LCK has a JV with a Chinese entity for development in China. That's a red-flag for me.
Also LCK is 20% owned by Chinese!
I believe we can run circles around LCK and they are not competition for us. Orica would likely be our biggest competitor in the future.
After what happened to me with SEH. All China exposed/vulnerable stocks are too risky for me.
Ann: Strike to Drive Development of Project Haber for Fertilisers, page-51
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