Ann: Ceasing to be a substantial holder from NAB, page-3

Seems both TGR and HUO are under pressure from a perfect storm of high temperatures, the State Government looking into HUO's additional feeding and (likely) the extremely low water levels in Tasmania, which may affect access to fresh water in the short to mid term. Like the rest of Tasmania, TGR and HUO could suffer greatly if the energy crisis continues or if rainfall comes in lower than average over winter. I don't know enough about salmon farming or Tasmanian water rights to really understand the potential impacts, but I suspect a lot of the recent selling has been regarding the pretty extreme amount of doubt that's out there.
Both shares are nearing good entry prices but I'm going to do a heck of a lotta research on these factors before I pull the trigger. Both HUO and TGR seem pretty keen to diversify out of Tasmanian salmon farming...