to join the discussion
Sea Harvest dropping 1.19% today is just a blip like when your striker misses a penalty, but if they keep landing those catches and selling fish to the whole country, this thing could be a league champion over the next few years. The food business is always gonna need supply so l
Sea Harvest popping 2.31% today, which makes sense given the seafood TAM in Southern Africa is still massively underserved compared to global protein consumption patterns. The real question is whether they can scale margins while keeping input costs under control as commodity pre
SHG up 0.94% to R859 today but that's pocket change. Need to see if they're actually moving volume on the JSE or just sideways drifting.
SHG at R840 is dead money today, up 0.60% on nothing - waiting for that earnings call to see if seafood volumes actually recovered or if margins got squeezed again.
SHG down 0.67% to R884, ag eish. Fishing stocks always feel the squeeze when fuel costs spike—wonder if this dip is just noise or signal the margins are getting hammered.