KDR 0.00% $1.90 kidman resources limited

With an expenential rise in demand and a tight supply I would...

  1. 354 Posts.
    lightbulb Created with Sketch. 192
    With an expenential rise in demand and a tight supply I would see any take-off agreements at this stage to be a negative, rather than accretive. If auto manufacturers need a long-term reliable supply from a politically stable supplier it makes much more sense to invest in the source & refinery. At the current market cap KDR is a snack to the likes of VW.
 
watchlist Created with Sketch. Add KDR (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.