Yes, I like the way today's Company 'State of the Union' brings together all the themes we have been discussing here - in a measured but very exciting way. (Who could no be excited that Magnum’s Buena Vista Pig Iron Project is to become the FIRST green pig iron producer in North America and the ONLY pig iron producer on the West Coast of the United States.in such a context).
It's not an appeal to the spivs, the 'hot money', and being a factual summary of the US Pig Iron markets and MGU's place in where they are heading, understandably not 'market sensitive'.
But it sure makes a compelling, rational case to investorly sorts like me who appreciate strategic thinking, and who recognise a strong, do-able story when they come across one.
