As I understand it the move into Vietnam is an attempt to contain costs at the same time they ramp up production.With inflation likely to increase that's not going to be easy, hence the lagging SP.They do however appear to be on track to do so.If they can in fact achieve it the present SP is a steal because there are strong indications FOOD will become THE MOST SOUGHT AFTER COMMODITY.Check the GRAINS thread & make your own assessment.
