TGR 0.00% $5.22 tassal group limited

Ann: 2020 AGM Presentation, page-53

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  1. 1,484 Posts.
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    Check Shortman website. It's 7.4% as at Nov 4, and has recently spiked aggressively.
    It's a worry and we need to understand what the driver is. Could be a characteristic/attribute pairs trade i.e. long a growth stock/high beta, short a value stock with low vol. Yesterdays change in shorts will expose that if true.
    Or it could be something sinister and company specific. Selling price of prawns, ebitda/kg could be it if exports have disappeared. Dunno, that's a guess.
 
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