Tend to agree on the 'lack of infirmation' scenario. I realise this is a critical period around comissioning, etc and I'm pretty sure management and team are not worrying what the sp is doing on a daily basis.
But irrational fear is our biggest enemy at present, BEOT jumping all over it, scaring off the less informed. Fundamentals are solid, both company and thematic, and will prevail eventually;
- Stage 1 comissioning underway
- Resourse upgrade overdue
- 1st product in 5 weeks
- Stage 2 DFS 5 weeks
- DSO cashflow in 5 weeks
- FID on stage 2 12 weeks
- Formalisation of POSCO JV are FID on stage 2
- Cashflow (thus Li spod price pt) end October (3rd Q results)
- Ramp up to nameplate December/January
All that in 7 months, WTF would anyone be selling.
Day to day discussions on S/P, page-28
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