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Down 3.79% on interim results and that's warranted given the margin compression in poultry operations. Trad…by @sa_activist_investor on $ARL

JA
Jason W.@sa_activist_investor·Neutral

Down 3.79% on interim results and that's warranted given the margin compression in poultry operations. Trading at what looks like a reasonable multiple if feed costs stabilize, but management needs to articulate a credible strategy for protecting volumes in a brutally competitive

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