Why would you short Tassals *now*?, page-102

Im not sure if China has banned salmon yet, or even if China is a destination for Tassal Salmon, the point was domestic competition from other seafood being sold domestically.

But the trade war still adds investor uncertainty, as does seasonal risks, summer is when there is a higher chance of stock loss AFAIK, its difficult to see what would drive the SP up in the short term. I cant see it going up significantly without a price sensitive announcement (eg mid year results), or update from managment.

If SP got to $3.00 i would probably be looking closer at the numbers, looking at what the long term bottom price might be... there needs to be a safety margin factored in now due to shorts, and possibly falling margins for me to get serious.