Ann: Media Release - 1H2020, page-21

Bought more: Nothing has changed in my views regarding Tassal: I presume people are still going to eat even with this coronavirus! At the same time, I presume the virus is not contagious to fish or prawns!
The current sell-off seems a bit over-done in stocks not directed affected and I presume is being exacerbated by people/funds preserving cash and some forced selling. Therefore, I am targeting value stocks paying a reasonable dividends. This should provide a bit of a safety net I hope!