re prospectus, if you look at the original Timbercorp Almonds...

re prospectus, if you look at the original Timbercorp Almonds prospectus' (now owned by Olam) or look at a few of Olam's presentations re Almonds (which are actually quite informative), it is possible to map the production profile for SHV's company owned orchards assuming the avg industry yields were actually being achieved. I have done this on a per orchards basis (call me boring), and the picture ain't pretty. As I have said previously, they are at least 30% down on where they should be. If it is a permanent impairment issue, this materially alters cash flow profiles and therefore ability to manage the debt post roll-off of the Olam management contract.
http://olamonline.com/wp-content/uploads/2011/12/20090918_announcement.pdf
re WA, my understanding is that it is for sale or considering alternative uses.
re recent share price action .... suggesting asset sales are coming with AGM, and no raise required??

PS Mr Wolf, re WBA, is it virtually impossible communicating with management??