We should probably stay on thread, but you make some good...

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.