Hard buying in a rising market..., page-34

Used to work for Tassal couple years back.
Definitely a company with vision and really careful with costs.
Expansion into prawn is a risk but they have done an amazing job expanding and consolidating the salmon industry.
If they do the same with the prawn market, this will fly.

On the salmon side, there will be a lot of cost savings in the next few years due to Omega-3 crops hitting the market (like canola from NUF).
Feed is by far the biggest cost for Tassal, and this will reduce feed manufacturing costs a LOT.
Higher margins along the supply chain.