Ann: GrainCorp Investor Presentation 1H23, page-33

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    USDA not too bad for wheat it seems , especially hard red winter.

    value NBC and frittler input and for all I know they both know a lot about shares. I see frittler can read financial reports very well at the very least

    whilst i dont think graincorp are dear given moderate long term debt and improving crop prospects , perhaps $150m taken off ebitda is a little modest given what our two knowledgeable posters have posted

    but also given their very recent update, one thinks they would have allowed for these new conditions with their full year estimate, at least partly -I know Hopeful alluded to this
 
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