EMN continues to deliver in a careful managed way, no surprises (other than the 2nd lot is samples from the pilot plant in China) which I wasn't expecting and is a 'positive surprise' !!! Personally very happy with the new CEO, you can tell he's done this before (Lynas)
The one surprise that may be in the offing and is pure speculation on my behalf is an announcement about the acquisition of another deposit in North America...would make sense given the Becancour 'optionality' that EMN now has... Anyway I've been buying more on SP weakness ...GLTAH
Ann: EMN Reports Fiscal Q1 2023 Results, page-2
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