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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 (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 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...
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...
Mowi ASA (MHGVY) Q2 2022 Earnings Conference Call August 24, 2022 02:00 AM ET Company Participants Ivan Vindheim - Chief Executive Officer Kristian Ellingsen - Chief Financial Officer Kim Dosvig - Investor Relations Officer Conference Call Participants ...
The following slide deck was published by Mowi ASA in conjunction with their 2022 Q2 earnings call. For further details see: Mowi ASA 2022 Q2 - Results - Earnings Call Presentation
NORW is a relatively one dimensional ETF that allows investors to make quite a narrow bet while diversifying totally idiosyncratic risk. The FX risks are limited for US investors due to oil being traded in dollars and the skew towards oil companies. Other major exposures are lever...