Bonafide is a fund manager out of Lichtenstein. They are the only pure-aquaculture fund manager that I am aware of (fund name is pretty funny: gold fish). They have a position in a couple of Aussie firms, including Tassal. In their most recent quarterly they discuss the bid, and specifically their target of $5.50 for valuation. That is a number I have heard a few times, and no doubt enough shareholders may be willing to take that today, but personally I am happy to hold.
Here is a link, hope it works:
https://www.bonafide-ltd.com/en/publications#quarterly-update
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Tassal Group Strategic Thoughts, page-784
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