@keithgroves
Likewise, the call was a really useful insight to BOD's thinking, and their focus on full year vs half year results.
RE the rebalance to met, I don't think PF said they could get to 50/50. What he said is that strategically 50/50 would be their ideal business model. But even with the 2 capital projects they still wouldn't get there. So 2024 will at best be a return to historical levels (8-24% depending on blending strategy). This may raise a bit with the new projects over time.
@keithgrovesLikewise, the call was a really useful insight to...
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