just talking to a truckie from Dubbo...he reckons about 150 km...

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stayer

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01/05/25

19:49

Post #: 78885876
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Originally posted by Portsmouth ↑

I am seeing exceptional export throughout (and not only wheat) in all of the East Coast terminals, unprecedented at this time of year since at least last ten years . Not sure how Geelong is going.

Also note that SA (Adelaide) are really struggling - as not Graincorp the effect will mean higher prices for growers that have surplus - thats a little simplistic - however a very experienced player in the grain market, many years ago, told me that one of the three regions will suffer some form of drought conditions.

I think we all know, that the groundwater levels in NSW an VIC are decent - however my gauge is the amount of fertilizers coming in to the ports, let's face it, the growers know best, and this has been on a mega level in Newcastle, Port Kembla and Geelong.

So there's Ports (pompey) simple analysis - very bullish on GNC

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just talking to a truckie from Dubbo...he reckons about 150 km South of Forbes it gets dry , and stays dry as you head south... and of course to SA

I thought there had been some relief rain in some of that around West Wyalong, and Hay, but not sure

GNC Price at posting: $6.76 Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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Last $7.82		Change -0.070(0.89%)		Mkt cap ! $1.738B

Open	High	Low	Value	Volume
$7.90	$7.94	$7.82	$8.694M	1.106M

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4	8791	$7.82

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Price($)	Vol.	No.
$7.87	7432	2

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No.	Vol.	Price($)
4	8791	7.820
4	8353	7.810
6	7651	7.800
3	8683	7.790
3	10830	7.770

Price($)	Vol.	No.
7.870	7432	2
7.880	6476	3
7.890	9403	3
7.900	3536	1
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