I also sold (most) of my holding, but may subscribe for the SPP.
Like you I'm trying to be positive but hampers are not a 'necessity'. There are inflationary pressures building with freight costs (see above) but so far no wages/salary breakouts, but if low immigration contrinues, post-lockdown, the latter may occur. Consumer sentiment would dcrease if there were significant interest rate rises.
My guess is that the SPP will be undersubscribed despite only seeking A$2 million. Won't be the first company to experience that.
Ann: Investor presentation, page-4
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