adjusted for currency maybe not quite as big a drop captain -I alluded to this some time ago (unless it was on aaco thread !) . my understannding is sorghum is pretty significant also which dropped about 15 to 20% in local currency, depending on timing of purchases.
thing i would like to know has the sell off been caused by a fundy as discussed in the oz today about changed of mandates for some of the small cap funds - I looked for some news re subst holders but couldnt see any, but they wouldnt have to be substantial to be significant with frm.
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