a have a few BAUO from last week, it's very early days but I think aluminium has a huge future and I want a couple of bases covered in BAU and UMC. If anything comes of either on the bauxite side there will be plenty of upside, regardless I think investors are looking for pure plays and on that basis alone BAU could go for a nice run.
Plenty of choice in IO sector what happens when investors want some aluminium? they have to look to the majors at the moment to get exposure.
watch carefully, page-19
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