Why would you short Tassals *now*?, page-242

Yes, I know. And I agree the fundamentals had weakened. But they had weakened well before Dec. The NASDAQ salmon price was sub 45 in July, it's currently 47.5.
So I have no problem with the research, just that it was all happening mid 2020 and explained the underperformance.
I'm not saying the stock price won't weaken further, just that the catalyst has been well known.
Maybe when TGR fesses up to the actual impact on earnings we might see a reaction.