TGR 0.00% $5.22 tassal group limited

Where is bottom?, page-51

  1. 183 Posts.
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    Go back through the Half yearly 4D, the breakdowns are in there.
    From memory around 30% of revenue is derived from the domestic wholesale - predominantly through DeCosti sales channels I imagine.

    With a weakened AUD and a reasonable hog price, I imagine they can sell excess product into export markets and slow down/freeze whole stock.

    From some of the cost metrics I have seen within my industry, there has been little change due to the price of oil. In some instances there have been an increase in costs due to additional processes being adopted and staffing restrictions. I don't forsee some of their underlying costs having a a material reduction due to the current circumstances.
 
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