After all the "discussion" with certain people yesterday... Id say this is filled with information MANY do no know...
Actually there are some little snippits, as always hidden in there... Some carefully chosen wording around the deal we are about to "imminently" finalise with Posco and a huge hint that there is more too it than just a truck load of cash!....
Or the discussion around pricing, demand etc. And that prices are currently pretty much flat, right up near all time highs... MS eat your heart out!!!!!!
Not to mention the way it just puts the whole story together (seriously impressive).
So I think you two that didnt see anything new had best read it again. (Or possibly for the first time?)
Bloody great presentation!
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- Ann: Corporate Presentation - November 2018
Ann: Corporate Presentation - November 2018, page-9
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