Tassal Group Strategic Thoughts, page-210

I think we are chasing our tails a bit with export prices, but its all we have to go on between reporting;

• Exports are about 28% of volume, so price differences are dampened by domestic, which is very stable.
• UN trade data should be more accurate, as we can see prices for Australian exports.
• We dont know the difference between reported prices and 'returns' as Mark called it.

According to UN trade data Q1 prices where up 40% on last year, but it was stated at the AGM 'returns' where only up 20%, so either there are new fees and charges or we are getting bad information from someone.

Im temped to email the company, but i dont think they are very active, i see 'investor services' and 'community engagement' as a weak point for the company, they need to come out of their bunker.