Hey mate,
I do not know the exact number but looking at Tassal's claim that its mortality rate for salmon is lower in MH than other sites around the state suggests Tassal did not have worse than average mortality. And notice the value of live fish for FY16 for Tassal increased by 10% from A$222.9mio to A$246.1mio.
But I know that in the first half of 2016, Huon brought forward harvests
despite prices for exports being poor at the time. To me management would only ever bring forward harvests if prices are super high right now, or your fish are already dying and as "risk mitigation" you would harvest it. This is what happened in Norway that caused the recent dip in HOG pricing in week 37/38 of 2016 (
https://salmonprice.nasdaqomxtrader.com/public/report;jsessionid=EDD25220FAF641D3FC071F332D25A3F7?0)
Norwegian salmon farmers did an early harvest due to sea lice and the resulting supply caused a temporary drop in prices.
If you want exact mortality figures, you would need to look at page 80 of the Report Cawthron Review. It does not give names of the companies involved but there are Companies 1, 2 and 3 but you can take good guess as to which belongs to who. But the timing of this report is not the same as when Petuna lost their fish.
Huo 1H16 Presso:
http://investors.huonaqua.com.au/Fo...jZk7A/docs/HUO-Results-Presentation1H2016.pdf
Report Cawthron Review
http://dpipwe.tas.gov.au/Documents/Report Cawthron Review.pdf
Cheers
Ninja Tuna
