Excellent work folks. My 2 cents
As confirmed by our cousins at Ore, supply will continue to be a major concern and certainly it will not match with growing demand. Producing lithium is not just turning a tap, and it make it even more remarkable what GXY and NMT are able to achieve. So I don't see the price of product produced by MtCat going down and it should really be delivering upwards of 6 cents a share earning, essentially a valuation of $1.
SDV numbers looks great as long as we can learn from ORE on what not to do
I am very bullish on James Bay. It shall happen faster and should deliver at a minimum equivalent of MT Cat EPS
So story from here is simply about execution, execution, execution , getting those plants working
Last day of Feb, the curve shall inverse from tomm..
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