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It's definitely a challenge, but lots of Vegan restaurants now in Shanghai and many of the Western centric restaurants & supermarkets have vegan options. The China quarantine process on entry is pretty brutal...good luck getting back
Anyway, back to Amigo. Looking forward to seeing how this will play out in the next couple of weeks. I'm holding on to all of my shares for the foreseeable.
@Vinsom - I've taken on a plant based diet for the last 15 months (marginally longer than being a holder here) and haven't looked back. I'm now based in Shanghai...do you export to China? If not, then I'd like to understand how we can make it happen...plant based is really kicking off here.
Interesting - Lean looks to remove waste (there are 7 or 8 different types depending on what curriculumis taught) from a process - essentially stripping out anything that does not add value to the end customer. Inevitably leading to a reduction in costs.
6 sigma looks to reduce variability in a process, thereby increasing the production of repeatable quality products/services. Better quality product which in turn can lead to reduction in cost of poor quality (complaints etc.) and customer retention.
Combining the 2 methodologies requires not only training but also an engaged leadership team....looks like GJ is laying down some decent foundations. Would like to see how they convert training into physical process improvements.
Thanks to those running the SNG Reddit page, the Proactive video posted yesterday of RM was excellent.
RM struggling to conceal excitement when mentioning Warp Speed, Good data, Big Pharma Co, tipping points for expeditied approval....
Really strong tweet from JB, he’s single handedly wished my weekend away as I wait not so patiently for Monday morning, I averaged up again this afternoon on the dip. Will look to do the same again tomorrow if the opportunity arises
Apart from AMGO, my bigger holdings are SNG, CINE, CCL, BOO & CERP (Although they’ve converted to BPC since merging), none of these would be life changing but AMGO and SNG are by far my most exciting holdings...only came away from index tracking funds this year.
I’m a huge Rugby and Cricket fan, have played both at competitive levels and I’m in the automotive industry so really enjoyed the car chat earlier.