whats with the massive sell down today?, page-12

Yellowcake

This answered your query pretty well to me. I don't know if COZ is in WA or the eastern states.

"Carbon Conscious is well aware of the Myrtle rust problem in Australia's eastern states. The specific concerns expressed in the article you posted do not have any ramifications for CCF's business model, because CCF do not intend to harvest the mallees they grow.

CCF's business is growing mallee eucalypt trees to sequester carbon and generate carbon offsets for large-scale emitter clients. They are not a tree harvesting company.

The Myrtle rust problem has meant that the practice of “coating” seeds in the eastern states for return to WA, as an aid to germination efficacy, has ceased. This has been a minor inconvenience but has not had any material impact on seed availability or germination for CCF's operations in WA.

Myrtle rust concerns have been factored into all investigations conducted by CCF into establishing mallee plantations in the eastern states."