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05/03/16
16:56
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Originally posted by xindongzuitaohua
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Don't know why you said Milk bubble....
Do you know how serious the situation of Chinese domestic milk producers facing now?
They are losing confidence from billions Chinese so the demand of foreign milk products especially Oz and NZ..
Do you know how many Chinese financial group bought and planing to buy the land in west Australia and south Australia?
Do you know one of leading Chinese beverage group names" Wa ha ha" wanna build a plant in West Australia to produce milk and export back to China?
Last but not at least, Chinese second baby policy has been implemented and will impact milk industry gradually... Yes, What I said is Gradually, so it is not one day or one month session, it will impact sooner on oz milk industry...
As for bubble, I do know what means of bubble, but I disagree with the milk bubble you stated......you can sany REE bubble, because supply outweigh demand. You can say dot.com bubble, but it happen many years ago due to lacking real profit to support the high valuation, but milk sector is different with them because the demand and supply will be driven by strong Chinese demand....
My English is not as good as you, but Chinese is my home language so I read and understand how milk desperate needed by Chinese..
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I'm talking about specs not a2m or bal... Look at all the milk stocks that were flying during the milk bubble.. They are all pretty much half the share price now.. CCF BFC another starting with A (forgot ticker) and that other silly shell that got to $40m market cap
Lithium juniors are now undergoing a similar process.. But this one may last a bit longer imo