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

Die 20 kann ruhig mal fallen

Auf zu alten Höhen ! Kann so weiter gehen.

Was geht hier plötzlich ab? Geil!

Eine wirklich erfreuliche Entwicklung!

Das heutige Q2-Update: "(Bergen, 20 August 2025) Mowi generated operating revenues of EUR 1.39 billion in the second quarter which translated into an operational profit of EUR 189 million. The second quarter of 2025 ended with record-high revenues for Mowi, on strong biological and operational performance, all-time high volumes and decreasing cost. “2025 has so far been a good year for the Farming division with very good operations and strong growth,” said Mowi CEO, Ivan Vindheim. Mowi harvested a record 133,000 tonnes in the second quarter, representing growth of 21% compared with last year. The company has consequently increased its volume guidance for 2025 to 545,000 tonnes on strong seawater growth, equivalent to annual growth of 9% from 2024. “It is satisfying to see that we are delivering on our strategy. With the recently concluded agreement to increase our ownership stake in Nova Sea from 49% to 95%, we expect to harvest at least 600,000 tonnes as early as next year, equivalent to a growth of 10% in 2026, and we are rapidly approaching our next milestone of 400,000 tonnes in Norway alone,” said Vindheim. In just a few years Mowi will have gone from producing 400,000 tonnes per year globally to producing 600,000 tonnes in 2026. This is equivalent to annual growth of 6.1%, compared with the industry average of 3.3%. This growth has mostly been achieved organically and Mowi still has a number of organic growth initiatives that are expected to contribute to further volume growth going forward. At the same time as Mowi’s volumes have grown, the total number of man-years has decreased and productivity increased by 36%. “It is extremely encouraging to see our production cost fall in the second quarter to its lowest level since 2022, something which has contributed EUR 49 million to earnings in the quarter. For the first half of 2025 this effect increases to EUR 67 million. This is in part the result of lower feed prices, but also reflects a range of cost-cutting measures undertaken by the organisation over time. I would therefore like once again to thank all my colleagues in Mowi for their relentless efforts day after day to improve the company’s operations,” said Vindheim. Mowi Consumer Products, the group’s value-added business, also delivered its best quarter yet, on first-rate operational performance, high volumes and lower raw-material prices. “Earnings in Consumer Products have improved significantly in recent years not only on better underlying operations but also because Mowi has captured more of the value creation as an integrated salmon company offering customers a better value proposition. In addition, when salmon prices fall, as they did in the second quarter, lower realised prices for our farming business result in cheaper raw materials for our downstream processing business, leading to better earnings for the latter,” Vindheim said. Mowi Feed also had a strong quarter with earnings and sold volumes both record-high for a second quarter. Demand for Mowi’s products continued to be strong in the second quarter. Total salmon consumption measured by value increased by 5% compared with the same period in 2024. So far, 2025 has been characterised by strong biology following several years of biological challenges. This has resulted in very high global supply growth in the year, reaching 18% in the second quarter, which has put pressure on prices. This supply growth has persisted into the third quarter, but we are now seeing more normalised production and more-or-less unchanged numbers of individuals in the sea compared with 2024. Therefore, the market expects only marginal supply growth in 2026 and, as a result, higher salmon prices. Mowi’s Board of Directors has decided to pay a quarterly dividend of NOK 1.45 per share."

Bakkafrost warnt mit Gewinnrückgang im zweiten Quartal. Minus 12 % das wird auf Mowi übergeleitet (also keinen Abschlag von 12%)

Nein, hoffentlich wird es mal wieder noch viel besser.

Wie schön. Hoffentlich bleibt das mal so 😎

(Bergen, 14 May 2025) Mowi generated operating revenues of EUR 1.36 billion in the first quarter which translated into an operational profit of EUR 214 million. The first quarter of 2025 brought increased revenues and results for Mowi compared with the same quarter last year, on strong biological and operational performance, along with improved volumes and cost. “So far, 2025 has been a very good year operationally and biologically which has resulted in high harvest volumes combined with seasonally record-high biomass in sea,” said Mowi CEO, Ivan Vindheim. Volume growth across the value chain is one of Mowi’s strategic pillars. The company harvested 108,000 tonnes in the quarter representing growth of 12% compared with last year. Mowi is maintaining its harvest volume guidance for 2025 of 530,000 tonnes, equivalent to annual growth of 6%. This is supported by seasonally record-high biomass in sea with 11% growth year-on-year. Taking into consideration the recent agreement to increase its ownership of Nova Sea from 49% to 95%, Mowi expects to harvest 600,000 tonnes next year. “Seawater production went very well in the first quarter, with improved growth, survival rates, feed conversion ratio and superior share,” Vindheim said. As recently as 2018, Mowi’s harvest volumes were 375,000 tonnes, hence the company will have grown its farming volumes by 155,000 tonnes by the end of 2025, which is equivalent to a CAGR of 5.1% versus a projected CAGR for the industry of 3.3%. This comprises mainly organic growth, and Mowi still has further organic growth initiatives that are expected to contribute to additional volume growth. Mowi Consumer Products, the group’s value-added business, had yet another strong quarter on good operational performance and high volumes. “Demand for salmon was good in the quarter and downstream earnings improved in Europe, Americas and Asia. At the same time, however, high supply growth put pressure on market prices,” Vindheim said. Global supply growth in the first quarter was as much as 13% in Europe and 8% globally, an effect that should be seen as a one-off correction following three years of challenging biology. Mowi expects supply growth to be 6% in 2025, before returning to trend growth of around 2-3% thereafter because of regulatory constraints. Mowi Feed also had a strong quarter with record-high earnings and sold volumes for a first quarter. “Mowi’s own feed continues to perform very well, constituting a crucially important contributing factor to our harvest volume growth of recent years,” said Vindheim. Mowi’s Board has decided to pay a quarterly dividend of NOK 1.70 per share.

Mowi habe ich als Dividenden Aktie im Depot. War so nicht geplant. Vor allem aufgrund der Norwegen Quellensteuer Thematik. Ich warte eigentlich darauf, dass ich die Aktie bei 23 bis 27 aus dem Depot schmeißen kann. Bis dahin heißt es Dividenden kassieren. Corona Einkaufspreis ist schon gut.

https://www.deraktionaer.de/artikel/aktien/mowi-enttaeuschung-20378321.html?fbclid=IwY2xjawJnBT5leHRuA2FlbQIxMQABHmUXaurKGDomuCV-SiJBr6lfDI0nrbqRo-tXj1HMtGg6NZivkWYAP7Ig4ciD_aem_AwCLa6HxITvZnr1tposzMg&sfnsn=scwspwa

War verwundert, dass sie gegen den Trend am Morgen so stark gefallen ist.

Hat sich doch wieder gut gefangen.

Und warum fällt Mowi heute?

Wenn die Ozeane immer wärmer werden und die natürlichen Fischbestände gefährden, dürften doch Aquakulturen mit Zuchtfischen langfristig im Vorteil sein, oder? Wie seht Ihr das?

Das kann nicht der Grund für den Absturz sein. Trump trade? Allerdings ist Lachs in US eigentlich bald preiswerter als Eier!