yeh, at the moment the macro conditions mean only earnings are really having an impact on SP. might get a little bump from the final mine approval, but a bigger bump will happen in the next 18 months as macro conditions improve. still on track to be well north of $2 and probs north of $3 (and maybe briefly north of $4) by the time we get first full earnings quarter. still a strong argument to go long with tlg RN.
Talga in 2023, page-603
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