It depends on ARW's customer's really. If there is still demand in Australia for biodiesel then those companies will have to source biodiesel from somewhere. With ARW's announcement does that leave any other producers operating within Australia?
Separate to that issue, I found AAE's announcement interesting that 20% of their Beatrice plant in the US is worth US$15m. If NFL's Singapore and half share of the Darwin plant were worth US$75m then in A$ that would equate to 24 cents per share based on 338m shares.
Surely NFL's plants, with a higher output capacity would be worth more than this?
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