TGR 0.00% $5.22 tassal group limited

Tassal Group Strategic Thoughts, page-307

  1. 6,633 Posts.
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    To get export prices on equivalent basis to domestic we have to subtract the gross (total) cost of international freight from the Trade reported price, because China (or whoever) doesnt care if the bill is being split when they record the details, they just want the overall total.

    The net price is needed for Tassal's accounting, because the IFAM subsidy isnt on our books.

    Thats the mistake i was making when trying to understand why Mark had 'returns' below domestic price. I think the $3.30 freight cost per kg mentioned in Huons results must include the subsidy.

    If flights are getting cheaper, im not sure if it will be passed on to us, or absorbed by the Government subsidy, i suspect the later.
 
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