Australian market always seems bad at understanding foreign...

Australian market always seems bad at understanding foreign jurisdictions that arent considered tier 1. Scotty really understands the potential of Vietnam as the next China-like growth story, whats more compelling is that it allows battery related companies to get out of China to diversify supply chains.
like he said if this project was in WA, we would be at least $1b MC by now, despite Vietnam being much more appetising in terms of operating costs and for making it more feasible for production to be green.
imo BSX is one of those stocks that represents a severe mismatch between risk and reward, not a matter of if but when this moves strongly to the upside