Those are very genric observations …
RM for both Pix and BKT is Rubber…below is a 5 year price chart…
Next is Charts of GM and sales of Pix and BKT…
PIX
BKT
To me it looks like both are similary affected GM wise and sales have increased for both but on different scale.While BKT deserves its esteem,PIX has also done well.
Also,in this thread,the discussion is about whether PIX can become better and become like BKT ,not that it already is.There are capexes which will in near future help them in increasing volumes and hence all the discussions.To me it looks like that those discussions are based on data points and adds more value to the thread than generic ill substantiated observations on commodity price.
I was also looking at PIX and have not been convinced enough about its potentialities because probably current price bakes in a lot of tangible future developments.But atleast I now know which contributors can be trusted and which not .
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