Where were all the people questioning WoodMac’s expertise back in July 2023 when Galan released a DFS using their assumptions of a long term LCE price of US$28,000?
Oh, that’s right - we only argue with them when their assumptions go against us. Got it.
Don’t believe me - go back and read the original DFS1 thread. Lots of exuberance, no mention of whether WoodMac’s pricing assumptions were worth their salt. In fact, one of the few critiques of the pricing assumptions came from… wait for it… me: https://hotcopper.com.au/posts/68611773/single
I got accused of downramping
Where were all the people questioning WoodMac’s expertise back...
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