I dont see the longer haul distance as a major issue but correct me if I am wrong. An extra 100km represents an incremental cost only once the transporters are on the road. Assuming the overall transportation activity is well managed then I dont see RWD with much of an advantage in this area.
Having long term offtake agreements in place is certainly of major significance especially for financiers and sophisticated investors.
Remember you cant sell a secret so seems strange an experienced BoD is not spruiking RWD....I do agree that by comparison to AMN, RWD's SP should be about double what it is now so as you quite rightly ask....Whats the issue...is there one the market is not aware of???
AMN Price at posting:
55.5¢ Sentiment: Buy Disclosure: Held
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