I would have liked an update on potential exposure to the Pindan collapse and an update on the deliverable contracts this half, particularly how covid restrictions on movement, mining partnerships and supply chains are affecting performance. I know these guys run a lot on sub-contract to limit exposure to market downturns but there are a number of price sensitive issues going on that they don't report. Just look at the last annual report for example on the Rio - guldari work..
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I would have liked an update on potential exposure to the Pindan...
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