AAC 1.48% $1.37 australian agricultural company limited.

operating ebitda only 16mil or so?, page-9

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    Big Sky

    I was looking for the cost of production in $/kg LW - but it wasn't there. So I suspect that number looked really awful. So I suspect that much of your $50m may have be related to that metric.

    It seems that the main theme of the financials might be that the cattle got fatter, along with the abattoir costs.

    I was surprised the SP rallied so strongly - was wondering if that 50% chance of La Nina news was part of it, but didn't think rainfall was a problem for us, so maybe impacts some markets we compete with???
 
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