Agreed. There is a lot to be said for flexibility and the ability to scale production to demand. Although having smaller production lines can appear inefficient having the capacity to wind down is better than shutting a system down because of low economics.
As tempting as it is to consider taking profits, in my case I invested to gain early access to a long term earner. So I will be staying put. The scaleable development and lower capex reinforces my view of this ALK and I am also encouraged by having Souls HP on board. After all they are a Berkshire Hathaway type investor..
Cheers to all.
Kadgo
Ann: Dubbo Project Improved Execution Strategy and Capital Costs-ALK.AX, page-29
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