My willingness to hold / buy / sell this stock comes back to...

My willingness to hold / buy / sell this stock comes back to their 5 year plan, and how they are tracking in regards to that. It contained specific ROE targets amongst other things. My brief summary is at: http://www.hotcopper.com.au/post_single.asp?fid=1&tid=1328103&msgid=7487304

I happen to work in the agriculture field. Although my knowledge of aquaculture is more limited I am comfortable with volatility associated with prices - in the same way beef prices rise or fall ... plus accept risks associated with aquaculture - which could negatively effect competitors as easily as they could TGR (or maybe more easily in many cases).

I'm not buying more, however if any part of my valuation post eventuates there is healthy upside over the coming few years. If that happened, it may all come in 6 months sometime, or over a period. That's the market for you.

Or maybe their entire stock will become diseased and die next month and they go broke.

MJS