From reading the report i think they stated the same thing for both the cattle business, fertiliser and the plantation - that capex is on hold until these units have implemented necessary strategies for long term profitable growth.
Though it's a tad bit late, considering developing and holding on to them in this market environment..
We'll, we all know Solomons investment horizon. Having no doubt they are working hard on the coso strategy, this play is for the long haul. A lot of wrong decisions had been made, which we as shareholders have paid for, but either you believe that the dividend of Triway shares will happen and within a reasonable time frame together with an ipo after some time, or you don't. I'm in it for that and considering the current and future value of that unit, I will continue to add at these levels.
Br