been keeping an eye on this one for a couple of monthsHas started to move on low global inventories, and possible higher Japan rates for Alumina.
Awc has good infrastructure and supply in west aus, and has recently upgraded some infrastructure, that will increase volume and lower maintenance down time.
Still a long way back from highs, but should come good long term.( 6- 12 mths)
PS first post-- would appreciate feed back on whether this is enough info, or do i need to add more?