Spot on Port!
Some interesting developments here:
- Exit from China makes sense (exit high cost)
- Taking cash from China in the event China moves on Taiwan
- Guess the intos like to see (Japanese / non-Chinese) structural support (Hanwa & JFE)
- Embracing Japan sends a clear msg to any Chinese attempting a takeover
- JFE Steel is a shareholder in a Bra silmetal smelter
- JFE-Shoji is a proxy for JFE Steel?
- Is the share in Tshipi still needed/strategic? Maybe exit Africa and re-enter Aus?
- All sensible building blocks imho
- Next up: fesi $ volatility - around the corner I guess/hope
Spot on Port! Some interesting developments here:Exit from China...
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Mkt cap ! $302.6M | |||
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