I use $23, but it's the volume that is suspect. There simply hasn't been as much progress toward fisheries producing sales to get the target fish sale numbers, imo.
Nonetheless, they will report their first fish sales (Q3?), and update us on when new fisheries can produce, and in what quantities. They have dramatically increased the capacities per farm, by refining rotation and initial fish sizes. So maybe they will surprise me. I do expect reiterated 2012 targets going forward, which would be great.
Any 2011 shortfall in fish sales in relation to targets will have minimal impact on earnings.