Yeah agreed, pretty drastic difference in life cycle though. I think both companies are due for a rerate as lithium sector continues to (hopefully) heat up. Any producers still standing by 2030 will be very much in the money.
Although very happy for LTR to crash and burn, purely because of the fact they left AVZ of size comparison chart in their presentation. Kidding. Kinda.
Running discussion on SP, page-54038
-
- There are more pages in this discussion • 28,742 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)