Real; Given that the PPS is down caused by bad news (i.e not caused by naked shorting, collateral shares being sold, exhausted shareholders, TA etc) we already know that the number of collateral shares has increased and HU is probably not doing well (well, compared to it's past that is). We also had rumour that we had some damage from a storm (although the damage is said to be rather small).
There has been no PR about any deals for CA, and TRW has put capex on hold, so I guess we'll have no income for CA in Q3. That leaves SJAP and TRW - I have no idea how the cattle prices has done during Q3 (it seems that these are independent of the prices of meat), so this will be an (un)pleasant surprise.
So then we're left with TRW - we should have a nice profit here, at least we'll get a fake boost for the reversal of the 23.89% vs 36.6% issue they messed up in Q2. Maybe TRW hasn't increased it's production as much as predicted? Although the BOD was optimistic about the FY production 2017 so Q3 should (...) be nice (and if not, then that could be bad news for FY 2017).
Another possible bad news can be related to the Q2-statement that TRW would start to repay it's dept to SIAF in Q3. Of course we don't know how much this should be, but a very low number here might be bad for the PPS.
Heck; at this stage no news is bad news (i.e delays).
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