RE: What would break the thesis on MTL as an investment case?11 May 2026 12:23
Following Broomtree’s comments, I have several hundreds of thousands further to invest but I have paused because I have become more uncertain about the quality of info received. Dupax, Abra and the unexpected remergence of contamination as a concern leading to reduced production this year, all badly dealt with in my opinion Maybe I am alone in pausing for this reason? But if others share my concerns then that might explain the terrible share price performance over the last 9 months . If DB fails to deliver on his promised announcement in the first half then this capital will be deployed elsewhere