Post by
britishracer on Sep 14, 2023 3:08pm
Interesting investment proposition
Started a position on the stock earlier this year. I like the fact that they do not have to dig a hole in the ground to have access to their ressource (which would be a problem in Europe) and that they plan to set up in Canada (Becancour) a critical minerals-friendly jurisdiction giving them access to the North-American market. Still cheap at that level. 2 year wait for the stock to reach interesting levels.
Comment by
PierreC on Sep 15, 2023 6:14am
Interesting summary. I've also start investing in EMN and in addition, I like that management team wich is very methodical, doing the right move at the right time. I also expect to see offtakes annoucements and annoucements about Becancour Q4 this year.