Wine grown on Australian vineyards... Vine in soil in Australia...
Don't get me wrong, CCP's affect on the marco environment is a risk yes, but just one of several other risks when investing. And in this particular case, I don't think the CCP's risk on FIJ is large enough to justify worry. FIJ have negotiated agreements with Coles and Blackmore's, and now this entry into China. If the China deal fails, that currently has limited affect on FIJ's current revenue (high % sales currently through Amazon, not selling to China). While at the same time, stocking in Coles and Blackmore's will have a positive affect (and no macro change from CCP can change this). So while there could be an impact to the future sales pipeline from a China failure, I struggle to see how this risk would outweigh the several other growth options in the pipeline.
Maybe you could elaborate on what specifically you see as the risk, and also what the potential outcome could be.
Wine grown on Australian vineyards... Vine in soil in...
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