Lewis has been playing a great "marketing" game for years- but...

Lewis has been playing a great "marketing" game for years- but his short term deliverables have let him down.
He has been spruiking the Sandong opening for about 3 years, most recently his statements are " in 2 months" and he has now been saying that for 6 months but a savvy financial journalist recently wrote that he would not achieve commercial production until 2027/2028 - if this proves to be true then his share price will disappoint a lot of people given that it has run up so hard to a market cap which bears no resemblance to the fundamentals

When the world, including Congress, eventually wake up to the fact they will very likely not be producing and delivering into the worlds urgently needed supply chain solution until 2027/2028 there will very likely be some tough questions to ask and they will pour over the details of how it came to this

The opex costs for one having NOT been updated in tune with the inflationary environment for 6 years

Following the pilot plant exercise, they believe they are going to start production from day 1 with an 85% recovery

And that’s just to mention 2 key takeaways for investors

Caveat emptor…….this could be a very good shorting opportunity - at the very least, a switch