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17:43
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Originally posted by pippet:
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...indeed when?....considering the western world couldn't see what China has been deliberately doing for nearly 25 years to get ready for EV transition and generally the West can't see past the end of next week then who knows ...I mean for example POSCO has clearly stated their business plans and ambitions for the next 50 years and yet the investing market looks like they simply couldn't be bothered thinking through the implications (and POSCO is just one player) ...I mean why did copper suddenly have its moment in last few weeks when all the maths has been sitting there for years - was it BHP's tilt for Anglo ?
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I thought John said is the last preso that BKT was waiting for Posco to "go binding" ? I got the impression this was the catalyst for BKT. What I don't understand is why Posco are taking so long to decide.
