Do we remember what a sunny day was ? When LTR was offered 6.6 billion dollars from Albermarle? That is of course the mid summer delight. Yet winter may still be still of counter cyclical deals. And incredible that what the ebs of winter can precipitate opportunity for the industry long participants, and be accepted by beaten down longs. I would think, a mere 200m-300m would probably get this little duck over to the farmers market. Alternatively, or to the predator, incredible upside then to just allow this to thaw into the next summer cycle.
What comes from a strategic who is looking at the 2027 supply deficit and says, they could take the winter ebb to secure a large stake for modest equity. There is no discovery risk, and a low risk permit route in a tier 1 longevity jurisdiction. The probability curve to guarantee of supply.
WR1 Price at posting:
28.0¢ Sentiment: Buy Disclosure: Held
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