鸡蛋，Cal-Maine Foods。我们在一段公开视频里讨论过这个。随着鸡蛋价格下跌，该股终于有了反应。我在这里有点惊讶，该股当时还没有反应。现在它已经开始反应了。如果我们看数字，平均一年用于资本运用的资金是3亿，要返还给公司。
他们做了一些回购。好吧，但让我们假设在正常时期事情已经稳定下来。他们现在大概是2亿。我需要这个达到20亿。这离他不久前的位置并不远。所以，我们正在监测情况，并密切关注这些鸡蛋公司。
我们现在把它放在这里，7%。当你达到10%且风险更低时，它可能就有意思了。这就是我们监测它的原因。
Eggs, Cal-Maine Foods. We discussed this in a public video. With egg prices falling, the stock finally reacted. I was a little surprised here that the stock was not reacting yet.
Now it has begun to react. If we look at the figures, the uses of capital in an average year is 300 million to be returned to companies. They have made some buybacks. Okay, but let's assume things have settled down in normal times.
They are probably at 200 million now. I need this to be at 2 billion. It is not far from where he was a little while ago. So, we are monitoring the situation and keeping an eye on these egg companies.
We put it here at 7% now. When you get to 10% and lower risks, it might be interesting. That's why we're monitoring this.