RE: frustrating28 Nov 2021 22:47
Hi Leistertheinvestor made that point several weeks ago , 30 years ago manufactory supplies started reducing stock which increased on paper a lift in profit.
We are now in a era that global liberation of free trade at lowest cost has failed , transport cost have overtaken manufactory cost.
Solution now is to bulk order and store excusive stock as the transport smaller bulks is more expensive.
In ITX case we will see higher demand as companies will worry on delivery times , another factor will add pressure for ITX to have two manufactory units demanded by clients.
Positive always has a negative - long run be more reactive.
Long term share - still have original investment ( if spare cash would buy more but I'm afraid not at this point - gutted )