TGR
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0.26% $3.89 tassal group limited

But they need a healthy international price given the volume...

  1. Tinyanalyst
    52 Posts.
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    07/12/17
    16:55
    Post #: 29461187
    But they need a healthy international price given the volume runway. Forecasted volume increase is around 16% for Tassal and 30%+ for Huon in FY18. A lot of that is stated to go into exports (TGR aiming at 15-20% exports). If the export price collapses and they bring that volume domestically then the wholesale market will be flooded.
    TGR Price at posting: $3.60 Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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