Why would you short Tassals *now*?, page-696

Gee, big bump on the global salmon market. 66NOK on slightly lower volume, so clearly a supply issue coming through. Bit surprising, but nothing substantial for TGR that presumably are not exporting much at the moment. This is more of a story for the Europeans that are in the midst of their harvest. Could also be a positive for Huon too.



Interestingly the futures market for when TGR will be exporting remains high and stable - some trading going through in the low to mid 60sNOK for Q1 and Q2 in CY22.