Ah well, got 5 minutes to read some more of the AR.
So 2012 crop, if the stars align, will almost double the 2011 crop from the company owned orchards.
Although based on current orchards and the last of stage 2 in WA will leave the current hulling & cracking plant operating at less than half capacity.
With a new independent plant in Goulburn and Olam building their own I don't see where the slack will be filled.
betting against the technicals, page-10
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