AWC 0.83% $1.83 alumina limited

Ann: Alumina and Alcoa enter into Exclusivity Deed, page-28

  1. 156 Posts.
    lightbulb Created with Sketch. 9
    AWC clearly unsustainable through cycle lows.

    Recent sp low was 70 cents…

    Alcoa’s really bailed us out here.

    Can’t help but feel a little lucky to be honest.

    Recent piece by Allan Gray spells it out.

    An almost certain highly discounted capital raise was on the cards.
 
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