AKE 0.00% $9.83 allkem limited

Ann: Macquarie conference presentation, page-7

  1. 593 Posts.
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    would you please explain how you came to that conclusion?.... Every piece of evidence, actual and ancedotal, points to a current shortage that will persist for a while on the most pessimistic forecast of EV, or battery storage demand....

    If you look at the forward PE of ore it's trailing its global peers... Only a matter of time before it realises true value.... Toyota were happy to pump hundreds of millions in shares at$7.50...and I doubt you are closer to the industry then they are... So please of you want to throw around unsubstantiated and completely random one liners at least have the decency to qualify them by saying where you pulled them out of*.....

    DYOR
 
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