This was posted on the HUO thread, and I thought that TGR...

This was posted on the HUO thread, and I thought that TGR holders may be interested
https://www.undercurrentnews.com/20...salmon-mortalities-will-see-prices-skyrocket/

Some points from the article and my thoughts as well.
a)  50 NOK (Norwegian Krona) = $7.85 Aud (which is less than the average price (dom and export) that TGR and HUO are currently receiving.)
b) Aust is really a small player in this area.
c) Any movements upwards in global Salmon prices should flow through to both export and wholesale prices in Aust (not domestic as, from my understanding, these are set on contracts)
d) Expect some demand softening as prices rise - there is lots of competition out there for protein.

On the whole - I see this as good news for TGR and HUO holders.

HT1