I found the following on page 11 to be a surprise:
In all presentations I've previously read the focus has been on 20,000 tonnes by 2030. This suggests the 20,000 tonnes isn't set in stone and capacity will only go beyond 10,000 tonnes if there is sufficient demand and prices support it. I'm not sure how I feel about this. It seems there has been a change in thinking at Tassal in the past few months. It changes my perception of the growth runway for Tassal in the long term but perhaps means less capex in the medium term.
Bug, how would this affect your fancy Excel spreadsheet projections?
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I found the following on page 11 to be a surprise:In all...
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