Agricultural & FMCGEquities 22 November 2023 Australian Agricultural Co (AAC): More than meating expectations AAC reported 1H24 Operating EBITDA ahead or our expectations at $30.1m. Our Buy rating remains unchanged. BellPotter Marketing Love3
Agricultural & FMCGEquities 31 October 2023 Clean Seas Seafood (CSS): A year of consolidation CSS’s AGM highlighted a more sombre trading update than we would have expected, with sales volumes broadly flat YOY and frozen inventories building. We downgrade our rating from Buy to Hold. BellPotter Marketing Love1