Aim to formulate a thread on Sector - Attractiveness & Repulsiveness!
Jurassic pockets with near-perfect competition are:
- Great for consumers 🙌
- Unappealing for investors 💣 (e.g. branded Air Coolers)
Industry has the option to execute as per the ‘Economics of Strategy’ & switch between Sugar and / or Ethanol as output for the same RM (Cane) – it's +ve news 4 ROCE?