Landi..think you're full of crap... obviously because of the extremely dry conditions there will be a drop off in sales that won't be made up for particularly in any hurry.
But for you to say the warehouses are full, neglect the fact that South Australia and Victoria and southern New South Wales have had reasonable rain. Not sure about West Australia but have heard of 40 to 50 mm falls in some cropping areas.. March also had pretty good rain in New South Wales and Queensland.
NUF, page-66
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