TGR 0.00% $5.22 tassal group limited

Why would you short Tassals *now*?, page-264

  1. 183 Posts.
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    They take the easy way out because unless the expected return is extremely compelling, the chance of something like what happened to HUON occurring, cleanseas before it, or a disease outbreak, the risk reward for their portfolio's is just not their.
    They are generally not interested in compounding that risk with an execution risk regarding prawns, until the capex is done, earnings are somewhat reliable and the expected return is providing overwhelming value relative to the risk.

    As it should be, you choose to take more risk, you should be rewarded for it.
 
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