TGR 0.26% $3.89 tassal group limited

"Pretty high price, comfortably beating expectation, despite...

  1. 372 Posts.
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    "Pretty high price, comfortably beating expectation, despite sudden ramp up in supply"

    " It is important to note that annual average prices for salmon has been going up steadily"

    I pick out an early and late quote from your post.

    When the global price is high, the euro farmers increase supply (perhaps selling smaller fish}
    When the global price is low the euro farmers reduce supply (perhaps selling larger fish)
    My point is that "average prices for salmon" is much more important than the current global price because farmers have options to sell or grow.
 
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