CUB
Agree. If they can come to some arrangement quickly then first mover is a monty. This current lithium opportunity is not going to last forever. Like I said in a previous post it is akin to the recent iron ore boom/bust. The bust will come with over supply (mainly from new technologies) and only the brine producers will be left standing with marginal businesses.
If they can seal the deal then POS is a 9c SP with cashflow waiting for NP to improve.
What does WSA and IGO have in regards to co-processing capacity for Li? Nobody is going to build a hardrock Li processing plant so only existing infrastructure is viable. IMO.
RED
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