Episod 199 - Nästan allt du behöver veta om norsk laxindu...

What this episode covers

Mina kollegor på tidningen Börsveckan i form av Lars Frick och Peter Hedlund gästar för att prata norsk laxindustri. Hur stor är industrin, odlas det annan sjömat än lax, vilka vallgravar finns, hur snabbt växer näringen? Hur ser pristrenden ut, atlantfarmar, landbaserad ordling, varför äter jänkarna så lite lax, vilka risker finns och varför var 2020 så tufft? Dessutom funderar vi också kring likheter mellan laxindustrin och oljesektorn. Sist men inte minst kikar vi närmare på branschledaren "best of breed", största bolaget och ett turnaround-case i sektorn. Psst... här kan du se all grafik kopplat till Börsveckans laxspecial. Både värdering och estimat likväl som historiska siffror för marginaler och tillväxt https://twitter.com/Investeraren/status/1385949414850797574?s=20 Håll i hatten! Nicklas

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Frequently Asked Questions

How long is this episode of Investerarens Podcast?

This episode is 53 minutes long.

When was this Investerarens Podcast episode published?

This episode was published on April 24, 2021.

What is this episode about?

Mina kollegor på tidningen Börsveckan i form av Lars Frick och Peter Hedlund gästar för att prata norsk laxindustri. Hur stor är industrin, odlas det annan sjömat än lax, vilka vallgravar finns, hur snabbt växer näringen? Hur ser pristrenden ut,...

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