Now that the ocean freight rates to most markets (read NAM and NEUR) have eased out, the company is finding it easy to resume exports to their major customers. In fact now that the Ukraine Russia war has moved hinterland from Mediterranean sea, I would expect the fishing in that region to resume i.e. Not surprising that they resume selling to major Russian customers.
This trend will only increase with the winter setting in, which will see an increase in Salmon fishing across the northern hemisphere. Again, this is my math. I could be wrong and would love to be challenged.
Disclaimer – Invested since Feb 2020
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