I agree with your view Albalad and need to see the bigger picture. For the stock to be re-rated up,GBG over the next few months must demonstrate that no major cost blow outs have surfaced from the commissioning and ramp up stage. This stock offers good value at current prices and a clearer picture will emerge by April. I personally think, that the sell down is coming from index fund managers reducing positions before the index re-weighting announcement schedule for Friday. I hope that GBG is not the one coming out from the XJO.
Good luck to all.
- Forums
- ASX - By Stock
- GBG
- real cost per ton
real cost per ton , page-27
-
- There are more pages in this discussion • 12 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)