On the weekend we had a 30% cutback on SBT whic will obviously push prices higher but for some reason the market must think this will affect CSS, my understanding is the only effect this will have on CSS is significantly higher prices.
These are bargain levels today and especially more so "if" and it seems it will happen NBT fishing is scaled right back.
Price have already tripled in the last 6 months in Japan and I would expect them to keep rising after the weekends news and especially if we get the NBT bans.
There is a great oppurtunity here, the co is cashed up and will be earnings positive next year.
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