Did you listen to the Proactive Investors webinar where the company talks about having pre-empted increasing shipping costs thus switching to 60,000 odd tone capacity freight. This will help drive down costs and achieve greater economies of scale.
In any case, the share price has come off about a dollar since it's earlier high's, much of the negatively may well be priced in and then some. Market has completely ignored the forward looking value of the business, even the comparison to JMS as you have made they command a much higher market capitalisation. Plenty of upside to come in my opinion
E25 Price at posting:
$1.94 Sentiment: Buy Disclosure: Held
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