Not me. Lithium is going down given the POO decline, people will substitute away from max lithium to lithium and oil as a mix, battery and electric cars without much use with POO so low due to the Saudis killing Khashoggi.
DOW and LLC, the main RCR competitors will undoubtedly benefit.
DOW use to be the contractor of choice for the mining industry same as RCR. DOW got into Spotless, RCR chose the Victorian ALP Government and roads and rail and look where it got em.
No idea about governance, risk and compliance hurt em as well.
Modern Australian business practices are on the way out as antiquated, those dogs ain’t hunting no more, they need to better their governance, risk and compliance the way the rest of the world did to get global growth, this is the only way Australia will avoid a very nasty and evil recession that hopefully will be very short lived but could be eternal if they do not improve governance risk and compliance IMHO but pls DYODD.
RCR Price at posting:
87.0¢ Sentiment: None Disclosure: Not Held
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