I felt the same it seems to good to be true, usually it goes the other way.
They do present a rational explanation and there was a lot of silly numbers post Covid, industry has had a reality check in recent times not quite the demand that they thought.
Will see how it plays out even 10% reduction would be okay, one thing’s for sure the days of pumped up critical mineral stocks are over, companies need to play a straight bat and put runs on the board.
I think we’ll get that here with VHM, approvals and FID will just be the first rabbit out of the hat.
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