G'day Roberto08, re your FA of AYB and comments about how...

G'day Roberto08,

re your FA of AYB and comments about how crucial it is that all 5x farms are acquired - we already know (based on AYB's last announcement) that, in terms of dates, AYB have only committed to 2x farms (they've committed to have the stock relisted in Aug some time). Of course they've completed some significant assessments of the remaining 3x (referring to previous announcements), but I haven't seen any comments from them re timelines of acquiring remaining 3x farms. Going back to your emphasis on "all 5x farms is a must", what sort of traction do you expect exactly or must they demonstrate? we know they aren't relisting having 5x farms.

Also, you mention concerns around overheads associated with running the farms - in their last announcement they did provide the cost of milk (cost/litre) and EBITDA figures etc, what additional costs are you curious about? cost of finance ?

...all in my own opinion of course, and DYOR