reports
- ABGSC Strategy Research
- Christer Linde
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA (OSE:MOWI): Presentation of Q1 2025 results 14 May 2025 at 08...
Mowi ASA (OSE:MOWI): Presentation of Q1 2025 results 14 May 2025 at 08:00 (CET) Mowi ASA hereby invites you to the presentation of the results for the first quarter 2025 at Hotel Continental, Stortingsgaten 24/26, 0117 Oslo, Norway. The results will be presented in English through a live webcast followed by a Q&A session. Participants will have the opportunity to submit questions online throughout the webcast session. The webcast will be available on A recording of the webcast will be made available on our website immediately afterwards. Please note that the quarterly report and present...
- 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
Kaldvik AS – Trading update Q1 2025
Kaldvik AS – Trading update Q1 2025 Harvested volume for Q1 2025 was 6.383 tonnes gutted weight (GWT). The complete report for Q1 2025 will be published May 21th 2025.For further information, please contact:Róbert Róbertsson, CFO of Kaldvik AS: (mobile) About Kaldvik ASKaldvik AS is one of the leading salmon farmers in Iceland. Kaldvik AS has a well-developed and fully integrated value-chain controlling all steps from hatchery to sales, enabling the group to provide its customers with a sustainable premium product. Kaldvik AS is dual-listed on Euronext Growth Oslo and First North Iceland G...
- Alexander Aukner
New share capital registered
New share capital registered Frøya, Norway, 26 April 2025: Reference is made to the stock exchange announcement by Kaldvik AS ("Kaldvik", the "Company") on 22 April 2025, regarding the issuance of new shares in connection with the acquisition of key assets in the fish farming value chain on the east-coast of Iceland. The share capital increase has now been registered with the Norwegian Register of Business Enterprises. The Company’s new registered share capital is NOK 12,851,120.10, divided on 128,511,201 shares, each carrying one vote at the Company’s general meeting and each with a nom...
- 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
SalMar (Buy, TP: NOK650.00) - Minor model adjustments
We have updated our estimates for the volumes in the recent Q1 trading update and a back-end-loaded harvest profile in the quarter, with a higher share of downgrades. We expect operating EBIT of NOK997m for the quarter, c16% below consensus of NOK1,188m. We do not consider these changes to be material, and we have not changed our BUY recommendation. We reiterate our NOK650 target price. The full Q1 report is due at 06:30 CET on 20 May.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
Kaldvik AS issues new shares in connection with the acquisition of key...
Kaldvik AS issues new shares in connection with the acquisition of key assets in the fish farming value chain on the east-coast of Iceland Frøya, Norway, 22 April 2025: Reference is made to the announcement by Kaldvik AS ("Kaldvik", the "Company") on 25 March 2025 regarding the completion of the acquisition of (i) 100% of the shares in Mossi ehf. ("Mossi"), (ii) 100% of the shares in Djupskel ehf. ("Djupskel") and (iii) 33.3% of the shares in Bulandstindur ehf. ("Bulandstindur") (the "Transaction"). Following determination of the final purchase price for the shares in Djupskel and Bulands...
- Alexander Aukner
Time to revisit
The unfolding trade war has led us to cut our global 2025–2027e demand and trim our spot price estimates. The negative price effect is partly countered by reduced mortality boosting volumes and lowering costs, leading to net EPS cuts of 11–2%. Given the sector’s solid track record in adapting to past crises and recent share-price declines, we see a significantly improved risk/reward and have a positive stance on the sector. We have upgraded Mowi, Bakkafrost, and Grieg Seafood to BUY (HOLD).
SalMar - Merger with Wilsgård AS and resolution to increase the share ...
SalMar - Merger with Wilsgård AS and resolution to increase the share capital Frøya, 22 April 2025 SalMar ASA (“SalMar”) refers to the stock exchange notice published on 18 February 2025 regarding SalMar and Wilsgård Sea Service AS’s intention to develop the ownership in Wilsgård AS (“Wilsgård”), including through a consolidation with the SalMar group. The boards of Wilsgård, SalMar Farming AS, a wholly-owned subsidiary of SalMar, (“SalMar Farming”) and SalMar have today approved a merger plan for a triangular merger pursuant to Chapter 13 of the Norwegian Public Limited Liability Compani...
SalMar - Fusjon med Wilsgård AS og beslutning om kapitalforhøyelse
SalMar - Fusjon med Wilsgård AS og beslutning om kapitalforhøyelse Frøya, 22. april 2025 SalMar ASA ("SalMar") viser til børsmelding publisert 18. februar 2025 vedrørende SalMar og Wilsgård Sea Service AS sin intensjon om å utvikle eierskapet i Wilsgård AS ("Wilsgård"), herunder ved en konsolidering med SalMar-konsernet. Styrene i Wilsgård, SalMar Farming AS, et heleid datterselskap av SalMar, ("SalMar Farming") og SalMar har i dag godkjent en fusjonsplan for en trekantfusjon i henhold til kapittel 13 i allmennaksjeloven, med SalMar Farming som overtakende selskap, Wilsgård som overdragen...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA (OSE:MOWI): Q1 2025 Trading update
Mowi ASA (OSE:MOWI): Q1 2025 Trading update Harvest volumes Q1 2025 (1) Farming Norway62.0 thousand tonnesFarming Scotland17.5 thousand tonnesFarming Chile14.0 thousand tonnesFarming Canada5.0 thousand tonnesFarming Ireland2.5 thousand tonnesFarming Faroes4.0 thousand tonnesFarming Iceland (Arctic Fish)3.0 thousand tonnesTotal108.0 thousand tonnes In connection with the presentation of the Q4 2024 results, Mowi guided a total harvest volume of 108k GWT for Q1 2025 (96.5k GWT in Q1 2024). Note:(1) The harvest volumes are provided in gutted weight equivalents (GWT). Additional information ...
SalMar - Integrated annual report 2024
SalMar - Integrated annual report 2024 With reference to the stock exchange notice regarding board approval of final 2024 year-end financial statement on Wednesday 9 April 2025. Please find attached the 2024 integrated Annual report, including sustainability reporting in accordance with CSRD, for SalMar ASA. The company publishes its annual financial statements also in European Single Electronic Format (ESEF), available as an attachment to this release. On SalMar's website, the remuneration report is also published. For more information, please contact:Håkon Husby, Head of Investor Relat...
SalMar - Integrert årsrapport 2024
SalMar - Integrert årsrapport 2024 Med henvisning til børsmelding vedrørende styrebehandling av endelig årsregnskap for 2024 onsdag 9. april 2025. Vedlagt følger SalMar ASA sin integrerte årsrapport, inkludert bærekraftsrapportering iht. CSRD, for 2024. Selskapet publiserer også regnskapet på European Single Electronic Format (ESEF), som er vedlagt denne meldingen. På hjemmesiden til SalMar er også lederlønnsrapport for 2024 publisert. For mer informasjon, kontakt:Håkon Husby, IR-ansvarligTel: +47 936 30 449 Email: Vedlegg ...
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