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....
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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...
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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.
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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...
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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...
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