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Ann: Operations Update, page-41

  1. Autosime
    20,390 Posts.
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    28/06/20
    17:17
    Post #: 45499187
    I agree that overall this is a negative , even though it’s not about zircon , I imagine chinese demand for resources will soften which means lower prices and volumes. This may be softened by AUD falling but ultimately a negative. Ima will survive, but I am not sure we will see a rerate in this environment. The good news they are debt free now , so they cba ride out any softness, particularly at AUD of 68
    IMA Price at posting: 15.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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