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26/01/20

22:40

Post #: 42583198
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Originally posted by optimistus: ↑

My combined reading of their last report and UBS presentation is that total salmon export volumes were around 25% of sales and expected to be down this FY anyway to preserve stock as they get better salmon prices locally. No idea how much of the exports go to China.

What might be a problem however is their prawn expansion. My understanding is that export sales volumes of prawns are meant to be growing off a low base right now so the risk of some form of impact (to the outlook, not last quarter results) is reasonably high in my opinion although I'd expect it to be a temporary one. At the end of the day people still have to eat and I'd expect demand for prawns to continue to a degree unlike say lobster which is more for grand banquets and large gatherings.

Just my 2 cents, only they'd know for sure.

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very generalised comments. I walked past a fish and chips shop an noticed they’d ran out of fish. Must be a shortage lol
dont out do yourselves with 3 minutes of research vs my 30 years of research.
id love to know what this is worth in a 5 years.
give me a toot on the dunny

TGR Price at posting: $4.40 Sentiment: Hold Disclosure: Held
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What's the latest news?, page-22

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