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[QUOTE="Queen, post: 88547, member: 27"]
TSL’s revenue just jumped 45% thanks to a strong start for the year and some good rain from La Niña.

Farming inputs and chemicals are moving
[LIST]
[*]Herbicide volumes shot up 361% with all the extra weeds.
[*]Insecticide demand rose 9% for fighting fall armyworm.
[*]Fungicide sales dropped 19% because rain messed up spraying schedules.
[*]Doses volumes tanked 76% from supply chain issues that are now fixed.
[/LIST]
Tobacco season is kicking in
[LIST]
[*]The company expects a bigger national tobacco crop of 400 kilograms.
[*]Hessian hire volumes fell 13% due to timing differences with growers.
[*]Tobacco paper volumes slipped 1% but are starting to rebound.
[*]Automation is rolling out across all auction floors to boost efficiency.
[/LIST]
Logistics and warehousing are humming
[LIST]
[*]Equipment handling made up 45% of revenue for BAK Logistics.
[*]Forklift hours jumped 21% with utilization hitting 89%.
[*]They’ve already grabbed 41 electric forklifts for the fleet.
[*]General cargo handling shot up 54% thanks to a new fertilizer customer.
[/LIST]
Keeping an eye on the Middle East
[LIST]
[*]TSL is watching tensions between the US, Israel, and Iran.
[*]They’re worried about commodity prices and supply chain disruptions.
[*]Portfolio occupancy stayed steady at 80% for their properties.
[*]The Harare South development is still waiting on regulatory approvals.
[/LIST]
[/QUOTE]

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