Trade, page-2

I agree

I did some digging and have found that previous SP wild swings were attributed by shorts positions, and circumstancially looking, it is correct. Any kid with a good directional knowledge of supply and demand would know, and if applied to BAL situation, will increase their value. For China, it is strategic to DIVERSIFY and keeps Australia locked in for life with "take or pay" contracts if smart. It won't matter how much we produce, it will all be consumed, just there. This is a fact.

I was in Hongkong few days ago, and the sentiment for Australian food has never been this good. To my surprise, I found they believe Australian foods don't even charge a lot. I compared some FMCG goods prices and there's so much room left for us to improve the current charge price, with the spread margin being huge. London was so different though, I really don't know what their core position is, nobody is certain on anything there. My Aunt just laughed off the situation.

People that got in recently into BAL already know they're winners.