Running discussion on SP, page-21183

stable locations with lower transport risk are struggling to make profit.

supply will come from where it can be profitably extracted from. end of.

this is why 60% is sourced of cobalt is sourced from DRC. (excuse that cobalt can't be sourced elsewhere is bogus. it can - but not profitably. is hardrock in wa the same?)

if Australia producers can't reduce their opex costs a few will go belly up. IMO

KDR (not a holder) will succeed (grade good impurities low). PLS (holder) has bet everything on one mine lots to gain if they get it right but lots to lose.

GXY (non holder) has diversified across locations and brine/hard rock. but strategically stupid. could have bought pls and avz in infancy stages but done nothing. sat on SDV too long

LTR (non holder)has good grade and decent deposit size but very deep, huge overburden and mining cost. won't be producing for 3-4 years IMO

A40 (non holder) good price for product currently, but short mine life

BGS-MLL (non holder) similar risks/issues as avz but less grade/quantity. but has gold projects turning over revenue.

KDR and mt Marion bought for a song

why not ltr, pls or any other lithium play?

SF2TH