Future is for the True Believers, page-65

couldn’t agree more pie.. it clearly articulated financing as an aspect of the agreement. This wouldn’t be a free lunch, LCK is still committing to a multi billion dollar contract with this prospective partner, so DL E&C clearly have huge incentive to get this done...

people are acting like companies have never made a favourable deal befire and that shareholders akways lose.. it’s not a zero sum game and multiple parties can be beneficiaries of a successful project...

-financiers can benefit from favourable lending Agreements on a project with excellent financials and surety of a proven engineering company able to get the job done
-DL E&C can benefit from a multi billion dollar contact
-LCK can benefit through a partner with the engineering expertise and connections to commercialise the project

all of this is made possible through the inimitable advantage LCK has through the possibility of a 100% integrated facility that can produce at a disruptive cost. The resource and concept are bankable with the right management, strategy and partners.

nothing is a done deal and the low MC is reflective of that.. exploration lithium companies are trading at up to 30% of NPV for their projects and nobody bats an eye, but because LCK will be a first of its kind in Australia, the naysayers say it can’t happen.

if a binding agreement is formalised by months end then it undisputedly changes LCK’s current value.. management has done pretty well so far in reaching their target commercialisation goals, so I am confident there is a good chance they can get this done. Time to strap in for the wait though.