Free
Message: Unlocking shareholder value

If CO is producing strong cashflow, and TP is fully funded and under construction, a combined market cap of $8bn by year end is a fairly realistic expectation, IMO. Ofcourse it will depend on how the market is valuing growth companies at that time, and none of us know the answer to that question.

Also, the market is currently valuing all lithium companies on the basis that lithium prices will fall over the next few years (as forecast by ALL investment bank analysts). On the contrary, I believe the supply demand gap will increase, not decrease, and prices will rise, not fall. The light will come on at some point.

As always, timing is a known unkown, and patience is required.

Share
New Message
Please login to post a reply