Yes - that's one of the points Bryant mentioned, he said the...

Yes - that's one of the points Bryant mentioned, he said the sentiment "in the bush" is buoyant, very optimistic even, that the Agri commodity prices development will be positive.
Other tidbits from the webinar (if my memory serves me right):
- Quite pleased about the Rewan valuation (+17%) which already exceeds their original expectations. Noted at the Q&A that this figure applies to Rewan only, not including the Gulf properties where it takes more time to see the effect of the improvements. At Rewan it is easier to quantify; weight in vs. weight out, whereas on the Gulf they are also monitoring fertility, carrying capacity and weight gain. He did mention that they've planted some experimental patches (5ha areas) of various foraging crops at the Gulf properties to see how they'd work out.
- When asked if he sees any impediment as to why the above valuation increase would not favourably impact the rent income at time of review he firmly stated "None".
- If I understood correctly, he reiterated that the water entitlements are in no risk and sees that there is reason to believe the high security water rights will get into good use in the future.
- Also mentioned that there seems to have been a cold snap in California almond growing area (-3 to -9C) just recently, not yet known how this affects the crop and global almond prices.
- They've installed solar panels at Lethbridge poultry sheds (investment from RFP available cash $400k) which seems to be working well, no decision yet on solar installation at Geelong sheds which would cost significantly more and would require investment from RFF.
- Mentioned that there is no current capex plans re poultry (older sheds are going obsolete) but that there is no reason they would not invest if/when opportunity arises. Asked about the poultry meat shortage in UK, Bryant said he thinks its more of a logistics issue and that there's rather a bit of a glut on poultry meat in Oz supermarket shelves, he said it would be good if we ate more chicken (a rare glimpse of humor from Bryant in an investor call).

The Q&A session usually makes good listening, Bryant and his team discuss quite effortlessly on a vast array of agri topics - from genetically improved cotton to wool/sheep to cattle to almonds to water.

Any additions or corrections feel free to chime in!