I thought this was interesting. More than 75% of colume into Japan and only 3 countries supplied (inc Australia). Compared to last year, which was a lot more diverse.
they are obviously looking after their best / loyal customers in times of tight supply.
nhc seems to understand the long term value of good customer relationships.
also, the chart on shareholder returns was amazing. 22% return for more than 20 years - better than Berkshire Hathaway.
a quality company with expert capital allocation skills (except the convertible note )
(20min delay)