Not sure why they loading up with the big global supply glut I like how everyone who can't make money in the local markets have updated their presentations to money in export. Commodity prices are down down down. More of Asia likely to enter the growing side also, cheap sun and cheap labour.
Oh well, let's follow the real value add path - IP intangibles. heck, they do makeup 80%+ of global wealth you may as well focus on a big slice of the pie.
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