With the DFS due imminently, whats everyone’s view on the expected increased CAPEX costs?
Given Argentinas current inflation rate being over 100% is this coupled with general sovereign risk the biggest reason Galans share price is and will/may continue to be held back?
Even our neighbour Livent a producer in the space has had little to no share price increase in the last 5 years.
Should we be looking at Australia, Canada, US and other Tier 1 countries only for less risk adverse investments or as many would say “patience grasshopper, a re-rate is coming”?
Would love to hear some genuine input without nonsense ramping or down ramping.
Thanks in advance.
Luke
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