S32 3.57% $3.19 south32 limited

Which are the quality assets?The better businesses on demerger...

  1. 733 Posts.
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    Which are the quality assets?

    The better businesses on demerger are now mid/term closure stories, Hermosa has sunk a huge hole in the balance sheet and the new base metals developments are too far away.

    Short of a surge in aluminium prices there is no catalyst to improve the outlook.
 
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