Thanks to all the posters who commented and added the bits I missed!
Bladder -> They mentioned Albemarle. There is an interesting graph on page 14 of the CEO's presentation that does an industry comparison. The team possibly has a version of this graph with all the data points named. Might be worth asking for. Aussieloads -> I don't think so, sorry. The Andrew at the meeting seemed like a bigger bloke who was younger. He wasn't sitting at the presenters table so I didn't get a very good look at him, sorry. It might be worth us emailing JZ so we can check his surname and previous experience. From what was mentioned at the meeting, it sounded more like an employment contract rather than engaging a consultancy. Either way, a lot of the current pressure is on Andrew and Jerko.
AGY Price at posting:
7.2¢ Sentiment: Buy Disclosure: Held
