Tassal is a Salmon producer and in prawn farming.
With an assumed food shortage thus pushing agricultural + food prices higher I have taken a position in Tassal on the 0.50% pullback from the 2013 lows to the run-up into pre covid.
It is one of the best equities to hold up in this sell off. There is 42% of institutional interest so in a liquidity shock it will be sold off and this will produce a really good longer term investment if we seize the opp .
Currently at "fair value" on many metrics.
With an assumed food shortage thus pushing agricultural + food prices higher I have taken a position in Tassal on the 0.50% pullback from the 2013 lows to the run-up into pre covid.
It is one of the best equities to hold up in this sell off. There is 42% of institutional interest so in a liquidity shock it will be sold off and this will produce a really good longer term investment if we seize the opp .
Currently at "fair value" on many metrics.