Tassal Group Strategic Thoughts, page-94

I used to follow telcos deeply like this, but not happy with where the industry is overall right now, i expect to stay away for a few years.

It has taken me a fair while now to get confident with Tassal, just because it was new to me, and 'you dont know what you dont know', you and others have helped me see a fuller picture.

Next thing i want to do is a sensitivivity analysis, which i havent done before, but think it should be straight forward, i.e. workout how would it effect profit it prices had have been 10% higher/lower for Prawns, Domestic Salmon, Export Salmon.

Its nice that we can have a pretty good handle on how exports are going now through data from China, but its probably not be very significant compared to domestic due to volumes.

But if prices for export (adjusted for freight) get above domestic prices it could change priorities for volumes, we might be close to that now, its ironic that we have more insight into sales in China than anywhere else.

btw, im from South West Vic