UBS have been selling and Aust Super buying .
Add a few geopolitical fears and Aust Super pays less and UBS receives less lol . It was a bugger of a dip today but I really liked that announcement for reassurance .
Aust Super have been beating the market average on returns and I hold TGR in my super .
There are very few areas where salmon can be harvested in Southern Australia that haven't already been licensed . How to grow ?
In time there will be mergers and acquisitions and the attractiveness of a domestic processor that is not reliant on exports is not insignificant .
If cheese companies can get taken over so can salmon companies .
TGR Price at posting:
$3.73 Sentiment: Buy Disclosure: Held