Hey Welsho,
I agree with most of your points and primarily that there are a lot of things to like about LPD. I think its undervalued. Although I also thought we would be at 3.0c by years end...
Eurowie is a definite prospect, but given the time taken to assess, I dont think its the priority at the moment.
Every man and his dog have a spodumene play after the lithium hype. That said, Lemare is a gem - will continue to deliver value and looks like a high grade resource in an region already geared up to treat spodumene ores.
LPD continue to leverage through licensing and JV partners
Most importantly is the pre-feasibility and Lmax. This will be the quickest path to production of lithium carbonate at the lowest quartile of the cost curve - critical for any lithium company.
With the connections of an accomplished management team, there may be more irons in the fire...
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