Good post Lefevre about the unanswered questions. I too have tried to get an answer about margins etc with no love. My understanding is that they are just selling at the gate at the moment. This is why I am staying away for now and maybe perhaps why there is no real buying action. Don't get me wrong, I think this is a good story but too many unknowns at the moment. The presentation was just the same old story rehashed. I want numbers! I have asked many times but just keep getting the 'we're on target for 20000t'. I couldn't care less, I just want to see it is profitable!!
CMC Price at posting:
28.5¢ Sentiment: None Disclosure: Not Held