no. 1 coffee done....
kdr has been a very significant performer for the last couple of years. mostly gone under the radar too for the best part.
mgmt are very straight. no unnecessary noise. keep it simple they do. sp is beholden to one/maybe two funds reducing lithium exposure. also a few newish avenues by which to short this also. in fact it's very easy to do,...without the need for traditional borrow methods. some of these types are extremely good at it too. short, get confirmation. press (sell more) press again....thats why some of these guys are buying 20 mill properties .....(fin review yesterday) trend is plainly a friend.
there is no fundamental problem/issue here. just isnt. an absence of news for one... but that will come.
as i wait for my breakfast, i cant help but be amazed at all the new posters here....free advice: go read the previous posts threads...it's all here.
divine play is shaking her head at me now....she reckons im a sucker for all my mates here now...i tell her im doin the 3 party at crown by years end too. lattes on me.
ciao
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