Jamaica Broilers Terrifying Drop To $15: Where Has The Money Gone?
Manage episode 520543284 series 3337118
Jamaica Broilers stock crashed from $40 to ~$18 after a $46B fraud bombshell in US operations—hosts Dr. Matthew Preston & Dr. Thaon Simms cut through the noise, reveal restated financials (6B profit → 10B loss), asset inflation, liability concealment, and why bankruptcy odds are low. They break down recovery catalysts: profitable Jamaican ops (+400% Q1 profit), $40B asset revaluation incoming, tax credits up to $30B, debt restructuring, and possible US meat exit. Is this Jamaica’s biggest contrarian buy since the scandal?
Related:
- Previous Jamaica Broilers Fraud Episode: https://youtu.be/KybsVkdfxoE
- Our Full Jamaica Broilers Stock Review: https://youtu.be/iDhUJRntJRE
Sources (check yourself!):
- Mayberry Investor Briefing: https://www.youtube.com/watch?v=ckJr0JMbXSA&t=1835s
- Audited Financials (Year Ended May 3, 2025) on JSE: https://www.jamstockex.com/jamaica-broilers-group-limited-jbg-audited-financial-statements-for-the-year-ended-may-3-2025/
- Q1 2025/2026 Interim Report (PDF): https://www.jamaicabroilersgroup.com/wp-content/uploads/2025/11/JBG-2025_2026-Q1-Interim-Report.pdf
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Chapters
00:00 Intro & Stock Crash ($40 → $18)
02:13 What is Jamaica Broilers Group?
06:46 Vertical Integration Explained
09:48 Timeline: Resignation to Fraud Discovery
14:47 First Red Flags & Audit Delays
18:55 Restated Financials: Profit to $10B Loss
22:19 Fraud Details: Asset Inflation & Liability Concealment
33:51 Auditors' Concerns & Incomplete Probe
42:27 Q1 Profit Surge (+400%) & Recovery Signs
57:24 Bankruptcy Risk Low + Debt Restructuring
1:04:17 US Meat Exit? + Fertile Eggs Boom
1:12:37 Tax Credits ($30B Potential) & Asset Reval ($40B)
1:21:32 Contrarian Buy Case at $18?
1:28:58 Final Thoughts: Phoenix or Dead Chicken?
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❓ To $25+ in 2026? YES/NO!
⚠️ Disclaimer: Opinions only, not advice. Hosts may own shares.
164 episodes