Considering more than 50% of their sales go to Asia, it's pretty strange that this stock has missed out on the China "reopening" rally ripping through EM Asia.
Restaurants back open, with pent-up demand for dining, it's hard not to see a positive for high-end meat sales.
I don't care much whether they pay a dividend, just need to run the business well and not make silly acquisitions. That's fine by me.
AAC Price at posting:
$1.77 Sentiment: Buy Disclosure: Held
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