Mate dont come on here talking about project confidence. Have you bought fully back into LTR yet? Price not low enough? Albemarle walked from $3 offer, CAPEX funding pulled and Gina still sat on her hands. LG not confident of getting sc6 from KV this year.
Leo will no doubt have issues mainly with the govt due to the ffx overhang, once resolved and in production with Simon at the helm (experience) and Ganfeng tweaking, Goulamina will thrive to ramp up stage 2 + 3 + downstream. imo
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