While it is a worry, it shouldn’t be a surprise as there were reports of farmers going for low stocking with low shrimp prices being told as the main reason and fear of EHP disease being another ‘lesser’ reason. Shrimp processors have been struggling to get enough raw materials and this should help shrimp prices which have been raising. Regarding EHP, check this article:
https://www.undercurrentnews.com/2015/11/09/chamberlain-new-shrimp-disease-unlikely-to-hit-production-on-scale-of-ems/
Disclaimer: Major portion of portfolio, invested from lower levels and converted the recent dividend into shares yesterday.
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