Most are bollocks. I have been buying and I'm in the market for more but I'm pacing myself.
CKF have a great set of numbers but the SP have been held back by the outbreak of avian influenza. Note that it is not the H5N1 that can infect people, it is only the H7N3 HPAI in VIC, H7N8 in NSW and ACT. Still infected stock will need to be put down as a containment action. https://www.outbreak.gov.au/current-outbreaks/avian-influenza
To date. It has affected the eggs supply chain. There has been no impact on the supply of chicken meat. Regardless perception is perception unfortunately. It is a risk to the meat supply and I have accepted that this will have an overhang on the SP until resolved. Good time to be buying CKF if you have LT horizons.
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