CCM 1.59% 6.2¢ cadoux limited

2021 - General Discussion, page-2993

  1. 2,523 Posts.
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    Yep,can't make any sense of Mr Rimmer's saying that he's prepared to drop A4N's selling price.

    Perhaps because he knows that A4N won't be able to get ESG certification as they are joined at the hip with Orica and use coal fired power.

    FYI will be the first to market 4N HPA due to the Rimmer Pivot and be able to scale up to meet market demand for quality ESG certified product-hence the whole idea of FYI and A4N competing is bizarre as they're not in the same race.FYI will be supplying major players while A4N makes fish Boules.

    This year we are likely to get binding offtakes for household names who want quality ESG certified products.These will come after the JV has been delivered and will be additional price catalyst,so some of the projection made are possible.The action of VUL could be a comparison.

    The down rampers are desperately trying to justify their own position but they look more naked by the day,The smart money is starting to leave A4N already.

    ...and a note to downrampers- you're blocked! Whatever abuse you dish out goes through to the keeper.
 
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