RE:Seeking Alpha Articel by Taylor DartTaylor , Dissliked Otis before and blamed the management wich was not fair imo . However sure he dissliked the EXN/Otis deal as well plus he did not like EXN ;-) seems to be a double loose company from his point of view.
Its easy to blame EXN management if we talk about the progress in the last years , no doubt !!
But as a investor i try to forsee the future and in 2020 EXN has been able to make progress on all of their projects and this in Covid times !
I think he miss the turnaround potencial also he said nothing about the new power contract wich is in place since early Q4 and that will bring EXN to something like 14/16$ AISC imo and with raising PM prices if you believe in that its another story and can be a big surprise in 2021 .