You guys are reinforcing my point....
I have no idea whether he is cash for comment or not, agree his industry knowledge is great and he's good for debunking the MS over supply story. But if you believe he is downramping that deal and it was fair value (or dare I say it, under valued), then it's only upside for us
All I'm saying is that $300m MC based on similar resource size and quality should be the floor price. And if you read the comment I was replying to, 88mph was asking if there is any commentary that POSCO overpaid, so I provided commentary.....
Settle down fellas
General Discussion Banter GLN, page-1874
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