BAUXITE
What the next catalyst outside of Bauxite going higher? Next earnings? Always enjoy reading your work.
Getting production even higher from 7 to 9. Paying off the debt and starting some shareholder return program. But I think a lot of it is just that the market needs to see the profits in the numbers repeatedly before starting to really price them in.
Thank you for the great article, and h/t Respeculator for linking it.
Cheap valuation, solid demand growth, supply risks — altogether that’s very bullish, as you clearly demonstrate. So what’s the bear case?
Bauxite prices going down, natural disaster or operational problems. Some things that could tank the stock
What the next catalyst outside of Bauxite going higher? Next earnings? Always enjoy reading your work.
Getting production even higher from 7 to 9. Paying off the debt and starting some shareholder return program. But I think a lot of it is just that the market needs to see the profits in the numbers repeatedly before starting to really price them in.
Thank you for the great article, and h/t Respeculator for linking it.
Cheap valuation, solid demand growth, supply risks — altogether that’s very bullish, as you clearly demonstrate. So what’s the bear case?
Bauxite prices going down, natural disaster or operational problems. Some things that could tank the stock