All over America we are front buying... to avoid tariffs // washing machines and appliances of all kinds. Even in tech there is forward hoarding.. not sure how this plays out but we could end up with a very weak situation demand wise shortly. Right now good news for certain companies but beware the forward looks...
I hope I am not overreacting. But my wife really likes avocados. Also in NYC supermarkets they have begun to regulate egg sales<-- One dozen per customer. ALERT******** I warned about this.... Short or Long? Yes, Mission Produce sources avocados from Mexico, particularly from the states of Michoacán and Jalisco.Mission Produce is the leading exporter of Mexican avocados to the United States.
Here is an idea. We roll up the maple syrup market into a SPAC. There is no large player! All regional small family owned.. and when Canadian maple gets taxed by trump -- this could be a great opportunity. https://www.fortunebusinessinsights.com/blog/top-maple-syrup-producers-10974
This happens to have a fabulous chart/ Company Profile Alico, Inc., together with its subsidiaries, operates as an agribusiness and land management company in the United States. The company operates in two segments: Alico Citrus, and Land Management and Other Operations. The Alico Citrus segment engages in planting, owning, and cultivating or managing citrus groves to produce fruit for sale to fresh and processed citrus markets, as well as purchasing and reselling of fruit and value-added services, which includes contracting for the harvesting, marketing, and hauling of citrus. The Land Management and Other Operations that includes grazing and hunting leasing, management, and/or conservation of unimproved native pastureland, and activities related to rock mining royalties and other business; and owning or leasing of improved farmland. The company was incorporated in 1960 and is based in Fort Myers, Florida.
I'm worried that we don't have pure plays on Avocados.- This could be VERY bad news for CMG. Calavo has been supplying customers with this heart healthy fruit for nearly 100 years. What started as a collaboration of California growers in 1924, has developed into an industry leading program supplying American families with avocados from Mexico.