Ann: HY20 results release date and investor call details, page-2

Gentle reminder: half yearly expected next Wednesday (12/2)
I am personally quite excited to see it.
Some food (pun intended) for thought below

FY19:

• sold 33,856 hog tonnes of salmon (up 10.3% on FY18)
• sold 453 tonnes of prawns, EBITDA of $6.12 per kg totalling $9.1 million revenue
• revenue 560.76 million for the year, (326 million H1 19)
• $138.7 million dollars of investments
• 25% revenue growth from H1 18 to H1 19
• 18 cents dividend
• only 5% growth in revenue for H2
• operating cashflow up 104.9% to $89.9 million

FY20:

• production target prawns 2,400 tonnes (platform for 3000 tonnes per annum)
• freezing down harvest fish before summer of 19/20 for utilisation in H2 FY20
• expected $156 million in capital projects in both salmon and prawns
• roughly 208 million shares currently on offer

Things I'll be looking for:

• can we generate the same growth in revenue as last half year?
• can we freeze enough salmon to ensure a better increase in growth in revenue for H2?
• are we on track to meet our production target for prawns? note: 1200 tonnes at the same production revenue as last FY would generate $24 million in revenue
• are we planning to spend the full $156 million in capital projects?
• dividend isn't really a concern to me. a pay out of 9 cents per share ( last two payouts) would mean 18.72 million in dividend payouts. I personally would prefer this to be reinvested into the company at this stage.
• would love to see operating cash flow increase again
• would like to see continued growth in sales hog tonnage of salmon

Summary:

Ideally the half year results should reflect continued growth and meeting targets for FY20. All DYOR and would any additions would be appreciated