Mu hunch was spot on. Great strategic acquisition and lovely fit to overall scheme of things. Operating costs will be lower given proximity of projects. If Cowan matches Baldhill in terms of quality and scale, SP will re-rate strongly. I believe we are catching the lithium S curve nicely.
First rate planning and execution - kudos to Mark and team.
TAW Price at posting:
36.5¢ Sentiment: Hold Disclosure: Held