Thanks for the info. Interesting that PGW got a pretty good thumbs up too but I guess that's tempered with one's view of how long the dairy downturn lasts which is anyone's guess whereas on the other hand demand for high quality apples appears insatiable. Guess the old cliché of an apple a day keeps the doctor away is increasingly well known right around the world.
Thanks for the info. Interesting that PGW got a pretty good thumbs up too but I guess that's tempered with one's view of how long the dairy downturn lasts which is anyone's guess whereas on the other hand demand for high quality apples appears insatiable. Guess the old cliché of an apple a day keeps the doctor away is increasingly well known right around the world.
I bet they were saying that about milk powder a few years ago... although I do remember seeing a graph which showed not much variation in apple prices over the years.
Very happy with the increase on me parcel of SCL thus far, but tbh, when more info comes to hand around June, and unless there is yet another upgrade, I suspect some selling will occur on this. I know the P/E is low and all the analysis etc., but all it will take is for one "accurate" forecast and the heat will go right out of this I suspect.
Negative I know but such an attitude has worked well for us thus far.
I bet they were saying that about milk powder a few years ago... although I do remember seeing a graph which showed not much variation in apple prices over the years.
From Scales. Huge variation - all good for us though.
The $32.8 in 2014 increased to $37.8 in 2015
And will go even higher in 2016 = share price over $4 (think about it)
Traditional apples get about $24/$25 a TCE and didn't increase in 2015
TCE is Tray Carton Equivalent
Last edited by winner69; 28-03-2016 at 01:47 PM.
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