MLX 1.15% 43.0¢ metals x limited

that’s stocktalker given you have confirmed they are not high...

  1. 20,334 Posts.
    lightbulb Created with Sketch. 1982
    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

 
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