A frank operational assessment of 4 sectors, 6 governorates, and the 3 numbers every LP should read before deploying. Written by an operator who built capacity before he audited it.
"Most outlooks tell Gulf LPs why Egypt is the next frontier. This one tells you what the next frontier is going to cost — and where the thesis breaks."
Most Egypt outlooks are written by people who have read about Egyptian agriculture in newspapers. This one is written by someone who tracked FCR on the production floor before he audited the financial statements.
Former Development Director at Baraka Feed — managed feed-mill capacity development for one of Egypt's largest integrated poultry operators. Founded Farm Account to bring operational-grade benchmarking to Egyptian agri investments.
The Operator's Quarterly is what I would have wanted to read in my Baraka role, before any feed deal got signed. So I wrote it.
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