Banter and General Comments, page-6982

First 6982 Last

Share
Profile

Follow
Wary1

2,770 Posts.

1845

15/06/19

18:24

Post #: 39076116
Share

Originally posted by Darkstone: ↑

I believe they have not paid MS anything at this point. The services were for the SDV partner assessment process which did not result in a result yet. That is my recollection of the announcement re termination of the process. More interesting is MS's expectation of services in the next three months that suggests they expect to be needed for a deal (SDV Partnership agreement?) within the next three months.

I am not sure it was Morgan Stanley shorting GXY. I thought it was the silver doughnut involved, UBS and Credit Suisse and some hedge fund out of Boston who were identified as the culprits. I thought MS's great claim to infamy was simply their analyst's prediction of an oversupply of lithium. - which kind of turned out to be correct, but not actually lithium and not actually for the reasons they analysed but by a lucky break for them, bottle necks in the supply chain in China about which they were completely unaware - as were we all, and much earlier than they expected, because they were looking at the end of the chain, rather than the middle, and the end of the chain is actually in a shortage because of those same bottlenecks in the middle stages that no one guessed were there. Oh and the fact that the suppply chain has been further disrupted while those same middle stages shut down to expand capacity with upgraded/new plant.

Expand

You are confusing Morgan Stanley with J P Morgan. (Unless Tutor got it wrong, in which case I have made a big deal about nothing!)

GXY Price at posting: $1.46 Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

HotCopper Highlights: RIP to Botanix (for now); Droneshield new ATH; Trigg mystery halt

AAU

Antilles brings Chinese ally on board to keep Neuva Sabana work chugging on

CWX

Carawine faces Fraser Range JV collapse as IGO moves to scrap partnership

VMM

'Big tick': Viridis positions for global leadership with Colossus pre-feasibility study

Week 28 Wrap: Tariff chaos back for some reason; CBA holds strong

Trump just dropped a 200% tariff bomb. Here's how to cash in

Listen: HotCopper Wire Podcast 017 – RBA holds the toppings

AII

Inside the depths of Panasqueira: A legacy carved in rock

ILU

Rare earths stocks surge as Pentagon buys big stake in US REE miner

LIS

'Opens doors': Li-S Energy the first Oz company to produce lithium metal foils

First 6982 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Banter and General Comments, page-6982

Top Stories

HotCopper Highlights: RIP to Botanix (for now); Droneshield new ATH; Trigg mystery halt

Antilles brings Chinese ally on board to keep Neuva Sabana work chugging on

Carawine faces Fraser Range JV collapse as IGO moves to scrap partnership

'Big tick': Viridis positions for global leadership with Colossus pre-feasibility study

Week 28 Wrap: Tariff chaos back for some reason; CBA holds strong

Trump just dropped a 200% tariff bomb. Here's how to cash in

Listen: HotCopper Wire Podcast 017 – RBA holds the toppings

Inside the depths of Panasqueira: A legacy carved in rock

Rare earths stocks surge as Pentagon buys big stake in US REE miner

'Opens doors': Li-S Energy the first Oz company to produce lithium metal foils

Featured News