What i like about the report is the investment thesis. If you look at historical graphs, supply & demand along with Macro & international, the CAPEX requirements going forward like the OIL & GAS thesis is somewhat of T$1.3 WORLD WIDE. "That is not going to happen"...so any diversified miner with Capex, cash flow above percentile with longevity of product in mine supply chains, ou have a good story going forward. That to me resonates a good trade line going forward beit up or down. Either way S32 has great management, knowledge & geopolitical tension to have good upside on a sell down BOT input. BAD NEWS IS GOOD NEWS FOR TRADERS AND LONG TERM HOLDERS ALIKE.
S32 Price at posting:
$3.13 Sentiment: Buy Disclosure: Held
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