One thing that might be telling of Candle89 criticism is that he talks over-raising for prawns.
Candle89 might have a great understanding of the numbers, but nowhere in the numbers will it mention how strategic management have been, and the commitment to long term planning, ive only really started to see in recent months.
Salmon volumes 5 years ahead of schedule, prawn targets to 2030, an accountant can look at numbers for one financial year and not appreciate that planning. Numbers need to be taken into context, and i suspect the bears arent seeing that.
The bears are definitely winning right now, but it will turn, there has to be a struggle, thats what markets are meant to be.
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