“Yes, now it’s starting to be worth the risk,” DnB Nor Markets analyst Klaus Hatlebrekke told IntraFish.
The virus infectious salmon anemia (ISA) has practically broken the back of the Chilean salmon industry; companies are in the process of renegotiating debt with the banks that could possibly take over parts of the industry until companies start earning money again and can settle debts.
In the short-term, access to capital is the main challenge.
Hatlebrekke said he is recommending investors start thinking about Chile.