Thanks for the plug @Hopeful9 - im not really abrasive am i????
noticing a fair bit of feed barley coming through port kembla and newcastle now, there seems to be plenty of hard wheat still being shipped. Not got into the feed wheat yet, so i imagine the supply is still good. just recalling the last good year, when a lot of the wheat crop was downgraded to feed, it was never busier at the terminals, as was in great demand.
also another initiative by graincorp is the jv at the port of vancouver to build export facility.
looking very good for 2022, and looking like 2023 could be also exceptional, even if we get into an el nino this winter, the negative effect wont be felt until 2024 - can only see onwards and upwards
GNC Price at posting:
$8.15 Sentiment: Buy Disclosure: Held
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