TGR (ASX) Market Gap and drop, what have we missed?

Originally posted by iliya ↑

Sorry I'm new at this but looking the price index for salmon price and comparing to TGR's share price it just doesn't make much sense for the drops to be related this heavily.
Price of salmon was at as low as it is now like 4 weeks go yet TGR's price was 17% higher than it is right now.

Not sure If i am understanding how the graph here works, I'm using this one not sure if this is the best indicator of international price. https://salmonprice.nasdaqomxtrader.com/public/report?
also a question, its currently showing the price for 3 weeks left of 2017, is it using the futures market's trades?

Overall the decline seems to correlate but not that heavily as TGR fell much harder than Salmon's price unless you are telling me it actually took the Market weeks to realize this?

in short:
My current understanding is that the decline in international price seems to be related to TGR's recent price fall but only part of it (50% of it as Salmon price has fell by 7% in the last 3 weeks while TGR's price has fell by 14%) when comparing the graphs unless.

Leads my to following conclusions:
- There is a likely possibility to be another element other than the fall in international prices that has lead to recent price fall.
- The international price actually has a really high correlation to Tassal's profits (as much 2 times) as then graphs will match. (Does anyone know the actual impact on correlation on how closely Tassal's earnings is affected by this?)
- Obvious expected future fall of salmon prices to lower than current levels and Tassal has already adjusted this change into its share price.
- I did not analyse the graphs correctly and my understanding of them is wrong or I'm using the in correct charts. (quite likely as I'm new).

One of these conclusions can mainly be the correct one as they sorta contradict each other.

Placed hold until I see some company announcements in regards to profits and not concerned about Thursday's fall anymore as the main storm seems to be over and tho the volume was highest traded for a long time it still is only 3.3% of total floating shares that were traded on Thursday's fall. A lot but not that concerning.

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Also it looks like the insto's have been all over this for quite some time now with their bot trades , just watch the daily trading activity, someone is probably accumulating a position after that well managed down ramp (IMO) watch for an announcement of "new Major Shareholder" or "Adjustment to Existing Major..." or they are keeping under the 5% radar, but what would I know, just a small cork bobbing in their ocean.

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