AKE 0.00% $9.83 allkem limited

Ann: June 2022 Quarterly Activities Report, page-11

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  1. 7,929 Posts.
    lightbulb Created with Sketch. 2423
    No doubt sentiment as been very negative across most fundies and analysts.

    We all know Cattlin is a short term assets. It's funding working capital for the other big projects. We can't expect great recoveries and margins from that resource. The future is Argentina and James Bay. Anything from Cattlin is just cream on top. The highlight for me is the progress on the argentine assets as well as production increases at Olaroz. this will drive earnings growth over the next few years, with pricing remain elevated as per their guidance.

    https://hotcopper.com.au/data/attachments/4518/4518682-5028c73db467585373098065cb1927ee.jpg

 
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