Some other things before i forget;
That 41kt number from the AGM, there was no mistaking the 40kt in the presentation and the conference call today, most times it was said straight as 40k, once as 'circa 40k', its could just be a round error, it must be hard to be precise with growth rates etc.
He mentioned Jan and Feb export prices at $16.50 (i think he was talking export prices), and also 2 or 3 increments to domestic prices, for $4 i have in my notes, but now i think it looks too high, i might have got mixed up there...
He did say inflation is effects costs, there are processes to pass on cost increase in the contract prices, but there is a lag, it can take 3 months.
He talking about prices increases this half, but mostly framed it about being in a good situation for FY23.
There where 3 or 4 analysts on the call, they had some questions about fairly technical things rather than the big picture, one 'congratulations on a solid result' (or words to that effect). So i think they where pretty happy.
Overall he sounded confident, like hes worked out all the angles, the long term and medium term is under control, just managing the short term challenges with the economy.
EDIT: oh and on climate change, he said water is increasing by 0.1degree per year, and the selective breeding program is increasing tolerance by 0.2 degree (per year i assume)
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