General Discussion, page-1597

If one factors in $20/kg, what does that imply wrt ebidta and therefore earnings, based on the following?:



Now, factor in the growth pipeline, and your statement that “this is hugely oversold” rings very very true, IMO.

Can the market get even more irrational? Sure it can; history shows this.
Look ahead a few years at the likely expanded production we will have, apply a rough P/E, and consider how absurd - IMO - the current “valuation” is….

Those here who rode out the pain of 2019/2020 know what “happens next”, even if we don’t know exactly when that takes shape.

GLA

imo
Not advice
Dyor