Poor ol' Warren, has been consistently right! - I am not here to debate his record haha
To answer the questions:
1. At this point in time, probably, but it doesn't bother me - become the lowest cost producer and the cyclical inputs wont matter - you can always find a new way to feed chickens
2. again does not bother me - grain is low - lock in long contracts - high deal with short term ones - its not rocket science
3. a moat is standard economics even if you want to use porters 5 forces - I am suggesting it would be very hard to get a business to the level FRM is.
apart from your NTA and grain costs what is the other reasons for your 'sell' call
Poor ol' Warren, has been consistently right! - I am not here to...
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add FRM (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
12.0¢ |
Change
-0.005(4.00%) |
Mkt cap ! $26.09M | |||
| Open | High | Low | Value | Volume |
| 12.0¢ | 12.0¢ | 12.0¢ | $1.469K | 12.24K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10000 | 11.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 12.0¢ | 110761 | 1 |
View Market Depth
| Last trade - 10.55am 18/09/2024 (20 minute delay) ? |
| FRM (ASX) Chart |