Why would you want them to get that Coles contract? It is slim...

Why would you want them to get that Coles contract? It is slim margins, and Coles could do a mean and nasty. Huon and Springs packaged smoked Salmon is far superior to their competitors. Let them take the high quality ground, and higher margins. I can't say I enjoy the Tassal Brand packaged smoked fish tbh, but their fresh Salmon is good enough.

I'm curious if anybody has any theories about the likely effect of La Nina if it eventuates. Will that solve the water problems?

I don't hold, and haven't researched their financials and plans properly, only did taste tests against competition (not as a professional taster - lol - but a non smoker). I do suspect that there are a couple of overlaying issues - there is a major investment drive happening, along with the water quality issues, which HUO informed the market of early. I do suspect they may be a better longer term investment than TGR at current prices, but I admit I may not have gotten past the subjective packaged product difference.