"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.
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.
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.
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.