It’s outstanding for Tassal.
It takes a weak, financially under pressure, forced seller of salmon out of the market.
JBS will manage for returns. It will take the heat out of the domestic over supply ensuring higher selling prices for all.
We might just get the cosy duopoly we thought we should have had years ago.
This is very good.
If I were Coles or Safeway I’d be tossing and turning a bit.
Why would you short Tassals *now*?, page-790
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