RE:RE:RE:RE:RE:RE:USA / North America marketKHAppreciate the historic precision and its relevance to the topic - always satisfying - our continued understanding.
To Island’s point wrt the ‘ much of the same’ of the latest Largo presentation; It may be time for Largo to provide ‘some future strategic perspective (at least high level) ’ as, after all, a lot has been going on. On the other hand, we don’t want unnecessary unraveling that may fall into wrong minds.
In other words we knew (or thought we knew) what the last CEO had as a strategy (in addition to the Perles’ positioning). Has something changed now that Misk+ Arias have a tighter grasp on matters?
After all, is the vision NOT somewhat changing (geographic focus, additional value from abstraction and sale of additional materials, targeting of additional V applications/uses… seeking out and enabling more client-specific ‘mix’ of sales options)?
At worst the forthcoming conf call may provide additional ‘directional clarity’ for this first-rate, current p/e=5.87 company?
GL_Longs