View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Simen Mortensen
  • Simen Mortensen

Transactions, CMD and halted DPS

This week Balder, Citycon and SBB announced divestments, Public Property Invest was assigned an IG rating by Fitch, and Corem hosted its CMD. The weighted-average implied EBITDA yields on the stocks we cover are 4.45% for 2024e and 5.01% for 2025e.

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
 PRESS RELEASE

SalMar - Sale by primary insiders in connection with release of employ...

SalMar - Sale by primary insiders in connection with release of employee restricted share units completed Reference is made to the stock exchange announcement published by SalMar ASA ("the Company") on 19 November 2024 regarding the release of shares to participants in the Company's  RSU  program, and the participants ordering a third party to immediately sell a portion of the received shares in order to cover the tax liability.  The share sale has been completed and the price obtained by the third party by selling the shares in the market was NOK 566.3408 per share. - Arthur Wisniewski h...

 PRESS RELEASE

SalMar - Salg av primærinnsidere i forbindelse med frigivelse av ansat...

SalMar - Salg av primærinnsidere i forbindelse med frigivelse av ansattes restricted share units gjennomført Det refereres til børsmelding publisert av SalMar ASA («Selskapet») den 19. november 2024 om frigivelse av aksjer til deltakere i Selskapets RSU-program, samt deltagernes ordre til en tredjepart om å omgående selge en andel av de mottatte aksjene omgående for å dekke skattepliktig beløp ved mottagelse av aksjene. Aksjesalget er gjennomført og salgskursen oppnådd av tredjeparten ved salg av aksjene i markedet var NOK 566,3408 per aksje. Følgende primærinnsidere har solgt aksjer: Ar...

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
 PRESS RELEASE

KALDVIK AS (KLDVK): Q3 2024 Results

KALDVIK AS (KLDVK): Q3 2024 Results KALDVIK AS (KLDVK) reports Operating income in Q3 amounted to EURm 24.5 (EURm 2.1), while the operating profit before fair value adjustment of biomass and production tax was EURm 2.1 (EURm 0.3). Harvest amounted to 3.798 tonnes in Q3 2024 (193 tonnes) Web cast will be at 11:00 (CET)/ 10:00 Icelandic time on 20 November 2024 on the following link on Teams: Attached is the presentation and report for Q3 2024. Kaldvik, 20 November 2024 Contacts: Robert Robertsson, CFO of KALDVIK AS: (mobile) This information is subject to the disclosure requi...

 PRESS RELEASE

SalMar - Release of employee restricted share units

SalMar - Release of employee restricted share units 1. Participants in the Company's RSU program have on November 19th 2024, settled a total number of 155 752 RSUs. Following the release, 155 752 shares will be transferred from the Company's holding of own shares. Subsequent to the transaction the Company holds 114 554 own shares. 2. Restricted share units released by primary insiders November 19th 2024: - Arthur Wisniewski has received 2 019 shares in the Company- Eva Haugen has received 1 676 shares in the Company- Frode Arntsen has received 4 475 shares in the Company- Håkon Husby has...

 PRESS RELEASE

SalMar - Frigivelse av ansattes Restricted Share Units

SalMar - Frigivelse av ansattes Restricted Share Units 1. Deltagere i Selskapets RSU program har 19. november 2024 fått frigitt totalt 155 752 RSUer. Som følge av frigivelsen vil 155 752 aksjer overføres fra selskapets beholdning av egne aksjer. Etter transaksjonen har Selskapet 114 554 egne aksjer. 2. RSUer frigitt til primærinnsidere 19. november 2024: - Arthur Wisniewski har mottatt 2 019 aksjer i Selskapet- Eva Haugen har mottatt 1 676 aksjer i Selskapet- Frode Arntsen har mottatt 4 475 aksjer i Selskapet- Håkon Husby har mottatt 1 280 aksjer i Selskapet- Roger Bekken har mottatt 3 3...

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
Alexander Aukner
  • Alexander Aukner

SalMar (Buy, TP: NOK690.00) - Raising long-term ambitions

SalMar’s Q3 report was a mixed bag, with a material cut to the 2024 harvest guidance, 2025 Norwegian harvest guidance in line with consensus, and a new 2028 long-term target of 370kt. The company also raised potential cost synergies by NOK1.25bn between 2024 and 2029, on top of NOK844m already realised. We have cut our 2024–2026e operating EBIT by 5–14%. Our 2025e EPS is 3% below consensus, while 2026e is 8% above. We reiterate our BUY and NOK690 target price.

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
 PRESS RELEASE

SalMar - Satisfactory financial results despite a period marked by bio...

SalMar - Satisfactory financial results despite a period marked by biological challenges Operational EBIT for Norway was NOK 1,082 million in the third quarter of 2024. The harvest volume was 56,400 tonnes, and operational EBIT per kg was NOK 19.2.Operational EBIT for the group was NOK 1,041 million in the third quarter of 2024. The harvest volume was 60,300 tonnes, and operational EBIT per kg was NOK 17.3.The farming segments in Norway were affected by biological challenges during the quarter, and volume expectations for 2024 have been reduced.Sales and industry reported historically stron...

 PRESS RELEASE

SalMar - Tilfredsstillende finansielt resultat tross et kvartal preget...

SalMar - Tilfredsstillende finansielt resultat tross et kvartal preget av biologiske utfordringer Operasjonell EBIT for Norge var 1 082 millioner kroner i tredje kvartal 2024. Slaktevolumet var 56 400 tonn og operasjonell EBIT per kg var 19,2 kroner.Operasjonell EBIT konsernet var 1 041 millioner kroner i tredje kvartal 2024. Slaktevolumet var 60.300 tonn og operasjonell EBIT pr. kg var 17,3 kroner.Oppdrettssegmentene i Norge er påvirket av biologiske utfordringer i kvartalet, og volumforventninger for 2024 reduseres.Salg og industri med historisk sterkt resultat, hvor det effektive og flek...

 PRESS RELEASE

Kaldvik AS (KLDVK): Q3 2024 Webcast results 20 November 2024 at 11:00 ...

Kaldvik AS (KLDVK): Q3 2024 Webcast results 20 November 2024 at 11:00 (CET) A presentation of Kaldvik AS interim report Q3 2024 will be held at 11:00 (CET)/ 10:00 Icelandic time on the 20th of November 2024. The company’s CEO Roy-Tore Rikardsen and CFO Róbert Róbertsson will be presenting the company's results. This session will be held in English via Teams. Questions may be asked after the session. Join the session by using this link: Kaldvik AS interim report Q3 2024 will be released on the 20th November 2024 at 7:00 (CET). Contacts: Róbert Róbertsson, CFO of Kaldvik AS: (mobile) ...

Niclas Gehin
  • Niclas Gehin

Rana Gruber (Buy, TP: NOK90.00) - Magnetite set for growth

Rana Gruber reported adjusted Q3 EPS of NOK2.4, in line with our estimate (no consensus), while EBITDA of NOK125m beat our forecast of NOK103m, due to a better-than-expected magnetite price. The company maintained its payout ratio of 60%, leading to a DPS of NOK1.5, below our NOK1.7 estimate. We reiterate our BUY and NOK90 target price.

ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
ABGSC Financials Research ... (+3)
  • ABGSC Financials Research
  • Fredrik Flørnes Støle
  • Jan Erik Gjerland
Ola Trovatn
  • Ola Trovatn

Kaldvik (Buy, TP: NOK31.00) - Ramping up harvest in Q3

We expect Q3 operating EBIT of NOK9m, in line with consensus of NOK10m, and harvest of 4.5kt (in line with the guidance at Q2), corresponding to an EBIT/kg margin of NOK1.9. We expect the 2024–2025 volume guidance of 17.5–25kt to be reiterated, and believe investors should focus on comments regarding operational performance for seawater and smolt production. With our estimates largely intact, we reiterate our BUY and NOK31 target price.

 PRESS RELEASE

SalMar - Invitation to presentation of the third quarter 2024 results

SalMar - Invitation to presentation of the third quarter 2024 results SalMar presents results for the third quarter 2024 on Monday 18 November 2024 at 08:00 CET. The presentation will be held at Hotel Continental in Stortingsgaten 24/26 in Oslo. CEO Frode Arntsen and CFO Ulrik Steinvik will be representing the company. The presentation will in addition be available on Norwegian webcast at 08:00 CET on There will be opportunity to send in questions during the Norwegian presentation. An English webcast (recording) will be available from 10:00 CET on After the Q3 presentation two group pr...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch