African swine flu has taken hold in China. They have a pig population in the hundreds of millions which may dwindle by over a half if the disease spreads at its present rate.
A company that may profit from this disaster is in our portfolio. Genus - the supplier of up market semen from pigs, as well as other animals. We locked in profit in Genus a few months ago, but the share continues to perform well.
At the November meeting we will discuss buying more Genus.