He's actually made some reasonably salient points, most of which I tend to agree with.
MC $1.2+B with an estimated NPV of around the same from memory?
I'm in at a very low base, and to be honest, it's already where I was hoping it would be after chemical plant construction and hydroxide production in a year or two - ecstatic with the SP but curious as to the fundamentals and financials to warrant current rating.
I guess the sums need to be what additional revenue/profitability can be attained from SYA feedstock processing (IF they get their act together with environmental sign offs, and bid offers), and at what cost to SP dilution/balance sheet for plant constructions.
People can talk up Biden policies, EV uptake, green everything, till the cows come home, but at the end of the day, when the dust has settled, a mining company needs to sell $hit & make a profit to maintain SP.
Hate to upset the rose colored glasses wearers, but there's no way I'd be entering at current SP - but man, I hope they're right & I'm wrong.
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