The moment with the dead fish has stuck with me for over a decade, where as this was easily forgettable.
I think that this was more of a cock up than the absence of the daemons to this episode to be fair.
I get them making it Billy instead of Tony (though i'd have left it personally). But he should have been alert, they should have had the fishermen showing their fear, AND HE SHOULD HAVE HAD THE FISH.
Tony Makarios clutching to his fish and asking for his Ratter was the second most horrifying thing that happened in all three books. And as said upthread, Lyra going absolutely ballistic at the men for stealing his fish and laughing about it was one of her best moments!