The 2015 strategy is based on domestic sales. Exports are simply for surplus supply. So its a small impact either way.
That said, agree that increased competition in Australia from foreign competitors may create some instability.
But otherwise, I fail to see why the AUD will have a major impact on TGR achieving its goals.
I saw the AFR section on it the other day and am still scratching my head, particularly after the CEO presentation where he said domestic salmon prices are relatively stable.
FG
TGR Price at posting:
$1.75 Sentiment: LT Buy Disclosure: Held