good info., but also expect some teething problems during ramp up. MIN has a history of being able to solve issues.
the desal plant looks like it just needs its suction lines relocated or a large buffer tank to deal with intermittent supply.
the trucks is interesting as i would have expected them to test/trial trucks fully loaded before comitting to design. Although as horrible as it is 3 rollivers given the qty isnt really that high and potentially points to training or load distribution within trailers more than an engineering issue. id expect the speed restriction to be temporary until they get a handle on things, might be one section of road/turn as well.
there is a lot of pessimism priced into this stock right now, ramp up issues at onslow high debt lithium price not rebounding/maybe heading lower trump tarrifs a cloud over growth generally with IO and lithium both exposed. aud fx given a lot of their debt in usd. CE dodgy dealings and future unknowns? technical momentum/trend.
to me, the company is valued cheap here, and its because of the above issues. all of which i expect to be resolved in due time or turn out to be a non issue. Trump today is already making comments about walming tariffs back as an example.
MIN Price at posting:
$30.50 Sentiment: Buy Disclosure: Not Held
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