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3.3m in inventories when you have demand out until August. That...

  1. Klogg
    3,565 Posts.
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    16/08/19
    15:12
    Post #: 40018238
    3.3m in inventories when you have demand out until August.
    That 3.3m is listed at cost as well, so even at 20AUD per kg to make it (more when sold) , that's 165T... Assuming none is Alusion.

    Surely some of it could be shipped?


    (let the speculation begin)
    ANO Price at posting: $5.00 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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