I agree with you Tony the main factor I believe will be technology and supply chains.
In a world of high interest rates and they being higher for longer technology is always the game changer.
Twiggy has proved that he can make something huge of nothing and take on the big boys in Australia but now he is taking steps to take on the world at a time of as I said interest rates higher for longer (as I can't see interest rates coming down any time soon).
This will undoubtedly enable ffi to seek out and purchase great companies for a great price this if played right is our queen in a world of pawns.
When not if the world's align ffi will be a world renowned company I believe the building blocks are being put in to place the corner stones are being laid.
Patience and belief.
All in my opinion.
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