MARINE HARVEST WKN: 924848 ISIN: NO0003054108 Kürzel: MOWIAD Forum: Aktien Thema: Hauptdiskussion

https://m.aktiencheck.de/news/Artikel-Mowi_ASA_Aktie_Starke_Quartalszahlen_befluegeln_Kurs-17575706

Aus dem aktuellen 'Q2 Farming Update: "Harvest volumes Q2 2024 (1) Farming Norway 59.5 thousand tonnes Farming Scotland 19.5 thousand tonnes Farming Chile 14.5 thousand tonnes Farming Canada 9.5 thousand tonnes Farming Ireland 3.5 thousand tonnes Farming Faroes 2.5 thousand tonnes Farming Iceland (Arctic Fish)1.5 thousand tonnes Total 110.5 thousand tonnes In connection with the presentation of the Q1 2024 results, Mowi ASA guided a total harvest volume of 110 thousand tonnes (GWE) for Q2 2024. Note: (1) The harvest volumes are provided in gutted weight equivalents (GWE). Additional information Operational EBIT for the Group was approximately EUR 230 million in Q2 2024 (NOK 2,663 million / EURNOK 11.58). Blended farming cost was EUR 5.84 per kg in the quarter which represented an improvement of EUR 0.21 per kg from EUR 6.05 per kg in the first quarter. Total Q2 Operational EBIT per kg through the value chain was approximately as follows: Norway EUR2.50 Scotland EUR2.20 Chile EUR0.85 Canada EUR0.70 Ireland EUR2.20 Faroes EUR4.15 Iceland EUR0.95 Operational EBIT in Consumer Products was EUR 25 million. Operational EBITDA in Feed was EUR 11 million in Q2 2024. Reported financial net interest-bearing debt (NIBD) for the group was approximately EUR 1 880 million at the end of the quarter (excluding IFRS 16 effects). The complete Q2 2024 report will be released on 21 August at 06:30 CET."

Wenn man's zum laufen bringen würde währe das mit Sicherheit besser! Muss man halt Mal was tun und das Ding zum laufen bringen, enttäuschung auch von meiner Seite, das dauert einfach zu lange der Mist

Sehr enttäuschend das Canada Abenteuer von Anfang an nur Rückschläge. Ein Canada Exit würde dem Kurs gut tun.

Wie ist denn die Lage, kann das einer einschätzen?

https://www.globenewswire.com/en/news-release/2024/06/20/2901358/0/en/Update-on-license-renewals-in-Canada-West-British-Columbia.html

"Yesterday evening the Government of Canada announced a new 5 year licensing period to 30 June 2029 as well as a policy to move-away from traditional marine salmon farms in the province of British Columbia. The government proposes to move BC salmon farms to closed-containment systems or onto land. Further details including a draft plan for the required transition are to be announced by the end of July 2024 and will be followed by another period of consultation. The unfortunate announcement comes despite our efforts to pave the way for future sustainable growth and employment, including a thorough consultation process involving multiple stakeholders as well as gaining strong support over the years from the local communities in which we operate. We are disappointed with the decision since traditional marine salmon farming is absolutely sustainable, thus the basis for the decision lacks scientific merit. Mowi will now take the time to examine the announcement more closely and explore our available options before taking the appropriate action. Mowi has 46 seawater licenses in Canada West (British Columbia) and harvested 19k GWT in Canada West in 2023, revenues totaled EUR 149 million and Operational EBIT reached EUR 11 million. In the first quarter 2024 Mowi Canada West’s Operational EBIT amounted to EUR 0 million. In 2023 Mowi Group harvested 475k GWT, revenues totaled EUR 5.5 billion and Operational EBIT reached EUR 1,028 million."

Trauerspiel.

Ich finde auch, dass die Qualität nachgelassen hat. Kann nur nochmal wiederholen, dass zumindest aktuell Bakkafrost besser läuft.

Einige große Positionen werden hier scheinbar liquidiert. Schade dass man nicht weiß was dahinter steckt. Verkaufsaisonende im Mai? Konjunktur allgemein? Ärger in Farmen besonders in Nordamerika, die waren in all den Jahren seit Erwerb noch nie profitabel. Qualität der Aufschnittware die in Polen verpackt wird ist optisch unattraktiv, dazu noch die Schleuderpreise...

Warum ist Mowi aktuell so abgestürzt? Ich finde keine News, du das so rechtfertigen.

Salmar und Bakkafrost haben deutlich bessere Margen, dafür ist Mowi aktuell günstiger bewertet.