Why would you short Tassals *now*?, page-21

Comparing fish and chicken there, not apples and apples. Ingham has had huge shorting particularly when their price was $4.50, I think their PE was like 40, operaring earnings were flat, and had a bit of debt - this pre-dated covid though, starting in 2018. But now their price is down to $3, and seemingly the 8% of shorts left are now unwinding at these prices. In comparison, Tassals has clear growth in the pipeline, 5yr+ history of EPs growth, and is yielding 5% dividend. It doesn't seem this is wrapped up with general sector dynamics (e.g. shorting of Inghams, Freedom Foods and A2 Milk), though could be wrong.

If the brainstrust at Hotcopper can't work it out, then surely we just continue accumulating at these prices.