I thought this clear & well presented presentation by ABZ was rather interesting and actually helps ORD tell their bauxite and alumina story rather well! Shame really..as ORD obviously isn't managing to get their story over to the market very clear atm..so may as well look to others to do it for them!
Quite interesting to compare the two companies: ABZ market cap five times more than ORD atm, with same cash position. No gold. Ten times further away from China. No backing from Chinese State company with huge experience in Alumina market and Alumina refinery construction. And of course not as big resource or reserve, and spread over multiple locations. Maybe someone can compare quality of resource?
The one thing ABZ does seem to have and is mentioned a number of times is an appreciation of shareholders..! No pump and dump here!
Let's hope Frank learns to become a good story teller after his trip overseas!
dw
http://www.brrmedia.com/event/99714
VAN Price at posting:
1.3¢ Sentiment: Buy Disclosure: Held
