‘Very important’: Mowi, Grieg, Cermaq CEOs welcome British Columbia license decision but analyst has concerns

Analysts say the news was as expected and it is still unclear what will happen with the disputed Discovery Islands.

'It is about finding good and constructive solutions, which satisfy their needs and our needs,' said Mowi CEO Ivan Vindheim.
'It is about finding good and constructive solutions, which satisfy their needs and our needs,' said Mowi CEO Ivan Vindheim.Foto: Robert Nedrejord
The top bosses of salmon farming giants Mowi, Cermaq and Grieg Seafood are welcoming the announcement from Canada’s Fisheries Minister Joyce Murray on Wednesday that they will have their salmon licenses extended in British Columbia for the next two years.
“We look at it positively,” Mowi CEO Ivan Vindheim told IntraFish.

“Now we'll sit down and see what we can do together. It is about finding good and constructive solutions, which satisfy their needs and our needs,” he said.

Two-year period

During this period, the farming companies will have the opportunity to develop a transition plan for farming in the parts of the area that are outside the disputed Discovery Islands.
“Although this is a renewal for two years, I am very happy that the industry, authorities, and First Nations can sit down to talk about the transition, and how it should be. Even though we do not know how it will be,” Grieg Seafood CEO Andreas Kvame told IntraFish.
'We have said that our focus is on establishing in British Columbia, Newfoundland and Norway,' said Andreas Kvame CEO of Grieg Seafood.Foto: Robert Nedrejord

Kvame said British Columbia is a “very important” region for Grieg Seafood.

“We have said that our focus is on establishing in British Columbia, Newfoundland and Norway. And the two areas in Canada have good synergies that are important to us,” he said.

Plan remains unclear

In a stock exchange announcement, Mowi said the first step will entail one year of consultation on the development of the plan.

“At the time of writing, the content of the plan remains unclear. Mowi Canada West will continue to work with all levels of government, including First Nations, to secure a future for sustainable and viable salmon farming in British Columbia and securing important jobs for the province and rural coastal communities,” it said.

In January next year, the government plans to make a final decision on whether to allow licenses in the Discovery Islands area, after considering input from all affected parties.

This area, however, is not covered by Wednesday's decision.

About 44 percent of the licenses renewed on June 22 in British Columbia belong to Mowi. Grieg Seafood has 22 salmon licenses that should also expire at the end of this month in the region.

Mitsubishi-owned Cermaq also has salmon farming operations in Canada with 14 locations in Clayoquot Sound, which is among the 79 salmon farming licenses being renewed.

Cermaq Global Group CEO Steven Rafferty said the two-year renewal period will be an important part of a larger and more comprehensive process that will "chart the future of salmon farming in British Columbia."

Cermaq will be an active participant in that process, Rafferty said.

"Our goal is that the transition planning will contribute to a long-term development of salmon farming, which already today contributes to healthy food production, many local jobs and an important contribution to ensuring the rights of indigenous peoples," he said.

"Our cooperation with First Nations is subject to agreements, which is a clear prerequisite for us for all our operations in Canada."

Analyst: ‘As expected’

Nils Thommessen, an analyst at Fearnley Securities, told IntraFish the announcement was “as expected”, and does not affect what is happening with the Discovery Islands, which is a separate process.

He added that, if anything, the news is a bit disappointing.

“The permits are extended by two years, which the breeders may think is a little too little,” he said.

'We will not change any estimates on the basis of this,' said Nils Thommessen, an analyst at Fearnley Securities.Foto: Anders Furuset

However, Thommessen said that it is unrealistic to believe that there will be no farmed fish in the sea in British Columbia by 2025.

“For that, there are far too many employees who are in danger,” said Thommessen.

The analyst believes the decision was as expected in the financial market, and already priced into stock prices.

“We will not change any estimates on the basis of this… It would have been a negative event if they were not extended,” he said.

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Published 23 June 2022, 13:54Updated 23 June 2022, 15:06
Farmed salmonCanadaNorwayMowiGrieg Seafood