It might have also been the CXO/AGY missed guidance comparison. He just can't seem to compartmentalise the analysis of management and communication issues. I do it within the sector to keep it relatable, but the missed guidance issues can be compared with any other company on the ASX, it doesn't need to be lithium, EV supply chain or even mining related.
He was more than happy to indulge in these comparisons when the AGY SP was flying earlier in the year, but not so much now. It's good for a laugh though, with his mouth always two steps ahead of his brain.
GCar + AGY + PLS in the search filter spits out numerous PLS/AGY comparisons.
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