De Costi Aquisition, page-45

I think the Di Costi move is related to the additional HOG tonnes Tassal will need to shift coming up to financial year end.
They will be looking at export options but also increasing domestic distribution channels. 2015 appears to be when Australian Salmon production is increasing faster than consumption growth - more competition and therefore possibly softening domestic sale price.
This increasing competition is not only from Australian producers - has anyone else noticed the recent Norwegian export volumes trending up and prices trending down?
I think the competitive market is the main reason for TGR price slide.
It appears very cheap but uncertainty erodes value.
It seems to me that TGR has pretty well surfed the wave over the last 5 years but will need top class management for the next 5 years.
Not sure TGR management is quite up to it, but hope so!