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macquarie research jan-2014, page-2

  1. christem
    1,352 Posts.
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    05/02/14
    20:24
    Post #: 12897672
    Hi pitman

    What's your take on the Mac report?

    The most interesting information appears to be around transport costs.

    If you look at the graph on p5 comparing scenarios it values res at 71c if they were to use rbct rather than Durban.

    Interested to hear your thoughts on this... And others of course ??
    RES Price at posting: 19.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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