There still has to be an exponential increase in revenue and not a similar increase in costs to warrant a substantial re-rate though. Given the current products available for sale and current crop harvests I just don't see it.
You just have to look at the operational update to see there is no near term driver for revenue everything is 6+ months away. Personally I'll be in Vietnam over Jan/Feb and there is an Epco/Lotte Mart supermarket within walking distance of where i'll be staying so will be keen to checkout the shelves to see if the products are stocked and roughly how old they look. Lotte Mart is pretty neat for westerners can buy Coopers & Belgian beers at very reasonable prices so it's somewhere I'll be stopping in anyway.
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