SalMar had a strong trading update with 54% YoY growth in harvest. The strong volume update proves that the growth story is intact and that we should expect to see even more volume in the future, as is guided by the company. For the Q3 report coming up in November, we forecast an EBIT of NOK 727m which compares to Factset consensus of NOK 567m. However, more importantly than the Q3 results themselves, we expect the company to provide positive cost guidance for Q4 as cheaper feed costs eventually ....
