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KDR on the verge of doing a Bradbury, page-2

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mistie

1,751 Posts.

1072

22/05/17

11:17

Post #: 24830922
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Originally posted by mistie ↑

A timely reminder to all, Extract below from Wentworth Securities “Desk Note - Kidman Resources stands out amongst Lithium plays”, 8^th March 2017 (full desk note available on KDR website).

Lithium Market - not everyone will be equal

You can find slides on the large increase in future global demand for Lithium, in the decks of the Lithium
companies. And most are aware of future needs of companies like Tesla, which are driving these numbers.

What should also be understood, is that the additional demand will come from a few very large players.
And these large players will contract into the largest secure producers. The pricing mechanisms/ agreements will have levels of confidentiality. So, unlike deep bulk markets with spot pricing, using iron ore for example, with multiple suppliers and consumers, the bulk of this additional Lithium demand, will seek out the largest potential producers, with consistent grade/quality. This market is where Kidman will sit.

IMO, Kidman about to “do a Bradbury” twice over. The 100% KDR discovered and owned Earl Grey deposit is soon to be the largest undeveloped high-grade hard rock lithium deposit in the World, a most sought after Tier 1 asset.

View attachment 586035

Grubby greenmail claims has been and will be dealt with accordingly by all, achieving and generating the best return for Kidman shareholders only. That significant upward SP re-rating is not far away now. Good luck to all shareholders. Bye …

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Correction : That significant upward SP re-rating has commenced. This horse is bolting ahead, good bye Greenmail, hello Abermarle ? Bye.

KDR Price at posting: 48.5¢ Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

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KDR on the verge of doing a Bradbury, page-2

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