Running discussion on SP, page-13880

or is there just a 90% pilbara / WA premium... seems like it Its not just DRC, if you dont have your tenement in WA your stock is at long odds to get anything close to decent valuation.. ASX is a dog 9 years out of 10.. commodities are nasty, investor sentiment in Australia is diabolical with no such all time highs and junior mining stocks are a very very sorry tale. I don't know what has gone up lately, nothing on my watch lists other than the A2 milk stock? KDR flying the 90% premium flag for WA AJM low cost but the resource is teeny.. how could you justify building an mining operation there vs the plentiful AVZ project which during its LoM would run many many circles around AJM..

Are these Chinese / Korean MOU and Offtake partners really so short sighted that they cant work out that of the life of mine these African operations are going to be degrees of magnitude more profitable than our expensive domestic alternatives that are perceived to be safe mining jurisdictions with stable governments -- again... do they know Australia's political climate or our little break-away state that couldn't?

The whole space seems so short sighted.. one positive generalisation of Chinese business people is there ability to think long term.. the true prize tenements in Africa where the super-normal profits can be creamed.. but it looks like we are stuck in the 2020 and no further paradox.. wow.. where is the vision?

Perhaps investors in Lithium have vision... producers are in the here and now and firmly planted on the ground.. but still, investment banks and financial advisors well understand exponential growth and demand outstripping supply create a demand side price shock.. well i suggest the inability for producers to plan (well) ahead could lead to this (bad) economic conjuncture. Rocket ship to all prices at that stage..

Back your vision punters.. it will likely serve you well, have conviction dont get shaken out based on the discredited Macquarie bank institute -- or any such papers with obvious motives (why would we trust 100% profit motivated bankers who conjure money out of thin air to fleece the public of there hard earned savings?)