Spot on... strong risk mitigation is the biggest factor in my mind for investing in AVB. I have looked at this again and again, and it is very hard, if not impossible, to find a better commodity operator with such upside potential and so undervalued with such low risk.
The upside story is just evolving, tonnage is growing, the global economy is not ending, and despite what they tell you, and all along, the Chinese continue to be as busy as hell...