ORI 2.86% $18.02 orica limited

Firm Outlook For Orica Despite Mine Closures, page-6

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    -Curtailments at mines largely reflect lockdowns and not weak demand
    -First half results effected by NSW bushfires
    -No change in underlying asset
    -No impact on Orica's highest-margin volumes in Australia
    -Coal demand uneffected by pandemic
    -Technology remains Orica's key advantage
    -Goldman Sach valuation $19.80
 
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