PDN 4.91% $8.33 paladin energy ltd

it's a fair summary. misses a key area around long run...

  1. 63 Posts.
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    it's a fair summary. misses a key area around long run returns to shareholders. better to sell more pounds over a longer period at a higher price than consume market share at a lower price.
    supply deficit is real so some could argue Kaz and Cam can sell their product at a low price and they will wait to sell at a higher price.
    Buying market share makes no sense in this set of market conditions
 
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