Ann: Updated earnings guidance and preliminary 1H24 result, page-13

  1. 2,680 Posts.
    lightbulb Created with Sketch. 504
    After some digging, adding more info to my previous

    This the shipping stem as of today :


    https://grains.graincorp.com.au/wp-content/uploads/2023/09/Shipping-Stem-2024-05-07.pdf

    Jun/July/Aug showing nil for Port Kembla/Geelong/Carrington on Graincorp

    At present there is 615k mt projected for May across all Graincorp ports. That is phenomenal amount for one month, and May is often quieter.

    Those mirrors are getting extra smokey,




 
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