Big Quarter Coming, page-4

noomxx, in the last financial year, 2019-20, about 19 per cent of revenue was from exports.

From memory it wasn't disaggregated by country but one other contributor on 'HC' previously suggested we can assume much if not most went to mainland China. However that communist country has not stopped salmon imports (or if it has, no one in the Australian media has reported it).

TGR has had a good record of increasing domestic sales.

It is allocated a generous amount of shelf space by WOW in particular, Oz's largest supermarket chain, bigger than COL. WOW isn't an altruist so sales of TGR salmon products must be good.

Local competitor HUO is not in a good space, I'd assert. Import competition from the likes of Ocean Blue is a factor, but many shoppers by now have long worked out Tassal is Australian farmed whereas OB is from Norway. Increased parochialism may assist TGR.