Q: Just a comment regarding the question today from Frank on recent unexplained price and volume movement of Village Farms VVF.
This CBC report (http://www.cbc.ca/news/canada/california-s-crippling-drought-could-cost-and-benefit-canadians-1.2541844)may contain some clues with respect to possible longer term supply problems with California produce and attendant opportunities for alternate sources of supply. The supply of tomato paste is specifically given as an example. Maybe completely unrelated since it is hardly a startling revelation that would only have occurred to the market in the last few weeks but thought I would pass it along anyway. Cheers.
This CBC report (http://www.cbc.ca/news/canada/california-s-crippling-drought-could-cost-and-benefit-canadians-1.2541844)may contain some clues with respect to possible longer term supply problems with California produce and attendant opportunities for alternate sources of supply. The supply of tomato paste is specifically given as an example. Maybe completely unrelated since it is hardly a startling revelation that would only have occurred to the market in the last few weeks but thought I would pass it along anyway. Cheers.