Weekly Times again....., page-24

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R08

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26/09/16

18:58

Post #: 19430327
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Originally posted by Amused observer ↑

There is an eerie silence out in the dairy sector right now both on farm and in the finance, many are waiting to see what comes out of the current season and things like the MGC debacle and subsequent inquiries, many are also ingesting Fonterra's financial results and alot are looking at their own financial options at the farmgate level, external investment has cooled its heels on dairy in Australia at the moment (which impacts the likes of 1AG and AYB and other entrepreneurial start-up attempts) but funding of decent scale is still there, the GDT and where the auction trades are going, the EU quotas and what is happening up there including in the UK & Ireland as well as whether Russia will take the foot of the throat of various industries to allow trade to resume etc etc...small start-ups just aren't the flavour at the moment but I have heard their is a heightened albeit subdued and cautious interest from the aussie super sector for good dairy assets but not sure where they are looking and what they expect but would hazard a guess AYB isn't on their radar.

At least Vic is getting some decent precipitation to top up the dams, inspire deep rooted growth and soften the ground...now the farmers will probably start complaining about pugging instead of drought.

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Yep the grounds are soft and feed is, for a refreshing change, abundant.

The only ace up the sleeve for holders here to hold onto is that anything, absolutely anything is possible with these guys in charge. We have discussed rabbits and hats and Siamese cats before - a magic wand may be next. Apologies for being cryptic in advance...I just can't help myself

PDF Price at posting: 2.9¢ Sentiment: Hold Disclosure: Held
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Weekly Times again....., page-24

Top Stories

HotCopper Highlights: Your most watched stocks for Week 47, 2024

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

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