Close to if not the highest volumes of trade on the ASX today.
Need to carefully watch how chinas approach plays out. Hard to see business willing to have them as their sole supplier moving forward. Simple supply chain risk analysis will see this echo through businesses over the period to Xmas and beyond. Commercial discussions will only become bigger from there.
We should be box seat to confirm a number of the agreements that have been in the works + net new.
And…. We also just cut a bit insignificant cost out of our Opex with the reduction in need for diesel. Should help the production costs over time.
buying more as questions are cleared up.
Also watch some other early stage + holding and growing CDT which has some potential in the space too. DYOR
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Price($) | Vol. | No. |
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