AACo's Asian prime cut, page-6

I think yo are mistaking a fund manager driven profit take sell-off into the May/June 'go away'
with 'investment fundamentals'.

Elders peeled back from $4+ to $3.40 at same time as AAco came back from $1.70 to $1.22

elders is the better company with the lower drought risk to earnings given agency revenues - but both have terrible histories of destroying capital.

as we move closer to full year results you will see these stocks start to rise again - if and when the overall market stops falling.

The fact aaco is rising today from start of trade indicates it is getting strong enough buying that it will likey get back to $1.50 in the next month unless overall market really tanks.

as we saw with iron ore and coal, strong enough commodity price will see investors look past horrible accounts for the promise of future earnings growth.

aaco is about to become Australia;'s 'star' stock - despite extraordinary capital allocation decision by the of board over many years

but now that big bet pays off. no one else has anything like their scale.