Why would you short Tassals *now*?, page-781

In the mid year report when talking about growth strategies, it mentioned

"Market conditions will be reviewed during 2H21 for both species and the next growth steps thendetermined, i.e.:

• Rapidly increase prawn growth back to plan, due to strong salmon conditions (i.e. improved workingcapital), and stability of prawn markets (i.e. 2H21 sales program executed to target); or
• Adapt/further review our growth program as appropriate"

I assume that refers to FY rather than CY, so we should hear something related to that in the results.

Current vaccination program looks like we could be hitting opening up targets in January, which should provide confidence the domestic markets are moving to a new normal, there should be improved cashflow (and working capital) due to opportunities to reduce excess salmon inventory (especially compared to how it was looking 6m ago), so maybe the prawn growth strategy could be accelerated back to where it was.