We should probably stay on thread, but you make some good points. Qbe should do well if the US increase interest rates but i think thats unlikely to happen. Too much disaster risk for me. I agree with gold miners historically but i think the case for NST is compelling.
Happy with CCL currently, I have been doing some market research tonight. The Yenda golden ale not bad! I have tried Barista bros and dont mind it, but there seems to some milk flavoured coffee connoisseurs out there who aren't happy. CCL stated 3 per cent market share which sounds pretty low to me. I wonder if the have looked at the japanese hot coffee in a can machines which you see at every train station? That wouldnt probably go well here, but I think Japan is a good market to look at given it its a developed country with high packaged beverage consumption per capita.
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