I'm invested in the sector and keep an eye on all 5-6 WA SOP stocks. The last two things related to APC that I have commented on were very reasonable based on the facts presented. In the first instance someone, in reply to the EPA report, basically said full steam ahead. I pointed out the potential issue with TO's and supported it with evidence showing that the relationship with the Waturta appears to be less than ideal at this point in time. Secondly I questioned how a MOP importer/converter can lay claim to sector lowest CO2 emissions/T SOP. Again very logical and reasonable. I have also commented on some of the DFS assumptions used by APC which are undeniably the most favourable used thus far by a WA SOP company. Again this is fact. If this causes offence I really don't care. Cheers.
APC Price at posting:
16.5¢ Sentiment: None Disclosure: Not Held
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