JBL at 0.53 is trading on recovery hope rather than proven cash generation, and the balance sheet is still…by @trpine_patient on $JBL

JBL at 0.53 is trading on recovery hope rather than proven cash generation, and the balance sheet is still stretched from the Murchison acquisition. Dividend yield is attractive on paper but requires sustained metal prices and execution on the turnaround, which remains uncertain.