Marine Harvest's takeover bid for Cermaq is currently the most-talked-about story in the salmon sector, with the potential to shake up a whole industry.
Cermaq not only holds substantial farming capacity, but with subsidiary EWOS it is also one of the three largest players in the salmon feed arena.
Hence, should the merger go through, implications for the fish feed sector would be dramatic, industry insiders told IntraFish.
The scenarios are plentiful and depend on which strategy Marine Harvest and Cermaq/EWOS are driving post-acquisition, Fernand de Boer, analyst at Petercam Institutional Research, said.
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