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Kiril Sokoloff (13D Research) - An Insidious Environment

Far From The Finishing Post

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The Impact of Supply Demand and Balances on Free Cash Flow Generation

One of the reasons why investors have shied away from some of the miners BHP and others is because of the volatility around that cash flow. And I'd be interested to hear your views on why you think that is changing. The last decade was brutal in the mining and energy space. We have ESG, with chance, more or less, but a huge barrier for investment in any of this stuff.

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