Started to see some eggs shortage news in the past few months.
Eggs price getting expensive (enjoy cheap eggs but hope to see higher egg price, what a dilemma)
While the feed price may still be high, high rainfall recorded across VIC in the last 2 weeks could bring some ease to the grain shortage.
a better year for FRM in 2021?
p/s: FRM's management have been conservative in dealing with cyclical risk, unlikely to see them busted, instead they will pay down debt during good years. Buy now at low P/B and hold for 3 years could be a good idea? DYOR.
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