Nothing wrong with a contrarian view. However, you cannot expect to gain much of a following in your thinking without some sort of rationale. Facile downramping will be met with disdain.
The current market cap is about $1b. The estimated annual ebit is $400m+ for the first five years. The resource is huge and growing. The EV market is looking like a hockey stick.
We have great offtake Partners and the Posco JV is likely to be the lowest cost battery grade Hydroxide producer on the planet.
What are we missing??
Or are you simply being paid/sponsored by those stock borrowers? And should we simply put you on “ignore”?
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