Leroy Seafood - norwegischer Fischkonzern (Seite 6)

[henri720]

Leroy Seafood - 10 NOK, am 23.5.2014
https://www.leroyseafood.com/en/Investor/Investor/Stock-exch…

[schoene2001]

Zitat von R-BgO: MH ist zwar der größte, aber warum zwingend der einzige "richtige"?

Habe mir angewöhnt, möglichst immer eine ganze Branche anzuschauen. Gibt 'ne bessere ÜBersicht und ein paar Skaleneffekte.

Thema Lachs/Seafood ist bei mir belegt durch:

Marine Harvest
Morpol
Grieg Seafood
Leroy Seafood
Cermaq
Austevoll Seafood
Salmar
China Marine Food
Thai Union Frozen


...in Sachen Profitabilität läuft MH da eher hinterher.

Sehr interessante Aktien. Hast Du alle im Depot? Möchte in Zukunft auf verstärkt auf die Fischindustrie setzen. Außer bei Marine Harvest und Thai Union Frozen finde ich leider bei onvista nichts zu den Dividenrenditen bzw. den weitern Fundamentaldaten. Hast Du zufällig hierzu mehr Informationen? Warum ist China Marine Food so abgeschmiert? Vielen Dank im Voraus. Gruß schoene2001

[happymuck]

Anschrift stimmt - es gibt kein Formular - alles formlos, kein Problem.
15% kann man aus Norwegen zurück fordern !
Sehr wichtig sind aber auch die 15% aus Deutschland !
Es werden ja 25% in D plus 25% Norwegen abgezogen und in D werden erst per Finanzamt die 15% Quelle aus Norwegen berücksichtigt !

[henri720]

Danke für Deine Antwort. Marine Harvest habe ich schon im Depot. Wollte nur etwas diversifizieren, vor allem meine Euro Aktien los werden. Ich will also nicht nur Lachs und eine Firma, da die Lachspreise ja schon sehr schwanken. Mir gefallen da, Austevoll Seafood, die direkt fischen. Und eben SalMar und Leroy Seafood.
Wie hälst Du es mit der Quellensteuer? Habe da schon bei Marine Harvest empfindliche Abzüge bekommen. Weiß noch nicht so recht, wie ich da herangehe. Ich fand die Info:
The Central Office - Foreign Tax Affairs (Sentralskattekontoret for Utenlandssaker)
PO Box 8031
N 4068 Stavanger Norwegen
Telefon: [phone]
Telefax: 0047 51 678559
E-Mail: [e-mail]
http://www.steuerliches-info-center.de/DE/AufgabenDesBZSt/Au…
Hast Du dies schon einmal probiert, wie hast Du dies formuliert?

[offLimitsLtd.]

kleiner Tip:
Schau mal bei Comdirect-Charts rein.
Auf der rechten Seite findest du Auflistungen in
welchen Indices und Fonds die jeweilige Aktie enthalten ist.

Im übrigen halte ich SALMAR eindeutig für die beste Fischaktie.
An MarineHarvest, den mit Abstand größten Produzenten, kommt man
allerdings nicht vorbei.

[henri720]

Wie hoch ist die Dividende? Wird sie Quartalsweise ausgezahlt? In welchem Index ist Leroy Seafood?

[hopy00]

q3 zahlen sind da

http://hugin.info/131537/R/1742177/585830.pdf

[hopy00]

halbjahreszahlen sind da:

http://www.newsweb.no/newsweb/search.do?messageId=310951

[R-BgO]

Lerøy Seafood Group ASA : Preliminary financial figures 2011
Tekst




GOOD QUARTER IN DEMANDING ENVIRONMENTS
In the fourth quarter of 2011, Lerøy Seafood Group had a turnover of NOK 2,251
million, representing a decline from NOK 2,574 million for the same period in
2010. The Group's operating profit before fair value adjustment of biomass was
NOK 120.0 million in the fourth quarter of 2011, compared with NOK 539.2 million
in the fourth quarter of the previous year. The decline in operating profit
before fair value adjustment of biomass is attributed to substantially lower
prices achieved for the Group's main products - salmon and salmon trout -
together with somewhat higher costs for released from stock products. The
Group's production costs have, as expected, seen a reduction in the quarter. As
a result of the Group's long-term industrial market strategy, the prices
achieved for salmon and salmon trout will naturally deviate from the spot market
prices. Realised contract prices have been higher than prevailing spot prices in
the quarter under review. The Group's share of contracts was 35% in the fourth
quarter of 2011, and 43% for 2011 as a whole. For 2012, the current proportion
of contracts is around 10%. Essentially, all these contracts were signed in the
second half of 2011 to date. The current share of contracts is lower than what
the Group considers normal; however, this figure must be viewed in the light of
the weak price development experienced in the fourth quarter of 2011.

As a result of considerably lower prices and higher costs for released from
stock products, the associated company Norskott Havbruk (owner of the Scotland-
based Scottish Sea Farms Ltd) achieved considerably lower net earnings in the
fourth quarter of 2011 compared with the fourth quarter of 2010. Income The
figures reported by associated companies before fair value adjustment of biomass
therefore saw a reduction from income of NOK 23.8 million in the fourth quarter
of 2010 to a loss of NOK 2.3 million in the fourth quarter of 2011.

The Group's profit before tax and fair value adjustment of biomass in the fourth
quarter of 2011 was NOK 95.7 million as against NOK 543.3 million in the fourth
quarter of 2010.

Key figures:
* 39.6 thousand tons gutted weight of salmon and salmon trout harvested (Q4
2010: 35.8 thousand)
* Turnover NOK 2,251 million (Q4 2010: 2,574 million)
* Operating profit before fair value adjustment of biomass NOK 120.0 million
(Q4 2010: 539.2 million)
* EBIT/kg all inclusive NOK 3.0 (Q4 2010: 15.1)
* Profit before tax and before fair value adjustment of biomass NOK 95.7
million (Q4 2010: 543.3 million)
* Spot prices for whole superior salmon have seen a decrease of 40.0% compared
with Q4 2010
* Net interest-bearing debt was NOK 1,593 million (NOK 1,299 million at 31
December 2010)
* Equity ratio 50.6%


FINANCIAL SUMMARY 2011
In 2011, Lerøy Seafood Group had a turnover of NOK 9,177 million, representing
an increase from NOK 8,888 million in 2010, i.e. 3.3%. The Group's produced
volume shows an increase from 116,800 tons gutted weight in 2010 to 136,700 tons
gutted weight in 2011. This growth amounts to 17.0% which is in line with the
Group's communicated plans. The Group's operating profit before fair value
adjustment of biomass was NOK 1,213 million in 2011, compared with NOK 1,586
million in 2010. The decline in operating profit before fair value adjustment of
biomass is attributed to substantially lower prices achieved for the Group's
main products, salmon and salmon trout, in the second half of 2011 together with
somewhat higher costs for released from stock products throughout the year. The
Group's turnover exceeded NOK 9.0 billion for the first time ever, and operating
profit before fair value adjustment of biomass is the second highest achieved in
the history of the Group. The Board of Directors is full of praise for the
employees' efforts, their understanding of the need for goal-oriented
operational focus and their willingness to adapt to changes throughout the
entire organisation. The Board of Directors would like to take this opportunity
to thank the employees for their excellent efforts throughout the year.

In 2011, the Group had an operating profit after fair value adjustment of
biomass of NOK 597.1 million, as against a profit of NOK 1,885 million in 2010.
Fair value adjustment of biomass in accordance with IFRS came to NOK -616
million in 2011, as compared with a figure of NOK 299 million in 2010. The
substantial negative IFRS adjustment as per Q4 2011 is mainly attributed to
significantly lower salmon and salmon trout prices as of 31 December 2011
compared with 31 December 2010.

Income from associated companies totalled NOK 19.7 million in 2011, compared
with NOK 122.0 million in 2010. Adjusted for fair value adjustment of biomass,
the figures were NOK 52.3 million and NOK 103.3 million respectively. This
decrease is mainly related to the associated company Norskott Havbruk (the
Scotland-based Scottish Sea Farms Ltd.) which has experienced lower prices and
higher production costs in 2011. The Group's net financial items in 2011
amounted to NOK -81.9 million, compared with NOK -66.3 million in 2010. The
Group's profit before tax and before fair value adjustment of biomass was NOK
1,183 million in 2011, compared with a corresponding figure of NOK 1,623 million
in 2010.

Net earnings for 2011 correspond to a profit before fair value adjustment of
biomass of NOK 15.13 per share, as against a corresponding figure of NOK 22.08
per share in 2010. The Board of Directors intends to propose to the Annual
General Meeting that the dividend for 2011 be set at NOK 7.0 per share. The
number of outstanding shares is 54,577,368. The Group's return on capital
employed (ROCE) before fair value adjustment of biomass was 17.9% in 2011 as
against 27.5% in 2010. The Group's financial position is solid, with book equity
of NOK 5,798 million, corresponding to an equity ratio of 50.6%. The Group's net
interest-bearing debt at year-end 2011 was NOK 1,593 million versus NOK 1,299
million at year-end 2010. On 7 June 2011, a dividend was paid of NOK 10.0 per
share, i.e. NOK 546 million.

STRUCTURAL CONDITIONS
Through organic growth and acquisitions over the last decade, the Group has
become one of the world's leading producers of Atlantic salmon and salmon trout.
It has also consolidated its position as a major participant within seafood
distribution in Norway and worldwide, and it has strengthened its position as
the leading exporter of seafood from Norway. Thanks to a combination of
acquisitions and alliances, the Group has been able to offer its key national
customers cost-effective, nationwide distribution of fresh seafood. Over the
coming years, the Group will increase its focus on sales, distribution and
processing. In the opinion of the Board of Directors, the Group's strategic and
financial flexibility, in conjunction with current earnings, will enable the
Group to continue as an active participant in on-going, value-generating
structural changes in the seafood industry, both regionally and globally.
Accordingly, Lerøy Seafood Group signed an agreement to acquire 50.1% of the
shares in the Dutch company Rode Beheer B.V (Rode) in the fourth quarter of
2011. Rode runs a smokehouse and processing factory. Annual raw material
capacity is approximately 10,000 tons Atlantic salmon, of which around 40% are
smoked products. In addition, the company also processes other species of fish.
Rode enjoys a strong position within the sale and distribution of seafood in its
domestic market and will thus contribute to strengthening Lerøy Seafood Group's
position on the Dutch market. Closing date is end of February and Rode will be
fully consolidated from this date.

Lerøy Seafood Group ASA and SalMar ASA have entered into an agreement of
strategic importance. According to the agreement, Lerøy shall slaughter and
process a high volume of fish at the Innovamar plant in Frøya, while SalMar
shall slaughter their total production volume of fish in the north at Lerøy's
plant on the island of Skjervøy. Lerøy is extremely satisfied with this new
alliance, which will allow both parties to realise major gains in efficiency and
capital rationalisation. The agreement is an extension of a cooperation with
SalMar which has lasted for a number of years and of which the Lerøy
organisation is very proud.

MARKET SITUATION/OUTLOOK
The Group expects growth in the global supply of Atlantic salmon to be higher in
2012 when compared with the past two years. Development in demand is good, and
lower prices provide grounds for optimism as to continued positive development
in demand. Good demand together with expectations for improved productivity in
the Group's production facilities, including improved biology, provides
justification for the Board's positive attitude towards the Group's development.
The Board of Directors believes that the Group's strategic business development
over the past few years, together with underlying productivity improvements and
market-oriented structure, ensures a robust platform for earnings in the years
to come. The Board of Directors currently anticipates a considerably poorer
result for the Group in the first quarter of 2012 than was achieved in the first
quarter of 2011, and correspondingly for 2012 as a whole.

Questions and comments may be addressed to the company's CEO, Henning Beltestad,
or to the CFO, Ivan Vindheim.

Bergen, 22 February 2012
The Board of Directors of Lerøy Seafood Group ASA

[misterwrong]

Das sieht technisch nach Erholung aus! Schöner Dividendenwert!