What are the theories behind the recent drop from $4.50 to almost 12 month low ?
Ive read about legal issues with Huon (which seem like a non-issue), there are protesters which are always bad PR.
The destocked of franklin site because of waste issue, how long until it might recover so they could restock it, years?
They are trialling a waste capture system that could improve output, but is still in the approval phase, if successful it would improve output but more up front capex, converse is also true.
In FY16 production was down but profit was up because of good prices, has the outlook for prices changed... is there any easy way of tracking prices ?
Today's Fall, page-21
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