Post by
topdop on Mar 25, 2024 7:39am
Westshore would be a
perfect purchase for Glencore given their newly admitted strategy to continue to acquire (Chairman's letter in Annual Report).
Moreso once WTE ramps up potash tonnages.
Comment by
malx1 on Apr 18, 2024 6:01pm
Not sure they want to allocate capital to low-margin infrastructure. I see your strategy here. Would say WTE is more an asset that BAM would buy. Let's chat when the share price is $40! Cheers