SQM and KDR recently had that investor's day presentation through JP Morgan
JPMorgan and Scotiabank cut SQM Target Price
I found this paragraph interesting
Likewise, JPMorgan says that although there was no change in expansion announcements on Thursday, "we questioned its ability to deliver the expected pace of expansion."
I guess the only way that SQM will meet its expansion targets is to start acquiring more hard rock assets because it won't be happening any time soon through brine expansion.
Haplo
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