Post by
rkhosla on Jun 14, 2023 9:50pm
Option #2: a hidden gem, the market has us all wrong
a deep value play, vastly undervalued EVEN at $9/lb Ni and $13/lb Co, will find our way into NA EV supply stream whereas Indonesia will be excluded, Ni deland will outpace supply, market is just plain valuing us wrong....
Comment by
FCPlady on Jun 14, 2023 11:28pm
Binedell's been in charge for 2 years now and S is trading at the same price. The market could be wrong but it's telling us there's no reason to invest in the company.
Comment by
rkhosla on Jun 15, 2023 12:06am
Ok so.... you pick option#1? but you said could be wrong, so option #2? maybe you are just as confused/conflicted as i am....
Comment by
CommonCents123 on Jun 15, 2023 9:50am
Correction rkhosla, Sherritt cannot participate in the NA mkt because of the US Embargo. Nothing from Cuba can be sold in the USA. Sherritt's hope is in Asia and Europe. Competing against Indonesia and Rusion respectively.