What tricked me into becoming overweight in LPD for far too many years was the promising concept of plant modularisation.
You know, low-footprint structures for temporary erection at minesites, able to be quickly constructed and removed, with zero pollutants.
Hasn't been heard of since, instead we are mucking around with grand plans in Africa and the UAE.
At least our CFO has had years of experience with Nautilus Minerals, which should come in handy here.
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