I don't think you are. As @africadale was pointing out last week or early this week Huayou MC has been increasing more per day than NZC valuation. I think confirming surety of an extra supply stream, ethical product etc could easily increase their valuation more than the increase in NZC valuation from the same information. 1 bag for us is like 0.60% of their valuation!
NZC ta chart, page-108
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