September 2018 - State of PSD, page-8

First off, love your research/review/analysis, I've read through your thread on the NAIF as well...very interesting and informative.

Do you have any thoughts on SFG being the target of a takeover?
I was trying to workout why the price was doing so well in spite of the issues with the "Prawn Flu" and an underfunded project, when one of my friends mentioned they might just get swallowed up by a bigger fish.
Which got me thinking and googling and the 1st through I had was Tassal....I'm a bit late to the SFG/PSD game. So I was quite excited when I read Tassal was looking at potential Prawn Farm targets in QLD (wrong state, but who knows), only to find they went with a smaller target in Fortune Group prawn aquaculture...close but no cigar.

Thanks in advance champ