They can talk all they want but to me it's all about ODRAS. If they can do 20 acres every quarter on average then that qualifies as substantial growth already.
They are still not telling the story, IMO. And I would like to know what the plan is for the coming winter season.
There are 2 stories to tell. One is conversions at AF3 and AF4 which will give a significant boost to TRW's earnings. The other one is cooperatives.
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