AAC 1.43% $1.38 australian agricultural company limited.

Six Australian companies hit with China meat export bans, page-13

  1. 22 Posts.
    Do you understand anything about the economics of the plant? AACo sources cattle at current highly inflated price and sells boxed beef into global markets where the price is determined by completely different factors. So if the cattle price bubble is over and sourcing costs fall while meat sales price is unchanged, then all else equal, returns from the plant will improve.
 
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