So we have a potential perfect storm....China / US greenhouse deal will influence business coming into one half of Commodities Group being the Carbon business (not just tree planting but the other aspects such as advisory services and so on). We now have the potential sign off a FTA this week with China which will positively impact exports of prawns by reducing tariffs over the next four years to zero or near zero. Perfect for Project Sea Dragon and the Cost Benefit Analysis. Noting the limit of Foreign Investment Review Board will be lifted to $1 Billion dollars (unless politically sensitive), this is another bonus for business!
IMO, the stars are aligning for this business and a rerate may not be far away.
