MHGVY News and Press, Mowi ASA ADR From 04/10/23

2023-04-10 10:49:13 ET Summary When I last wrote about Mowi, I caught the company at an excellent valuation with a high yield - at least as I see current forecasts. I believe Mowi is worth significantly more than the company is currently being traded for on the market. The upside ...

Mowi ASA press release ( OTCPK:MHGVY ): Q4 GAAP EPS of €0.29. Revenue of €1361.8B (+18.4% Y/Y). For further details see: Mowi ASA GAAP EPS of €0.29, revenue of €1361.8B

Mowi ASA (MHGVY) Q4 2022 Earnings Conference Call Feb 15, 2023, 02:00 AM ET Company Participants Ivan Vindheim - CEO Kristian Ellingsen - CFO Kim Dosvig - IR Officer Conference Call Participants Christian Nordby - Kepler Cheuvreux Martin Kaland - ABG Su...

Summary Mowi, or Marine Harvest as it was previously known, is a company I've owned, seek to own, and traded options with. I haven't written about it before. I'm going to write on it now. The company is Norwegian, which is one of my main "home markets", and I believe you could make exce...

Summary Aquaculture is one of our favorite investment themes for a medium-to-long-term investment horizon. Mowi's investments in innovative aquaculture technologies and its vertically integrated business model will help sustain the company's competitive advantages over its competi...

Mowi ASA (MHGVY) Q3 2022 Earnings Conference Call November 09, 2022 02:00 AM ET Company Participants Ivan Vindheim - CEO Kristian Ellingsen - CFO Kim Dosvig - IR Officer Conference Call Participants Christian Nordby - Kepler Cheuvreux Carl-Emil Jo...

Mowi ASA press release ( OTCPK:MHGVY ): Q3 Non-GAAP EPS of €0.34. Revenue of €1.26B (+22.3% Y/Y). For further details see: Mowi ASA Non-GAAP EPS of €0.34, revenue of €1.26B

The following slide deck was published by Mowi ASA in conjunction with their 2022 Q3 earnings call. For further details see: Mowi ASA 2022 Q3 - Results - Earnings Call Presentation

Summary Shares in Mowi, the #1 global salmon producer, crashed 22% in two days to a 5-year low. The P/E is 11.3x and Dividend Yield is 5.3%. The salmon industry has good long-term structural growth, and we believe Mowi can grow earnings at high-single-digits. However, the indu...

Summary The demand/supply conditions for Atlantic salmon contributed to an excellent Q2. Income has doubled on account of that, and apparently, feed prices might be peaking. The problem is that salmon prices have reversed pretty meaningfully in the meantime. Last quarter w...