Seems like a big overreaction. I work in the supply chain space, and sometimes you do have to pay a bit extra for air frieght to meet deadlines when there are delays in the normal freight channels by sea or land. Or, as in this case, an unexpected closure of a supply partner. Great news on the acquisition, which - when the dust settles on Monday - will push the prices back. Its still paying a nice dividend, so I'm happy to continue to increase my stake via the DRP. If it stays at these prices, I might even add extra to my holding.
Also, the teaser of possible acquisitions in North America sounds very promising.
LBL Price at posting:
75.0¢ Sentiment: Buy Disclosure: Held
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