For those interested Tim Gerrard over at Janus Henderson who leads the "Net Zero Transition Resources Active ETF" has been promoting our duel listed darling ( Aust & Canada ) specifically emphasising:
Our low carbon cred in particular the use of our ultra high grade products in electric arc furnaces in the USA
And secondly in our capacity to expend operations two or three times, making our economics increasingly compelling in a world transitioning to net zero despite the current political economic challenges and games central banks are playing.
Jenus Henderson is a global fund manager for those that don't know them with about half a trillion dollars FUM. They have a big focus on ESG and being a head of the curve.
Good luck to long term holders. We are on sale at the moment !
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