RE:RE:RE:RE:RE:Re the new AmericaFirst agenda...@Dumont
The usual culprits were on the call (except Rupert had a fill in) and only RBC publicly maintained their buy rating wih no change in target 3.25$ next 12 months a few days later. Big grain of salt here since RBC also sponsors the line of credit :).
AGM in a few weeks so I look forward to their "tweaked" presentation on the 5 year strategy. Strategies should be adaptive and not rigid. The context has changed and the next 4 years may or may not be kind to canadian made goods shipped to the US. Northvolt, Volks, Honda decided to invest in Cdn battery factories because of free trade agreement... Northvolt already talked about at least 18 month delay in building ther plant. Volks has its own EV sales trouble worldwide, ...you get the picture.
I think that asking if China was a concern was the wrong question to ask at the last conf call.