Agree , add to that the fact that KDR is in a JV with SQM which is one the the largest world suppliers of Li and is the real problem with KDR. I don't like to downramp other companies but SQM is in no hurry to develop KDR project. They have other projects which are a priority to them. They paid peanuts for KDR and it's in their best interest not to flood the market with Li so that the prices don't fall. The terms Kdr signed with SQM were not the best. ASN on the other hand are fast tracking to production, not in our interest to delay.
ASN Price at posting:
11.0¢ Sentiment: Buy Disclosure: Held
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