RE: Political realignment in SA17 Jun 2024 12:46
I believe that Mr Coltman has positioned the company to `tough it out'. The V price is going to increase for sure (looks like it is bottoming out just now) but we just don't know when the required surge will come. There are only two primary producers in the world, and the rest are a long way from viable production, so to an extent this is a strategic asset. Our time will come.