2024-07-31 22:24:33 ET
Summary
- Bakkafrost's full integration of its value chain, from fish oil and meal production to sales, gives it superior control over quality and costs, strengthening its competitive edge.
- Significant investments in hatcheries and operational improvements in Scotland are set to mature, positioning Bakkafrost to potentially double its revenues over the next five years.
- Despite regulatory challenges and price volatility, strong global demand for salmon, driven by health trends and a stable supply outlook, underpins Bakkafrost's long-term growth prospects.
Investme nt Thesis
P/F Bakkafrost ( BKFKF )( BKFKY ) is a leader in the salmon farming industry, and I believe its integration of the entire value chain, combined with improvements in Scotland and recent investments, presents a compelling long-term opportunity. As these investments mature and challenges in Scotland diminish, Bakkafrost is poised to double its revenues over the next five years. If the path clears itself of all obstacles and Bakkafrost achieves its guidance, we could look at a potential return of 280%.
Business Overview
...
Read the full article on Seeking Alpha
For further details see:
Bakkafrost: Potential To Double Revenue By 2028