August 3, 2021
Quiet Contrarian. Ep19: Trades for July 2021
Buys Tassal Group – TGR.ASX – Have written about Tassal a few times. I think they’ve got ~10% base growth, with a 5% dividend, and a potential chaser of 2-3% efficiencies. On top of that the salmon price is rebounding, but this hasn’t caught up to the share price yet. Sells Mineral Resources – MIN.ASX – They’ve had a stellar run since...