XSO 0.85% 3,012.7 s&p/asx small ordinaries

The Brains Trust - 2016, page-177

  1. 5,016 Posts.
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    I think the confirmation that the whole milk thing is clear, circular object drifting through the air with an oily film - is that there are so many people and posters around claiming that this time its different.

    Isn't that one of the key confirmations and stages in a bubbles life-cycle, like an addicts first step admitting they have a problem?

    I hold plenty of AHF and have done well from the euphoria, but it simply cannot go on for ever. If nothing else it also takes the good part of a year for cows to reproduce, that's a long wait if we suddenly need to boost up actual milk supplies... I can't see shareholders waiting that long - suspect they will find excitement in something else.

    Let alone a single negative issue could have huge impacts on the sector. Ironically it was a contamination scandal which basically set the milk powder run off.
 
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