Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (157214)	4/27/2020 1:38:56 PM
From: Horgad	1 Recommendation Recommended By Pogeu Mahone Read Replies (1) \| Respond to of 218117

I am going to speak from the US perspective but it seems to be similar in other places. Anyhow with TP and other products what we had was a simultaneous and opposite demand shock on two distinct markets. On one hand demand for commercial toilet paper dropped precipitously as offices, schools, restaurants, etc. were closed. On the other hand, demand for household toilet paper rose dramatically. To put it crudely more people at home means more shting at home and less shting away. And of course there is snowball effect that sets in when seeing or hearing about a shortage. You would think it would be an easy thing to redirect the commercial toilet paper to homes, but apparently it is note. Apparently it is two completely separate pipelines (pun?) with not a lot in common. Similar beef was/is scarce and expensive in grocery stores while cattle prices crashed. Similar dairy was/is scarce in grocery stores while dairy farmers are dumping milk that they can no longer sell. In a nut: Commercial demand tanked. Home demand soared. Interestingly, there seemed to be little or no impact on the fresh fruit and vegetable supple. I am guessing this is because there is not much difference between the distribution and sales of fruits and vegetables - grocery versus restaurant versus schools versus etc. And so distribution was easily shifted/adjusted.

To: Haim R. Branisteanu who wrote (157214)	4/27/2020 3:10:24 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218117

Apparently the issue is about supply chain disruption, and if so, a legitimate concern if ones toilet paper entails complicated logistics The rush for anything, including bank cash and disposal of oil can lead to hiccups. What is less clear is whether toilet paper pricing peaked, and oil valley-ed On May 1st the platinum group metal mines go to work in S Africa. Given that auto companies have all hiccuped, along w/ end-customers, wonder what if anything happens to palladium pricing. Learning as i go. Really hits home should chocolate donut chain hiccup. BTW, to the delights of the coconut and jack, the cat that hangs out occasionally in our yard now feels quite comfortable waltzing into and through our home, plays, then away it goes. The house is open to the cat. We do not feed the cat but she / he does drink from the pool