BFC Discussion in AFR, page-18

I sold some tech under performers. I can see some A2 money jumping over here but that stock is sill in its infancy IMO.

Many ramble on ab PE's etc but growing demand from China is the real deal. It's amazing to think about the level of risk investors would take on mining companies and start screaming when stocks like A2M or BAL move higher with PE's increasing. BFC, A2M, BAL are all real deal companies with option to bump earnings from existing businesses that they already operate. No exploration..no mines to be built which can take years to construct and all in a resource that is a consumable necessity by humans...FoOD

China's demand for Australian quality is the real deal and it was created by poor quality and issues created from their own produce. The Chinese people don't trust their own companies to provide high quality. This is just the beginning of this cycle.