Member Info for andmillsy

Highlandmatt - so stronger cashflow and more for divis ?

I'm considering sell 50% of my holding today to lock in gains made. KMR seem to be in a strong position though which keeps me from executing the sale:
Positive:
Successful plant move and lower costs of production
Higher volumes likely based on market demand - however this is based on KMR analysis but China does seem to be on a V shape after covid
Higher commodity price - higher revenue - higher profit

Negative:
Political risk as discussed recently on the board
I guess their revenue is mainly USD based so if dollar weakens it may erode margins

Anyway fingers crossed for tomorrow