quarter:Rogaland: 9 400Finnmark: 5 700British Columbia: 700Newfoundland: 5 200 The complete Q1 2024 report will be released on Thursday 16 May 2024 at 06:00 CEST. For enquiries, please contact:Andreas Kvame, CEOCell phone: +47 907 71 441 Atle Harald Sandtorv, CFOCell phone +47 908 45 252 About Grieg SeafoodGrieg Seafood ASA is one of the world's leading salmon farmers. Our farms are in Rogala...
- 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
Grieg Seafood ASA: Key Information relating to proposed cash dividend ...
Grieg Seafood ASA: Key Information relating to proposed cash dividend to be paid by Grieg Seafood ASA Dividend amount: 1.75 per share Declared currency: NOK Last day including right: 19 June 2024 Ex-date: 20 June 2024 Record date: 21 June 2024 Payment date: 27 June 2024 Date of approval: The proposed cash dividend is subject to approval by the annual general meeting of Grieg Seafood ASA on 19 June 2024. For further enquiries, please contact:Andreas Kvame, CEOCell phone: +47 907 71 441 Atle Harald Sandtorv, CFOCell phone +47 908 45 252 ...
Grieg Seafood ASA: Integrated Annual Report 2023
Grieg Seafood ASA: Integrated Annual Report 2023 Grieg Seafood ASA publishes its Integrated Annual Report 2023, including the sustainability report and the financial accounts. Profit before tax totaled NOK 844 million for 2023, as reported in Q4 2023. The net profit for the year (after tax) was NOK 560 million, amended by NOK 300 million since the Q4 2023 report, where a net profit of NOK 260 million was reported. The change relates to income tax expenses. The change in net profit for the year results in a positive change in equity, from NOK 6 369 million to NOK 6 669 million. The Board...
- 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
The quality report
Knowing who has the best farming locations, production areas and operations is key to assessing future performance potential. Our extensive asset quality research findings suggest SalMar has the best sites, and the best MAB portfolio, while Mowi has outperformed its benchmark the most and has the most conservative estimates versus our expectations. Grieg Seafood is the most undervalued and Lerøy Seafood has the highest margin rebound potential in our view.
- 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
Grieg Seafood (Buy, TP: NOK80.00) - Set for better times ahead
Q4 saw an operating EBIT loss of NOK67m, in line with our forecast and consensus. Harvest guidance of 81kt was 12% below consensus, and spiro will continue to hit Finnmark in H1. The large-smolt strategy in Rogaland has shown clear positive effects, giving optimism that Finnmark can improve operations as smolt capacity rises. We reiterate our BUY and NOK80 target price.
- Alexander Aukner
Grieg Seafood (Buy, TP: NOK80.00) - Weak Q4 as expected
Q4 operating EBIT was NOK-67m, in line with our estimate and consensus. The company announced a NOK150m cost-savings programme, and an investment in a processing facility at Oslo Airport Gardermoen. The 2024 harvest guidance was cut by 4kt to 81kt, 2% below our estimate but 12% below consensus. We believe BUY-side expectations for harvest volumes are below consensus and do not expect a share price reaction to fully reflect the EPS cuts from a lower harvest. We believe a fair share price reaction...
Grieg Seafood ASA: Q4 2023 results
Grieg Seafood ASA: Q4 2023 results Highlights Harvest volume of 21,767 tonnes (21,186 tonnes) Operational EBIT in the quarter of NOK -67 million (NOK 156 million), with operational EBIT/kg of NOK -3.1 (7.4). Full year Operational EBIT of NOK 780 million, with an operational EBIT of NOK 10.8 per kgQuarterly results impacted by historical biological eventsGood biological results of first harvest in Newfoundland, with high survival and high share of superior quality Executing on post-smolt strategy, construction of 3,000 tonnes capacity post-smolt facility in Finnmark initiatedInitiatives...
- 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: Presentation of fourth quarter 2023 results
Grieg Seafood ASA: Presentation of fourth quarter 2023 results Grieg Seafood ASA will release its fourth quarter 2023 results on Thursday, 22 February 2024, at 6:00 a.m. CET. On the same day at 8:00 a.m. CET, the results will be presented live at Hotel Continental, Stortingsgaten 24/26, Oslo. The presentation will be led by the Chief Executive Officer, Andreas Kvame, along with Renete Kaarvik, the Global Finance Officer, who will be standing in for the Chief Financial Officer during his planned sick leave. Following the presentation, it will be opened for questions from the audien...
- 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
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