IMO the SP is where it is at because of the price of spod and the grades and recoveries are much less than the dfs predicted. In terms of his management, the big mistake he has made was the guidance on the 2025 production. The capital raises have turned out to be prudent (imagine not having cash at the moment......). On top of that negotiating the additional sales to yahua, the DSO shipment, passing on TESLA and front ending BP33 have all been very positive imo. Not sure what any CEO would have done differently that would have materially changed the situation we are in or the current SP.
CXO Price at posting:
27.0¢ Sentiment: Buy Disclosure: Held
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