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Given the level of fear in markets, this drop is not surprising nor significant. Take a look at SIQ - a company compounding earnings at an awesome rate. It has been hammered on no news.

In regards to TGR - All news has been positive, from the Senate enquiry to the salmon growth rates and competitor's position.

ROE may not be amazing, but each additional dollar invested results in greater incremental returns. Additionally,salmon imports are becoming more expensive and tassal seem to be dominating the retail Australian market. A very powerful position to be in.