SDL argument was not new.
So why did you buy AVZ at 27c?
SDL has to build a railway as they need to transport minimum 20m tons p. a. And their capex is over $3 billions.
AVZ, 2matpa capex only USD$160m, about 60% of the route to the Port is already built with railway. Economical viability is Huge different between AVZ and SDL, imo.
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