Top member reports
Company Report
Last edited one year ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#8
Performance (52m)
14.0% pa
Followed by
184
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bear Case
stale
Added one year ago

Concern isn't that the project won't go ahead since project has full offtakes and financing and is probably at the high end of capex, accounting for the high inflation environment. Main worry is the cost of capital and project schedules.

Have noticed lots of retail holders as well.