TGR tassal group limited

Good work Bug. I enjoyed the many discussions on this one. Still...

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    Good work Bug. I enjoyed the many discussions on this one.
    Still feel a bit down it’s disappearing from the portfolio.
    Feels like we endured years of low returns due to capital hunger of the business. Now capex drops and cashflow pours in…and it’s gone.
    Still, great returns, especially as markets cratered this year.
    Winner.
 
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