Oh snap, South West Vic? I probably drove past you today, as I went from the Otways to Portland. Check out Midway as an option too, one of our local. Mind you, was better at 80c than $1.40.
I built a model of TGR so I could run the figures in a normalised year. I didn't go into super detail, because I am okay being approximately right rather than precisely wrong. However, it's calibrated to include margins for domestic salmon, exports and prawns. Send me your email or DM on Twitter, and you can have it to do some sensitivity analysis. Happy to work kn improving it if you like.
TGR Price at posting:
$3.45 Sentiment: Buy Disclosure: Held
