Damo79 on this thread (1/3/21) in his last paragraph seems to sum it up pretty well: they're making money on what the market previously considered a sideshow viz. the minerals processing business in China.
Increased prices on better volumes - yes - and some positive cashflow at last.
But I think the market is beginning to stir because the new MD has stated comprehensively what the company hopes to achieve this year, taking us ever closer to the day when Donald finally gets going. And Donald is huge, long life, with seemingly good (and improving) economics.
ATR. Plus 39% today, page-8
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