Folks,
So, here’s a simple idea from my pattern-loving brain: if we can find companies exporting flexible PP/PE packaging (no IBC, no corrugated, no rigid). I hear (I made sure, I wasn’t dreaming in these days of imaginative bull theories ) most of these exporters have their order books full till Dec-24, so their export revenues might go up by 30% from last year. Maybe it’s because of shipping uncertainties or European demand finally waking up from its nap.
Anyone know how much of CosmoFirst’s revenue comes from flexible packaging exports? The trick is to find companies with significant export revenue. They might have some strong quarters ahead. Or do you guys think this is already known to certain audiences, since prices already started moving last month?
D-Tracking.
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