can you share the report/ article
i havent seen anything to that effect
i think tgr has a favourable market for the next 2-3 years and they are doing well to capitalise on that by holding back harvests to optimise volunes and by allowing coles contract to go to sell into higher margin markets
they will need to focus more on extracting synergies from decosti over time and should be able to progress cost cutting etc but i agree with the mIn focus being on the opportunity in salmon right now
TGR Price at posting:
$4.49 Sentiment: Buy Disclosure: Held