I asked grok what fair value was for mlx given current prices. Came back with 95cent to $1.50..
I for one welcome our new ai overlords.
reasons for discount given broadly
1) single asset company - looks like they are looking to change this with first tin etc. Lots of cash to move with especially now. 2) no capital allocation plan - divvies this year or some awesome deal or sweetner please. 3) greentech deal uncertain...yep 4 ) uncertainty around sustained tin price rally... this one is out of mlx hands but capitilising when times are good is important. 5) questions around reserve and mine life - lots of exploration potential.. should probably beat the drum harder on that.
MLX Price at posting:
69.0¢ Sentiment: Buy Disclosure: Held
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