Depends how you look at the upcoming report. Revenues will be low because the business is still quite seasonal, and because basically all of last year's revenues (dairy) will be gone.
However, I expect that fish and cattle will entirely replace the dairy revenue.
So, if the glass is half empty, there will be little or no YoY growth in Q1.
If the glass is half full, all the new revenue will verify vastly faster growing businesses. According to guidance, they will show 50% full year growth, but all tallied in the second half. Meanwhile, the asset base will grow to $3.00 NTA, forming the infrastructure for further returns and collateral for further investment.
How do you think the market would react to flat or even slightly negative YoY rev growth and no conference call?
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