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
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- ASX - By Stock
- Ann: Corporate Presentation - Expansion into WA Dairy Industry
Spending some time reviewing the announcement and why it was not...
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