Indeed the irony is palpable. Your lack of self awareness is astounding. Its a thread on the AGM! On....oh, I don't know....a forum for discussing stocks and companies!!
You verbally assaulted me and others as stupid in the past for even discussing business developments, balance sheets or funding etc before, anything beyond your simple take on commodity prices. At the condescension again I see. You jump on an AGM thread with your "only commodity prices matter" rubbish!
And the pyschiological projection from a keyboard troll is hilarious:
"And you're sitting there telling everyone the way it is, meek, behind your keyboard..... pahahahaha... please!"
And you throw up, what is that aTrading Economics screenshot? Really? Perhaps cite your crappy third party sources on your rubbish on commodity prices that my Gran could look up online, if you will insist on telling us how it is.
Spot Neodymiun Oxide trades at 430,000CNY per metric tonne on the Shanghai exchange, dleiverer to sale place. Praseodymium-neodymium oxide trades at 420,000CNY/mt. I don't know what that thing you posted is.
You are a well demonstrated ignorant of how equity valuations work:
"NdPr down 15% YOY, miners usually trade @ a multiple of 3 for commodity prices."
Really? I'd best go short crap out of Glencore, Vale, BHP and RIO's then, if its that simple.
And you discuss Lithium prices? Really? ASM's business is in Neodymium Praseodymium, Zirconia, Hafnium, Niobium, Dysprosium and Terbium, etc. And quite astoundingly stupidly, in direct refute to your own silly investment thesis, which you insist on shoving down peoples' necks on an AGM thread for crying out loud, Rio Tinto, Pilbarra, Iluka, Mineral Resources, Lionstown etc, you know the biggest miners of Lithium are all over the shop on their YTD share price returns and trade at anything but a discernable "multiple of 3 for commodity prices".
You are a nuisance and more seriously an imposition to discussion and information discovery for investors on Hot Copper - why more intelligent investors read it. Once again, read the title. This was an AGM thread that you loutishly jump on with your usual aggression. I was discussing remuneration and performance awards of the executives poorly stewarding a 70% YTD fall the share price of our investments, that has at best, a marginal relation to the very small falls in YTD commodity prices to which its business relates, in direct contradiction to your childish insults/arguments.
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