Originally Posted by
BlackPeter
Did sit through it.
Chair sounded somewhat sober, CEO added a bit of optimism. Clearly - they had a couple of terrible years (for reasons they couldn't control), but it sounds as well they are well prepared for the future. Better processes, significant investment into packing machines and geographic (Australian share growing) as well as product diversification (new fruit sorts).
Unless people will stop eating fresh fruit - this is a company delivering something people want and need, and it is currently available at bargain prices. Deep value game? Roll on 2024 ...
Discl: holding :) ;