TGR tassal group limited

Can't say you weren't warned:posted: 24/10/11 07:51 Stock Price...

  1. 310 Posts.
    Can't say you weren't warned:

    posted: 24/10/11 07:51 Stock Price (at time of posting): View Sentiment: None Disclosure: No Stock Held From: 213.162.xxx.xxx
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    MJS - that the virus can move, is my point.

    Regardless, given that TGR are only partly exposed to market prices, it will only partly enjoy the upside of prices increases caused by a decline in Canadian supply.

    Again, it might be true that its shares presently have demand. But suppose such demand was to wane, would you prefer to own stock in a company where market forces and its economics were in its favour or strongly against it?

    Salmon prices are heavily down, feed prices heavily are up, cost of capital is up (and it's a capital intensive business)...

    Note that you have been singing the same TGR tune for years now, yet the price has gone no-where. Blinkered, anyone?
 
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