A few lessons in the Core qtrly.
As you pointed out, it’s not as easy many think, including the likes of Goldman with oversupply calls.
You will struggle to find too many assets at or above nameplate production. Someone has to pick up the slack.
Dropping in a Ex RIO exec for commissioning not looking clever. Spod mines are more chemical than mining.
RIO and BHP are good at digging up dirt.
Not convinced they are good Execs for development and commissioning
General Discussion, page-6499
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