The freight and logistics situation is bad. Hearing from 3 sources within mining sector that rates are ridiculous and parts and components taking months to get anywhere. All this spikes inflation in months to come.
LCK is one of a handful of stocks I have retained and have not sold one share but I have been selling off several other stock holdings for 3 months now. Its going to get ugly in my view.
Ann: Annual Financial Report, page-27
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