Tassal up 22% since 9 June when Barrenjoey released their update (short report??). Now tracking towards CS and GS 12month target price on the back of deal maker Williams joining the fray with Cooke.
it's no surprise that Tassal is in the targets of potential acquirees. Most countries simply wouldn't allow these takeovers, yet Huon went through without a hiccup when JBS lobbed their bid. Blind Freddy can see the value of acquacultural assets, yet Australians bemoan it and definitely don't want to invest in it.
I expect if Cooke and Williams involved, they're hunting for a deal at below fair price. It will be a shame, as I would like to compound for a decade with Tassal. Lets see.
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