Met JB once, he was slightly late having insisted on catching a train to the presentation he was hosting. I later learnt management controlled the business from a shed in Ipswich for a number of years. Not sure there is any better signal of a company led by honest people, with skin in the game, focused on cost containment...
Management may not be willing to broadcast (due to modesty and past lessons) an abnormal opportunity, potentially trading on a CY 18 EV/EBITDA multiple of <3x, that we are all looking at.
It's up to us. IMHO this is one we need to objectively tell others about. Don't be distracted by the many other misguided/hyped up stories in the Li space. We're sitting on what may be the best placed emerging Li producers globally.
Stay strong all, and hold.
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