My play is a little different, Eck. Australia has trashed its exporting and import-competing manufacturing sector - AHY is one of the few left standing. I see a lower $A ahead, which will restore domestic manufacturing margins. AHY would be an early beneficiary.
On the ageing population, I agree adult incontinence is a growth sector. The oldies (needing big nappies) are much less price conscious than mortgaged mums.
Ash
My play is a little different, Eck. Australia has trashed its...
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