I agree with all your comments.I have been a long term holder of...

I agree with all your comments.
I have been a long term holder of ARW & AMU. (Overexposed)

ARW has been a drag on AMU.

In some defence of ARW they have change MD to a proactive John Lillywhite.
With the Fed Government changes Must sell Biodiesal through the majors WITH NO GOVERNMENT INSENTIVE.
Production & Quality problems resolved. Selling to Caltex.

Currently App 35% of capacity sold, and hopefully an announcement on sales to Mobil & Shell soon.
“Renewable Fuels” will be an election issue hopefully carbon credits ARW and the Bio Fuels industry Lobbing Fed & State Gov’s. Refer 7.30 report.

I see AMU & ARW venerable but with fantastic upside but both need a few major runs on the board. (AMU management make it happen)

My opinions only.