Is it time for Care and Maintenance?, page-22

"very clear aspects you have overlooked"

So if I'm clear you have a buy sentiment based on some very clear facts that everyone here is overlooking?

Production cost? Dy prices and trend? Demand?

I think it's pretty clear what I've put forward, that being production costs are not sustainable, that's being generous even saying NTU is in production.

My premise is at this point administration is absolutely inevitable barring a major capital input from some source, care to refute this with any viable "clear" information.

I suggest you read all these announcements recently where not a single thing NTU said would happen has happened, finance fell through yet again, production and sales still not confirmed, that's after being announced as confirmed, some serious issues around governance there IMO.