But they need a healthy international price given the volume runway. Forecasted volume increase is around 16% for Tassal and 30%+ for Huon in FY18. A lot of that is stated to go into exports (TGR aiming at 15-20% exports). If the export price collapses and they bring that volume domestically then the wholesale market will be flooded.
Market Gap and drop, what have we missed?, page-31
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