The truck roll over is actually pretty bad for only 1 quarter. I do agree these issue can be rectified and not much ever goes straight to plan at the start.
The lithium price is a major issue. If lithium drops again 10-15% lower it will mean bad news for the SP as it seems like it will be around 24 months until the spod price recovers.
I think MIN is currently in a watch and observe status. I feel no rush to make a decision on this. Especially when the numbers in the last Q were shifted all over the shop.
The next Q will reveal A LOT!
MIN Price at posting:
$30.50 Sentiment: Hold Disclosure: Held
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