thinking about getting back in, page-36

twistar,

"income stream on line very soon"
one thing we can all be guarranteed of is that Warro will not be cash flow positive for at least 2 years.
3 to 4 is more likely.

"future proofing"
this for me is the very definition of unnecessary capital expenditure. Of course they'll be selective.
It is reasonable to say that there is no short term benefit to Alcoa on this project.

imo- the only reason they would spend anything is that they are forced to by agreement.
But they will use every "reasonable" delay tactic.
It will be a regional manager that has to get certain numbers.