I have been traveling an great deal the last few months. Dealing with several companies and lenders who have been on the road to recovery. I want to report that things have reached a tipping point.
Inventory is now officially short in many catagories.
Liners to replace inventory is short
Container growers have dialed back
New contracts are now on line.
The reality of the situation has evaded most.
I will offer a complete analysis, but that is what is happening.
Look forward to a better spring.
Wednesday, January 30, 2013
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