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viking86

11/24/14 11:03 AM

#77299 RE: emptyone #77293

Empty: we have narrowed down the possible surprises over the weekend to these 5 (top 4 from RD, #5 from me):

So now we have 4 potential surprises (Solomon said there are a number of variables) that could impact Q4.

1) WC1 (or other wholesale)
2) SJAP
3) Aussie contract
4) Growing eels at the Mega Farm and/or related arrangements.
5) HU sale

And then there is also the acquisition of PF1 and WC2.

Let me make it clear that I'm betting on 1) and also 3) until such a time that they can sell sufficient premium meat.