Tassal Group (TGR AU): Cooke Scales Up
This was a great buy at $4.51/share as per my last insight. Cooke needs to bump. It's a serious bidder with a material stake and FIRB in the bag....
394 Views
Tassal: Cooke Remains a Determined Suitor
Shares are trading in line with the rejected offer price. We think that it is likely that Cooke returns with another offer which will force the...
314 Views
Tassal And Cooke In Salmon Stand-Off
Tassal Group is trading at $4.51/share as I type, or a 7.5% gross spread to terms. I'd be buying here. Cooke is not done yet.
357 Views
Tassal Is in the Crosshairs of a Suitor
Mr Cooke, who was previously interested in Huon, has acquired a 5.40% stake. Benchmarking to the Huon transaction multiples implies a floor offer...
374 Views
New Zealand King Salmon: Changing Tack
New Zealand King SalmonChanging Tack RESEARCH INSIGHTS New Zealand King Salmon (NZK) appears to be benefitting from strong salmon prices, partly...
702 Views