Amazing - one year ago Sanford share peaked at $7.38 and analysts thought that this must be one of the best shares in the universe (they offered still in April 2020 a BUY recommendation with 9.17 out of 10) - i.e. they thought that the at that stage already quite dear share will keep on rocketing upwards.

One year later ... Share price dropped to $4.58 (I guess this will teach us to follow analyst recommendations, won't it?) and analyst recommendation today is only "HOLD" (5/10).

Just wondering - given that analysts got it so wrong a year ago, what is their current pessimism telling us?

In my view is Sanford one of the companies which will gain from a drop in Covid numbers ... and many of Sanford's target markets make huge progress in immunizing their population. Upmarket restaurants in the US and in Europe and in Asia likely to open up again over the coming 3 to 6 months.

Maybe Sanford is at current prices really a buy? - only time will tell.

Discl: Bought some and thinking about accumulating more.