Why would you short Tassals *now*?, page-795

Actually thats another good long term benefit to us to this buyout (apparent from marketing), anyone who wants exposure to Seafood (not just salmon) on the ASX doesnt have any much choice other than Tassal, others are much smaller with more specific risk.

So, large funds that seek to spread their money over lots of sectors, will have to concentrate their holdings more on Tassal rather than being able to split it between Tassal and Huon. But the takeover will take months, so thats could be a slow change.

Thats the sort of thing that could see us trade on higher multiples (i guess).