Spending some time reviewing the announcement and why it was not considered price sensitive. There will need to be more detail.....a lot more detail to get the market interested. Only a couple I have found so far are:
what barn system they are using (composting etc etc)
using existing rotary system is good use of infrastructure but how do they intend to muster cows 3-4 times a day. My initial thought they maybe using robotics but thats inappropriate at this stage (use what you currently have)
will they be using top milk producers to flush eggs for genetic improvement
do they have water-rites for 60ltrs per day per cow and to use for cropping
what are the lease agreements
etc etc etc
CCF Price at posting:
15.0¢ Sentiment: Hold Disclosure: Not Held