RWD
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RWD has a new CEO !, page-21

  1. unrewarded
    1,186 Posts.
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    03/12/17
    00:07
    Post #: 29322287
    Probably, probably, probably .... talk about a 'cargo cult'

    4mtpa @$30pt is $120m EBIT
    Are you sure with all the new producers emerging that SOP will have a margin that it enjoys today ?

    I'm sure you meant "SOP lakes aren't exactly falling out of the sky" but it was probably a Freudian slip given the number of companies pegging & spruiking their playa lakes ... so they aren't falling out of the sky but they are surely popping up all over the place !
    RWD Price at posting: 32.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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