This is from Nufarm's most recent presentation. I think these are the kind of ag products that DGL produces. The last sentence should be positive for DGL. If the trend throughout the industry is to go capital light, DGL should be a beneficiary:
Too early to call impact of El Nino on winter crop prospects for 2024• Investment in 2,4-D production in Laverton aims to sustainably reduce cost of production• 2,4-D pricing expected to recover during FY24• Continued focus on partner relationships for the purpose of delivering low capital cost portfolio diversification and growth
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- Ann: Head Office Relocation, CFO Resignation & Business Update
Ann: Head Office Relocation, CFO Resignation & Business Update, page-75
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