The $500K chap needs to go, along with the convertibles.
I'm reasonably happy with it at current prices but I do fear a few points downwards look possible as little attack is visual.
So cheap, but when the need for a cap raise eventuates again, it could get worse. I'll re-evaluate in October, after the next quarterly, but I still feel the EV is too low.
Surely, the duck is paddling underwater.
Av. is around 1.86 now.
Very contrarian as nickel and cobalt prices have collapsed.
Battery Giant LG Chem Prepares to Lock In Mineral Supplies (yahoo.com), page-1136
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