Free
Message: Gareat trading day for LAC, 16 November 2020. A really good Thanksgiving present, early!

Why divest from Cachuari? Concerned about the political challenges in Argentina? It's a fairly large holding, and, at least on the surface, seems like LAC benefits from the knowledge of Gangfeng without all the risk. But maybe they'll have gotten enough of that insight in the next 12-24 months and can then cut bait to focus on maximizing TP and more focused North American production.

Share
New Message
Please login to post a reply