If you look at the HUO presentation, there are some interesting numbers that continue to reinforce my decision to buy TGR and not HUO.
a) slide 7 of the HUO presentation - production rising, margin falling and revenue$/HOG kg falling
b) slide 8 of the HUO presentation - shows that domestic/export ratios are going in the wrong direction. (Greater revenue is made for every kg sold on the domestic market compared to the export market)
This data confirms, in my mind, that TGR has a better management team.
I will continue to buy only TGR as funds become available.
HT1
TGR Price at posting:
$3.95 Sentiment: Buy Disclosure: Held