Running discussion on SP, page-21348

I should add context that I'm referring loosely to major risk of all the current producers and explorers which no one wanted to acknowledge when I posted about it 6 months ago.

for the most part I think some will be successful. but IMO there's only going to be 3-4 hardrock producers in 5 years time. and it will be the ones with the largest margin. so you either need a low aisc or a premium product.

premium is greenbush spec.not 5.8 with low impurities or 6% with marginal impurity levels.

these are the questions every lithium investor needs to ask themselves of their beloved lithium company.

Need to stop nitpicking CO's in 5 years time you'll know who the pretenders are. one thing is for sure though. the Western hierarchy is praying that BGS/MLL (non holder) and AVZ fall over because it's going to make a lot of people look very silly/poor if they don't.

(see cobalt industry) is lithium not profitable at current
GXY seem to have their opex sorted but they also lost 100m in cash somewhere and no one knows where.

SF2TH