All good mate. So the POMS incident occurred a couple years ago...

All good mate. So the POMS incident occurred a couple years ago in Tassie, and as you say, has still caught the SA industry out with limited stock. The local gov's response measures were to open new local hatcheries and now waive license fees, albeit these are slower response measures so a bit of catch up still to play out. Fundamental thing for confirmation is that the disease hasn't made it to SA, otherwise this would spell a marked change in risk.

There was also a separate mortality 'event' last year, where the business received spat that basically was undersized and many died. Combined I think H1- 2018 (calendar) sales were expected to take a hit but I'm interested in the market dynamics, as with some of the smaller farmers closing, not sure what that's done to AS1's market power.