Schlomo,
"This company was always saying what a low cost producer they were going to be. This is not the case."
MBN from the same stable (Mitchell River?), has the many of the same directors/founders/backers. Whilst MBN clearly has huge resources in comparison, do we also need to be a little more sceptical of MBN's cost position, and execution ability in light of the ALB dissapointments?
EL
Discl: Currently hold neither ALB nor MBN.
Add to My Watchlist
What is My Watchlist?
