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FFARMS.CO(FFARMS.CO)
$68.20—Stale · unknown old
9/28/26

FirstFarms A/S (FFARMS.CO)

Monday
5:11 PM
ThesisThe company's persistent negative margins and declining revenue growth have raised concerns among investors about its long-term viability.

Revenue Outlook

What Moves the Stock

  1. 01Fluctuations in grain prices, particularly corn and wheat, which directly impact revenue
  2. 02Changes in livestock market prices, affecting profit margins
  3. 03Operational efficiency improvements or cost-cutting measures
  4. 04Regulatory changes in agricultural policies in Denmark and Poland
  5. 05Grain production - 60%
  6. 06Livestock sales - 30%
  7. 07Other agricultural products - 10%
  8. 08Sustainable agriculture practices
FY2025 Snapshot
Revenue
$379M
EPS
$-1.64
1Y Return
-13.7%

FFARMS.CO Chart

666870717368.20FFARMS.CO Daily68.20May '26Jun '26Aug '26Sep '26

My Notes

  • "Management acknowledged the challenges in maintaining profitability amidst rising input costs."
  • Moat: FirstFarms has a moderate moat due to established local relationships and land holdings…
  • value - Investors may be attracted to the stock due to its low price-to-book ratio and potential for recovery as commodity prices stabilize.
  • Rising interest rates may increase financing costs for operational capital, impacting profitability and expansion plans.
  • Watch on earnings: Corn futures price (ZCUSX), Wheat futures price (ZWUSX), Livestock market prices (LEUSX, HEUSX).

One Sentence Summary:

FirstFarms A/S: the story is balanced — fluctuations in grain prices, particularly corn and wheat, which directly impact revenue.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.