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Eggs is Eggs soft commodites impact to sector

April 16, 2024
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Anthony Clark
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Anthony Clark

A report written onthe imapct of soft commodities and avian influenza to the eggs & poultry sector

An institutional report I wrote on the impact of how I foresee the impact of avian influenza (AI) on the domestic egg price and its impact to the egg sector. Quantum Foods owns NuLaid so this article will give some context. Similarly how the sharp sell-off in the key soft commodities of maize and soya will benefit the sector role players in Q4 and into Q4 earnings season.

I forecast the worst will be over for Astral Foods and Quantum Foods with September being the period where they will turn the corner earnings wise

https://drive.google.com/file/d/1bBRBPa-ApYMEgR9dPUonB1Kt1J6QGTA0/view?usp=share_link


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