Ann: GrainCorp Investor Presentation 1H23, page-23

  1. 10,675 Posts.
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    https://hotcopper.com.au/posts/38212231/single

    April 19...I am not naive...picked up their losses then

    thing is I believed they had clamped down on their risk taking since then

    is it impossible to trade grain here without big risks... particularly with export grain??

    see Kansas City big premium to CBOT... might help a little with the wheat

    NBC also:
    thing I would like to know is how much competition in terms of handling facilities could they get? is it feasible to convert more space at sugar terminals for example? otherwise I'm not too worried about on farm storage as depots are not where they make their money

    NBC... you knocked their oilseed division a few years back... guess we couldn't see Ukraine war coming
    . what you think now??

    I do know Rain Ag put one in Brisbane of more recent times.. though not a big facility
 
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