Summary of FFX, page-53

LTR is in Australia and FFX is in Mali (sovereign risk being in Africa)
LTR has proper institutional backing and FFX don’t..
I did some comparison between LTR and FFX sometime back .. pull that out..
LTR chairman holds nearly 20% of the co and top 20 hold 45% .. FFX has euroz/Hartleys as their CR partners .. who are happy to block the increase in SP with continuous sell
Both companies will be going to through demerger process this year.
FFX also has offtakes and Gangfeng

LTR is has been lucky with their timing and progressed.. I think if there was no CR and we continued with our momentum and with recent lithium price action.. we would have been sitting at fairly higher value than we are at today..

FFX is highly undervalued so a lot of potential for it from here .. our time will come .. hopefully before the bullish cycle ends..

I hold both but overweight in FFX..