If I’m reading the T20 right.....they’re not idiots....Imo.........
....................Battery Day will gear up the market big time. Tesla alone will need lots of lithium to support it’s vision. And people will realise there’s only one western Tier 1 fully uncommitted resource.
Let’s see what develops in the next 8 weeks. We could get 2 major surprises if not 3. Effectively, we’d be within striking distance to our updated PFS (early Q4) which should have some eye catching and wallet opening numbers, owing to:
-NPV to be based on 126mt at 1.4% M+ I resource, not the 50mt at 1.2% in the initial PFS
-UG blended in tapping on super high grade area and royalty free
-WOF to super elevate the grade up to 7% and potentially lots of haircuts on COP
-Tantalum also to be added to make it even more tantalising
So there you go, at least 4 major drivers to a significantly boosted PFS in a sector that’s about to blow non Ltr holders away.
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