I don't consider NCZ to be speculative - they are producers - demand and pricing of product are the issues. As long as they can sell all product, unit costs will come down next two quarters. If they can pay their dues see where they're at in 6-9 months. Havoc everywhere but a vaccine will be developed - should have been in biostocks - but then aren't they speculative?
Half Year Accounts, page-7
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