looking thru annual report the other day and noticed how poor the margins were for the chemical side of things compared to the quarry/mineral margins . I suppose this will now change with the slump in $A making our exports (chemicals) more profitable and making competition imports more expensive. They also commented on some old legacy contracts at low prices are about to expire. All looks goood except for balance sheet and the recent cost of capital.
PSH Price at posting:
95.2¢ Sentiment: LT Buy Disclosure: Held
