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Good post Pepsi.Not to mention stakes in Mithral and Winmar,...

  1. freeprom
    1,075 Posts.
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    12/05/11
    12:23
    Post #: 8390400
    Good post Pepsi.

    Not to mention stakes in Mithral and Winmar, etc.

    The downside is the uncertainty and the length of time needed.

    I've emailed NM re Esperance - once that's cleared up then I can see little downside. Obviously would have preferred Kwinana (given how long it took!) but hey, we were dealing with bureaucrats.

    Market needs certainty, and that's what's holding this one back.
    CAZ Price at posting: 34.0¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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