Tesla Lithium - Interesting, page-13

The point is that the current valuation still seems highly inflated

big money seems to want to acquire already proven derisked tech, established detailed mining plant with large scale output with 30year plus economically concentrated resources in stable pro business sovereign countries like Oz and Canada

LPD seem to be hoping this third party upstream concentrate market just develops out of thin air and that there is just plenty funding to go around to kickstart (I say they are living in dream land)

limited effort has been done from what I can see to survey the third party market and investigate the current and future feasibleness of this third party market to supply concentrate to LPD

otherwise what is the point to all this

by the time LPD get $50m to start their mine in Africa (where it risks nationalisation), the lithium market would have matured to such a degree the supply demand curve will be tightly held by big mature players and LPD will have no way in to meet their feasibility outcomes

buuuut let’s all wait it out