Absolutely willing to accept rational, logical, well communicated changes to plan. Adaptability is vital, particularly in emerging markets where a model to copy simply doesnt exist. Abandonment of 2-stage Kwinana for single stage EU/NA PSG supported by major partner makes perfect sense, for example. Poor execution and abysmally communicated - I really am at a loss there, its inexcusable.
Hard to watch the inaction (percieved/disclosed) and SP flounder as the company has meekly surrendered its early advantage. So many questions. No accountability to date.
Epanko looks a certainty now, dare I say it. Has looked promising for a while, after a few years in the wilderness. Epanko development may have come at a time cost to PSG facilty construction, but not too worried there. The implied central Tanz processing hub, distributing feed to the mythical regionalised BAM facilities seems a pre-req now.
EGR Price at posting:
30.5¢ Sentiment: Hold Disclosure: Held
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