BGA 0.46% $4.40 bega cheese limited

Shares Tank 7%...Just The Start?, page-33

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    What you city foke don't get is just because we get a bit of rain the drought instantly doesn't go away. Many farms have decreased stock levels due to no feed and limiting expenses. This will take time for grass/feed to grow and MONEY to restock which isn't going to happen over night. Bega's exposure to the drought certainly won't go away overnight because 100mm of rain falls. I feel the recent uptrend in SP will have more to do with the pending court case results than a little rain on the forecast
 
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