Why would you short Tassals *now*?, page-740

I will be looking at;
- Cashflow more than profit (cashflow can open faster growth opportunities, profit can get dragged down by short term issues).
- Unwinding of excess inventory left over from last year (i think there is a good chance they got reasonable prices even with higher freight).
- There was the sale of excess land at Exmoor, purchase of mid-farm and some left over.
- CAPEX on prawns (expansion was reduced due to covid).
- There was mentioned of spending money on refrigeration at mid-year iirc.
- Statements about future product mix, how they are feeling about coming out of covid, when they might accelerate prawn expansion.
- Any influence the Flanagan cult is having.