Results look Ok for now, and positioned for the future.
However, I expect that some will react to the production deferrals due to August rains etc, and to the "adjustment" due to fair value pricing of CNs, so I expect some near term price weakness, also noting that there will be some selling associated with options exercising.
So I expect some price weakness through to end of quarter.
?Good time to top up over this period, I wonder!!??
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- Ann: Results for Half Year Ended 30 June 2017
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