Absolutely, at the moment Spod is what is making the cash, now I know that the asset doesn't have a long life, but it will make a killing in the current market. Spod pricing will come down considerably in the future so you need a producing asset now. Then we SDV free an clear, not 2/3rds of the assets, once developed it will have slightly more production that 2/3rds of stage 1 and 2.
I also think part of the problem is that now the size of the company is much bigger and so to move the prices you need institutions to do it.
Relative to valuations of other companies on the martket, if you did a sum of the parts you could get to a high single digit share price for the old GXY if we didn't merge in my opinion.
Not much you can do now, only option would be to sell, but I see AKE undervalued on sum of the parts compared to other Li companies listed, so will hold for now.
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