UBS have just done a pretty in depth report and have $6 on it with 50% EV adoption with 40% of revenue coming from Pd. Their worst case scenario was about $3.50. Very conservative assumptions though. Macquarie have $9 on it and given they just paid their commodities boss a $50M bonus and they first covered it in 2020 when it was $1.20 (price target $1.80) and it’s taken UBS 3 years to put out a research report, I know who I’m listening to. Bell Potter have $10 on it but they’ve been involved in the cap raises so I’d take that with a grain of salt.
CHN Sale, page-322
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