Today's Fall, page-31

It looks to me that the fall from $4.50 coincided with politically motivated legal cases. If so thats 20% discount for the political risks.

Am still tempted, okehampton bay being closed off to expansion gives Tassal some strategic benefit if it goes ahead.

A worst case scenario might be if political attacks continue and turn into a consumer boycott, but im not sure its as contentious as forestry down there (but never been to Tas).

I do like the expansion into seafood, but perhaps they paid too much, not sure...