I must agree, something 's not right in having a name that points only to one part of the business. The future of the carbon solutions' side, especially if it was integrating MBD 's expertise, would match that of the aquaculture 's one. The latter is of considerable potential and the move by the Vietnamese reflects that, perhaps the new name announces the belief that, following talk of "Peak Chicken" in relation to structural limits on the production of the birds, "Peak Prawn" will be next. That' s also when issues of bio-security will become paramount.
I' d expect to get a clearer picture regarding the above at next month' meeting.
COZ Price at posting:
6.5¢ Sentiment: None Disclosure: Held