Comments by Ramos as Head of SQM at this weeks opening of Mt Holland were interesting from a LTR viewpoint. He claimed this was the 'first step' of SQM plans in Australia and they need 10 more lithium mines similar to Mt Holland of SQM. Now what could be the most obvious choice for him to be eyeing off as his first of that 10? And KV is so close by and is ready to produce this year! Would GR holding 20% put him off (like it did to cash strapped ALB)? What might GR think of a JV with SQM? And do keep in mind how much SQM paid for its half share in the WES/SQM joint venture when prices were better! https://hotcopper.com.au/threads/good-news-bad-news.5973628/page-40196?post_id=72799403
LTR Price at posting:
$1.33 Sentiment: Buy Disclosure: Held
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