My two thoughts. SAMR is precursor to upgrade capacity at Camperdown. So delay has pushed this out. Not happy about WHA buying into blend and pack who BAL are heavily reliant on. You know the first thing WHA will do is raise prices 10%. Upside is changeover has run down inventory which I think was 90m increasing cash holdings. Best thing about Vietnam etc is foward looking statements can be very optimistic.
BAL - Chart, page-314
-
- There are more pages in this discussion • 523 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
