Fisch bleibt trotz Japan-Krise begehrt !

(Oslo, 04 February 2015) Marine Harvest achieved an operational EBIT of NOK 1 032 million in the fourth quarter of 2014, compared to NOK 1 037 million in the corresponding quarter of 2013.

- Marine Harvest delivered a strong operational EBIT in the fourth quarter of 2014. As a consequence of the good result, the Board has resolved a quarterly dividend of NOK 1.20 per share, says CEO Alf-Helge Aarskog.

Marine Harvest Group reported operational revenues of NOK 6 863 million (NOK 6 743 million) in the fourth quarter of 2014, which is record high. Total harvest volumes were 105 122 tonnes in the quarter (103 378 tonnes). Harvest guidance for 2015 is 440 000 tonnes.

- We have increased our feed self-sufficiency in Norway from 60% to 80 %. Through the gradual in-sourcing of feed, we expect lower feed costs as well as improved growth, better feed conversion ratio and improved quality of the end product, says CEO Alf-Helge Aarskog.

Salmon of Norwegian origin achieved an operational EBIT per kilo of NOK 12.59 (NOK 12.04) in the fourth quarter, while salmon of Scottish and Canadian origin reported operational EBIT per kilo of NOK -3.42 and NOK 3.69 respectively (NOK 10.25 and NOK 10.20). Salmon of Chilean origin achieved an operational EBIT per kilo of NOK 0.35 (NOK 2.48). The figures include contribution from Sales and Marketing, including VAP Europe and Morpol Processing. Marine Harvest VAP Europe reported an operational EBIT of NOK 36 million compared to NOK -37 million in the fourth quarter of 2013. Morpol Processing reported an operational EBIT of NOK 81 million (NOK 63 million).

- I'm excited about the contemplated merger with AquaChile. Our already strong position within salmon farming in Chile will be further strengthened, and the combined entity will benefit the entire Chilean industry from a sustainability point of view, says Aarskog.

For further information, please contact:
Ivan Vindheim, CFO, Mobile: +47 958 71 310
Henrik Heiberg, VP Finance & Treasury, Mobile: +47 917 47 724
Kim Galtung Døsvig, IR Officer, Mobile: +47 908 76 339


Und Dividende:

A quarterly dividend of NOK 1.20 will be paid to the sharehol
ders in the form of a repayment of paid in capital.

(Ohne Quellensteuer Abzug)  

Wie der Kurs völlig willkürlich steig und singt, ohne Sinn oder Logik. Sowas habe ich noch nie erlebt.
Langsam fange ich auch an, an der Aktie zu zweifeln. Dieser Wert wird scheinbar nur als Spielball angesehen, welche auf und ab geballert wird.  

gabe doch heute news. Bin wieder eingestiegen. Ausserdem hängt das auch noch nen bisschen mit dem Euro/Kronen Thema zusammen. Also ruhig Blut.  

so, bin mal mit 2000 stück für den anfang eingestiegen. mal sehen ob es klappt.
gruß aus dem norden
dappi  

aber der Kurs geht wieder in die richtige richtung (-:  

Lohnt Einstieg?
Mir juckt es in Fingern, so preiswert, trotz hoher Lachspreise. Also da geht was, was denkt Ihr?  

Q2 Überblick ist auf Seite 4, inkl. Ebit je Land je KG Lachs.

http://hugin.info/209/R/1945026/704993.pdf  

Man hört nichts mehr  

"Marcus is also bullish on Marine Harvest  (MHG - Get Report) , which saw its stock sink 4% last year. He said the Norwegian salmon producer is consolidating as the consumption of salmon continues to grow worldwide, especially in Asia.

"The stock is ridiculously cheap, it's barely 10 times earnings and you have a huge dividend yield," said Marcus. "You have wonderful management here and I don't think the market really understands how undervalued the situation is." "
http://www.thestreet.com/story/13421759/1/...more-global-manager.html
 

witzig-seit ich beim daxstand von 12000 schweren herzens allianz und basf verkauft habe ist mh die stärkste position im portfolio. der move heute war überfällig, erfreut mich allerdings besonders wegen des baerishen umfelds. vor 15 - 16 euro geb ich kein blatt aus der hand. noch was? ja-ich hab bei 19 euro dt. post gekauft und meine positionen in arrowhead research verdoppelt.  

mh geht weiter, schön!
... und? habt ihr gesehen was mit arrowhead geht?
na dann schaut mal rüber - 12% heute:
http://www.ariva.de/forum/...recht-213485?search=arrowhead%20research  

Und Lachspreise sind auf Höhepunkt.
Dennoch ist mir die Bewertung zu hoch. Bleibe vorerst draußen.  

http://www.godmode-trader.de/video/...inem-klasse-bullenmarkt,4538660  

 

 

 

 

Hoch war bei ca. 13.55  jetzt schon bei 12,75 !  

Diese Meldung dürfte für den Rücksetzer von gestern verantwortlich sein:

Marine Harvest ASA (OSE:MHG, NYSE:MHG): Algae Bloom in Chile Region X

Marine Harvest has experienced a severe algae bloom in our Chilean operations in Region X. Three sea water sites are affected; Punta Redonda, Huar Sur and Huar Norte. We have stocked 2.9 mill fish at these sites and the average live weight ranges from 1.5 kg to 2.5 kg. Approximately 1.2 mill fish has currently suffered mortality. Our biomass is insured.

This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.

http://www.marineharvest.com/about/news-and-media/...chile-region-x/)

 

Eine Kombination der vorhergehenden mit dieser Meldung erklärt den Rutsch dann wohl:

Geveran Trading Co., a company controlled by shipping and oil billionaire John Fredriksen, sold a 4.42 billion krone ($510 million) stake in Marine Harvest ASA after a surge in prices.

Geveran sold 37.8 million shares, or about 8.4 percent of the world’s largest salmon farmer, in an accelerated book-building, according to an e-mailed statement from Morgan Stanley, who was bookrunner for the deal. Geveran now owns 79.6 million shares, or about 17.7 percent.

Fredriksen’s wealth has been hammered over the past 18 months by the plunge in crude oil prices, but his holding in Marine Harvest has provided some relief. The shares last month climbed to the highest levels since October 2003, turning Marine Harvest into his most valuable equity holding.

Morgan Stanley was hired as sole book-runner for the transaction, while Carnegie Investment Bank was co-lead manager.

Marine Harvest fell as much as 7.2 percent, the most since March 25 and was down 6 percent as of 10:57 a.m. in Oslo trading. The stock has risen about 22 percent over the past 12 months.

http://www.bloomberg.com/news/articles/2016-03-02/...ne-harvest-stake

 

Mittlerweile ist veröffentlicht worden, dass in Chile knapp 3 Mio. Fische der Algenblüte zum Opfer gefallen sind - finanziell sollte dieser Verlust nicht ganz so schwer wiegen, da Versicherungen den Schaden wohl übernehmen: http://www.marineharvest.com/about/news-and-media/...-chile-region-x/

Warum Frederiksen fast ein Drittel seiner Aktien verkauft hat, erklärt sich vielleicht durch den Ölpreis:

Sprich, meiner Meinung nach ist MH nach wie vor ein sinnvolles Investment - wenn auch Chile und Seeläuse eine permanente Unsicherheit einbringen... Was denkt die Runde?