Key takeouts for me:
1. Large resource drives economies of scale, low operating cost
2. High quality product drives premium pricing
3. Premier location (regulatory, infrastructure, proximate markets).
4. Its all about China ...
This is a highly valuable, long term strategic asset.
Thanks again Thesi.
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- Thesi’s soapbox questions for Ken Brinsden
Thesi’s soapbox questions for Ken Brinsden, page-21
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