Surely with Sydney and Melbourne opening up the domestic wholesale demand lifts?
So exports ok, domestic demand recovering, prices ok and pressure off, growing conditions ok, inventory being turned into cash, capex slowed.
The only negative I see is the woke brigade trying to destroy the industry. And every TGR announcement these days is about environmental responsibility and their social contract to farm salmon. It’s poorly researched and not widely owned institutionally. It screams undervalued.
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