Sorry mate but if I am understanding this then that is just nonsense. There are african peers in the lithium game that are double this price based purely on resource size. Which I have absolutely no problem with. Today was sell the news solely. The VWAP tells the story, the low volume sell down, the continual re-loading of off book volume, etc. This has an easy absolute bag in it by any measure from here. LLL alone is comparable to its african peers in terms of actual production and path to market. That is one bag. And if you want to consider a whole producing gold mine in the back pocket... well then...
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