My broker has an extensive research note (37 pages) and a buy on NZ King salmon.
I find it bizarre that they dont mention the warming temperatures in they risks near the end.
On page 35 they talk about last years elevated temps which cause 20% mortality as if it was a rare one off and the s/p will recover upon good results this year!! To me thats a gamble, not investing imo.
New Zealand sea temperatures Sea Temperatureshttps://www.seatemperature.org/australia-pacific/new-zealand/ Temps go Jan to December only. Current temp marlborough sounds 18.3 degrees.unfort. 19 degrees looks serious?. The company are expected to update the water temp and its effects on salmon mortality.