Chinese largest lithium compound producer with all technical expertise in hard rock and brine projects, is risky? Are you sure???
I know Tesla offtake is great, but other automaker like Ford, have they started to build a conversion plant yet??? What would happen if they didn't or are delayed? Ganfeng definitely can build on time in China. But have a look how long it took to build Kwinana conversion plant and how much capex it blew out!!! That's your location advantage...
Just to be fair, every stock has own merits and disadvantages.
All imo.
Ann: Leo Lithium Addresses Media Speculation, page-61
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