TGR 0.00% $5.22 tassal group limited

any news?, page-24

  1. 290 Posts.
    I don't think anyone's disputing facts...as MJS said, its all public info....well anticipated

    My point is that the investment reasoning/conclusions are wrong....its negative sentiment when it should be positive!

    TGR delivered almost 20% revenue growth and 10% EBITA

    To conclude that....hey, making more fish is bad because foreign prices are down......or that EBITA got eaten up by increased depreciation from capital that was raised at $3.80 is pretty stupid to me......

    The fact is the business is delivering more fish and the company made amazing capital investment which is paying off (maybe a little slowly for some)...all those investments are done!

    Both those things are amazingly positive, not negative.

    The fact is, the stock trades at $1.25. It makes a staple food, has reliable rising profits, dominant irreplaceable assets.....and trades at a PE of what 8.......no wonder private equity wanted to take it over...it is perfect for private equity
 
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Currently unlisted public company.

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