Questions to self, and anyone else who wants to chip in.
ORI or IPL which one is better?
Why are they not making money and growing? Surely Australian companies can make money servicing mining and agriculture? Is it as simple as 'these are just `manufacturers` and China wins in all manufacturing'?
Don't they have natural competitive advantages: location to markets; and to inputs?
Go with IPL: smaller, growing? but still diversified to some extent. Or with ORI: the establishment; who every broker and analyst seems/seemed to like? Or just stay out of it altogether?
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