Exactly! I mean I'm disappointed too that SP isn't higher, especially as it's basically a given now that there will be a battery factory in Czech using our lithium. But every time I pause and go back over the fundamentals - quality of product, size of the resource, location, low-risk of permits for existing mine, rising lithium AND tin prices, potential to scale up both resource and output... I just keep coming back to the position that this has huge potential to grow still (and yes I'm remembering we only own 50%). Just we have taken a slightly different development path and aren't rushing into signing offtakes. But really, what would that achieve in the long term? It may be a short term sugar hit, but signing an off-take earlier rather than later really only becomes relevant when you start trying to arrange financing. And I am confident KC has that under control.
EMH Price at posting:
$1.40 Sentiment: Hold Disclosure: Held
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