But, we could be wrong about Arizona clay, and we could be wrong about Canadian brine. Which is why I have small positions in Bradda Head, because it doesn't have BLM to deal with it at some of its projects and has some spodumene alternatives also. And I have a small position in Grounded, because its market cap is a fair valuation of low-concentration brine viability.
AZL is not just competing with itself -- by claiming clay is cheap but DLE is cheaper. It has competition in both processes, from companies that don't have the albatross of a US $50,000 monthly rent payment around their necks.
BLM BIG SANDY APPROVED!, page-73
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| Price($) | Vol. | No. |
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| 1.5¢ | 399999 | 1 |
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