that’s stocktalker
given you have confirmed they are not high cost produces but rather second tier, I conclude their preparation was completely crap . Nothing about it was accurate
cash - wrong
discussion in cash growth - simplistic and wrong
growth projects - wrong as there is rentails and potential acquisition in Tasmania - so wrong again
cost profile - wrong
ownership structure and suggestion Chinese are off take partner -wrong
any discussion of how major shareholders supported MLX in their time of need - wrong - pre the APAC appointment of directors the management were poor and viewed that was by the market
it’s is worse to know a little bit about something and be generally wrong about the topic than know nothing at all
Ann: Quarterly Activities Report, page-209
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