BUYING RECOMMENDATION

AUDIO COMMENTARY

  • Macro markets spread into grains

  • Drought monitors improve but not major change

  • Export sales great for beans, we continue to sell

  • Weather remains bearish

  • Bigger demand story for beans and milo

  • Is it time to start reowning?

  • Is today a good buying opportunity

  • A lot of holes in our production

  • Does anyone think we are at record yield?

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YIELD, DROUGHT UPDATE, TIME FOR CALLS?

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WEATHER & WAR VOLATILITY CONTINUES