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Atlantic Sapphire ASA (AASZF) Q2 2024 Earnings Call Transcript Summary

Atlantic Sapphire ASA (AASZF) Q2 2024 Earnings Call Transcript Summary

盛世企業ASA (AASZF) 2024年第二季度業績會簡報
富途資訊 ·  08/21 05:05  · 電話會議

The following is a summary of the Atlantic Sapphire ASA (AASZF) Q2 2024 Earnings Call Transcript:

以下是盛世企業(AASZF)2024年第二季度業績會交流摘要:

Financial Performance:

金融業績:

  • Atlantic Sapphire reported H1 2024 revenue of $11 million with smaller fish sizes largely affecting sales prices.

  • EBITDA for H1 2024 was negative $40 million, reflecting challenges in achieving optimal fish sizes and pricing.

  • Total asset value is at $328 million, with a net interest bearing debt of $23 million, and an equity ratio of 80%.

  • The company needs additional capital, primarily to enhance production capacity and feasibility for Phase 2 development.

  • Atlantic Sapphire報道2024年上半年營業收入爲1100萬美元,小魚尺寸主要影響了銷售價格。

  • 2024年上半年EBITDA爲負4000萬美元,反映出實現最佳魚類尺寸和定價面臨的難題。

  • 總資產價值爲32800萬美元,淨負債爲2300萬美元,股權比率爲80%。

  • 公司需要額外的資本,主要是爲了增強生產能力和第二階段開發的可行性。

Business Progress:

業務進展:

  • Pedro Courard reported operational improvements, including new chillers installed and bottleneck removals enhancing water quality and reducing mortality.

  • Atlantic Sapphire is in the process of advancing from 5,000 tons to 8,000 tons HOG by end of 2025.

  • Phase 2's engineering and design are to be completed by Q1 2025, with new well development being a significant component of investment.

  • Pedro Courard報告了操作上的改進,包括安裝新的冷卻器和提高水質、減少死亡率。

  • Atlantic Sapphire正在努力實現在2025年底從5000噸提高到8000噸HOG的目標。

  • 第二階段工程設計將於2025年第一季度完成,新井開發將是投資的一個重要組成部分。

Opportunities:

機會:

  • The company aims to leverage land-based fish farming as a sustainable technology against increasing costs and challenges in traditional sea farming, providing a stable supply in response to growing market demands.

  • Market shifts towards eco-friendly and sustainable protein sources enhance Atlantic Sapphire's positioning, especially within the U.S.

  • 公司旨在利用陸基養殖業作爲可持續技術,以應對傳統海洋養殖業不斷增加的成本和挑戰,滿足市場日益增長的需求。

  • 市場轉向環保和可持續蛋白質來源,增強了Atlantic Sapphire在美國市場的地位。

Risks:

風險:

  • The ongoing need for significant capital to achieve operational efficiency and scalability poses a financial risk.

  • External factors such as climate change, political pressures, and regulatory changes represent operational risks to stability and growth.

  • 爲實現運營效率和可擴展性的持續需要大量資本,存在財務風險。

  • 氣候變化、政治壓力和監管變化等外部因素對穩定和增長構成運營風險。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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