"If they had the SP would probably be half what it is now, ..." (referring to the Ti deal that went to the lawyers)
Then why did it not collapse to half when they did advise us ?
In fact, just knowing that we cannot trust management on what they tell us has a much more serious effect on price than the occasional announcement of bad news. If we were confident there was no more bad news out there that management has decided not to tell us then the current fundamentals would surely see the SP over 20c.
DKSH cooperates with Australian TNG to exclusively market titanium dioxide, page-51
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