Wednesday 2nd December. US time - Thursday is Thanksgiving break; Black Friday and Cyber Monday HP might just focus on pumping sales through; then Tuesday would be time to announce the deal. Hence, Wednesday AU time.
Though I, the same as many of us here, expect it to be a major rerate, also expect lots of supply into the market (ppl with decent profit already, LIND, etc). Hence I just hope price at least can be consolidated at 7-8c until more news comes in (2Q20-21 accounts du 30/1, update on increased production, update on increased sales of Max, news which indicates breakeven already achieved or will be soon achieved, major strategic partners coming in on the back of HP deal, commencement of HP production, 2nd OEM, etc). Price would gradually climb up during 3Q20-21 (financial year)
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