Basically anything that's made it as far as Alexandria or Ivory Coast is a writeoff; on the other hand everything between California and the Cape of Good Hope is good news
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OK update: Collecting trade in Beijing, Malacca, Aden Transferring trade in Mexico, California, Girin, Hangzhou, Chengdu, Canton, Siam, Philippines, Moluccas, Bengal, Ceylon, and Zanzibar
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Siam shouldn't be transferring, Aden and Malacca shouldn't be collecting...that frees three merchants up...
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