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Lonhro interesting business but dubious reporting

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Started to keep my eye on this, the recent sens indicates that they have secured a massive supply deal for Walmart in the US, with their fishing division set to supply 500 Wallmart stores with frozen hake. Agri contributes a significant portion of group revenue, so this looks to be a big deal. Problem with Lonrho is that they consistently generate a loss, they have positive gross profit - but their fixed operating costs just seem to climb and climb each year. It is difficult to analyse this, so very tricky to make a call on whether this is a good stock or not.
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Other problem is it's a highly illiquid stock-no sellers at present!
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