Where CE failed, was to consider a discount CR instead of monetising PWM. We might have held the 42-50c band in that case.
But he made a flawed CR discount to 36c, and the erosion followed.
But, we still can monetise PWM, and allow come what may strategic leveraged towards industry, not this discount prevail, or predatory bets on our de-risked discovery in hand.
We are not a ship without a rudder, as many others might be. Strategic / corporate bets remain viable, irrespective of the sheep fleeing the pasture. What the accumulators bet on, the above, or even a book on the lithium 3.0 shelf, for either us, or a predator who seizes the opportunity of retail despair.
WR1 Price at posting:
23.0¢ Sentiment: Buy Disclosure: Held
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