MOL 0.00% 6.9¢ moly mines limited

china friend or foe, page-10

  1. 2,988 Posts.
    Try ERA for a start - As I understand it it was majority owned by Japanese at which time they signed very long term, very cheap supply agreements with Japanese company (-ies) that owned it, which dramatically reduced what would have been super-profits for many years and will do for another couple of years yet. I believe the details of these remained "commercial-in-confidence" until after it was sold.

    There are a several others I can remember being aware of in the past though this is the only one I have previously owned and remember off hand.
 
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