Hi TCG,
I tried to get some talk going about this area and what will happen to pricing when non-Chinese production happens.
This thread http://hotcopper.com.au/post_single.asp?fid=1&tid=1232119&msgid=6936579
I posted it on ARU and LYC; only one comment on ARU and was just bagged out on LYC for not being part of a cheerleader squad and saying whooska enough.
Choice
target price $2.75- bryon capital, page-14
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