AMN agrimin limited
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Ann: Quarterly Activities Report, page-15

  1. Jgr64
    677 Posts.
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    07/07/23
    11:30
    Post #: 68670819
    Offtakes are worthless. Why would you think you can sell 150,000 tonnes into China when the Chinese have 4million tonnes of capacity and the industry there runs at 50% of capacity. Chinese pricing (typically well below international pricing) is another failure.
    AMN Price at posting: 20.0¢ Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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