Link: https://twitter.com/SpillingTheBean
Thanks for the updates Tango but I do believe you need to take a serious look at the ICE certified stocks, we are getting very close to falling below 1 million bags for the first time in 22 years and there has been ZERO new lots tendered for delivery for over 2 months now, which not only is a hugely significant piece of evidence for just HOW tight supply is getting at origin, but which also goes in line with every single prediction I have made about the growing global supply deficit, dwindling stocks and slowing exports as the situation have unfolded since the big frost first hit last July 19-20. I have posted a number of videos with footage and images from my trip to Brazil inspecting frost damage last August and welcome anyone interested in more detail here to join the very constructive debate on Twitter and/or to write me directly for further comment or question
https://twitter.com/SpillingTheBean
mwallengren@outlook.com
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