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Introduction 23/07/2021
Supply Chain, Feed Prices 23/07/2021
Investment Discussion 23/07/2021
The news that 2 Sisters has passed £70m of additional tax and wage costs to supermarkets will be supportive of the SSNs, but the
Boparan continues to surprise us on the upside. Strong performance in the Poultry business more than made up for continued weakness in
Rangit and Baljinder’s private office has bought German turkey producer Heidemark through its European arm,
Poultry beat our expectations by £5m EBITDA, but it’s the topline that surprises us. Still driven by inflation recovery, it more than
The appointment of a new head for the Meals and Bakery business may be a sign of changes; we expect this division will eventually be