TGR
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0.00% $5.22 tassal group limited

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  1. McQuade
    1,508 Posts.
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    23/11/19
    09:33
    Post #: 41590935
    First the export market.
    Watch. The first 2400t will just about all go offshore. Margins are much better.
    Domestic market will take time to grow. It couldn’t cope with a big lift in supply anyway at the minute.
    Per capita consumption needs to grow first to lift consistent demand, like what they did with salmon.
    TGR Price at posting: $4.21 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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