TGR tassal group limited

Ann: Tassal 1H22 results presentation, page-10

  1. 11,620 Posts.
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    cheers @bug1

    More time to look at earlier presentations etc:

    In the AGM pres pg 26: "Salmon and prawn production volumes remain on track to harvest
    circa 41,000 hog tonnes and 5,000 tonnes respectively for FY22."

    So we have a 6% increase on the (circa) 5000.

    Also they had their comment on pg2 of the market briefing that I half latched onto earlier today: "At the same time, the application of Tassal’s proprietary SmartFarm technology, enhanced feed diets
    and fish husbandry has improved prawn size, survival and harvest biomass as we continue to build
    Tropic Co into Australia’s number 1 prawn brand and generate growing sales in the domestic
    market. "

    Well hopefully they have come up with something smart, but it may be just maintaining a margin of safety on forecasts.
 
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