Hi Horsetrader, forgive my grammar. This is just my opinion, made from a range of sources, and also my observations that I am seeing in market from the presence of both Huon and Tassal. The Australian product has a significantly higher visibility domestically vs even 18-24 months ago when our dollar was higher. I assume the lower AUD also helps exports. You are right to point out that there are risks associated with aquaculture though.
Huon hit a high of $5 in Feb and now trade about 24% under that.
HUO Price at posting:
$3.79 Sentiment: Buy Disclosure: Not Held
