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  1. #281
    ShareTrader Legend bull....'s Avatar
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    looks like the sharesis folks getting in on the action.... could be onto something
    one step ahead of the herd

  2. #282
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by Recaster View Post
    Hard to know where this company will end up, so much depends on the success of the Blue Endeavour project. Couldn't find any projections for it but had a good look at the historical financials up to 31.1.22:

    https://recastinvestor.substack.com/...-salmon-nzknzx

    Comments and suggestions gratefully received. Cheers.
    i may have missed it when looking at your analysis
    but a suggestion you may want to add the farm gate price in as an analysis point
    one step ahead of the herd

  3. #283
    IMO
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    Brilliant idea, splice a few chicken genes on and have the salmon running around in a paddock

  4. #284
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    First time I've heard the term. A quick Google check and it is indeed used in the salmon industry.

    Towards the bottom of the page of this link:

    https://salmonbusiness.com/high-harv...-heavy-salmon/

    I've seen it written as farmgate in Europe and farm-gate in the US.

    So yes it would be a good analysis point if it's available.

    There are some quite good comments in today's Chris Lee Newsletter on NZK:

    https://www.chrislee.co.nz/taking-stock

    These comments are of a more general nature and summarise things quite well I thought.

    Hope he doesn't mind me linking to it here.

  5. #285

  6. #286
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    Quote Originally Posted by Recaster View Post
    First time I've heard the term. A quick Google check and it is indeed used in the salmon industry.

    Towards the bottom of the page of this link:

    https://salmonbusiness.com/high-harv...-heavy-salmon/

    I've seen it written as farmgate in Europe and farm-gate in the US.

    So yes it would be a good analysis point if it's available.

    There are some quite good comments in today's Chris Lee Newsletter on NZK:

    https://www.chrislee.co.nz/taking-stock

    These comments are of a more general nature and summarise things quite well I thought.

    Hope he doesn't mind me linking to it here.
    Gosh he is a fine writer - thanks for posting enjoyed that. I need to start reading his articles again.

    He is James Lee’s dad (CEO of jarden) - a proud pop.

  7. #287
    ShareTrader Legend bull....'s Avatar
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    ive decided to have a punt on this as a recovery proposition and as a longer term hold for me , been buying a few all week

    as an aside heres a update out today by a salmon farmer in aus

    record sales and high prices

    https://cdn-api.markitdigital.com/ap...df02a206a39ff4

    and i think tomorrow last day to qualify for the rights issue
    one step ahead of the herd

  8. #288
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    Good luck on that Bull. I think Clean seas only do Kingfish though.

  9. #289
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    Very interesting article, thanks.

  10. #290
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by Shareguy View Post
    Good luck on that Bull. I think Clean seas only do Kingfish though.
    lol some serious brain fog
    one step ahead of the herd

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