I think the gentleman in question summised perfectly in his opening address -
"The key to unlocking value for shareholders will be its ability to access finance. Rising phosphate prices combined with an ability to attract off-take and funding partners to support initial capital, should see the stock recover.
"
Quite simple really. AD's abilty to execute this, and to what degree / effect, will the the biggest determinant of SP direction.
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- a strong speculative buy ... by peter strachan
a strong speculative buy ... by peter strachan, page-8
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