Thanks sunny.
Dale is definitely focussed on the prize.
Loved the Dorothy Dixer at the end about P1500.
Sure to get tongues wagging.
I don’t think Mr Market understands yet that w POSCO, it is margin on margin. That happens from the end of this year. Two bites of the cherry as it were. With this and unit cost reductions around upscaling, there is the very real prospect of improving business margins even if/when pricing eventually stabilises as new entrants come to market.
Lth already know this. When the broader market wakes up…….
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---|---|---|
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24 | 388151 | 2.860 |
25 | 519664 | 2.850 |
19 | 360089 | 2.840 |
22 | 422064 | 2.830 |
Price($) | Vol. | No. |
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