That China thing is what encouraged me to buy so much. The thing is they're well diversified so will do fine without, but if Chinese tariffs are removed as they certainly well could be that would be a massive bonus. At $9 and even current prices the permanent loss of China has been more than priced in imo, so the resumption of trade with China is a free gamble essentially. I don't care too much about dividends, those will grow as they go from a growth stage company to a more mature company. In my opinion, management are doing a great job of acting proactively in the face of these current headwinds to develop a large market in the US.
BUTTTTT, the biggest reason I like them - I love a good bottle of Penfolds! So I can justify my drinking as contributing to the earnings of the stocks I hold lol
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