Acquisitions are positive, as is revenue growth. No complaints,...

Acquisitions are positive, as is revenue growth. No complaints, but no surprises.

Here's what I'm waiting to see, and it's not TFL specific; I keep an eye on a basket of Tassie operators across the ASX - Huon, Tassal, Mystate, Longtable and until recently Bellamys. As a recent arrival, I can tell you there's an air of excitement and anticipation about what's next amongst my cohort.

Tourism presents a cohesive, united front but producers not so much (niche producers do a good job with the 'bespoke' market).

Have a read up on the A2M threads; the O2O market is huge and growing.

I just don't see medium sized businesses coordinating their efforts in a meaningful way and making it easy for customers to do business.

TFL corporate profile seems a bit sloppy; multiple web presences and a bit... I don't know... 'shutterstock'.

In my mind, the target market is a bit more hip and and cosmo, yet discerning and hygge.

You've said before deals need to be 'right' which is true enough, but analysis paralysis while the macro trends gather pace would be unfortunate.

On the topic of risk, pretty comprehensive operationally but again, there's scope to consolidate and market the state's investment dollar destination credentials.

For example, a state-based LCA such as outlined on the world data site on the other thread:

"How are land use requirements and greenhouse gas emissions calculated for food products?

Environmental footprints, such as those defined as land use requirements or greenhouse gas emissions per unit mass, protein or calorie of food products are calculated using a process called life-cycle analysis (LCA). LCA methods are used to try to fully capture all environmental impacts across the value chain, and can include those up and downstream of production.

Standard food footprints – and those referenced in this entry – often set boundary conditions called ‘cradle-to-farmgate’ which means that all impacts in terms of pre-farm and on-farm activities are included.3

This includes food chain inputs such as fertilizer production and application, seed production, energy use on-farm, feed production, manure production (if used as fertilizer), manure management, farm infrastructure construction.

Life-cycle analyses (LCAs) attempt to fully quantity all such inputs necessary for the production of a food production. For example, a greenhouse gas emissions LCA for beef can include: emissions from fertilizer production, and application used for the production of animal feed; on-farm energy use associated with tilling, irrigation (if needed), transport of feed from field to livestock area, and enteric fermentation emissions produced from cattle, and barn/housing energy requirements. By deriving then summing the emissions associated with each stage and dividing by the total output (in kilograms of meat, units of protein or kilocalories), we can calculate the total emissions per unit mass/protein/kilocalorie."

There's so much to be positive about, state development wise; new AFL team, new NBL team, MONA growing, infrastructure spending, list of natural endowments...

Just needs all the strings pulled together and some vision to be bold and proud!

Good internet would be a start; just launch a bloody satellite, already (C'mon Walshy - real time carbon neutral virtual gigs)

My 2c