The CS report points to the recent market disclosure on environmental concerns but had a bit tacked on at the end which the market missed. The bit had guidance which stated ebitda/kg will remain flattish due to cost pressures from Macquarie harbor. Given a lot of people had operating leverage baked in from SBP, high fish size, normalizing of costs etc this means likely downgrades for FY18 numbers.
The CS report points to the recent market disclosure on...
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