TA might struggle against fundamentals.......cadia still in repair and requires capital to fix, margins at telfer are terrible last QTr before the aud price fall, more capex required overseas and seemingly already priced to perfection at 25PLUS times with AUD POG fallen hard this QTR
NCM chart, page-23
-
- There are more pages in this discussion • 63 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)