Love your enthusiasm, was half expecting some sort of update this week from the company either relating to trading or strategy. May be next week....
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Shake, shake, shake.. the tree :)))))
Who’s concerned about the ramping up rhetoric and military manoeuvres between US and China over the contested ASEAN waters and now NZ comes out against the Hong Kong situation and gets a slap back from China? I’m out, I don’t want anything to do with a company that has 60%+ reliance on exports to China when the geopolitical sh1t starts hitting the fan, tariffs, sanctions, who knows what will follow. Whatever does happen won’t be good for NZ exporters to China imo.
A very pessimistic viewpoint and worthy of further consideration....
however;
1.) China can not supply all its own needs and needs to trade
2.) ATM and SML have strong Chinese partnerships and any sanctions will hurt these partners more
3.) ATM and SML have options to diversify into other markets
4.) In the bigger picture, the world is awakening to China's aggressiveness.... China could be better served by a more moderate long term viewpoint.
Yep, a team of 1.4b, and they’re well drilled. Been looking at SHV, and didn’t like the risks in their major growth market, esp after reading stories such as this one...
https://www.scmp.com/economy/global-...n-oats-almonds
https://www.nzherald.co.nz/business/...=recommendedv1
amazed she even gets offered jobs
wonder if she'll bring her friends along and then sell all her shares