The CS report points to the recent market disclosure on environmental concerns but had a bit tacked on at the end which the market missed. The bit had guidance which stated ebitda/kg will remain flattish due to cost pressures from Macquarie harbor. Given a lot of people had operating leverage baked in from SBP, high fish size, normalizing of costs etc this means likely downgrades for FY18 numbers.
Today's Fall, page-65
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