I would think that the potential "reopening" of the barley trade with China is undoubtedly a positive for ELD.
When you couple this with potential increase in trade to India following positive high level discussions between governments recently this will have a cumulative impact on demand for Australian agricultural produce generally (and barley specifically).
As one of the larger providers of crop inputs ELD would stand to benefit directly from an increase in demand.
As a growing business ELD stands to benefit from an increase in the value of Australian ag produce in general.
ELD TA, page-45
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