As its based on NZ exports data only thus its reliability varies a bit these days due to Mexico supplies which are mostly consumables for US market ...still I am tracking ...todays data showed almost similar results as in Nov 2021 ...so maybe overstocking will soon become restocking ...Nov 22 estimates are $ 130 mil
On side note I noticed that 35% of dividends got DRP shares ...thus company saved $ 35.5 Mil of cash ...thus improving its cashflow which U were concerned about earlier ...whole year with DRP they may end up saving $ 100 mil of cash
PS : I am waiting to see any Broker puts FPH in next year's picks ...maybe then $ 30 by next year on horizon :p