Why would anyone listen to them... They have been perennial lithium boom and investment denyers for years. Also not sure what execution risk they're talking about, min have already built the mines and the hydroxide plant is almost complete.
the core iron ore business keeps on chugging along at good speed.
The big expand will take a bit of time and investment but seriously CE and his team are no fools or Johnny come lately in this space; they've done it many times over successfully. Also CE will make sure he has good partners with deep pockets so I don't think he'll take much of the real risk on. He seldomly does. He builds it sells part of it at great profit and maintains the service business to it
i dont think Morgan Stanley have clear and trusty motives on this one. So wouldn't trust them as far as I can throw them.DYOR
Down by 5% today? Why?, page-23
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