AWC
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0.00% $1.45 alumina limited

The AWC story is the alumina supply/deficit, Indonesia ban and...

  1. reddragon
    1,419 Posts.
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    25/06/14
    18:41
    Post #: 13571423
    The AWC story is the alumina supply/deficit, Indonesia ban and improving margins story, headwind is the AUD

    Alcoa on the other hand has been increasing mainly off the back of it's downstream products business, aluminium sheet, new developments in auto etc

    The upstream business, AWAC, does not have the same drivers at present, it is driven by other factors at the moment, although the two will link at some point in the future
    AWC Price at posting: $1.34 Sentiment: None Disclosure: Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
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