Funnily enough I was thinking about some of these points (particularly shipping and energy costs for international competitors, and where they might send their goods instead of aus) just this week with regards to Korvest’s next door neighbour in prospect, capral (caa) but I think your point is equally valid for korvest too.
Yes, CAA is one that has re-appeared in my sight of consciousness.
Along with other serial market disappointers such as AWC, BSL, IPL, or other companies that also make stuff which hurts if you drop it on your foot.
(I have to say, times sure are weird when you start thinking to yourself, "Maybe I'll check out the most recent Annual Report of a steelmaker!", but I guess the world will always need stuff that hurts if you drop it on your foot...)
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Funnily enough I was thinking about some of these points...
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