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makattack

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15/11/17

16:53

Post #: 28822622
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Originally posted by mool ↑

No blood on the floor when I had to leave AGM Mak. All pretty amicable thus far.
Will put some notes on later, but best bit I liked was Dirk when talking about chemicals sold to mattress customers could go up 4 times in next few months from 90million tonnes per month to 360 million and then they have just begun discussions with other big mattress ticking supplier than would multiply that figure (360 million) by another 3 to 4 times.
Do the maths on that one.
Also to dispel another rumour, military business will NOT be low margin(but don't tell DOD that)

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Thanks mool, that's just unbelievable regarding the mattress industry. And to think there are many more industries just like it.

AJX Price at posting: 38.5¢ Sentiment: None Disclosure: Held
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AGM, page-67

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AGM, page-67

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