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$5.22 tassal group limited

Ann: Placement Completion, page-5

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Basilica

381 Posts.

13

03/03/17

11:21

Post #: 23072630
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Originally posted by fly-half ↑

Basilica - your question of "What is a fair price" is one to be explored if participation in the SPP is a consideration
# TGR biomass assets are significant and are likely to marketed at strong margins - positive
# As Norway and Chile can testify - biomass assets only count if mother nature treats you kind - negative
# TGR are indicating that returns off the placement + SPP will be seen immediately, then ramping up through the next two years - positive
# The general market in the short to medium term appears to be on an upward trajectory - positive maybe!
# Market is currently taking notice of agriculture / aquaculture stocks that perform - positive
It is likely that after a SP dip during the SPP and dividend payment, TGR should at least hold in SP and increase in SP if all goes to plan
I am seriously considering participation in the SPP

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I agree with all your comments.
I also am considering SPP
SP at the time of offer is critical and it is currently trading at less than offer price, and will go ex dividend before offer date with typical drop in SP.
Nab trading is disturbing to me.

TGR Price at posting: $4.49 Sentiment: None Disclosure: Held
1 Upvote

0 Great analysis

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