@ Falszenk. I think you are being over-critical of management....

@ Falszenk. I think you are being over-critical of management. The economic backdrop presented very difficult commercial conditions, and management decided not to sell on the cheap. That is now changing, for example China reopening. There was also the issue with the road however small a speed bump one may think that is. Now is the time for management to strike the deals and sell their product. To line up Brazils largest producer was a great achievement.

Position: I am not holding currently, but have been in and out in the past, and the company continues to remain on my radar.