Bullish for AAC, page-17

Again it doesn't concern me. There is a reason I have bought AAC and it is not anything to do with these overseas competitors. I believe that the road they are on is a good one if they can implement this strategy of value adding. I believe that the current SP is not reflective of their real value.

What happens overseas can be thrown into the ring by commentators but it doesn't really matter if you have a crap business. You will fail. Currency etc all seem to be of vast importance but ultimately the strong survive and their ability to adapt to market conditions determine that strength.