You have politely highlighted to me (all of us) previously that maybe our obsession with KMP, and Dubbo being not so important, has some floors because of the importance of feedstock security. I am starting to more properly absorb this reality that 3rd party oxides really need to be an interim measure, and hence the medium term importance of Dubbo. So then, how do we tackle a 1.7B capex?
ASM Price at posting:
$1.98 Sentiment: Hold Disclosure: Held
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