surely comparing Australian nickel with Vietnam is not a like for like view with cost of doing business - largely labour.
I'm optimistic that Vinfast have always been in and there has been several expectations to future proof its competitive position with sourcing green inputs and also someone to share the risk on this project.
I think if there was a lack of trust from Scott the top 5 would have got him gone - with less emotion and looking logically there is a truth in the narrative being told playing out.
I'm should have sold in the 80c but possibly a $2 stock in 2-3 years still
love people's thoughts.
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