"Alumina supply and demand are following the path of iron ore. Long term growth in global demand for alumina will continue as China?s domestic supply is being exhausted, underpinning a bullish long term alumina price curve.
Institutional investors are hungry for pure exposure to the alumina growth play as there are currently limited choices on the ASX and overseas for investors.
The large size of the refinery guarantees satisfaction of key investment size criteria set by institutional investors."
are we missing something? with what ord has to offer this is a no brainer.
articles on ord, page-2
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