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Brimstone, Oceana & Sea Harvest Review

April 16, 2024
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Anthony Clark
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Anthony Clark

I wrote a review of investment hoding company Brimstone whose largest assets are in fishing stocks

https://drive.google.com/file/d/1JPPhrMWXPePU_aGrOl8U9I9F4XZorrj5/view?usp=share_link

Post the Oceana and Sea Harvest results + my attending the Sea Harvest Annual General Meeting & meeting with Brimstone executives I wrote this review of investment holding company Brimstone who's assets are mainly in fishing and a basket of mainly listed equities that provide dividend flow to service debt at the centre

I love playing permutations and given the HUGE discount to net asset value (NAV) inside Brimstone something has to unlock sometime. I play the permutations in this note


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