{"id":20566,"date":"2020-11-08T12:08:58","date_gmt":"2020-11-08T16:08:58","guid":{"rendered":"https:\/\/www.pgmcapital.com\/?p=20566"},"modified":"2020-11-08T12:09:00","modified_gmt":"2020-11-08T16:09:00","slug":"why-investing-in-mowi-can-be-lucrative-for-growth-investors","status":"publish","type":"post","link":"https:\/\/www.pgmcapital.com\/nl\/why-investing-in-mowi-can-be-lucrative-for-growth-investors\/","title":{"rendered":"Why Investing in MOWI can be lucrative for Growth Investors."},"content":{"rendered":"\n<p>Dear<strong>&nbsp;PGM Capital<\/strong>&nbsp;Blog readers,<\/p>\n\n\n\n<p>In this weekend\u2019s blog article, we want to take the opportunity to discuss with you, why investing in shares of MOWI, can be lucrative for Growth Investors.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">INTRODUCTION:<\/h3>\n\n\n\n<p><strong>Mowi ASA,<\/strong>\u00a0one of the largest seafood companies in the world, is the world\u2019s largest producer of Atlantic salmon, with operations in a number of countries around the world. <\/p>\n\n\n\n<p>Formerly\u00a0known as Marine Harvest\u00a0ASA, it has since\u00a0changed its name to Mowi ASA in December 2018. Mowi ASA was founded in 1965 and is headquartered in Bergen, Norway.\u00a0Its shares\u00a0are listed on the OSLO Stock exchange under the symbol MOWI.OL, where it is a constituent of the benchmark\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/www.oslobors.no\/ob_eng\/markedsaktivitet\/#\/details\/OBX.OSE\/overview\" target=\"_blank\">OBX Index<\/a>.<\/p>\n\n\n\n<p>While operating, through three segments: Feed, Farming, and Sales and Marketing, MOWI is also involved in the salmon feed production, salmon farming and primary processing, and seafood secondary processing activities.\u00a0<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/csm_190110_CvW_LachsAA_b6752d3f48.jpg\" alt=\"\" class=\"wp-image-20569\" width=\"700\" srcset=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/csm_190110_CvW_LachsAA_b6752d3f48.jpg 970w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/csm_190110_CvW_LachsAA_b6752d3f48-300x169.jpg 300w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/csm_190110_CvW_LachsAA_b6752d3f48-768x433.jpg 768w\" sizes=\"(max-width: 970px) 100vw, 970px\" \/><\/figure><\/div>\n\n\n\n<p>It offers whole gutted fish, including Label Rouge and organic salmon; and white fish and other seafood products, as well as fillets, steaks, cutlets, portions, loins, kebabs, and steak combos.<\/p>\n\n\n\n<p>The company&#8217;s primary interest is\u00a0fish farming, primarily\u00a0of salmon: the operations of which are focused on Norway,\u00a0Scotland,\u00a0Canada, the\u00a0Faroe Islands,\u00a0Ireland\u00a0and\u00a0Chile.\u00a0<\/p>\n\n\n\n<p>The group has a share of 25 to 30% of the global salmon and trout market, making it the world&#8217;s largest company in the sector.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">END-TO-END FOOD TRACEABILITY PLATFORM:<\/h3>\n\n\n\n<p>The trustability of the world\u2019s food supply chain is a major question mark in the industry today.<\/p>\n\n\n\n<p>Consumers want to understand how the food they consume is produced and where it comes from. Mowi is addressing this need by bringing greater transparency to the market.&nbsp;<\/p>\n\n\n\n<p>Based on this, on May 22, 2020, MOWI launched the seafood industry\u2019s first end-to-end food traceability platform to deliver full visibility into provenance of Mowi-branded salmon.<\/p>\n\n\n\n<figure><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/rY9wtfZhf5Q\" allowfullscreen=\"\"><\/iframe><\/figure>\n\n\n\n<p>As can be seen from above video, consumers will find Mowi products with the new GS1 Digital Link codes on shelves initially in Poland this spring with plans to continue the global roll-out through 2020.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">PGM CAPITAL ANALYSIS &amp; COMMENTS:<\/h3>\n\n\n\n<p>History has proven that investors will realize excess returns when they identify companies that have competitive advantage, before the majority of market participants have noticed the value that is being created, below the radar.<\/p>\n\n\n\n<p>Norway was one of the pioneering nations in fish farming and today the sector is high on the national agenda to promote future key industries.<\/p>\n\n\n\n<p>The Norwegian government sees this as a future market with great potential. According to UN forecasts, the world population will grow to around 9 billion people by 2050.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Board member purchase shares:<\/h5>\n\n\n\n<p>On 5 November 2020, Alf-Helge Aarskog, board member of Mowi ASA, has purchased 10,000 shares in Mowi ASA at a price of NOK 154.50 per share. Following the transaction, Alf-Helge Aarskog owns 10,338 shares in Mowi ASA.<\/p>\n\n\n\n<p>This information is subject of the disclosure requirements pursuant to section of 4-2 of the Norwegian Securities Trading Act.<\/p>\n\n\n\n<p>Experts assume the per capita consumption of marine animals will rise from 15 kilograms in 1980 to 22 kilograms in 2026. Because the wild catch is stagnating, massive expansion of the breeding facilities is necessary.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/adriaquanet-project-italy-croatia.jpg\" alt=\"\" class=\"wp-image-20593\" width=\"700\" srcset=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/adriaquanet-project-italy-croatia.jpg 870w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/adriaquanet-project-italy-croatia-300x97.jpg 300w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/adriaquanet-project-italy-croatia-768x247.jpg 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/><\/figure><\/div>\n\n\n\n<p>MOWI ASA, a world leader in aquaculture will profit on this trend.<\/p>\n\n\n\n<p>Secondly, below 5-year chart, shows that the shares of the company are currently at a support level.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-07-at-12.35.33-PM-1024x336.png\" alt=\"\" class=\"wp-image-20596\" width=\"900\" srcset=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-07-at-12.35.33-PM-1024x336.png 1024w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-07-at-12.35.33-PM-300x98.png 300w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-07-at-12.35.33-PM-768x252.png 768w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-07-at-12.35.33-PM-1536x504.png 1536w, https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2020\/11\/Screen-Shot-2020-11-07-at-12.35.33-PM-2048x672.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p>Thirdly, the fact that board members are buying shares of if the company, might indicate that these shares are under value.<\/p>\n\n\n\n<p>Based on the above and company&#8217;s fundamentals, we initial our coverage on the shares of MOWI ASA with a BUY rating.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Disclosure:<\/h4>\n\n\n\n<p>Currently, we do not own shares of MOWI, but have\u00a0since\u00a0started to buy\u00a0them for our clients.<\/p>\n\n\n\n<p>In this rapidly changing world and subsequent turbulence, PGM Capital is at your service as your Professional, Trustworthy and Dedicated, Financial Advisor and Asset Management.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2019\/09\/When-you-succeed-we-succeed-transparant-1.png\" alt=\"\"\/><\/figure><\/div>\n\n\n\n<p>Last but not least, before taking any investment decision, always take your investment horizon and risk tolerance into consideration. Keep in mind that share prices do not move in a straight line. Past Performance Is Not Indicative Of Future Results.<\/p>\n\n\n\n<p>Yours sincerely,<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/www.pgmcapital.com\/wp-content\/uploads\/2015\/06\/eric.jpg\" alt=\"\" width=\"103\"\/><\/figure>\n\n\n\n<p>Eric Panneflek<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dear&nbsp;PGM Capital&nbsp;Blog readers, In this weekend\u2019s blog article, we want to take the opportunity to discuss with you, why investing in shares of MOWI, can be lucrative for Growth Investors. INTRODUCTION: Mowi ASA,\u00a0one of the largest seafood companies in the world, is the world\u2019s largest producer of Atlantic salmon, with operations in a number of<a href=\"https:\/\/www.pgmcapital.com\/nl\/why-investing-in-mowi-can-be-lucrative-for-growth-investors\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":2,"featured_media":20571,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51],"tags":[],"class_list":["post-20566","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pgm-capital-blog"],"_links":{"self":[{"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/posts\/20566","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/comments?post=20566"}],"version-history":[{"count":33,"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/posts\/20566\/revisions"}],"predecessor-version":[{"id":20604,"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/posts\/20566\/revisions\/20604"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/media\/20571"}],"wp:attachment":[{"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/media?parent=20566"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/categories?post=20566"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pgmcapital.com\/nl\/wp-json\/wp\/v2\/tags?post=20566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}