Manipulation. The stock is famous for it. Expect capex escalation but reality is we aren’t building now, still need value engineering etc and site integration synergies - so this isn’t done yet. Also don’t just look at capex but yes we need to work on a bankable number - but the likely pricing outlook for these critical minerals. Must look at both sides of the equation. The global thematic for this project if off the charts.
Meeting Timeframes and Holding Management Accountable, page-29
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