Predicting this has become a joke because management don't give a hoots about updating the market.
I actually think some of their recent moves (selling to POSCO was in point), buying A40 was on point.
There seems to be a strategy but it is not being articulated and at present, seems incoherent.
whats their strategy? Tech through lepidico? Resource expansion in spod through A40? Downstream? And where does Sal de Vida sit? What is happening there?
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