Spot on, forget upstream, the critical point to HAS rerating is proving up its downstream economics, it's secured the mag customers in German auto but needs to fill in the blanks in an ESG, ex China supply China, will be more than fascinating to see how it plans to achieve this, and fund it.
A viable plan will see it leap over every other wannabe out there.
HAS Price at posting:
$4.29 Sentiment: Buy Disclosure: Held
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