I think also that the diversity of AIO has been overlooked in the sp selloff due to the weather - they do have the ports and storage as well as plenty of freight outside of QLD, so it's been a little bit of an over reaction.
I don't hold QRN but I gather the selloff there is similar, yet by February/March everything will be back to normal - so maybe this period is a buying opportunity.
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qrn reports aio news...where's the disclosure?, page-15
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