Fantastic analysis.
As I've said on a number of occasions, it's been a long time since I've been invested in a company where I believe the risks to be so heavily weighted to the upside.
When you're producing quality at scale at the lower end of the cost curve, what's not to love. Add to that the growth and efficiency initiatives, which continue to be professionally delivered.
Rusted on and very happy to be along for the trip.
All this in the context of the unstoppable transition to EV and BESS, and with 21% of the company short sold, (sitting like a coiled spring).
Looking forward to a reliable and growing stream of fully franked dividends for many years to come.
Ann: March 2024 Quarterly Activities Presentation, page-45
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