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How about MGO-T migao and HF-T hanfeng? Not as dirt cheap as they were a few months ago but they combine your theme 3 agriculture with 4 China. I bought a few shares of WTE.UN Westshore terminals today at $8.20. It looks cheap (could get cheaper) even if they reduce the 22% yield. I am betting that when China recovers met coal shipments will increase through this facility. Regards, wdboat
