ah well, a 10% rerating in a few quarters will be alot more money in the bank than the 10% rerating now.
They try to ignore the hard nosed reality that we will be feeding the Chinese every day.
150,000 tonnes is 150,000,000 kg, is only 100 gram per Chinaman per year!!!! (I,m eating about 10 kg per year.)
ah well, a 10% rerating in a few quarters will be alot more...
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