TGR 0.00% $5.22 tassal group limited

I think we are chasing our tails a bit with export prices, but...

  1. 6,633 Posts.
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    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.
 
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