According to Gollum: “AWC (Buy, A$2.60 TP) – The outlook for both aluminium and alumina has deteriorated on weaker-than-expected European and Chinese demand. We maintain our Buy, however, remove the stock from our Conviction List (CL) as alumina is experiencing ongoing supply-side disruptions and cost push (bauxite prices) in China, and AWC is pricing in flat US$305/t alumina (vs. spot of US$322/t).”
maybe be anticipating a dividend cut?
what's going on?, page-3
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